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titleWorkflow templates - when copying, Toolkit settings will also carry over (5135)

When copying a workflow template, any Toolkit settings saved at the workflow template level will be copied into the new workflow template.

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titleInvoice was added to the naming conventions (5200)

You can now manipulate the word Invoice both in the system it self and the Invoices expired from the Resource reports.

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Projects improvements

The “Projects” functionality has undergone additional changes to improve usability:

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  • Editing customer contact - Phone number fields were overwritten by the customer's phone number - Fixed (3337)

  • Toolkit project inheritance - Toolkit didn’t inherit correctly when multiple previous tasks were selected, and one lacked a project. Now it attempts to inherit from the latest task first, moving to the next if no project is found. (4319)

  • Bulk actions - Page loads indefinitely when using surcharges removal - Fixed (4429)

  • Resources import - Import button is available even if errors are present - Fixed (3361)

  • Order tasks page - When exporting to excel, most columns are showing codes instead the names of the fields - Fixed (4383)

  • Calendar task view page - “Current” button doesn’t update the week and month in the grid - Fixed (4350)

  • Calendar task view page - Month doesn’t change in the grid when in “Week view” - Fixed (4349)

  • Resource info page - Infinite loading when resource has the Limit editing of the Resource info page in My menu role - Fixed (4812)

  • Order copy - "Copy resource in charge" would copy the resource even when toggled off - Fixed (4258)

  • File table markup in outgoing email not fetching the “File name” - “File name” replaced with “Step broadcast file number” (4964)

  • Correction orders - “project” field is not copied over - Fixed (5093)

  • Page default size - not applying to all pages - Fixed (5138)

  • Users without "Can change range" role can't log into the system - Fixed (5154)

  • Flags visible in basic resource's scheduler without the required role - Fixed (4443)

  • Client manager team - dropdown empty on assign - Fixed (5053)

  • Order info - Order creation date and Order received date fields display discrepancy between Time zones - Fixed (5218)

  • Email notifications - Inform next task doesn't inform all team managers - Fixed (5219)

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API related development and bug fixes

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