17.11 – Release Notes

New Features

Admin

  • Added time zones check for new depots – Silver Spring, Baltimore and DC. [26343]
  • Added support for Boulder and Denver (both Colorado) timezones. Use BLDR and DNVR as Depot names. [22881]

Billing

  • Added ability to cost multiple jobs in one hit from Job Search. Optional – please contact CETA if you wish this to be enabled. [8013]
  • Fixed an issue where Internal billing approvals could not be edited if they had any line-items assigned to them. [22191]

Dashboard

  • Made a small change to the dashboard Revenue Forecast report which makes it more clear that the user needs enter either a Project Number, Service Code, Department or Payroll Code and not a combination of all four criteria. [24931]

Integration

  • We’ve integrated Quickbooks Accounts export into iCFM. This is for the Windows Desktop version. Please contact CETA if you wish to use this package. [18161]

Leads

  • * Fixed issues with Lead > Team Role & Name dropdowns, added Commission field and Clear button. * Added Type, Industry, Reps & Probability fields to Lead header info. The former 3 are dropdowns whose options can be configured in Combo Box Options (leadtype, leadindustry, leadreps). [16081]
  • Added a new ‘+’ icon to the Lead ‘Team’ tab which will allow you to create a new contact record. [21371]
  • Added Live Action Date fields to the Lead budget tab. This will allow you to specify a date range for each budget type. [16071]

Other

  • The iCFM username is now added as the prefix to MySQL queries to make it easier to track issues in the log files. [23191]
  • Several new features/fixes added to the Project Milestones tab – 1. Changed the layout of the Project Milestones tab so that the editor is fixed on the left hand side and the list of milestones is in a separate section. 2. Added a tool tip which is displayed in the same style as the Bookings on the main schedule. 3. Added the ability to delete and copy existing milestones. 4. Added the ability to change the start and end dates of several Milestones at once. 5. It’s no longer possible to save a milestone where the end date is prior to the start date. 6. Its now possible to use the check boxes to delete multiple milestone rows at once [24991]

Project

  • Added Cumulative total row to Revenue Forecast report (available in Project > Reports and Dashboard). [20191]
  • Re-added the accounts transaction list to the transaction pop-up. This is only visible if the HIDE_ACCOUNTS_TRANSACTION_LIST_IN_POP_UP config setting is enabled. [22081]
  • Added a new option to the Project menu for copying a Project. All mandatory fields in the Project header will be copied over to the new Project. [15251]
  • Reverting project status to New now reverts project # to the original (pre-confirmed) number. Re-confirming will return to the confirmed project # allocated previously. NB only has an effect when $GET_CONFIRMED_PROJECT_NUMBER = 1. [21201]

Reporting

  • Re-added the code for the cost centre search criteria. [24831]
  • Added ‘Project Control’ report, available from Project Search, which gives a financial overview of projects selected in search results. Optional – please contact CETA if you wish this to be enabled. [20251]
  • Additional fields have been added to the dashboard Revenue Forecast 2 report. These include Project Type, Product, Title, Start Date and Our Contact. We have also added some new options for users who have the ability to view Staff Costs. Users who have this access code enabled will have the option to filter results to display Profit, Cost and Revenue. [26384]

Schedule

  • Added timezone support for Montreal and Toronto. [26011]
  • Added the option to show holidays and sick leave on the day schedule, (cat gif), page. This can be done by adding `&holiday=1` to the end or the URL. [14721]
  • We have added a split job option. When you have a long form booking that is conflicting with other jobs you can choose to split it up. You right click on the job and choose “Fill non-conflicting gaps” – the long form booking will be cut up into chunks and they will “fall into” the gaps left where there is no conflict… Then you can choose to change the times to what you wish. [12431]

Sundry

  • Fixed issue where multiple sundry costs could be created if the user clicked the save link more than once on a new sudnry cost record. [25311]

Changes

Billing

  • We’ve added the ability to specify the decimal places you want to see on the search tables. In particular, the job table has totals for booked/billed work. [24731]

Integration

  • Added ability to create duplicate library records, but retain a link to the original. ie, for re-using the same physical item for multiple projects. [10771]
  • We’ve updated the Xero export so that you can group the lines on your invoices by certain fields from the project costings. For example, you may want to group the lines based on the service, to keep the invoice’s a touch smaller. [26354]

Other

  • Made some major improvements to the way the DMG page is drawn. Things are now many times faster and the entire feature is more usable, especially if there are many jobs in the list. [23931]

Printing/PDF

  • Removed time from invoice date on the “stock” invoice printout [26171]

Project

  • The Project ‘Breakdown’ report, (accessed via the Progress tab), no longer includes New bids, only Confirmed and Completed are used to calculate the totals. [26396]

Quote

  • You can now edit the production company fields on a quote even if its not New – if you have the /savequote access code. The boxes are highlighted green like other areas of iCFM. This denotes you can edit the value of the field without pressing a Save button. [11621]

Reporting

  • Changed the way the search exports work. Previously you were limited by the URL length and this caused issue if you want to export a LOT of data. This has been changed to a POST and now is (almost) unlimited. [26334]

Resources

  • Added ability to add / delete resources to / from a view via the schedule. [16001]

Search

  • We’ve moved the code that retains your search table settings into the database, so they are retained whichever computer you use. You can also wipe your local internet settings and the information will still remain. [24041]
  • We’ve renamed some of the columns in the search screens. Some of the column data is made up with database “sub queries” and the previous column heading(s) for some of these wouldn’t make much sense to a user/client and could cause embarrassment. [18991]

Bug Fixes

Billing

  • We’ve fixed a bug which meant you could no longer “no charge” an internal costing row. [24571]
  • Fixed issue where company account information would not save if the notes field included special characters. [23691]
  • Improved the client side user-friendliness of the interim creations. [25491]
  • Fixed issue where the user would be automatically logged out of the system if certain functions timed out when dealing with large Projects. [26262]
  • Fixed rounding issue if you use alt currency quote, but select project currency (and use percentage option). [23221]
  • Ensured accounts transaction Amount field is always read-only, EXCEPT for Billing Approvals when using ‘$MAKE_AMOUNT_READ_ONLY_ON_ACCOUNTS_TRANSACTION = 0’. [23151]

Contact

  • Fixed issue where the list of existing contacts did not load when adding a new contact record. [23371]

