release_notes
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| + | ======= Release Notes ======= | ||
| + | Please find below the release notes for Call2Field. | ||
| + | Feel free to contact Red Zebra for further information. | ||
| + | |||
| + | ===== 9.4.8.5 ===== | ||
| + | === Call2Field Online === | ||
| + | |||
| + | == Bugfixes == | ||
| + | * Invoice controls now show as intended | ||
| + | * Part records now load correctly | ||
| + | * Adding a Part from a SO or PO Line now works | ||
| + | * Various bug fixes | ||
| + | |||
| + | === Call2Field Mobile === | ||
| + | |||
| + | == Development == | ||
| + | * Increased Login token from 4 hours to 8 Hours | ||
| + | |||
| + | == Bugfixes == | ||
| + | * Various bug fixes | ||
| + | |||
| + | ---- | ||
| + | |||
| + | ==== 9.4.8.3 ==== | ||
| + | === Call2Field Online === | ||
| + | |||
| + | == Development == | ||
| + | * For Quotes, a warning now appears if Site is on hold | ||
| + | * Inactive Sites now hidden from "Add New Equipment Screen" | ||
| + | * Created Date now shows on Attachment lists | ||
| + | * When updating Part Prices you can now import the same file structure as you export, as long as it's .CSV. The import screen has also been updated. | ||
| + | |||
| + | * **Calls, Monitor & Diary** | ||
| + | * Call Contact and Telephone Number added to Monitor field options | ||
| + | * Custom Codes 1 & 2 added to Monitor field options | ||
| + | |||
| + | == Bugfixes == | ||
| + | * Fixed column widths for Engineers now stick on Diary | ||
| + | * Missing scrollbar now returned on Diary | ||
| + | * FGAS Cylinders can no longer be set to minus figures | ||
| + | * Sales Order Invoicing now works with Cost Price Markup | ||
| + | * Various minor bug fixes | ||
| + | |||
| + | === Call2Field Portal === | ||
| + | |||
| + | == Bugfixes == | ||
| + | * Ability to add a new Site while adding a Call now resolved | ||
| + | * Contact Name now added when creating a new Site | ||
| + | * Various minor bug fixes | ||
| + | |||
| + | == Development == | ||
| + | * The process for adding Equipment now mirrors main system | ||
| + | * Downloads on Call and Field Report screens now available | ||
| + | |||
| + | === Reporting === | ||
| + | == New Standard Reports == | ||
| + | * Call Counts Per Call Type (By Date (Year)) | ||
| + | * Duplicate Serial Numbers | ||
| + | * PM Equipment (Moved Site) | ||
| + | * PM Work By Month | ||
| + | |||
| + | == Standard Report Changes == | ||
| + | * **Call Counts Per Call Type (By Date)** | ||
| + | * Report: Renamed to Call Counts Per Call Type (By Date (Month)) | ||
| + | * **DYNAMIC Equipment** | ||
| + | * Report: Added Equipment Options | ||
| + | |||
| + | ---- | ||
| + | |||
| + | ==== 9.4.6.2 ==== | ||
| + | === Call2Field Online === | ||
| + | |||
| + | == Development == | ||
| + | * Right-click on PRINT button allows output to various file types | ||
| + | * Ability to highlight and select Serial Number on Field Report Equipment | ||
| + | * Mapping now allows you to open up the Calls screen from the marker pin | ||
| + | * Various minor changes | ||
| + | |||
| + | * **Calls, Monitor & Diary** | ||
| + | * Item counts now show on Call Index screen | ||
| + | * Add Arrival Time to Monitor fields for selection and sort | ||
| + | * Setting to allow the Diary to start from a specified date (Default is beginning of previous year) | ||
| + | * *New* DAY LIST view on the Diary to show Job Cards for // | ||
| + | * *Trial* MONTH view on Diary has been re-sized to accommodate a whole month where possible | ||
| + | |||
| + | * **Parts, Stock & POs** | ||
| + | * Parts screen can now be ordered by each field | ||
| + | * Stock list now shows Minimum Level | ||
| + | * Default sort on Stock List is now by Stock Code then Site Number | ||
| + | * Setting to allow the Purchase Order Status to be a mandatory field | ||
| + | |||
| + | * **Accounting** | ||
| + | * Xero API - decimal place parameter now passed (Unitdp=4) | ||
| + | |||
| + | == Bugfixes == | ||
| + | * Mapping now uses Longitude and Latitude if no Postcodes are present | ||
| + | * Can now highlight and copy search fields | ||
| + | * Ability to ignore Billable flag on Call Type add | ||
| + | * Equipment being removed when saving a call has been resolved by delaying the option to Save until all items are loaded | ||
| + | * Various other fixes. | ||
| + | |||
| + | === Call2Field Mobile === | ||
| + | |||
| + | == Development == | ||
| + | * Mobile now allows the upload of HEIC file types (Browsers restrict these from being viewed as images though) | ||
| + | |||
| + | === Reporting === | ||
| + | == New Standard Reports == | ||
| + | * Active Equipment With No PM Cycles | ||
