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The Customer destinations field is now available for naming conventions in Administrator > Web administrator > Name conventions.
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The media number column was added to the resource following pages: Finance > Billing > Resource report generator page. Both from My Menu and Finance. 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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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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