DMG

  • Fixed ordering of jobs on the DMG Control, including jobs whose ‘flagurgent’ field is NULL. [23011]
  • We fixed a bug where the DMG Control was no longer split in two so you had to scroll to the bottom to see the DMG instructions. Especially annoying for those of you with very busy DMG departments! [18911]

Finance

  • Fixed issue where costing rows with a zero unit charge, total or VAT would cause the reversal function to leave the positive rows on the original job. [25701]
  • Prevented ability to attach entities (despatch notes, media, misc costs, po’s etc) to 2nd Pencil and Unavailable jobs. Similarly, prevented changing job status to 2nd Pencil/Unavailable if job has entities attached. This prevents missed costs in reporting ‘gekko’ data, which ignore these job statuses. [8259]

Job

  • Fixed issue preventing media added to Media Required from being displayed in Job > Media Required tab. Also fixed join issue, and typo (Format caption) in search def file. [26264]
  • Fixed issue whereby editing a billing row, and entering zero as the unit price would result in the price being reverted to ratecard price. [23061]
  • Fixed issue where it would be possible to create new Jobs and Miscellaneous Costs on a Project which had been Sent To Accounts. [26279]

Leads

  • Fixed issue where clicking the Lead ID from the Company ‘Leads’ tab would not open the Lead. [26390]

Library

  • We’ve fixed a bug we introduced where stock pricing wouldn’t always come across correctly when costing a job [26240]
  • Fixed a bug which was stopping you printing barcode labels. [23921]

Project

  • Fixed issue where some Milestones would not be displayed for some resources. This happened when the Project Our Contact did not have a Milestone entry. [22801]
  • Re-introduced the ability to change Project types if the ALLOW_PROJECT_TYPE_CHANGE_ON_PROJECTS config setting is enabled. [23601]
  • Re-wrote the ribbon F code so that it is drawn as a table rather than a series of divs which was causing display issues. [17681]
  • We fixed a bug where we had removed the ability to sort the invoice list on a project by the description. [18301]

Purchase

  • Fixed issue where the grand total and invoice total would be displayed as double the actual totals on some Purchase Orders. [24981]
  • Fixed issue with the formatting of the supplier address when the city and state were present. [20611]
  • Fixed issue where you would be unable to copy a Purchase Order if the job it was attached to had the Purchase Order job Type [23971]
  • Fixed a bug where, if the user’s status was NULL, the PO limit wouldn’t be returned – meaning the user wouldn’t be able to authorise POs [24011]
  • When Completing a Purchase Order, the Invoice Total for each detail row is copied to the project total ‘PT’ field. Previously this would remain as the row total value. The value is now also converted to the project currency. [6759]

Quote

  • Fixed issue where the inside and outside costs on the bid summary might be incorrect if the markup total field was null instead of zero. [25861]
  • On the quote dropdown, a single quote in the contact’s name would mess up the creation of a billing approval. [23421]
  • Fixed an issue where it was possible to save a New bid without entering a start and end date. [26328]
  • Fixed issue where adding or editing a non-discountable service would result in the unit price being displayed with additional places [10281]
  • Fixed issues where the Project Type currency caption did not update when reselecting a Project type. Also fixed problem where the Bid currency was not updating when changing the depot. [19791]

Reporting

  • Re-added the Copy and Excel buttons on custom reports page. [24351]

Resources

  • Fixed issues with config setting checks, which would not have worked (specifically $SHOW_RESOURCE_RATE_ON_RESOURCE_INFO and $USE_DATE_BASED_ACTUAL_TIMES checks). [22751]

Schedule

  • Fixed problem where the notes and comments displayed in shifts and holidays on the main schedule would not be displayed correctly when certain characters were included. [26252]

Search

  • Fixed staff cost column on job results was previously showing totalsell – should be totalbuy [24371]
  • Removed Depot from the Project search criteria. [22971]

17.08-Release Notes

New Features

 

Admin

  • Added the ability to add or edit Project notes after the Project has been Completed. [7738]
  • We’ve added a new quote template editor. This will enable you to take control of your quote templates. You can rename and delete them from this screen. It can be found in the standard admin options section of iCFM. [13872]

All

  • iCFM can now be configured to work behind a load balancer. [20591]

Billing

  • * It is no longer permitted to change an accounts transaction to an Invoice if any negative costings are attached WHEN USING “accounts_software_export”: “sage” and “accounts_export_single_nominal”: “” configuration, since Sage does not permit this. * Added group by ‘GL/Nominal Code’ option to Quote summary table. * Added ‘Match Bid/Quote’ button to Project > Client Billing. This will match costings attached to transaction to associated quote, per nominal code. NOTE: requires “accounts_software_export”: “sage” and “accounts_export_single_nominal”: “” settings. [15911]
  • It is no longer possible to reselect a project from the Job header if the Job has costing rows allocated to an account transaction. [20961]

Contact

  • Fixed issue where you were unable to remove the company and contact details from the resource editor. [18271]

Despatch

  • We’ve removed the ‘Not Required’ check box from the shipping note header since it essentially did the same as the ‘No Charge’ check box. So now, if the No Charge check box is not ticked, the system will assume that it should be charged for and show a message to say that a Job ID must be selected. [14591]

Finance

  • Added a new ‘Copy’ icon to the transaction list on the Client Billing tab which will allow the copying of invoices and billing approvals. The copied invoices will also create a job with the correct interim lines attached. [15231]
  • Added an option to create an interim for the remaining amount of a bid that has not been invoiced. This feature is available on the ‘Create Interim Deposit’ dialogue box. [15241]
  • Reversal invoices are now allocated the current date as the Invoice Date when they are created. Formally this field would be blank. [5486]
  • When creating a Project from a Lead the lead editor will automatically have the commission set to 100 percent. This will also happen when adding a new Lead Editor via the Project Team tab. [7485]

Integration

  • We’ve integrated a Xero Accounts export into iCFM. Please contact CETA if you wish to use this package. [10331]

Job

  • If you revert a Job status from Costed and then remove the resource schedule items we now delete the costing rows relating to those resource schedule items. [16581]

Printing/PDF

  • Added resources with the category “Locations” to the Print Schedule page [20501]