| + | * FGAS Usage Summary | ||
| + | * Product Cost Detailed | ||
| + | * Product Cost Summary | ||
| + | * Site Count by Area | ||
| + | * Stock Level Report (Above Minimum) | ||
| + | |||
| + | == Standard Report Changes == | ||
| + | * **DYNAMIC Cylinder** | ||
| + | * Report: Added Recovery Flag Indicator | ||
| + | * **Minimum Stock Level Report** | ||
| + | * Report: Renamed to Stock Level Report (Minimum) | ||
| + | |||
| + | ---- | ||
| + | ==== 9.4.4.0/1 ==== | ||
| + | === Call2Field Online === | ||
| + | |||
| + | == Development == | ||
| + | * Diary now allows you to save the field order in the Call Finder section. | ||
| + | * Stock Monitor now available and configurable via a Report. | ||
| + | * Time Entry now available to view in Online system. | ||
| + | * Product Warranty information now available. | ||
| + | * Contract Invoice Schedule now takes into account both Active and Ended flags. | ||
| + | * Prices on Call Part lines are now editable. | ||
| + | * QTY field added to Site Equipment Index. | ||
| + | * Custom Code 2 field added into Monitor. | ||
| + | * Customer Contacts can now be flagged as Site Contacts too, allowing them to be selected when adding/ | ||
| + | * Ability to add a Nominal Code to a Sales Order Type for accounting purposes. | ||
| + | * Data Uploads now return the original import file with a column to indicate success or reason for failure. | ||
| + | * General Database and Code changes. | ||
| + | |||
| + | * **Quotes** | ||
| + | * Quotes now have PO and SO History. | ||
| + | * Quote Types can now have default values for Valid From and To Dates. | ||
| + | * Option to make Quote Type Mandatory. | ||
| + | * Quote Type added to Quote Index. | ||
| + | * Ability to reprint previous Quote versions. | ||
| + | |||
| + | * **FGAS** | ||
| + | * Cylinders can now be restricted to Employees via Location. | ||
| + | * Usage Types are now user defined with the ability to indicate whether they are Recovery Types or not. | ||
| + | * Cylinder Location now shows on index screen. | ||
| + | |||
| + | * **Accounting** | ||
| + | * Quickbooks updated to latest API. | ||
| + | * Xero updated to latest API. | ||
| + | |||
| + | == Bugfixes == | ||
| + | * Serialised Stock form resizes on load. | ||
| + | * Various minor fixes. | ||
| + | |||
| + | === Call2Field Mobile === | ||
| + | == Development == | ||
| + | * Ability to now select Time Entry Type. | ||
| + | |||
| + | * **Expenses** | ||
| + | * Ability to now select Expense Category code | ||
| + | * VAT field added. | ||
| + | * Created Date field added. | ||
| + | |||
| + | == Bugfixes == | ||
| + | * Various minor fixes. | ||
| + | |||
| + | === Reporting === | ||
| + | == New Standard Reports == | ||
| + | * PMs By Area Code | ||
| + | * PMs By Month | ||
| + | * Sales Order Profitability | ||
| + | |||
| + | == Standard Report Changes == | ||
| + | * **Call List by Customer** | ||
| + | * Report: Added Call Type Field | ||
| + | |||
| + | ---- | ||
| + | ==== 9.4.2.6 ==== | ||
| + | === Call2Field Online === | ||
| + | |||
| + | == Development == | ||
| + | * Google Address Search now requires a Customer API Key. | ||
| + | |||
| + | === Reporting === | ||
| + | == Standard Report Changes == | ||
| + | * **Stock List (All)** | ||
| + | * Report: Added Last Good In Date field | ||
| + | * SQL: Added view for Last Goods In Date field | ||
| + | |||
| + | ---- | ||
| + | |||
| + | ==== 9.4.2.4 ==== | ||
| + | === Call2Field Online === | ||
| + | |||
| + | == Bugfixes == | ||
| + | * Various minor fixes | ||
| + | |||
| + | ---- | ||
| + | |||
| + | ==== 9.4.2.3 ==== | ||
| + | === Call2Field Online === | ||
| + | |||
| + | == Bugfixes == | ||
| + | * Various minor fixes | ||
| + | |||
| + | |||
| + | ---- | ||
| + | |||
| + | ==== 9.4.2.2 ==== | ||
| + | === Call2Field Online === | ||
| + | |||
| + | == Development == | ||
| + | * Call Questions can now be set as non-mandatory | ||
| + | * Diary can now be ordered by the Employee, and filtered by Call Type | ||
| + | * Employees can be assigned a colour which is used in Mapping | ||
| + | * Custom Input tabs can now be re-ordered | ||
| + | * Backend changes | ||
| + | |||
| + | == Bugfixes == | ||
| + | * Various minor fixes | ||
| + | |||
| + | === Reporting === | ||
| + | == New Standard Reports == | ||
| + | * Activity Types | ||
| + | * Area List | ||
| + | * Call Counts Per Call Type (By Date (Week)) | ||
| + | * Call Types | ||
| + | * Contract Types | ||
| + | * Custom Codes (1) | ||
| + | * Custom Codes (2) | ||
| + | * Equipment Status | ||
| + | * Fault Codes | ||
| + | * Industry List | ||
| + | * Problem Codes | ||
| + | * Product Groups | ||
| + | * Products | ||
| + | * Repair Codes | ||
| + | |||
