19.08 – Release Notes

Artist Portal
Bug
We’ve fixed a bug in Artist Portal v2 (“Porthole”) which meant that sometimes the additional services were not being transferred to the job correctly.
G13
19.05.06
Feature
The Artist Portal v2 (“Porthole”) can now be configured to use LDAP authentication.
G10
19.05.04
Feature
Artist Portal v2 (“Porthole”) can now be used in self-hosted environments where there is no connection to the Internet.
F2641
G15
19.05.07
Bidding
Bug
Fixed bug which could cause quote detail positions to be incorrect after deleting, or inserting a new line.
F1495
G632
19.05.13
Bug
Hidden services are now highlighted with a yellow background in the quote detail lines.
F2164
G513
19.08.01
Feature
Added ability to automatically adjust Bid item tier amount total to match quoted quantity, when altering the Tier amounts. This is only applicable if using ‘3 tiers’ staff costs. This is optional and requires a config change.

Please contact your CETA Admin should you wish to enable this.
F1895
G483
19.08.01
Feature
Added an option to the Copy Bid dialog which will allow you to copy over attachments to the new Bid. This is not selected by default.
F1874
G478
19.08.01
Feature
We have added the ability to “set” dates attrrributed to entities in iCFM. Such as projects. This will allow users to “lock” down periods in the system.

This is ongoing work.
F1633
G413
Feature
The heading of the default custom bid pdf report now changes for each type of Bid. Ballpark bids now have the heading ‘Ballpark’, Pitch bids have the heading ‘Pitch’ and all other types default to ‘Quotation’.
F2012
G549
19.08.01
Billing and Invoicing
Bug
Fixed bug where if you had multiple Invoices listed on the Project ‘Client Billing’ tab, and you open one and edited the Invoice Date, it would update all of the other invoices to have the same Invoice Date.
F2430
G553
19.05.09
Feature
We have completely redesigned the Accounts Transaction/Client Billing screen. There is now a second page where you can do your Billing row assignment which has fast searching, no slow refreshes between assignments, in-line editing of pricing and details. Documentation to follow. Please contact CETA for further information.
G684
19.05.17
CRM and Leads
Feature
We have created a “Project Comments” section in the Project display which allows users to enter comments about a Project. If the Project was created from a Lead, then the Lead comments will also be in the stream.

In addition, we’ve centralised the Attachments so any Attachments for any entities for a Project are all visible on the Project screen. All Jobs, Quotes and Invoice attachments can be accessed from the Project summary tab bar.
F2632
G613
Data Issues
Bug
Fixed bug where any data that was entered into a hidden Ratecard would be deleted when saving one of the visible Ratecards.
F2317
G558
19.05.09
Gekko
Bug
Fixed issue with the query that gets the Job list on the Outstanding Services page which would cause there to be no results if certain criteria was used.
G682
19.02.11
General
Bug
Fixed Bug where the Actuals Collection page would not work correctly for clients using the new method of adding actuals times, (regular, overtime, weekend hours).
F2678
G624
19.05.16
Feature
We now check to make sure that DMG services, as well as Resource schedule services, are present before a Job can be Confirmed.
This only affects clients who have the REQUIRE_SERVICES_TO_CONFIRM_JOB setting enabled.
F2533
G607
19.05.12
Feature
Added a new Revenue Estimate column to the dashboard Home tab ‘Your Active Projects’ list. The estimate value is clickable and will allow you to set a new estimate amount.
F2437
G569
19.08.01
Feature
The Transactions and Production Company Projects tabs now display an asterisk after the tab name if any linked information is included in the items listed on those tabs. For example, on the Transactions tab, the asterisk will be only be displayed if there are transactions where the company is selected on the transaction header but not the main company attached to the Project.
F2126
G568
19.08.01
Integration
Bug
We’ve moved one of the temporary upload folders around to prevent file system permission errors.
G634
19.05.16
Feature
Fixed issue with iCal file not being generated correctly. Also added the Job Title and subtitle fields to the iCal calendar entry
F1984
G450
19.08.01
Feature
Made some changes for Sage 100 integration: Added ‘Terms Code’ field to Accounts Transaction popup. Added ‘Salesperson ID’ to Company screen & Accounts Transaction popup. Added ‘Tax'(able) column to costing table in Project > Client Billing
F2407
G547
19.05.15
Media and Shipping
Bug
We’ve added the ability to change your Search screens to search multiple fields for one value
F2666
G623
19.05.11
Feature
Added new config setting which you can assign an array of Media database field names to which will be cleared when duplicating an existing media record, such as Shelf, Item number etc. The setting is named CLEAR_FIELDS_ON_MEDIA_DUPLICATION.
F2179
G545
19.08.01
Misc Costs
Feature
We’ve updated the Misc Costs import feature so that you can have multiple input formats. I.e. you can now import Seamless records into your Project, and also have a separate import for Uber and Expensify if you use these services. If you have another service you use, then speak to us and we can drop a new import in for you.