Quote

  • If you copy/create a quote from a template – the source quote ID is now stored. So you can revert any rate changes to the original rates. Non-discount, virtual status, descriptions and prices will be affected. [7868]
  • If the Bid Revenue option is enabled on your system, the details of how the bid is split will be included in the Bid Confirmation email. [16941]
  • Fixed issue that would stop the copying of a bid if you did not have the ‘Copy details rows’ check box ticked. [14071]
  • The Bid summary pop-out is now much bigger so there is no need for scrolling on most bids. [19161]
  • The new start and end date datepickers on the ‘Copy Bid…’ dialog now default to the original bid dates. If these dates are not re-selected a message will pop-up when you try to save to make you confirm that these are the correct dates. You will be redirected back to the Copy Bid dialog and will have to un-tick the Change Dates check box. If the start and end dates are re-selected, no message will be given. [19701]
  • We’ve added the ability to create quote templates from quote sections. If you have a quote section with services in it that are often used, you can save this section as a template. Then, when editing a quote you can insert these sections into your quote. Just use the “+ Section” button like before, but now you will be offered a list of templates to insert. [12151]

Resources

  • When creating a resource record from a contact, we now copy over the contacts telephone and email address to the resource record. [17221]

Schedule

  • Added checkbox to hide used resources On the schedule there is now a new check box (a) which will hide any resources with bookings on them in the current view. This makes it easier to schedule work as you’ve only got 100% available resources on screen. [12352]
  • The Job status indicator on the top right of a schedule booking bar, which shows the status of the job if it is different than the status of the resource, is now a triangle which takes up less space on the booking bar. [12051]
  • We now record the freelance status of a resource at the time the job is booked. Once the Job is Completed the status is no longer updated. This will allow us, or you, to create historical reports which show if a resource was a freelancer on a specific Job. [13351]

 

Changes

 

Job

  • We have added a method of moving DMG requests around. You can move them up and down within the job. This enables you to re-order them without deleting and starting over. [7618]

Quote

  • Added bid start and end date drop-down to the copy bid dialog box. This replaces the ‘Clear Dates’ options which would, incorrectly, allow you to create a bid without any dates. [6740]

Ratecard

  • When you update a ratecard description or category, the quote templates that use this service are also updated. This means your templates are always up-to-date and you don’t need to update them manually. [12561]
  • Fixed system so that you have to enter a nominal code (GL code) when adding a ratecard item. These codes are very important to the working of the billing system. [13051]

Reporting

  • We’ve changed the cost tracker project tab. The 4 grids are now split into two grids, one for actuals and one for projected costs. This makes it easier to read. There is a simple radio toggle to switch between the two. [11371]

Search

  • The Entered By and Requested By search criteria now have auto suggest functionality. [17861]

 

Bug Fixes

 

Milestones

  • Milestone Schedule View – Fixed bug that would cause certain milestone entries to be displayed on the Milestone Schedule view multiple times. [18571]

DMG

  • Fixed problem where ‘dmg_service’ entitytype is being sent to gekkoqueue…when it should be ‘dmgservice’. [19051]

Admin

  • Fixed issue with the category dropdown list which was displaying the same category multiple times. [17611]

All

  • Improved the stability of file uploads by ensuring you cannot upload a duplicate filename. Previously this would just delete the existing one. Now, we append a number to the end of the filename automatically for you. [19251]

Billing

  • Fixed issue that could (erroneously) prevent ability to cancel an accounts transaction, if user has /allowRevertAccTransFromBillApproval access code denied. [18881]
  • Added currency information to Sage export. [16231]
  • Added ability to roll-back latest Sage export. [16231]
  • Costing and resource schedule service rows are now set to no charge when No Charging a costing sheet, (MCS). [10871]
  • Fixed bug which stopped you saving an accounts transaction if the internal field was NULL which is nearly always is [17521]
  • Account Transaction Date Picker – Fixed issue which caused the account transaction pop-up to auto close when trying to use the date picker to select an invoice date. [21101]
  • Fixed billing issue preventing quantities/time units of < 1 from being allowed, and decimals in general would be rounded to integers. [17441]
  • Fixed bug where a companies account code would not be updated correctly when being added or edited from the company account details form. [19501]

Contact

  • Prevented the contactname/id validation tripping up if you have the `$HIDE_CONTACT_UNKNOWN_OPTION` setting set to 0 and you are saving the “contact unknown” option [17451]
  • Fixed issue where the Parent Company ID would not be cleared from the Project header if the parent company was removed. [20291]

Job

  • Fixed bug where saving a deadline on a dub job wouldn’t always copy over the start/end times too if you have the setting on that leaves them separated. [18631]
  • Fixed an issue where carriage returns would not always display correctly on the job notes panel [17821]

Leads

  • Multi-line comments on Leads were showing the HTML for ‘br’ rather than creating new lines. Moved the nl2br code outside of the sanitisation function. [17631]

Library

  • It seems when you switch from media search to media movement and back, the JS isn’t loaded and breaks the search page. [13021]
  • Resolved an issue which meant barcodes with certain characters in them could not be found using the quick find media option in the main menu [17801]

Other

  • Fixed issue which prevented a user from changing the product on a project [7536]

Printing/PDF

  • Fixed issue with quote comments losing their formatting [17951]

Project

  • Fixed bug which prevented booking tooltips from displaying correctly if they have strange characters in them [18321]
  • Fixed issue where you couldn’t add a product from the new project screen [18261]
  • After saving the PCS code on a new project, the screen would either refresh blank or not go away. The user thinks its not saved and tries again [18621]
  • Fixed bug which was allowing you to add negative costing lines to invoices. This also prevents you changing a BA into an invoice if its negative. [17971]
  • Fixed a bug which meant you couldn’t change the product on a project [18081]
  • Fixed a nasty (on the eyes) resize issue on schedule A/B. [18391]
  • Fixed issue whereby saving a project with the checkbox ticked to apply title to associated jobs, would not actually update the jobs. [18421]
  • Certain characters were causing problems in contact names. We have now fixed this issue and the drop down will always find the contact you are searching for. [18661]
  • Fixed Project # caption in project search results. [19261]

Purchase

  • The PO invoice list pop up no longer obscures the ‘hide invoices’ button. [12641]
  • Fixed a bug which stopped the supplier search box from working on POs [18241]
  • Added validation so you have to pick a budget code from the list when adding a PO detail line [16781]

Quote

  • Fixed a sporadic bug where the discount of a quote service would be blank (i.e. not a number, or zero). [18691]
  • Fixed it so when you paste a new quote detail line, the totals are refreshed at the top of the screen. [12221]