| + | == Standard Report Changes == | ||
| + | * **Code List (All)** | ||
| + | * REMOVED: See New Standard Reports | ||
| + | |||
| + | ---- | ||
| + | |||
| + | ==== 9.4.1.9 ==== | ||
| + | === Call2Field Online === | ||
| + | |||
| + | == Bugfixes == | ||
| + | * Various minor fixes | ||
| + | |||
| + | === Reporting === | ||
| + | == New Standard Reports == | ||
| + | * Customer Contract List (Active) | ||
| + | * Customer Contract List (Inactive) | ||
| + | |||
| + | == Standard Report Changes == | ||
| + | * **Customer Contract List (All)** | ||
| + | * Report: Renamed to " | ||
| + | * **Quote List (All)** | ||
| + | * Report: Added Created_By Field | ||
| + | * SQL: Amended SQL for additional field | ||
| + | * **Customer Status Summary** | ||
| + | * REMOVED: Use PRINT Button on Customer | ||
| + | * **Site Status Summary** | ||
| + | * REMOVED: Use PRINT Button on Site | ||
| + | |||
| + | ---- | ||
| + | ==== 9.4.1.4 ==== | ||
| + | === Call2Field Online === | ||
| + | |||
| + | == Bugfixes == | ||
| + | * Various minor fixes | ||
| + | |||
| + | ---- | ||
| + | ==== 9.4.1.3 ==== | ||
| + | === Call2Field Online === | ||
| + | |||
| + | ==Development== | ||
| + | * Re-write and optimisation of PM Generation | ||
| + | |||
| + | == Bugfixes == | ||
| + | * Fixed issues with Adding Calls Via Diary | ||
| + | * Fixed rounding issue | ||
| + | * Various minor fixes | ||
| + | |||
| + | ---- | ||
| + | |||
| + | ==== 9.4.1.1 ==== | ||
| + | === Call2Field Online === | ||
| + | |||
| + | == Bugfixes == | ||
| + | * Fixed issues with van tracker | ||
| + | * Various minor fixes | ||
| + | |||
| + | === Reporting === | ||
| + | == Standard Report Changes == | ||
| + | * **Equipment List (All)** | ||
| + | | ||
| + | |||
| + | ---- | ||
| + | |||
| + | ==== 9.4.1.0 ==== | ||
| + | === Call2Field Online === | ||
| + | |||
| + | ==Development== | ||
| + | * Field Report Status change tick-box on User Profile | ||
| + | * Public/ | ||
| + | |||
| + | == Bugfixes == | ||
| + | * Fixed Call Add times from Diary | ||
| + | * Various minor fixes | ||
| + | |||
| + | ---- | ||
| + | |||
| + | ==== 9.4.0.9 ==== | ||
| + | === Call2Field Online === | ||
| + | |||
| + | ==Development== | ||
| + | * Setting to allow compression on Attachments from Mobile | ||
| + | * Additional functionality on Mapping | ||
| + | * Backend changes | ||
| + | |||
| + | == Bugfixes == | ||
| + | * Fixed bug that allowed Field Report Status change | ||
| + | * Various minor fixes | ||
| + | |||
| + | === Reporting === | ||
| + | == Standard Report Changes == | ||
| + | * **Upcoming Scheduled PMs (Calendar Year)** | ||
| + | | ||
| + | | ||
| + | * **Upcoming Scheduled PMs (Unrestricted)** | ||
| + | | ||
| + | | ||
| + | * **Upcoming Scheduled PMs (Up Until Next Month)** | ||
| + | | ||
| + | | ||
| + | |||
| + | ---- | ||
| + | |||
| + | ==== 9.4.0.5 ==== | ||
| + | === Call2Field Online === | ||
| + | |||
| + | ==New Features== | ||
| + | * Decimalisation of Stock | ||
| + | * Parts now hold whether they are serialised or not | ||
| + | * Parts now hold whether they allow decimals or not | ||
| + | * Part Price page to allow multi price updates with Export/ | ||
| + | * Kit Part Builds | ||
| + | * Menu separation of Stock and PO/SO Orders | ||
| + | |||
| + | ==Development== | ||
| + | * Part Price Screen | ||
| + | * Kit Parts are now able to be built from Stock | ||
| + | * Supplier column added to the PO returns page | ||
| + | * Date Stamp on Goods In | ||
| + | * Added "Add Call" functionality/ | ||
| + | * Contract Type/Non Chargeable fields added to the Monitor Screens | ||
| + | * Sorting available by multiple columns on Monitor Screens | ||
| + | |||
| + | == Bugfixes == | ||
| + | * Various minor fixes | ||
| + | |||
| + | === Reporting === | ||
| + | == New Standard Reports == | ||
| + | * Quote Revision List | ||
| + | |||
| + | == Standard Report Changes == | ||
| + | * **DYNAMIC Job Sheet** | ||
| + | * Report: Changed Field Report Equipment to latest layout | ||
| + | * **DYNAMIC Field Report** | ||
| + | * Report: Changed Field Report Equipment to latest layout | ||
| + | * Report: Added Site Details | ||
| + | * **Email Templates** | ||
| + | * Report: Change to system formatting | ||
| + | * **Code List (All)** | ||
| + | * Report: Added Preset Text for Problem Code | ||
| + | * Report: Added Custom Code 2 | ||
| + | * SQL: Added AddText Field & Custom Code 2 | ||
| + | * **Time Sheet (Activity) by Date** | ||
| + | * SQL: Added Literal Activity Duration and Minutes | ||
| + | * Report: Added Literal Activity Time alongside Business Hours Activity Time | ||
| + | * Report: Changed to A3 | ||
| + | * **Time Sheet (Activity) by Employee** | ||
