A limit on how much volume a resource can assign themselves to in a given day has been added to the system.

This will trigger a warning that’s sent out to both the user and the resource in charge of the order when the daily limit is exceeded.

Emails sent out by the system can now include a signature, which can be set as either a system default or at the resource level.

The ability to add customer-specific standard email messages has been added to the system.

Customer-specific email messages will be used instead of the global versions if the email being sent is related to the customer with the customer-specific email message.

If a triggered email includes customers with different customer-specific email messages, each customer’s email will be sent separately.

A new setting was added to make Task confirmation mandatory in order to open Toolkit or download files.

This setting is available at Administrator > Web Administrator > Configuration > Settings > Task confirmation is mandatory to open the Toolkit for a task.

Tasks with an overdue confirmation can now be automatically unassigned by the system.

This can be enabled from Administrator > Web administrator > Configuration > Emails.

The following fields in the range options now allow for multiple selections:

Product

Resource in charge

A new option has been added to the range: Exclude/include orders.

The new function is available within the range popup and can be used to exclude or include individual orders from the current range and fine-tune it.

To learn more about the functionality, please refer to the dedicated section in our Range options helpdesk article.

The “Resource in charge” field in the range options now allows to search for Unassigned/Assign, to quickly filter for orders with, or without, a resource in charge.

A functionality was added to prevent dates from going over each other in an illogical manner.

If enabled and the user tries to edit dates in an illogical manner (for example, having the Order internal supply date exceed the Order supply date), the action will be blocked an a notification will be shown:

The new settings are available from Administrator > Web administrator > Configuration > Settings:

A new status has been added to the system: Partially completed

Changing an order into this status will perform the following actions:

The order will become read-only, except for Pricing and Rates.

Resources assigned to uncompleted tasks in the order will be unassigned and informed via email that the order has been cancelled.

If a Toolkit project exists in an uncompleted task, the task will be completed with the resource assigned

All uncompleted productions tasks will be completed and rates cleared

A new option was added to the Customer billing statement generator page to enable the calculation of the “Total for billing” based on a percentage.

The new option can be fond at the bottom of the page after selecting one or more items:

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.

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.

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.

The Rates popup within the resource profile (Manager > Rolodex tables > magnifying glass > Rates), now only shows rates the resource is qualified for, instead of all rates in the system.

This verification uses the same criteria as task assignment: Tasks, languages and order types

The “Purchase order” field is now available at the product level

This field will be automatically populated with the content of the “Purchase order” field at the order level.

If multiple purchase orders are entered (separated by a comma), the fields at the product level will be all populated with the first one, and they become available as options in a dropdown menu:

From Sales > Sales dashboard > Orders or Tasks tabs, the Notes tooltip sensitivity was improved.

The writing area was also changed to white.

Duration and Supplier duration are now available in Administrator > Web administrator > Name conventions.

“Task Info” column was added to My Tasks->My Team’s tasks page.

The “Custom field” can now be edited from the grid directly as a dropdown menu.

Voucher number is now available in Administrator > Web administrator > Name conventions.

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.
Only resources with this role can edit the Quote Number field in orders and projects.
Role name: Can edit the quote number
Once inserted, the Quote number can also be viewed in the Customer billing statements "Full view" and "Items" pages.

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

The following columns were added both to:
Finance>Billing>Resource Report Generator page
and My menu>Resource Report Generator page.

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 on before you can see it. Please refer to 4398 down below for more info.)

The column was added to the Orders tab of the Sales dashboard and Project dashboard.

Critical task is now available in Administrator > Web administrator > Name conventions.

The following new columns were added to the "Customer billing statement generator" page :

-Air Date

-Project supply date

-Customer CorporateID

-Project number

-Quote number

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.

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.

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.

In the “Detailed description” field you can add additional details to rates and prices.

In order to display the new field, you’ll need to first enable it from:
Administrator>Web Administrator>Configuration>Setting>Enable detailed Customer price/Resource rate description

Once set, this information will also be displayed in the following pages:
-Finance > Billing > Customer billing statement generator
-Finance > Billing > Customer billing statements > Full view/Items view

Date colors are now customizable in Administrator > Web administrator > Configuration > Appearance tab.

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:

In Calendar Task view an option to see the totals in minutes was added.
It’s also the default view for this page.

Resource types colors now display better contrast between the background color and the text color, both in Dark mode and Light mode.
Also, a preview was added to display how the colors will look in the rest of the system.

To access this page, navigate to Administrator>Tables>Resource types

Internal purchase order column added to the Customer billiung startement generator.

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”.
If the team should apply to all customers and/or consolidated accounts, leave the fields empty.

It’s now possible to create a visual distinction between the products, by switching the “Alternate color by product” toggle at a system level at a system level.
Switch it from Administrator > Web administrator > Configuration > Settings tab.

The “Resources” page of a rate will only show resources who match the rate’s parameters:
Tasks, Order Type and Language combination.

Order templates are a way to use a previously selected order as a base to copy when creating a new one.
To learn more about creating an order template, please read the manual.

The Customer destinations field is now available for naming conventions in Administrator > Web administrator > Name conventions.

A media number column was added to the resource report generator. Both from My Menu and Finance

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.

Inactive offices will be marked with a strike-through to indicate they are inactive in the following pages:
Resource profile, Resource report generator (Finance menu and My Menu).

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.

A fallback was added to assign CreatePro automatically when engines are assigned to tasks without a Toolkit tool, ensuring the toolkit project is preserved.

The Financial details page of a project (Sales > Project dashboard > Project dashboard > Financial details) has been expanded. New tabs have been added to show different breakdowns of the project’s financial data.

The Notes functionality was expanded to also be available at the project level and can be found in the Project dashboard (Sales > Project dashboard).

The project number and Project lead fields were added to the range options.

The project lead field also allows to filter for Unassigned/Assigned, as well as multiselection.

Please note that these fields are only visible if “Enable projects” is enabled at the system level.

The “Product type” and “Product sub type” fields within the range options have been converted into multiselect fields:

This new setting can be turned on from Admin > Web admin > Configuration > Defaults.

When enabled, “Project” will be mandatory when creating a new order.

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.

A new date was added to the project dashboard: Project received date

This new date will be automatically populated on project creation and can be later edited.

“Link date” functionality added to project dates.

The project internal supply date can be linked to the project supply date.

The order supply date can also be linked to the Project’s internal or supply date.

A new field has been added to projects: Purchase order status

The content of this field can be customized from: Administrator > Tables > Status tables > Purchase Order status.

A new field has been added to projects: Project complexity

The content of this field can be customized from: Administrator > Tables > Status tables > Project complexity.

In Sales dashboard>Bulk actions>Order, a new “Project” option was added.
With this you can now add, remove or replace projects in existing orders, in bulk.

The “Current project” field will filter the orders based on a project you select there.

The “Change to” field will decide to which project the order will be added.
Please note here you can choose “Not set” to remove and order from a project.

The “Show only orders without project” switch will filter to show only orders without projects.

To apply your selection, click the “Change all visible orders” button.

This option is only available if projects are enabled at the system level (from Administrator > Web administrator > Configuration > Settings > Enable projects)

Saved preset ranges and saved grid layouts set up in Sales dashboard > Orders tab are now the same in Project dashboard > Orders tab.

Please note that the range of orders will always be limited by project on the Project dashboard > Orders page.

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.

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).

A log with changes to a project was added both to the Project dashboard and the Project details page.
In order to view this log a resource will require the role:
Can see general changes logs