Ratecard

  • We’ve improved data integrity by checking if a service has been used in more places before allowing you to delete them. [20741]

Schedule

  • Resolved a small issue which meant the daySchedule wouldn’t show you a job if it started on a day prior to the view and finished on a day later, for example, a long form booking that spanned the current view. [13951]
  • When splitting an unavailable Job into days or months etc, the resources attached to all of the jobs that are created will retain the Unavailable status. [12631]
  • Generic resources are now displayed when using the dynamic schedule feature. [20041]
  • Fixed a bug which would cause a Confirmed Job not to display until manually refreshing the schedule view, if it was created from the Schedule’s quick booking dialog. [16391]
  • Fixed a bug which stopped the lasso from swapping resources correctly [18091]
  • Fixed an issue where the “unused” schedule resources tick box wouldn’t remember its value when the page was drawing different days/views [20001]
  • Fixed a bug which prevented the resource service duration from being held when toggling the no charge option of a service. It would lose user entered data [12052]

Search

  • Allowed the new search screens to use more of the available screen area. [17391]
  • Added ‘Cancelled’ to options for Transaction Type criteria in Accounts Transaction search. [19301]
  • Fixed a bug in the new search page where the CONTAINS operator is used. [17961]
  • Fixed the new searches so iCFM remembers your preference with regards to the number of records shown in a search result. This should be remembered across browsing sessions until you clear your Firefox cache. [19921]
  • Fixed issue with sundry status changer in the new search grid [17851]
  • Fixed issue in the search results pages where links to the web address would open a new email window rather than the web page. [21991]

Sundry

  • The button to create new sundry costs didn’t work and the loadProjectTabs() code didn’t load the sundry costs at all… I also fixed the auto-population of project details on the new sundry when creating from a project [17411]
  • The Depot field is now filled in (based on users depot) when saving a new sundry. [17551]

UI

  • Fixed a small issue where sundry receipts would not upload if we haven’t created a special folder for your site. This is now automatic… [17571]
  • If the client had a user.css in their corresponding /config/client/ folder, it wasn’t being picked up on the login page. [17401]

16.02 – Release Notes

Welcome to the release notes for the first 2016 release of iCFM!

There are quite a few new features, including lots that should really improve the responsiveness of the application – as well as some important new additions like “Milestones”. Please see the detailed notes below for more information. If you have any questions about a specific feature or change, please contact us and mention the number in square brackets after the comment.


New Features

  • Gekko:
    • We have moved the reporting engine out of iCFM and in to its own application. This means we no longer have to wait for reporting data to be built with each process – making the user experience a lot, lot faster! This affects almost every part of the software, so your users will definitely notice this one. Read more. [5729]
  • Milestones:
    • Added the ability to create Milestones against a Project. These are phases or tasks – with a Producer, Start and End times and Status that live within a single Project. This allows Producers to mock up a basic schedule of their plan for a Project. Read More. [6032]
    • Added the ability to view Milestones as a Schedule. A new view should be created that includes the word “Milestones” – which contains the Producers who will have Milestones assigned to them. [6032]
  • Projects:
    • Rebuilt the Project tab system – using a new format that will eventually allow our customers to build their own menu systems. Read More. [6271]
    • Added an iCal subscription URL for Producers to see their Projects by start / end dates in the calendar app of their choice. [5903]
  • Contacts:
    • Added a script that can run through the iCFM data and clear up and merge duplicate contacts. [5953]
  • Leads:
    • The Leads information page has changed. It now has more information available to the user without having to open additional tabs. You can now see the history of any Contact you select, and the Comments are much more dynamic. [5214]
    • It is now possible to add custom lists and data to a Lead. Ask us for more information. [5214]
    • Added the ability to insert Budgets and Regions. [5552]
  • Media / Shipping:
    • Added a new feature where the scheduled Artist / Operator can be automatically set as the Allocated To person on a DMG Job. [5970]
    • Added the ability to add a custom tab with custom fields / controls to the Library page. [6241]
  • Products:
    • Added the ability to add a custom tab to the Product page, on to which you can add custom form fields and tables. [5519]
  • Quotes:
    • When saving a quote, if the Project it is attached to has been awarded a new Project Number, the Quote will refresh with the new Project Number. [5786]
    • Added the ability to specify a custom Risk Assessment pop-up – which can be shown before a user is allowed to Confirm a Quote. Please note: This requires some development if you wish to make use of this. [4898]

Changes

  • Companies and Contacts:
    • Changes to a Company name will now propagate to linked records. [6080]
    • Added Email Address and Job Title back on to the Contact list. [6133]
  • Leads:
    • Project Type is now a mandatory field. [5522]
    • Check-box selections in Leads Search are remembered for each user. [5522]
    • Added ability to create a new Lead from within the Company page. A new menu item is now available. [5998]
  • Quotes:
    • Changed the way that quote detail lines are redrawn after an edit or insert. We no longer refresh the entire page every time which results in a much faster editing experience. This also fixes an issue where the quote might ‘jump’ in the scroll bar after an edit. [6124]
  • Billing:
    • Changed the way that allocation works so as to prevent any changes to Invoices or prepared/exported Accounts Transactions what-so-ever. [6127]
    • It is no longer possible to revert the status of a Costed Job if there are billing lines allocated to an Invoice. [6196]
  • Holidays and Shifts:
    • Added back in the created date and user – to the list of existing holiday and shift records. [5838]
    • Clicking on a Holiday or Shift in the Schedule now automatically Checks the appropriate item in the list when the holiday page pops up. [5895]
    • Changing the description of a Holiday in the Combo Box Options page will now propagate changes to existing holiday records. [5961]
  • Projects:
    • When returning to the Project page, we now do a quick check to make sure that the Project number has not changed and update it if it has. [5741]
    • Added a column for “No Charged Units” to the Margins and Bid vs Actual pages on a Project. Note. Requires enabling by CETA if you wish to use this. [5553]
  • Ratecard:
    • It is no longer possible to add a ratecard service that contains an apostrophe. Many methods of exporting / importing ratecard data to other systems complained about it, so we have simply removed the ability to include them. [5686]
    • The ratecard editor now allows you to edit almost all fields without using the pop-up. You can edit all descriptions, GL codes, prices and costs in-line. This should make updating your rates a much smaller task. [4647]
  • Reporting:
    • Improved the SQL queries on the “Todays Jobs” pages – so that they require fewer system resources.
    • The “Bad Boys” list now shows all Producers, no matter how the /Producer code was added to their resource’s categorycode. [6164]
  • Resource List:
    • The boxes for Department, Category, Subcategory and Subcategory 2 are now drop-down boxes to help keep data tidy. Free-typing is no longer allowed. [5951] [5990]
  • Schedule:
    • Using the Lasso to edit the Project / Product will now always display an error message if it fails. Previously it would sometimes fail with no obvious reason as to why. [5973]
    • Cancelling rows from within the Copy To Another Date tool would previously open the cancelled Job. This seemed pointless and annoying so we no longer do it. [6166]
  • Security:
    • When attempting to reset your iCFM password, you will now be emailed and prompted to reset it from a link within that email. Previously it was possible for a malicious user to reset someone else’s password to something random if they knew their email. The malicious user would not be able to see or use the new password, as it would still only be emailed to the real users address – but it could still be annoying for the real user to then have to reset things. [5540]
    • Adding a user now forces a strong password, if not using Active Directory. [6210]
  • System:
    • Changed the way that the “Find” tool works in the main menu. Now all find methods work in the same way. If the resulting item can not be found, you will be told about it via an alert – rather than a blank page opening. [5829]