| + | * SQL: Added Literal Activity Duration and Minutes | ||
| + | * Report: Added Literal Activity Time alongside Business Hours Activity Time | ||
| + | * Report: Changed to Landscape | ||
| + | |||
| + | ---- | ||
| + | |||
| + | ==== 9.3.9.5 ==== | ||
| + | === Call2Field Online === | ||
| + | ==Development== | ||
| + | * Ability to open Contract from the Call Screen | ||
| + | * Print button added to Expense Screen | ||
| + | * Various minor enhancements | ||
| + | |||
| + | == Bugfixes == | ||
| + | * When sending bulk emails dates/ | ||
| + | * Part attachments now being saved correctly | ||
| + | * Quote Revisions now working as expected | ||
| + | * Various minor fixes | ||
| + | |||
| + | === Call2Field Portal === | ||
| + | * Search function added to the documents section on Portal | ||
| + | |||
| + | === Reporting === | ||
| + | == New Standard Reports == | ||
| + | * DYNAMIC Expenses Report | ||
| + | * Call Parts Suggested Vs Used | ||
| + | * PM Forecast By Month | ||
| + | * PO Stock Level Discrepancy | ||
| + | |||
| + | == Standard Report Changes == | ||
| + | * **Daily Parts Used (Engineers)** | ||
| + | * Report: Added Kit Component Parts | ||
| + | * SQL: Part Kit Field | ||
| + | * **Sales Order Details (To Be Invoiced or Not Fully Shipped)** | ||
| + | * Report: Changed to A3 | ||
| + | * Report: Changed Group from Order Type to Order Status | ||
| + | * Report: Added Order Type as Column | ||
| + | * **Sales Order Details** | ||
| + | * Report: Changed to A3 | ||
| + | * Report: Changed Group from Order Type to Order Status | ||
| + | * Report: Added Order Type as Column | ||
| + | |||
| + | ---- | ||
| + | |||
| + | ==== 9.3.8.2 ==== | ||
| + | === Call2Field Online === | ||
| + | ==Development== | ||
| + | * Invoice Generation will now restrict the Customer dropdown to only show those who have Consolidated Invoicing selected, if you choose the ' | ||
| + | * Ability to set Invoice Date when generating an Invoice for a Sales Order. | ||
| + | * Planned Maintenance 'End Date' field. | ||
| + | * Performance improvements to Consolidated Call Invoicing. | ||
| + | * Performance improvements to saving Expenses. | ||
| + | * Employee Skills has been redesigned. | ||
| + | |||
| + | == Bugfixes == | ||
| + | * Various Consolidated Invoice fixes. | ||
| + | * Planned Maintenance Generation no longer fails if a Site PM has no Equipment but has 'All Equipment' | ||
| + | |||
| + | === Reporting === | ||
| + | == New Standard Reports == | ||
| + | * Sales Order Details (To Be Invoiced or Not Fully Shipped) | ||
| + | * Time Sheet (Activity) by Date | ||
| + | * Time Sheet (Activity) by Employee | ||
| + | |||
| + | == Standard Report Changes == | ||
| + | * **Call and Activity List (All Time)** | ||
| + | * Report: Added Field Report Count | ||
| + | * **Call Solution Details** | ||
| + | * Report: Changed to A3 | ||
| + | * Report & SQL: Added Fault & Repair Codes | ||
| + | * **Equipment List (All)** | ||
| + | * Report: Grouped the Equipment by Active/ | ||
| + | * Report & SQL: Added a FR Call Count field | ||
| + | * Report & SQL: Added the Equipment Notes field | ||
| + | * **Field Report** | ||
| + | * Report: Added Field Report Questions | ||
| + | * **Invoice List (All)** | ||
| + | * Report: Changed to Landscape | ||
| + | * Report: Added Invoice Date | ||
| + | * **Invoice List (Calls)** | ||
| + | * Report: Changed to Landscape | ||
| + | * Report: Added Invoice Date | ||
| + | * **Invoice List (Calls by Call Type)** | ||
| + | * Report: Changed to Landscape | ||
| + | * Report: Added Invoice Date | ||
| + | * **Invoice List (Detailed) By Nominal Code** | ||
| + | * Report: Changed to Landscape | ||
| + | * Report: Added Invoice Date | ||
| + | * Report: Added Customer Name | ||
| + | * **PM Generated Calls** | ||
| + | * Report: Changed Sort Order from Ascending to Descending | ||
| + | |||
| + | ---- | ||
| + | |||
| + | ==== 9.3.7.4 ==== | ||
| + | === Call2Field Online === | ||
| + | ==Development== | ||
| + | * Two-Factor Authentication has been added | ||
| + | * Added PM Cycle End Date | ||
| + | * Added Custom Code to Call List | ||
| + | * Added Status Field to Sales Orders | ||
| + | * Added Invoice Ready to Sales Orders | ||
| + | ==Bug Fixes== | ||
| + | * Various fixes. | ||
| + | |||
| + | ---- | ||
| + | |||
| + | |||
| + | ==== 9.3.7.3 ==== | ||
| + | === Call2Field Online === | ||
| + | == Bugfixes == | ||
| + | * Various fixes. | ||
| + | |||
| + | ---- | ||
| + | |||
| + | ==== 9.3.7.1 ==== | ||
| + | === Call2Field Online === | ||
| + | == Development == | ||
| + | * Functionality to reassign Calls from one Employee to another via the Employee Code/Edit Screen. | ||