Please reach out to CETA or your CETA Admin if you need help in setting these up.
F939
G369
19.08.01
Products
Bug
Fixed issue where any Product names that included an apostrophe would not auto-populate the Product name field in the search criteria of the Project entity tabs.
G462
19.08.01
Projects
Bug
Fixed a bug with the processes that allows users to change the project numbers. This only applies to installs where the project number can be entered manually.
F2711
G628
19.05.11
Feature
There is a new option to show a list of Confirmed and Pencil Jobs on the Project Summary tab, instead of the Purchase Order list. This hides the Purchase Orders, but some customers thought this was preferable if it meant they could see the incomplete Jobs. Let us know if you want this enabled!
F1128
G573
19.08.01
Feature
We have changed the Team roles to come from a combo box list now. If you have `$LIMIT_ROLES_TO_XREF = 1;` in your config then the available options will only come from the “Role” category in combo box options.
F2701
G638
19.08.01
Reporting and Dashboard
Bug
Fixed issue where the Refresh button on the Project Bid Vs Actual and Margins reports would load a different report.
G425
19.05.16
Bug
Fixed a bug with the timezone displaying of the Clients Attending list. Occasionally the time displayed after the save was in the local time of the job’s timezone, and not the users’ timezone.
F2657
G621
Bug
We’ve fixed a bug with Ribbon B on the Project screen which was reporting an incorrect discount amount.
G629
19.05.12
Feature
Added a new config setting which when enabled will display the Alt Contact, Executive Producer and Our Contact names in the Job header. These fields are read only.
The dashboard To Do list reports will now display jobs where the logged in user is the Executive Producer on a Project.
F2498
G614
19.08.01
Schedule
Bug
We’ve fixed a timezone issue with the client attending list on “Todays Confirmed Jobs” dashboard tab.
F2213
G566
19.05.12
Bug
Fixed bug where if the DATE BASED ACTUAL TIMES setting was 9 then the Resource Schedule service actualised date and User Information was not being saved. This meant that the Dashboard Artists Hours tab did not list all of the Jobs for each Artist.
F2459
G9
19.05.07
Bug
Overnight Shifts may now be booked using the ‘Individual Days’ method in the Holiday & Shift Editor.
G630
19.05.12
Bug
Fixed bug which meant jobs towards the end of the visible date/time range on the schedule may not have been displayed.
G631
19.05.12
Feature
You can now alter the information that appears on the Job bars on the Schedule. Want to see Subtitle and not Our Contact? That’s fine, just let us know and we will make it so.
F1676
G444
Feature
Added a filter to the bottom of the main Schedule page where you can enter a Product, Company Name or Our Contact name and any bookings NOT containing any of the criteria entered will be hidden until the filter text is cleared.
F1618
G346
19.08.01
Feature
If you have a RESOURCE_SHIFT_TYPE set, when you edit a Staff Resource to have a start/end date in their HR resource data, then a shift will automatically be drawn for that period so you can see visually where the member of staff’s contract start’s finishes.
F2070
G497
19.08.01
Server / System Issues
Bug
We have updated our email code so that messages with attachments can now also be sent from iCFM – without the need for a custom SMTP server. An SMTP server was previously required for any emails that contained attachments; now they go through MailGun EU along with any emails containing no attachments.
G635
19.05.16
Bug
Fixed a bug in team members saving. Not one anyone would notice, but a bug all the same.
F1811
G499
Support / Helpdesk Related
Bug
Fixed authorisation request email, which was not being sent.
F2339
G596
19.05.09