| Table of Contents | ||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
New features and improvements
...
| Expand | ||
|---|---|---|
| ||
Customer billing statements are now canceled instead of deleted. When a billing statement is canceled, all items within return to the Customer billing statement generator page, and a new statement can be created.  Canceled items can be seen from the “Show canceled” option at the bottom of the page.  |
| Expand | |||
|---|---|---|---|
| Expand | |||
| |||
| Info |
| ||
Resource reports are now canceled instead of deleted. When a resource report is canceled, all items within return to Resourse report generator page, and a new report can be created.  Canceled items can be seen from the “Show canceled” option at the bottom of the Resource reports page.  | |||
| |||
The exchange rate of existing orders can now be updated via bulk actions. The new option can be found from Sales dashboard > Bulk actions > Order > Exchange rate
 This will allow the update of prices, rates or both:  As with all bulk actions, the system will guide the user through a wizard to apply the changes. |
| Expand | ||
|---|---|---|
| ||
Resource reports are now canceled instead of deleted. When a resource report is canceled, all items within return to Resourse report generator page, and a new report can be created. Canceled items can be seen from the “Show canceled” option at the bottom of the Resource reports page. |
| Expand | ||
|---|---|---|
| ||
An option was added to add a manager approval step to items in the Resource report generator page. Only items approved by a manager can be used to generate a resource report.
 |
...
| Expand | ||
|---|---|---|
| ||
A new field was added to the price details of products: Expected This new field can be populated from Order info > Pricing tab and will serve as a reference of the expected cost at the start of a project.  This amount will also be available in the Manager > Reports > Profit and loss reports for reporting purposes.  |
| Expand | ||
|---|---|---|
| ||
From Sales > Sales dashboard > Orders or Tasks tabs, the Notes tooltip sensitivity was improved. The writing area was also changed to white.  |
| Expand | ||
|---|---|---|
| ||
Duration and Supplier duration are now available in Administrator > Web administrator > Name conventions.  |
| Expand | ||
|---|---|---|
| ||
“Task Info” column was added to My Tasks->My Team’s tasks page.  |
| Expand | |
|---|---|
|
...
| |
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   |
| Expand | ||
|---|---|---|
| ||
The “Custom field” can now be edited from the grid directly as a dropdown menu. |
...
| Expand | ||
|---|---|---|
| ||
Voucher number is now available in Administrator > Web administrator > Name conventions.  |
| Expand | ||
|---|---|---|
| ||
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.  |
...
| title | "Quote number” field was added to the "Order Info" page (4572, 4582, 4573) |
|---|
...
To learn more about custom fields, read the manual - https://ooona.atlassian.net/wiki/x/AYBqPw  |
| Expand | ||
|---|---|---|
| ||
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  |
| Expand | ||
|---|---|---|
| ||
Voucher number is now available in Administrator > Web administrator > Name conventions. |
| Expand | ||
|---|---|---|
| ||
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. |
| Expand | ||
|---|---|---|
| ||
The Quote number field was added to the Additional information tab in the “Order Info” page.   |
| Expand | ||
|---|---|---|
| ||
It can be added in the body or the subject of the email. This will add the name of the Resource in charge of the order it the email’s body or subject. For more about Standard email messages, please read Standard email messages   |
| Expand | ||
|---|---|---|
| ||
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 |
...
turned on before you can see it. Please refer to |
...
item 4398 in these release notes for more |
...
information.)   |
| Expand | ||
|---|---|---|
| ||
The column was added to the Orderstab of the Sales dashboard and Project dashboard.  |
| Expand | ||
|---|---|---|
| ||
Critical task is now available in Administrator > Web administrator > Name conventions.  |
| Expand | ||
|---|---|---|
| ||
The following new columns were added to the "Customer billing statement generator" page : -Air Date -Project supply date -Customer CorporateID -Project number -Quote number  |
| Expand | ||
|---|---|---|
| ||
The following new columns were added: Order type, Currency, Unit type, Task, Source, Target, Units, With script, Without script, Script not relevant, Minimum rate, Maximum rate and Fixed rate.  |
| Expand | ||
|---|---|---|
| ||
When there is more than one email in the “Resource info” page, all emails will receive system notifications.  The “Email” tooltip was also reworded for clarity.  |
| Expand | ||
|---|---|---|
| ||
When creating a new task within the Task types page, you can now decide to make it customer specific or consolidated customer specific. When a task is customer specific, you can only add it to that specific customer’s Orders, Products and Workflow templates.  |
| Expand | ||
|---|---|---|
| ||
In the “Detailed description” field you can add additional details to prices and rates |
...
in the Customer product prices and Resource rates pages.  In order to display the new field, |
...