| + | * Field Report Equipment popup edit to allow for easier entry of Equipment details. | ||
| + | * Call to Quote conversion now allows Field Report lines to be copied across. | ||
| + | * Option on Call Screen to see a list of associated Quotes. | ||
| + | * Interactive Dashboards, which includes multi-page Reports, and " | ||
| + | * Ability to move/loan Equipment from one Site to another, with start and end dates. | ||
| + | * Ability to zero all Stock per Site, for the purposes of a Stock Check, for example. | ||
| + | * Stock App - Addition of Stock Adjustments and Movements. | ||
| + | * Email subject lines contain more detail. | ||
| + | * Call Events can now have seperate Call Types assigned for specific functionality such as Question Sets. | ||
| + | |||
| + | == Bugfixes == | ||
| + | * Permissions reviewed for converting a non-Customer to a Customer from the Quote Screen. | ||
| + | * Various minor fixes. | ||
| + | |||
| + | === Reporting & Reports === | ||
| + | == Development == | ||
| + | * Option to allow deletion of custom-made Reports. | ||
| + | |||
| + | == New Standard Reports == | ||
| + | * [CHART] Calls Converted From Quotes | ||
| + | * Call Counts Per Call Type (All Time) | ||
| + | * Call Counts Per Call Type (By Date) | ||
| + | * Call Counts Per Engineer (All Time) | ||
| + | * Call Counts Per Engineer (By Date) | ||
| + | * Contract Payment Schedule | ||
| + | * Daily Parts Used (Engineers) | ||
| + | * Engineer Details List | ||
| + | * Invoice List (Detailed) By Nominal Code | ||
| + | * Site List With Default Engineers | ||
| + | |||
| + | == Standard Report Changes == | ||
| + | * **Call List (All)** | ||
| + | * SQL & Report: Added PO/Inv. No. Field | ||
| + | * **Calls To Be Invoiced** | ||
| + | * SQL: Added further checks for Call and System Invoices plus Consolidated | ||
| + | * **Call Quote** // - generated from the Quote Print Button// | ||
| + | * Report: Added Created By | ||
| + | * Report: Added Discount | ||
| + | * Report: Added Equipment Location and Notes | ||
| + | * **Equipment** // - generated from the Equipment Print Button// | ||
| + | * Report: Added Associated Quotes for Equipment Record | ||
| + | * **Parts Used (Sites & Warehouses)** | ||
| + | * SQL & Report: Excluded Cancelled | ||
| + | * **Preview Consolidated Invoice** | ||
| + | * Report: Added Call Number | ||
| + | * **Purchase Order** | ||
| + | * Report: Added ETA Date | ||
| + | * SQL & Report: Added System Invoice Number | ||
| + | * **Site List (All)** | ||
| + | * Report: Concatenated Address with County and Postcode Fields | ||
| + | * Report: Added Default Engineer Field | ||
| + | * **Time Sheet by Date** | ||
| + | * SQL & Report: Handled manual Work Time Entry | ||
| + | * **Time Sheet by Employee** | ||
| + | * SQL & Report: Handled manual Work Time Entry | ||
| + | |||
| + | === Call2Field Mobile === | ||
| + | == Bugfixes == | ||
| + | * Activities and Call Events now show once per duration, rather than once per day of total duration. | ||
| + | * Various minor fixes. | ||
| + | |||
| + | === Customer Portal === | ||
| + | == Development == | ||
| + | * Call Sub-Status added to Call Add and Call Lists. | ||
| + | * Field Report Equipment popup edit to allow for easier entry of Equipment details. | ||
| + | * Ability to download Job Sheets in bulk. | ||
| + | |||
| + | == Bugfixes == | ||
| + | * Various minor fixes. | ||
| + | |||
| + | ---- | ||
| + | ==== 9.3.4.5 ==== | ||
| + | |||
| + | === Requirements === | ||
| + | * .NET 4.8 required | ||
| + | |||
| + | === Call2Field Online === | ||
| + | == Development == | ||
| + | * Consolidated Call Invoicing | ||
| + | * Add Call from Equipment Index | ||
| + | * Renumber Part | ||
| + | * Re-Work look/feel | ||
| + | |||
| + | == Bugfixes == | ||
| + | * Check-In Serialised Stock | ||
| + | * Search by typing into Part dropdown on Call Parts | ||
| + | * Filter Call Index Screen by Status | ||
| + | * Various minor fixes | ||
| + | |||
| + | === Reporting === | ||
| + | == New Standard Reports == | ||
| + | * Call Counts Per Hour (By Area) | ||
| + | * Call Counts Per Hour (By Engineer) | ||
| + | * Call Counts Per Hour | ||
| + | * Call List (First Time Fix) | ||
| + | * Equipment List (No Contract) | ||
| + | * Upcoming Scheduled PMs (Calendar Year) | ||
| + | * Upcoming Scheduled PMs (Unrestricted) | ||
| + | |||
| + | == Standard Report Changes == | ||
| + | * DYNAMIC PurchaseOrder | ||
| + | * Report: Removed Thousand seperator from PO Number/s | ||
| + | * DYNAMIC PurchaseOrder Goods In | ||
| + | * Report: Removed Thousand seperator from PO Number/s | ||
| + | * DYNAMIC PurchaseOrderReturn | ||
| + | * Report: Removed Thousand seperator from PO Number/s | ||
| + | * DYNAMIC SalesOrder | ||
