Release Notes

Please find below the release notes for Call2Field. Feel free to contact Red Zebra for further information.

• Google Address Search now requires a Customer API Key.

• Stock List (All)
  • Report: Added Last Good In Date field
  • SQL: Added view for Last Goods In Date field

• Various minor fixes

• Various minor fixes

• 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

• Various minor fixes

• 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

• Code List (All)
  • REMOVED: See New Standard Reports

• Various minor fixes

• Customer Contract List (Active)
• Customer Contract List (Inactive)

• 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

• Various minor fixes

• Re-write and optimisation of PM Generation

• Fixed issues with Adding Calls Via Diary
• Fixed rounding issue
• Various minor fixes

• Fixed issues with van tracker
• Various minor fixes

• Equipment List (All)
  • Report: Added Equipment ID to the output

• Field Report Status change tick-box on User Profile
• Public/Private attachment to show/hide in Customer Portal

• Fixed Call Add times from Diary
• Various minor fixes

• Setting to allow compression on Attachments from Mobile
• Additional functionality on Mapping
• Backend changes

• Fixed bug that allowed Field Report Status change
• Various minor fixes

• 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

• 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

• 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

• Various minor fixes

• Quote Revision List

• 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

• Ability to open Contract from the Call Screen
• Print button added to Expense Screen
• Various minor enhancements

• When sending bulk emails dates/counts now get updated
• Part attachments now being saved correctly
• Quote Revisions now working as expected
• Various minor fixes

• Search function added to the documents section on Portal

• DYNAMIC Expenses Report
• Call Parts Suggested Vs Used
• PM Forecast By Month
• PO Stock Level Discrepancy

• 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

• 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.

• Various Consolidated Invoice fixes.
• Planned Maintenance Generation no longer fails if a Site PM has no Equipment but has 'All Equipment' ticked.

• Sales Order Details (To Be Invoiced or Not Fully Shipped)
• Time Sheet (Activity) by Date
• Time Sheet (Activity) by Employee

• 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

• 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

• Various fixes.

• Various fixes.

• 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.

• Permissions reviewed for converting a non-Customer to a Customer from the Quote Screen.
• Various minor fixes.

• Option to allow deletion of custom-made 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

• 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

• Activities and Call Events now show once per duration, rather than once per day of total duration.
• Various minor fixes.

• 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.

• Various minor fixes.

• .NET 4.8 required

• Consolidated Call Invoicing
• Add Call from Equipment Index
• Renumber Part
• Re-Work look/feel

• Check-In Serialised Stock
• Search by typing into Part dropdown on Call Parts
• Filter Call Index Screen by Status
• Various minor fixes

• 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)

• 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)”

• Activities shown for Full Diary Access
• Equipment Notes Visibility
• Public Attachments Visibility
• Various minor fixes

• View Invoicing for Site
• Various minor fixes

• 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

• Various minor fixes

• 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

• Various minor fixes

• Contract Emailing
• Employee Signature Capture

• Various minor fixes

• Quote List (All)
  • Now only includes the latest version of the Quote
  • Added Email field

• Complete re-design

• 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

• Various visual corrections
• Various minor fixes

• Equipment Depreciation Register (4 Years)

• 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

• 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

• Password change issue resolved
• Various visual corrections
• Various minor fixes

• Site Attachments now available

• Main Solution field now appears when necessary
• Various minor fixes

• 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

• 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

• Improvement to Field Report Add layout
• Attachments can be added Offline
• Equipment records now show Notes & Status

• Main Solution no longer required
• Equipment can be removed from Field Report Add
• Various minor bug fixes

• Send Customer Email on Call Add option added to Portal User settings

• Various bug fixes

• 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

• Auto-Site Numbering can now be activated
• Quote convert to Call - Chargeable lines are now included
• Sales Order stability improvements
• Various other fixes

• 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

• 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

• 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

• Interim fix to Questions display / input within Online

• Complete overhaul of Call Diary
• Send SMS feature added to Online
• Duplicate Call option
• Call Events can now be Unassigned
• Various other features

• 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

• Call Ref field added to Call Details

• Coded characters in Call Notes fixed
• Various minor fixes

• Quote Convert to Direct Purchase Order option added
• Quote Reference added to list view
• Report Criteria background changes

• Call Convert to Quote Address now pulls through correctly
• Quote convert to Purchase Order now carries through lines
• Other various bug fixes

• Added Purchase Order tab into the Call screen
• SMS system enabled

• Quote Part Cost displays correctly
• Employee Area section now shows under Employee Code
• Various background fixes

• Added Help button to NavBar
• Timeline Month view in Diary
• Searchable Columns in Invoice Manager

• 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

• Call Lists can now show/hide specific Call Types on a per-User basis

• Fixed an issue with Purchase Order Invoice Exporting and on-screen totals

• Fixed an issue with Invoice fields on Call not allowing text (for non generated Invoice details)

• Equipment Options added into Call2Field Online

• Fixed an issue with converting Quote into Call
• Fixed formatting issues on multiple screens
• Fixed various User Profile issues
• Quote Convert to Call fixed

• Call Events now display over multiple days

• First release of Version 9