Bug Fixes

  • Leads
    • Fixed an issue that would sometimes hide the list of Leads on the Dashboard if the status of one was changed from within that table. [6007]
  • Quotes:
    • The modified date in the header no longer defaults to UTC. [4820]
    • Fixed an issue where the “Extras %” might be calculated incorrectly in the Quote header. [5840]
    • When applying markup to a Bid, it would refresh the whole page and forget the “Summarise” checkbox’s value. This is no longer the case. [5930]
    • Fixed problem where text colour of Bid section comments would be white on a white background – and hence not visible. [6063]
  • Reporting:
    • Gekko Trend data now only includes revenue from Confirmed Quotes. Previously it was also including revenue from New Quotes. [5155]
    • Fixed a problem in the “Quotes By Created Date” report which was actually searching by the quote’s end-date which meant unexpected results. [5392]
    • Fixed issue with some custom reports that might make holiday appear incorrectly. We now check the $HOLIDAY_HOURS_IN_DAY setting to make sure we calculate things correctly. [5730]
    • Fixed an issue with Gekko where rows may not have been correctly deleted when their source record was updated. This made reporting incorrect until Gekko data was rebuilt manually. [5807]
    • Added a check to prevent Gekko data being created twice for no good reason, which was taking up extra CPU cycles. [5807]
    • Fixed an issue where the “Absense Report” was using the artist’s name, rather than ID. This meant there could be confusion when there were two more more artists with identical names as information from both would be shown. [5839]
    • Fixed issue that would incorrectly convert the value of items added to the Media tab of a Job. We now assume that the currency of any item is that of the Media item’s Depot. [5579]
  • Media:
    • Fixed some problems with the page load – which was stopping QAR from loading correctly.
  • DMG Control:
    • Fixed issue in the Job List that would cause a never-ending ‘Please wait…’ message to appear. [5904]
  • Jobs:
    • Fixed an issue where the Job’s tab would not refresh when returning to the Job from another page. [5854]
    • Fixed an issue with the Actual Times tab which would prevent artist / editor names displaying crrectly if they contained an apostrophe. [5870]
    • Fixed another issue in Actual Times where the ‘Set to current time’ button would not work if the time was less than 10 minutes past the hour. [5870]
  • Products:
    • Fixed an issue that prevented the table formatting from loading correctly, on the list of Projects associated with a Product – on the Product page. [5921]
  • Schedule:
    • You can no longer apply changes from the Lasso unless there are actually some selected Jobs. [5732]
    • Stretching and sliding a Job would sometimes not update the Modified By user. Now it does. [5796]
    • If a Resource was set up to use the Include Resources feature, it would sometimes not include them correctly. Now they are always booked and always in the correct sequence. [5161]
    • Fixed an issue where Gekko data was unnecessarily rebuilt for Jobs, even if the Job did not change – when using the Lasso tool.
    • Splitting off the first day of a scheduled Job would sometimes reset the prices to ratecard. Now the rates are retained from the original Job. [5853]
    • Reinstated the tooltip that used to appear when you hovered over a Shift in the schedule. [5863]
    • Fixed a problem with the “Split Job in to Weeks” feature which would sometimes add an unwanted additional day for the first Friday in the date range. [5896]
    • Fixed problem that caused no Jobs to appear if the Dynamic Search was used on the schedule and a Product name containing an apostrophe was included in the search. [5892]
    • Resolved an issue where if the user was viewing two months or more, it would sometimes prevent them from sliding a Job to the first day visible. [5401]
    • Fixed an issue which would sometimes create two bookings for the first date when using the Copy To Another Date (repeat) booking tool. [6166]
  • Ratecard:
    • Fixed an issue where the staff cost fields would not load/save correctly for some ratecard columns. [5872]
  • Billing:
    • Fixed an issue where a reversal might have VAT added to it, even if it was created for a location that did not use VAT. [5762]
    • Fixed a bug in the “Uncosted” items list – which was sometimes incorrectly reporting the number of items outstanding. [5818]
    • Fixed an issue where the “Runner Fee” might not be added to Misc Costs, even if it had been configured to do so. [5840]
    • Found and fixed a problem that would prevent a Job with more than one DMG service from advancing to Costed status. [5884]
  • Purchase Orders:
    • Fixed an issue which would sometimes prevent a user from cancelling a Purchase Order. [6038]
  • System:
    • We now trim any white-space from the start and end of all entries being saved. This should result in fewer issues with company and contact names mis-matching due to invisible characters. [5914]
    • Changed all display pages to encode in UTF-8 in preparation for full compliance with foreign characters. [4673]
    • Changed all calls to our database to prefer UTF-8 encoding. [4673]
    • Fixed lots of PHP warnings as part of a concerted clean up. We will be doing much more of this in an effort to keep the log sizes down on your servers. [6042]

15.11 (11262)

Release: 15-11.11262
2015-11-03
– Hannah Chatfield – Sam Edney – Steve Lilley-Hopkins – Max Ricketts – Adrian Speigal – Chris Tate-Davies