| + | * Report: Removed Thousand seperator from SO Number/s | ||
| + | * Upcoming Scheduled PMs | ||
| + | * SQL: Added Fields Last_PM_Completed_Date and Last_PM_Date_Calculated | ||
| + | * Report: Added Fields Last_PM_Completed_Date, | ||
| + | * Report: Changed Page Size to A3 | ||
| + | * Report: Renamed to " | ||
| + | |||
| + | === Call2Field Mobile === | ||
| + | == Bugfixes == | ||
| + | * Activities shown for Full Diary Access | ||
| + | * Equipment Notes Visibility | ||
| + | * Public Attachments Visibility | ||
| + | * Various minor fixes | ||
| + | |||
| + | === Customer Portal === | ||
| + | == Bugfixes == | ||
| + | * View Invoicing for Site | ||
| + | * Various minor fixes | ||
| + | |||
| + | ---- | ||
| + | |||
| + | |||
| + | ==== 9.3.3.1 ==== | ||
| + | |||
| + | === Call2Field Online === | ||
| + | == Development == | ||
| + | * Field Report Solution Notes shown in full when hovered over | ||
| + | * Ability to send a Sales Order that does not affect Stock | ||
| + | * Expenses - Tick Box added for ' | ||
| + | * Alternate Delivery Address added to Purchase Orders | ||
| + | * Ability to Renumber a Part | ||
| + | * Various functionality changes to improve workflow and performance | ||
| + | |||
| + | == Bugfixes == | ||
| + | * Various minor fixes | ||
| + | |||
| + | === Reporting === | ||
| + | == Standard Report Changes == | ||
| + | * Customer List | ||
| + | * Report: Renamed to “Customer List (All)” | ||
| + | * Report: Changed Page Size to A3 | ||
| + | * Report: Restricted rows to only show Main/First Contact | ||
| + | * Report: Made some text fields as ‘Can Grow’ | ||
| + | * DYNAMIC Equipment | ||
| + | * Report: Added Make & Model Fields | ||
| + | * DYNAMIC PurchaseOrder | ||
| + | * Delivery Address now handles alternative address | ||
| + | * Equipment List (All) | ||
| + | * Report: Changed Page Size to A2 | ||
| + | * Report: Added Customer Number Field | ||
| + | * Report: Added Site Number Field | ||
| + | * Report: Added Make & Model Fields | ||
| + | * Report: Made some text fields as ‘Can Grow’ | ||
| + | * Equipment List by Customer Site | ||
| + | * Report: Added Make & Model Fields | ||
| + | * Site List (All) | ||
| + | * Report: Changed Page Size to A3 | ||
| + | * Report: Restricted rows to only show Main/First Contact | ||
| + | * Report: Made some text fields as ‘Can Grow’ | ||
| + | * Stock List | ||
| + | * Report: Renamed to “Stock List (All)” | ||
| + | * Report: Highlighted Serialised Stock | ||
| + | * Report: Added Serialised Flag and Serial Number | ||
| + | * Report: Now getting values from Serialised Values if they exist, or Stock Values | ||
| + | * Report: Made some text fields as ‘Can Grow’ | ||
| + | * Stock List (Serialised) | ||
| + | * Report: Added Site Type Group | ||
| + | * Report: Added Location from Stock if it doesn’t exist against the Serialised record | ||
| + | * Report: Now getting values from Serialised Values if they exist, or Stock Values | ||
| + | * Report: Made some text fields as ‘Can Grow’ | ||
| + | * Stock Valuation Detailed | ||
| + | * Report: Amended Cost so it will show the Stock Price, or if that’s blank then the Part Price | ||
| + | * Stock Valuation Detailed | ||
| + | * Report: Amended Cost so it will show the Stock Price, or if that’s blank then the Part Price | ||
| + | * Upcoming Scheduled PMs | ||
| + | * SQL: Removed Date restriction from ' | ||
| + | |||
| + | === Customer Portal === | ||
| + | == Bugfixes == | ||
| + | * Various minor fixes | ||
| + | |||
| + | ---- | ||
| + | |||
| + | |||
| + | ==== 9.3.0.0 ==== | ||
| + | |||
| + | === Call2Field Online === | ||
| + | == Development == | ||
| + | * Contract Emailing | ||
| + | * Employee Signature Capture | ||
| + | |||
| + | == Bugfixes == | ||
| + | * Various minor fixes | ||
| + | |||
| + | === Reporting === | ||
| + | == Standard Report Changes == | ||
| + | * Quote List (All) | ||
| + | * Now only includes the latest version of the Quote | ||
| + | * Added Email field | ||
| + | |||
| + | === Customer Portal === | ||
| + | == Development == | ||
| + | * Complete re-design | ||
| + | |||
| + | ---- | ||
| + | |||
| + | |||
| + | ==== 9.2.3.0 ==== | ||
| + | |||
| + | === Call2Field Online === | ||
| + | == Development == | ||
| + | * Diary Updates - Engineer view re-designed and right-click options now available | ||
| + | * Purchase Order Lines can now be Imported via .csv file | ||
| + | * Quote versioning added | ||
| + | * Change Log Screen available | ||
| + | * Expenses Screen available to view Employee expenses | ||
| + | * Re-upload function for Attachments | ||
| + | * Delete confirmation for main screens and grids | ||
| + | * All popup screens re-formatted/ | ||
