======= Release Notes ======= Please find below the release notes for Call2Field. Feel free to contact Red Zebra for further information. ===== 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 "...(All)" * **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)** * Report: Added Equipment ID to the output ---- ==== 9.4.1.0 ==== === Call2Field Online === ==Development== * Field Report Status change tick-box on User Profile * Public/Private attachment to show/hide in Customer Portal == 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)** * Report: Added Problem Description * SQL: Added Problem Code & Description * **Upcoming Scheduled PMs (Unrestricted)** * Report: Added Problem Description * SQL: Added Problem Code & Description * **Upcoming Scheduled PMs (Up Until Next Month)** * Report: Added Problem Description * SQL: Added Problem Code & Description ---- ==== 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/Import options * 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/button to the Monitor Screens * 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/counts now get updated * 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 'Consolidated' option on-screen. * 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' ticked. === 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/Inactive so they appear separated * 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 "clickable" functionality to open specific records. * 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, Last_PM_Date_Calculated and Check Date Flag * Report: Changed Page Size to A3 * Report: Renamed to "Upcoming Scheduled PMs (Up Until Next Month)" === 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 'Rejected' * 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 'today' for Upcoming PMs and excluded COMP Calls === 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/styled * 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 'Print' button * 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 "Product only" entries can now be selected on Calls/Field Reports * Quote History button on Site screen * Option to make a Call 'Non Chargeable' which will bypass the Invoicing process. * 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' on Field Report Add * 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