NEW
Added ability to ‘bookmark’ dates on the Schedule. You can move to a date, click a bookmark button (bottom right), then move to another date. Then you can click the bookmark button to go straight back to that date. To clear the button (so you can set to a different date) right click it. Good things come in threes, as do bookmark buttons. –

NEW
Added ‘Cost Estimate’ feature to Project > Summary tab (PO section). This is a way of storing a manually created value for what the Producer thinks will be the total spend on a Project that can be used in some management reports. – 5367

NEW
Added ability to add custom form fields to company contact screen. If you need some additional information stored that iCFM doesnt currently support, you can add extra controls on to the page yourself (with a bit of help). Ask us for details. – 5288

NEW
Added ability to add watermark to Quote / Bid report printout. This is so you can send a bid out, while making it clear that it is not agreed. – 4811

NEW
Added ability to apply markup to entire Quote / Bid. If you use the Mark-Up feature – you can now apply a percentage to everything on a bid. – 5042

NEW
Added ability to create custom forms. This is a huge deal and means you can eventually create your own front-end to iCFM. We were getting too many requests to hide or show certain fields, so have created a method for you to just build your own layouts. – 4898

NEW
Added ability to filter Leads with no Project Type, in Lead Search. Previously, there was no way to do this – you had to choose a Project Type. – 5522

NEW
Added ability to prefix auto generated Library / Media barcodes depending on the iCFM Host they were created from. This is useful for environments where data is replicated and a loss of connectivity might result in duplicate barcodes. – 4994

NEW
Added ability to toggle whether markup is to be applied or not, at project level, (ie for Sundries / Misc Costs and Shipping / Despatch notes). This is useful if you dont want to mark up your food costs for a charity job, for example. – 148

NEW
Added checkbox to allow showing of Pencil jobs in DMG Control. This means that if you need your tech-ops to see jobs that are not yet Confirmed… you can. – 3556

NEW
New: Added contact history info to Lead > Team. This allows you to see all the linked Projects, Leads, Companies etc – historically associated with a Contact. – 5214

NEW
If you are tracking commission for Artists, we have added a feature to ‘spread’ the project team’s commission, using the staff costs for freelancers booked. This is applied when closing a Project. – 4018

NEW
Added Job Type filters to dynamic view search in Schedule. Allows you to hide certain job types when searching. – 5053

NEW
Added prompt to confirm delivery date is correct when marking a PO as ‘Goods Received’. Some users were forgetting to update the date which sent reports out. – 4943

NEW
Added Quote/Bid ‘Spread One-Time Discount’ option, to apply discount to a preset list of services which may be on the quote. Very useful if you use the one-time discount feature and want to track your actuals at the rate that includes that discount. – 4566

NEW
Added safeguard that checks a list of iCFM URL’s to make sure they are all up. If enabled, you will not be allowed to Confirm a project when the link is down, to help prevent duplicates or other issues. – 4827

NEW
Added status filters to Project > Cross Site tab. – 5067

NEW
Holiday and Shift Editors have been combined into one, with greatly improved functionality (such as ‘book every Monday’). New access code required for saving shifts: /editshift. – 361 – 3539 – 3902

NEW
It is now possible to detach a Contact from a Company via the Contact > Companies tab. Previously you could only set them as Inactive. – 4051

NEW
Values from the Job > DMG input/output ‘File’ menu options can now be hidden if desired. – 3354

NEW
Job Type filter selection on DMG Control is now stored for each user. This means when you log out or back in, you wil have the same options as when you left. – 2809

NEW
Jobs can now be re-costed even if they have Allocated/Prepared/Exported costings, without losing the Allocated etc. costing details. This means you dont have to roll the Job back to fix minor issues. – 5328

NEW
Prices and staff costs can now be edited ‘in-line’ in the Ratecard editor. Simply click in to the cell and edit the value (no need to open the pop-up). – 4647

NEW
Users newly added to iCFM will now receive a ‘welcome’ email. Ahhh… ‘Welcome’. – 5269

NEW
Job display routines have changed so that when you return to an open job tab, it checks to see if has been modified and if so refreshes. This prevents saving with potentially ‘old’ data. – 5680

CHANGE
‘Interim’ Job dates can now be edited. This allows you to move the date that the value is tracked from, without the need to go create reversals and all that rigmarole. – 5297

CHANGE
On the job page, values for Actual times now default to ‘-‘ rather than zero. It was previously not possible to tell if someone had entered a 0 or if it had not yet been set. – 5246

CHANGE
Added delivery date as criteria on PO search. – 5189

CHANGE
Added depot/service/project # filters, and totals to he ‘Freelancer Bookings’ management reports. – 4934

CHANGE
Added Sundry / Misc Cost supplier name to the Project ‘Cross Site’ tab table (in Resource column). – 5082

CHANGE
Contact dropdowns now limit the no. results shown to 30 to increase speed & responsiveness. Make sure you type the first few letters if you cant see the droids you’re looking for. – 5195

CHANGE
Users can add comments to leads directly from the Dashboard tab. – 5531

CHANGE
Improved Quote / Bid page layout & appearance and increased font size over all. –

CHANGE
The content of the Job Actual Times tab type can now be configured per job type. – 5120

CHANGE
Change: Made several improvements & fixes to SAP invoice export. – 4876 – 5429

CHANGE
Multiple statuses can now be filtered in Lead Search. – 5214

CHANGE
New look login screen. –

CHANGE
Project Spot length fields can now contain up to 20 alphanumeric characters. – 4805

CHANGE
User is no longer prompted whether to include/exclude weekends when splitting a job, if the job booking period does not include any weekend days! – 4103

NEW
Added ’cause of death’ prompt when making a Lead inactive. This will eventually become a drop down / form – but for now it’s just a text prompt. – 5214

FIX
Fix: ‘Gekko trend’ can now be used on shared hosts. This is a tool for keeping track of changes, by taking snapshots of the financials on a project over time. – 5155

FIX
‘Gekko’ data could be missing for costing lines manually added. – 5524

FIX
Fix: ‘Gekko’ data could be missing revenue for the last resource schedule service completed. (This would have been rectified when Costing the job). – 5656

FIX
‘Gekko’ data was sometimes created for Cancelled jobs. – 5398

FIX
‘jsoninformation’ field can now be edited for all categories in Combo Box Options. – 5120