| + | * Various functionality changes to improve workflow and performance | ||
| + | |||
| + | == Bugfixes == | ||
| + | * Various visual corrections | ||
| + | * Various minor fixes | ||
| + | |||
| + | === Reporting === | ||
| + | == New Standard Reports == | ||
| + | * Equipment Depreciation Register (4 Years) | ||
| + | == Standard Report Changes == | ||
| + | * Equipment List (All) | ||
| + | * Replaced Area with Location | ||
| + | * Quote List (All) | ||
| + | * Changed to A2 | ||
| + | * Added Description Of Work field | ||
| + | * Amended row colours | ||
| + | * Various Background and Data fixes | ||
| + | |||
| + | ---- | ||
| + | |||
| + | ==== 9.2.2.0 ==== | ||
| + | |||
| + | === Call2Field Online === | ||
| + | == Development == | ||
| + | * Data Services & Data Scheduler | ||
| + | * Report Scheduler | ||
| + | * F-Gas feature | ||
| + | * Customer and Site Notes | ||
| + | * Microsoft Email setup | ||
| + | * Make and Model fields added to Equipment screen | ||
| + | * Attachments are now shared between screens | ||
| + | * Other minor improvements | ||
| + | |||
| + | == Bugfixes == | ||
| + | * Password change issue resolved | ||
| + | * Various visual corrections | ||
| + | * Various minor fixes | ||
| + | |||
| + | === Call2Field Mobile === | ||
| + | == Development == | ||
| + | * Site Attachments now available | ||
| + | |||
| + | == Bugfixes == | ||
| + | * Main Solution field now appears when necessary | ||
| + | * Various minor fixes | ||
| + | |||
| + | ---- | ||
| + | |||
| + | ==== 9.2.0.1 ==== | ||
| + | === Call2Field Online === | ||
| + | |||
| + | == Development == | ||
| + | * Multiple Reports available on Call screen ' | ||
| + | * Call Parts now include Cost/Sales Prices | ||
| + | * Email templates can now be customized using Reporting | ||
| + | * Question length increased | ||
| + | * Multi-Employee Activities in Diary | ||
| + | * Nominal Codes on Contract Charges | ||
| + | * Job Title added to Contacts | ||
| + | * Problem Note added to PM Cycle records | ||
| + | * Other various minor improvements | ||
| + | |||
| + | == Bugfixes == | ||
| + | * Field Report Question stability improvements | ||
| + | * Quote Line no longer has a default Qty of 0 | ||
| + | * Invoice Manager works more efficiently with large amounts of data | ||
| + | * Stability improvements to adding new Equipment on Field Report Add | ||
| + | * Various bug fixes | ||
| + | |||
| + | === Call2Field Mobile === | ||
| + | == Development == | ||
| + | * Improvement to Field Report Add layout | ||
| + | * Attachments can be added Offline | ||
| + | * Equipment records now show Notes & Status | ||
| + | |||
| + | == Bugfixes == | ||
| + | * Main Solution no longer required | ||
| + | * Equipment can be removed from Field Report Add | ||
| + | * Various minor bug fixes | ||
| + | |||
| + | |||
| + | === Customer Portal === | ||
| + | == Development == | ||
| + | * Send Customer Email on Call Add option added to Portal User settings | ||
| + | |||
| + | == Bugfixes == | ||
| + | * Various bug fixes | ||
| + | |||
| + | ---- | ||
| + | ==== 9.1.2.1 ==== | ||
| + | === Call2Field Online === | ||
| + | |||
| + | |||
| + | == Development == | ||
| + | * Complete redesign of how Equipment works within the system | ||
| + | * Multiple " | ||
| + | * Quote History button on Site screen | ||
| + | * Option to make a Call 'Non Chargeable' | ||
| + | * Field Report Query/list screen added under Call Module | ||
| + | * Non-Chargeable flag for Calls that don't require an Invoice | ||
| + | * Confirmed flag for Calls to show when the booking is confirmed with the customer | ||
| + | * All standard reports have been redesigned | ||
| + | * Various other improvements | ||
| + | |||
| + | |||
| + | == Bugfixes == | ||
| + | * Auto-Site Numbering can now be activated | ||
| + | * Quote convert to Call - Chargeable lines are now included | ||
| + | * Sales Order stability improvements | ||
| + | * Various other fixes | ||
| + | |||
| + | === Call2Field Mobile === | ||
| + | == Development == | ||
| + | * Equipment on Field Report Add can now be sorted by various fields | ||
| + | * 'Add Product' | ||
| + | * Calls visible in Mobile can be restriced by the Confirmed flag, plus some date ranges | ||
| + | * Allow Equipment Status updates to be made from Mobile | ||
| + | |||
| + | == Bugfixes == | ||
| + | * View Attachment issue has been resolved | ||
| + | * Attachment Upload page will now clear even if none are selected | ||
| + | * Engineers can no longer change the Part Number on an Allocated Call Part | ||
| + | |||
| + | ---- | ||
| + | |||
| + | ==== 9.1.0.2 ==== | ||
| + | === Call2Field Online === | ||
| + | |||
| + | == Bugfixes == | ||
| + | * Purchase Order Invoice Export issues resolved | ||
