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New features and improvements
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“Task Info” column was added to My Tasks->My Team’s tasks page.  |
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The custom fields were added to the following pages:
To learn more about custom fields, read the manual - https://ooona.atlassian.net/wiki/x/AYBqPw   |
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The “Custom field” can now be edited from the grid directly as a dropdown menu.  |
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Voucher number is now available in Administrator > Web administrator > Name conventions.  |
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The “Response required by” column was added to My menu > Tasks page. It was added to the “My tasks”, “Pool tasks”, “My realtime tasks” and “Tasks completed” tabs.  |
The Quote number field was added to the Additional information tab in the “Order Info” page. |
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You can now easily update Custom fields 2 and 3 via Bulk actions>Order fields To learn more about custom fields, read the manual https://ooona.atlassian.net/wiki/x/AYBqPw  |
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Voucher number is now available in Administrator > Web administrator > Name conventions. |
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The “Response required by” column was added to My menu > Tasks page. It was added to the “My tasks”, “Pool tasks”, “My realtime tasks” and “Tasks completed” tabs. |
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The Quote number field was added to the Additional information tab in the “Order Info” page.   |
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The following columns were added both to: Please note that project related columns also depend on “Enable project” system setting. -Order supply date -Project supply date -Resource in charge -Project number -Project name -Project lead -Resource rate detailed description (this field needs to be turn turned on before you can see it. Please refer to 4398 down below item 4398 in these release notes for more infoinformation.)   |
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The column was added to the Orderstab of the Sales dashboard and Project dashboard.  |
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In the “Detailed description” field you can add additional details to prices and rates and prices.in the Customer product prices and Resource rates pages.  In order to display the new field, you’ll need to first enable it from the settings:  Once set, this information will also be displayed in the following pages:  |
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Date colors are now customizable in Administrator > Web administrator > Configuration > Appearance tab.
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The Customer destinations field is now available for naming conventions in Administrator > Web administrator > Name conventions.
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| title | The media number column was added to the resource following pages: Finance > Billing > Resource report generator page. Both from My Menu and Finance.  | |
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My menu > Resource report generator Sales dashboard > Pricing Sales dashboard > Cost Manager > Sent mail Supervisor > Tasks completed list |
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When adding a new rate or price to the list, the “Add rate” button will now open a popup in which all the required date can be input.  Once saved, the pages for additional configurations, such as Tasks and languages, become available in the same popup.  |
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Previously, resource reports could only be submitted by the user who created them. To learn more about resource reports, read the manual - https://ooona.atlassian.net/wiki/x/CACUc  |
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The Toolkit activity log column was added to the Sales dashboard>Tasks tab.  |
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The “Client manager team” field was added to the bulk actions,  |
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When copying a workflow template, any Toolkit settings saved at the workflow template level will be copied into the new workflow template.  |
Projects improvements
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This new setting can be turned on from Admin > Web admin > Configuration > Defaults. When enabled, “Project” will be mandatory when creating a new order.  |
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The “Project” and “Project number” columns have been added to the | Sales dashboard>orders page (4486)
Sales dashboard > Orders (“Project number” only) Sales dashboard > Tasks Sales dashboard > Languages Supervisor > Task confirmation management  |
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A new date was added to the project dashboard: Effective delivery date. This new date will be automatically populated once all production tasks within the project are completed, indicating when the project was effectively delivered. If new orders/tasks are added to the project, this date will be cleared.  |
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When a resource is selected, the system will also filter the results in Sales>Project dashboard to show only projects that this reassures leads. To see all projects, click the “Show my projects” button in the bottom of the Project dashboard page.   | ||
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| title | Project dashboard - multiple rewords (4890)
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When the head office assigns a Local office to a task, the local office can generate a new local project from that task, or assign it to an existing local project. Once it’s done, neither the Global or the Local office can change the project, and a visual indication will appear to clearly mark a task from which a local project or order was created. In the project info page, local projects will be referred to as “Subprojects” and it’s parent project and office from will be clearly identified. For more about Global offices and projects, please refer to the manual (TBC).   |
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