FIX
‘Revenue Forecast’ 2 report would not return any data. – 5384

FIX
Altering one-time discount on a Quote/Bid, would sometimes result in the total discount being displayed as zero. – 5563

FIX
Apply Discount menu option may have been hidden (depending on system settings) in Quote / Bid. – 5422

FIX
Choosing a cost centre on the Schedule dynamic view creator wouldn’t filter through to the view contents. – 5435

FIX
City / State is now only auto-filled when by zipcode, if the Country selected is United States. – 5462

FIX
Columns displayed in Project > Margins grid could have been incorrect (depending on settings used). – 5236

FIX
Copied quotes could show revenue for 1970. – 5257

FIX
Cost Tracker now totals daily / weekly services correctly. – 5393

FIX
Deleting a Resource now retains its GUID. – 5176

FIX
Despatch/Shipping Notes with costs in non-project currency would be costed incorrectly on related job. – 5579

FIX
DMG Control chime would sound every refresh, whether there were any new jobs or not. – 5674

FIX
DMG Control was showing deadline date of some jobs to be 1 hour out. – 5135

FIX
Editing a project team member could lose connection to resource (freelancer). – 5152

FIX
Existing contacts list did not work properly in Contact screen, when typing in a Full Name. – 5581

FIX
Fixed missing data issue in Project > Cross Site table. – 5187

FIX
Flat rates were not being spread correctly on DMG services of pre-Costed jobs. – 5583

FIX
It was possible under some rare circumstances to alter costs on an unprepared Invoice, by re-Confirming the associated quote. – 5298

FIX
It were possible for transactions with costings from non-Costed jobs to become Prepared (if using ‘auto-prepare’ functionality). – 5631

FIX
Job start/end times may have been displayed in UTC, rather than local time. – 5242

FIX
Jobs which started and ended on a weekend could result in negative hours for service durations. – 5377

FIX
Lasso replace services tool would not always be usable due to service dropdown not containing any services. – 5693

FIX
Library/Media items could sometimes not be duplicated. – 5314

FIX
Live Ratecard total in Project > Margins was incorrect. – 5230

FIX
Mandatory fields may not have been indicated by bold font, when making a new Project. – 5264

FIX
Markup was not always applied properly to flat rate quoted items. – 5083

FIX
Minor display issue on Schedule tab of Job, for PO jobs. – 5651

FIX
Our Contact dropdown on Company > CRT Team tab would not filter out deleted resources. – 5216

FIX
Page would take a long time to load when making a new Quote / Bid. – 5258

FIX
Pink background colour had been inadvertently removed for non-started jobs in DMG Control. – 5133

FIX
Please Wait notification would disappear before operation had finished when splitting jobs. – 5290

FIX
PO project currency figures may have been incorrect (for non-project currency PO’s). – 5113

FIX
Project > Service Costs tab could show incorrect info for PO’s, due to issues with ‘Gekko’. – 4984

FIX
Project currency figures were not re-calculated when copying Quotes / Bids (in non-project currency). – 5388

FIX
Project validation would not always work in quotes/bids (allowing invalid project to be allowed if typed in). – 5513

FIX
Project Working/Internal Title is now read only until user un-links title/working title. – 5369

FIX
Quote / Bid summary grid would sometimes show incorrect inside/outside (aggregate/extra), and total figures. – 5271

FIX
Quote Risk Assessment summary could not be saved if it contained a Euro symbol. – 5608

FIX
Quote templates were not working properly if server PHP version < 5.3. – 5376

FIX
Re-Costing a job may have not worked correctly for services completed by the API (v1). – 5218

FIX
Saving job would sometimes reset the duration of the attached resources. – 5229

FIX
Schedule ‘slide job’ function would sometimes not allow a slide back towards to start of the visible schedule. – 5399 – 5401

FIX
Some resources may not have been displayed in Our Contact dropdowns. – 5206

FIX
Source items can no longer be deleted, if associated with Allocated/Prepared/Exported costing lines. – 5328

FIX
Spelling mistake in Schedule job tooltip. – 5188

FIX
Tab order was incorrect in User Information editor. – 5346

FIX
There could be incorrect figures in Project > Margins data, when filtered by depot. – 5261

FIX
Updating a Project now also updates any connected QAR records. – 5582

FIX
Updating a Project now also updates any connected Sundry / Misc Cost records. – 5299

FIX
Users could exceed their PO limit by adding items or altering totals, after PO has been Authorised (if their permissions allows altering of Authorised PO’s). – 5721

FIX
Utilisation management reports were not working. – 5416

FIX
Various problems could occur with resulting jobs when using Schedule ‘Split Job’ feature, particularly when separating first day, or splitting into weeks. – 5050 – 5235 – 5562 – 5658

FIX
Fixed a bug that stopped DMG rows from being updated when the quote was changed for the job they are attached to. – 5745

FIX
When using the lasso to change resources/services on a bunch of jobs, the list of the items to update are not grouped, so there were a lot of repeated items. This has been squashed. – 5733

FIX
Quote / Bid status buttons would not work after copying a quote (clearing the dates), and attmpting to change the status (failing due to missing dates). – 5753

KNOWN BUG
When swapping resources on a job, the resource list shows ‘Unavailable’ resources and they shouldn’t be visible. – 5629

KNOWN BUG
If you have a superuser with a –/accesscode – it is not actually applied correctly. This means you cannot restrict functionality from a superuser currently. – 5072

KNOWN BUG
If you are using a separate project number range for ‘CONFIRMED’ projects, and you have the project open, and then open a New bid and confirm it, the project number will change but the project tab you have open will still show the old one. If you save that project without refreshing it, it will give the user a confusing error message – 5741

KNOWN BUG
On occasion, there may be Gekko costing data for an uncosted job when the related quote is confirmed, even if the job is not costed. – 5743

15.08 (10755)

Release: 15-08.10755
2015-08-04
– Hannah Chatfield – Max Ricketts – Adrian Speigal – Chris Tate-Davies – Steve Lilley-Hopkins

NEW
Added a new accesscode for users who are allowed to cancel a Project (as long as it has no confirmed work or revenue attached). The access code is ‘/allowcancelproject’. – 4502

CHANGE
Added a load more functionality regarding accounts transaction validation (checking for VAT requirements etc). If you would like to know more about this, please contact us. – 3246

NEW
We’ve added the option to extract the first day of an extended booking. The option can be found in the right click on a job. – 3532

CHANGE
When confirming a quote, if the quote contains DELETED services, then the error message is a bit more understandable now. – 4054

NEW
We added the ability to add a list of services that the P&L dashboard tab ignores when totalling the exceptional costs. – 2112

CHANGE
We’ve given you the ability to add external contacts to the company CRM tab. – 4046

NEW
Entering a zip code into a company now will pull through the correct city/state automatically. – 4782

CHANGE
The breakdown grid in the top right of a quote has been redesigned to show more useful information, such as broken down by Inside/Outside costs, etc. – 4014

FIX
We fixed an issue with the repeat booking screen that occasionally sent the user back in time to 1900. – 4656

NEW
We’ve added a new ‘user list’ to the admin section of iCFM so you can easily see a list of your users.