first enable it from the settings:  Once set, this information will also be displayed in the following pages:  |
| Expand | ||
|---|---|---|
| ||
Date colors are now customizable in Administrator > Web administrator > Configuration > Appearance tab.
 |
| Expand | ||
|---|---|---|
| ||
When creating a resource via copy, the system checks if the email is already being used in Toolkit. If yes, the “Create” button will be disabled and a warning message will pop-up:  When creating a resource via import, if the email is already in used in Toolkit, the resource creation is blocked and there will be a validation error:
 |
| Expand | ||
|---|---|---|
| ||
In Calendar Task view an option to see the totals in minutes was added.  |
| Expand | ||
|---|---|---|
| ||
Resource types colors now display better contrast between the background color and the text color, both in Dark mode and Light mode. To access this page, navigate to Administrator>Tables>Resource types  |
| Expand | ||
|---|---|---|
| ||
Internal purchase order column added to the Customer billiung startement generator.  |
| Expand | ||
|---|---|---|
| ||
If a team is specific to a Customer or Consolidated account, you can now pick them from the new drop-down menu under “Customer” and “Consolidated account”.
 |
| Expand | ||
|---|---|---|
| ||
It’s now possible to create a visual distinction between the products.
  |
| Expand | ||
|---|---|---|
| ||
The “Resources” page of a rate will only show resources who match the rate’s parameters:  |
| Expand | ||
|---|---|---|
| ||
Order templates are a way to use a previously selected order as a base to copy when creating a new one.  |
| Expand | ||
|---|---|---|
| ||
The Customer destinations field is now available for naming conventions in Administrator > Web administrator > Name conventions.
 |
| Expand | |
|---|---|
|
...
| |
The media number column was added to the |
...
following pages: Finance > Billing > Resource report generator |
...
...
My menu > Resource report generator Sales dashboard > Pricing Sales dashboard > Cost Manager > Sent mail Supervisor > Tasks completed list  |
| Expand | ||
|---|---|---|
| ||
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.  |
| Expand | ||
|---|---|---|
| ||
Inactive offices will be marked with a strike-through to indicate they are inactive in the following pages:  |
| Expand | ||
|---|---|---|
| ||
In Administrator>Role Groups, an option to copy the group with all it’s roles was added. It’s also possible to copy affiliated resources along side the roles.  |
| Expand | ||
|---|---|---|
| ||
A fallback was added to assign CreatePro automatically when engines are assigned to tasks without a Toolkit tool, ensuring the toolkit project is preserved. |
| Expand | ||
|---|---|---|
| ||
The multiselect tool can now be used to edit the following three columns in the Sales dashboard.
|
| Expand | ||
|---|---|---|
| ||
Finance>Employee expenses report>Detailed by employee report type The following columns were added:
 |
| Expand | ||
|---|---|---|
|
...
| |
The date at the top of the invoice and the dates in which the tasks were completed now align with the system setting. To learn more about resource invoices, read the manual - https://ooona.atlassian.net/wiki/x/AQChcQ   |
| Expand | ||
|---|---|---|
|
...
| |
Previously, resource reports could only be submitted by the user who created them. |
...
resource they were created for. To learn more about resource reports, read the manual - https://ooona.atlassian.net/wiki/x/CACUc  |
| Expand | ||
|---|---|---|
| ||
The Toolkit activity log column was added to the Sales dashboard>Tasks tab.  |
| Expand | ||
|---|---|---|
| ||
The “Client manager team” field was added to the bulk actions, |
...
 |
| Expand | ||
|---|---|---|
| ||
When copying a workflow template, any Toolkit settings saved at the workflow template level will be copied into the new workflow template.  |
Projects improvements
The “Projects” functionality has undergone additional changes to improve usability:
...
| Expand | ||
|---|---|---|
| ||
This new setting can be turned on from Admin > Web admin > Configuration > Defaults. When enabled, “Project” will be mandatory when creating a new order.  |
| Expand | ||
|---|---|---|
| ||
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  |
| Expand | ||
|---|---|---|
| ||
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.  |
...
| Expand | ||
|---|---|---|
| ||
| title | Project dashboard - multiple rewords (4890)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.   | |
| Expand | ||
|
| Expand | ||
|---|---|---|
| ||
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).   |
...
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 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 (43834812)Calendar task view page - “Current” button
doesn’t update the week and month in the grid Order copy - "Copy resource in charge" would copy the resource even when toggled off - Fixed (43504258)
Calendar task view page - Month doesn’t change in the grid when in “Week view” - Fixed (4349)
Resource info page - Infinite loading when resourse 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 (4258File 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)
...
API related development and bug fixes
...