| + | * Dashboard specific Reports now only show in the Dashboard screen | ||
| + | * Quote Type now shows it's own specific template as configured | ||
| + | * Invoice Manager - Select All now selects more than just what is loaded on the screen currently | ||
| + | * Various other fixes | ||
| + | |||
| + | ---- | ||
| + | |||
| + | ==== 9.1.0.1 ==== | ||
| + | === Call2Field Online === | ||
| + | |||
| + | == Bugfixes == | ||
| + | * Interim fix to Questions display / input within Online | ||
| + | |||
| + | ---- | ||
| + | |||
| + | ==== 9.1.0.0 ==== | ||
| + | === Call2Field Online === | ||
| + | |||
| + | == Development == | ||
| + | * Complete overhaul of Call Diary | ||
| + | * Send SMS feature added to Online | ||
| + | * Duplicate Call option | ||
| + | * Call Events can now be Unassigned | ||
| + | * Various other features | ||
| + | |||
| + | |||
| + | == Bugfixes == | ||
| + | * Contract Invoice Scheduling improvements | ||
| + | * Convert Quote to Purchase Order now uses Cost Price | ||
| + | * Inactive Flag stability improvements | ||
| + | * Questions on Call now shows Risk Assessments | ||
| + | * PO Invoice improvements | ||
| + | * Many other bug & issue fixes | ||
| + | |||
| + | |||
| + | |||
| + | |||
| + | === Call2Field Mobile === | ||
| + | |||
| + | == Development == | ||
| + | * Call Ref field added to Call Details | ||
| + | |||
| + | |||
| + | == Bugfixes == | ||
| + | * Coded characters in Call Notes fixed | ||
| + | * Various minor fixes | ||
| + | |||
| + | ---- | ||
| + | |||
| + | |||
| + | |||
| + | ==== 9.0.2.2 ==== | ||
| + | === Call2Field Online === | ||
| + | |||
| + | == Development == | ||
| + | * Quote Convert to Direct Purchase Order option added | ||
| + | * Quote Reference added to list view | ||
| + | * Report Criteria background changes | ||
| + | |||
| + | |||
| + | == Bugfixes == | ||
| + | * Call Convert to Quote Address now pulls through correctly | ||
| + | * Quote convert to Purchase Order now carries through lines | ||
| + | * Other various bug fixes | ||
| + | |||
| + | ---- | ||
| + | |||
| + | ==== 9.0.1.7 ==== | ||
| + | === Call2Field Online === | ||
| + | |||
| + | == Development == | ||
| + | * Added Purchase Order tab into the Call screen | ||
| + | * SMS system enabled | ||
| + | |||
| + | |||
| + | == Bugfixes == | ||
| + | * Quote Part Cost displays correctly | ||
| + | * Employee Area section now shows under Employee Code | ||
| + | * Various background fixes | ||
| + | |||
| + | ---- | ||
| + | ==== 9.0.1.6 ==== | ||
| + | === Call2Field Online === | ||
| + | |||
| + | == Development == | ||
| + | * Added Help button to NavBar | ||
| + | * Timeline Month view in Diary | ||
| + | * Searchable Columns in Invoice Manager | ||
| + | |||
| + | |||
| + | == Bugfixes == | ||
| + | * Contract Invoicing / Payment Schedules fixed | ||
| + | * Invoice Manager - Cancel Invoices feature added | ||
| + | * VAT dropdown on Purchase Order fixed | ||
| + | * Diary saved settings issues fixed | ||
| + | * Emailing - Body text now editable | ||
| + | * Various fixes to Questions setup and editing. | ||
| + | * Inactive flag stability improvements on various screens | ||
| + | * Reporting Criteria improvements | ||
| + | * Improvements to Field Report Add via Online | ||
| + | * Other various bugfixes and improvements | ||
| + | |||
| + | === Customer Portal === | ||
| + | == Development == | ||
| + | * Call Lists can now show/hide specific Call Types on a per-User basis | ||
| + | |||
| + | ----- | ||
| + | |||
| + | ==== 9.0.1.3 ==== | ||
| + | === Call2Field Online === | ||
| + | == Bugfixes == | ||
| + | * Fixed an issue with Purchase Order Invoice Exporting and on-screen totals | ||
| + | |||
| + | ---- | ||
| + | ==== 9.0.1.2 ==== | ||
| + | |||
| + | === Call2Field Online === | ||
| + | |||
| + | == Bugfixes == | ||
| + | * Fixed an issue with Invoice fields on Call not allowing text (for non generated Invoice details) | ||
| + | |||
| + | |||
| + | ---- | ||
| + | |||
| + | ==== 9.0.1.1 ==== | ||
| + | === Call2Field Online === | ||
| + | == Development == | ||
| + | * Equipment Options added into Call2Field Online | ||
| + | |||
| + | |||
| + | == Bugfixes == | ||
| + | * Fixed an issue with converting Quote into Call | ||
| + | * Fixed formatting issues on multiple screens | ||
| + | * Fixed various User Profile issues | ||
| + | * Quote Convert to Call fixed | ||
| + | |||
| + | |||
| + | === Call2Field Mobile === | ||
| + | == Bugfixes == | ||
| + | * Call Events now display over multiple days | ||
| + | |||
| + | ---- | ||
| + | |||
| + | ==== 9.0.0.0 ==== | ||
| + | * First release of Version 9 | ||
release_notes.1785936321.txt.gz · Last modified: (external edit)