CHANGE
We’ve finally allowed the user to edit rates in the quote grid for ‘non discountable virtual’ items. This was never possible before, and you had to use a long winded method of updating the prices. – 3777

FIX
Fixed a bug which meant you couldn’t search for a partial match on a client PO number in the accounts transaction search screen. – 4833

CHANGE
When iCFM creates billing rows for items from Purchase Orders, they are automatically marked as OUTSIDE costs. – 4591

CHANGE
We have given the view editor (in the admin section) a bit of a late spring clean. – 4829

FIX
We’ve enhanced the allowed character sets in some of the drop downs, such as ‘Our Contact’ so people with foreign characters in their name are displayed correctly. – 4673

CHANGE
We’ve changed the way the resource search works so that the default service is no longer used. This provides more accurate results when using the ‘tier’ search. – 2049

NEW
We’ve added the ability to add events to the event queue so that you can get gekko data rebuilt at will. Please contact us for more information.

CHANGE
We’ve supercharged the DMG control so that it loads data more efficiently.

CHANGE
On the ‘Freelancer Bookings (with rates)’ management report, we’ve added subtotals to each freelancer. – 4934

NEW
In the leads search results, you can now add comments directly using the + sign in the comments field. – 4993

NEW
We’re all aware that the project tabs list is pretty massive. Now your IT manager can have some of the tabs hidden. Please contact us for more information. – 4996

CHANGE
Just a small change, but when actualising something that is measured in units, like ‘Each’, then the text prompts you to enter the number of ‘Units’. – 4879

FIX
Fixed a financial calculation error in the ‘Client Billing’ group by Nominal code section. – 4615

CHANGE
Made the login screen look nicer when using a Linux PC (we’re not OS discriminatory)

FIX
Fixed an annoying page refresh issue when editing a quote detail line. Occasionaly, the screen would shift around a bit. – 3019

FIX
Squished a bug which meant that old school DMG style job lines with a quantity of 0 would appear in the ‘Client Billing’ ‘Uncosted Jobs’ section for no good reason.

CHANGE
Improved the job screen so that if you open another page/tab and then come back, the page is refreshed – which will load all the most recent info in. The only exception is if you are looking at notes, as you may not have finished typing, and that would be most annoying. – 5011

NEW
Added a new accesscode for staff who want to be able to edit Completed Purchase Orders. The code is /allowEditingCompletedDetailsPurchaseOrder – we like to keep them nice and short. – 4675

NEW
We’ve added the option of how many decimal places to show in the quote breakdown grid on the quote summary. This means your site can be either super accurate, or not (to save space). – 4014

CHANGE
We’ve prevented users from changing an accounts transaction to a Reversal. If you need a reversal, you must create it correctly. – 4866

FIX
Fixed a bug that prevented users from using the ‘&’ character in a Service description. – 5044

FIX
Resolved an issue which meant the Project Cross Site tab would sometimes show the job dates incorrectly. – 5043

FIX
In a previous update, we accidently removed the ability to drag and drop quote sections. We’re sorry about this regression and have fixed it. – 5054

NEW
Added a new checkbox on the schedule view that hides any resources that have no bookings in the current view. Nifty eh!? Its captioned ‘U’, which is short for ‘Unused’. – 2980

FIX
Closed a loop hole which let users change the jobID of a library item even if that library item had been costed/invoiced on that job. – 4516

CHANGE
For data integrity reasons, the Project Type, Project Number and Product fields are now mandatory when creating Shipping Notes. – 5063

CHANGE
We’ve increased the number of decimal places allowed for actual/billable hours to make it more accurate for certain WORKING_HOURS_PER_DAY fractions. – 5084

FIX
Fixed a sporadic bug which meant saving a ratecard entry would sometimes tell you to ‘Please wait’ indefinitely. We know you’re busy, and don’t have time to wait forever, so we’ve fixed this.

KNOWN BUG
There is an issue where, if you have a group user template with the /superuser code within it, the users assigned to this template will have access to everything, regardless of denials in their own account.

KNOWN BUG
Occasionally, depending on timezone configuration, split weeks jobs will result in one too many days

15.05 (10604)

Release: 15-05.10604
2015-07-01
– Adrian Speigal – Chris Tate-Davies – Max Ricketts – Steve Lilley-Hopkins

FIX
PO: Prevented ability to add items to PO with zero quantity. – 4845

FIX
PO: Prevented ability to alter ‘No Charge’ flag on Items Received or Completed PO’s. – 4845

FIX
PO: Prevented ability to change Project # of Authorised+ PO as this causes problems down the line. – 4845

CHANGE
SCHEDULE / JOB: Sheduling a ‘Meeting’ type job will make the job Unavailable. – 1942

15.05 (10559)

Release: 15-05.10559
2015-06-26
– Chris Tate-Davies – Max Ricketts

FIX
PROJECT: Project creation email would never be sent (if configured). – 4851

FIX
JOB SEARCH: Job results count displayed would be incorrect when searching using Product Sector criteria (if enabled). – 4853

FIX
PROJECT: Project Summary tab showed PO values without taking currency into account – now all shown in project currency. – 4857

15.05 (10539)

Release: 15-05.10539
2015-06-17
– Chris Tate-Davies – Max Ricketts

FIX
Fixed a small issue which meant wildcard searches on the client PO number on accounts transaction searches wouldn’t work. You would have to type in the entire PO number for it to appear in the results. (It really is fixed this time.) – 4833

15.05 (10550)

Release: 15-05.10550
2015-06-17
– Adrian Speigal

FIX
It was not possible to edit a Despatch/Shipping note if attached to a Costed job. – 4835