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

15.05 (10505)

Release: 15-05.10505
2015-06-09
– Steve Lilley-Hopkins – Max Ricketts

FIX
DMG CONTROL: Jobs may not be listed in correct order (generally deadline date). – 4688

FIX
PO: It was impossible to edit PO detail rows if manually attached to a job. – 4697

FIX
PROJECT SEARCH: Product Sector criteria was not being used during search. – 4695

FIX
JOB: Add resource popup was not showing resource conflicts. – 4718

FIX
JOB > BILLING: When allocating all costing rows to a chosen transaction, it would erroneously also reallocate Prepared costings. – 4726

FIX
SCHEDULE: Lasso tool may have had problems if more than one resource used the same name. – 4729

FIX
DESPATCH: Stopped ability to attach despatch to a Costed/Sent to Accounts/No Charge job (by means of typing in job ID). – 4762

FIX
JOB: Adding resource via Add button may have indicated some non-freelancers as freelancers. – 4776

FIX
LOGIN: It was possible for a ‘deleted’ user to login. – 4710

FIX
RATECARD: Fixed problem with Clear button not working properly when adding multiple items in a row. – 4766

FIX
SCHEDULE: Context menu would not appear, or appear in incorrect position when right-clicking job conflict grid. – 4755

FIX
JOB: Sorting ‘Media Created on this Project’ would result in all media being displayed. – 4736

CHANGE
QUOTE: Hidden services no longer prevent a quote from being Confirmed. – 4054

CHANGE
JOB: Client attending arrival time now defaults to job start time. – 4763

CHANGE
MANAGEMENT REPORTS: Job Project # criteria is now used on Artist Hours report. – 4690

KNOWN BUG
GENERAL: We have issues with some foreign characters in iCFM. Not all, but some fail to save correctly in jobs and contact records. – 4673

15.05 (10536)

Release: 15-05.10536
2015-06-09
– Chris Tate-Davies – Adrian Speigal – Max Ricketts

FIX
We found a typo which meant you could not search for Completed shipping notes. This has been resolved. – 4789

FIX
An issue that prevented you from deleting brand new library media, or editing old media (claiming it had already been costed) has been banished. The system now waits until you actually cost a media item before locking it down. – 4810 – 4826

FIX
On occasions, when you were using the Create Copy of job, the start date calendar would misbehave and reset itself to victorian times. This has been fixed and the time machine disabled. – 4656

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. – 4833

15.05 (10409)

Release: 15-05.10409
2015-05-29
– Adrian Speigal – Chris Tate-Davies – Hannah Chatfield – Sam Edney – Steve Lilley-Hopkins – Max Ricketts

FIX
QUOTE: Quote screen would sometimes scroll up or down after editing a line. – 3019

FIX
DASHBOARD: Fixed column sizing of quote related tabs to allow better visibility of long values. – 3997

FIX
JOB SEARCH: Fixed issue with ‘Check Flags’ in job search results grids. – 4669 – 4719

FIX
DASHBOARD: Fixed formatting of export on Today Confirmed Jobs. – 4567

FIX
QUOTE: Fixed problem with staff cost calculation when applying a tier to the quote quote or section. – 620

FIX
PROJECT: Prevented ability to save project twice (or more) in quick succession, which could result in duplicate projects. – 3960

FIX
PURCHASE ORDER: PO authorisation limit may have been incorrect if there were deleted users with the same initials as current users. – 4677

CHANGE
PROJECT: Our Contact and Video Standard dropdowns have been improved in speed and can now handle foreign characters. – 4673

CHANGE
ACCOUNTS TRANSACTION: Invoice Country is now displayed as part of the invice address.”

CHANGE
JOB: Subtitle can now be edited after a job is Costed. – 4679

KNOWN BUG
GENERAL: We have issues with some foreign characters in iCFM. Not all, but some fail to save correctly in jobs and contact records. – 4673

15.05 (10360)

Release: 15-05.10360
2015-05-13
– Adrian Speigal – Chris Tate-Davies – Hannah Chatfield – Sam Edney – Steve Lilley-Hopkins

FIX
VARIOUS: Any currency with an exchange rate set now appear in Currency dropdowns.

FIX
USER ADMIN: User password would be auto-completed with logged in users password, if they had chosen to store it in their browser. – 4659

KNOWN BUG
QUOTE: If you have the comments on a quote always visible, adding a new item to a quote will cause the page to refresh and you won’t be in the same place as you were before you saved. – 3019

KNOWN BUG
GENERAL: We have issues with the occasional foreign character in iCFM. Not all, but some fail to save correctly in jobs and contact records. – 4588 – 3188

KNOWN BUG
PURCHASE: If you edit the descriptions on a PO (that has a job ID) then the descriptions on the JOB are not always updated to match. – 4632

KNOWN BUG
JOB: When adding an attachment to a job, the whole window is refreshed and the default tab selected, so you have to reclick on the attachments tab to see them. – 4644

15.05 (10340)

Release: 15-05.10340
2015-05-06
– Adrian Speigal – Chris Tate-Davies – Hannah Chatfield – Sam Edney – Steve Lilley-Hopkins

NEW
QUOTE: Added a button to each Quote Section which will enable a Markup Percentage to be applied to the whole quote section. – 3884

NEW
QUOTE: Clicking Tier 1,2 & 3 Links on a Quote now prompts whether to apply to whole Quote or or just the Section. – 1339

NEW
PROJECT: Searching for a person in the “Team” search box on the Project Search page will now return any projects with a matching team member. – 3896

NEW
QUOTE: When copying a Quote, if the source Quote contains Services that have been deleted, the user will now receive a message to say that the Services should be removed from the new Quote. – 3870

NEW
SCHEDULE: The ‘Show All Bookings’ tickbox on the Schedule is now saved & ‘remembered’ per user. – 4213

NEW
REPORTS: Added an option to group Depots together on the Dashboard Live P&L report. Setup using ‘locationgroup’ category in Combo Box Options. – 3979

NEW
SCHEDULE: Added ability to show national Holidays in a different colour per Depot (remains the default pale red if not specified). Requires xref.jsoninformation field to be filled in for Depot, eg: “holidaycolour”:”#FF0000 – 4072

NEW
BILLING: It is now possible to enter a custom amount of tax on an Invoice. You must have a tax code of “MAN” in the system for this tax box to become editable. – 3893

NEW
QUOTE: When assigning a manual value to a Quote Detail line, this is remembered in a flag field, and highlighted on the Quote Actuals page, so you can see it has been manually entered. The only way to clear the flag, is to use the Reset button. – 3892

NEW
PDF: Added the ability to set the PDF file size using a new Config setting – $WKHTML_TO_PDF_PAPER_SIZE. This can be “A4” or “letter” and defaults to A4. – 4158

NEW
SYSTEM: Added the ability to specify Left or Right positions in the ‘custom control’ configuration. Previously, only Left was available and this makes it much easier to position things that stay in the right place when resizing windows. – 4335

NEW
SYSTEM: Added ability to add a Colour for the caption text on Custom Controls, (‘caption-colour’). – 4335

NEW
QUOTE: The Quote Detail row Non-discountable flag can now be altered on Quote lines even if not using the ‘quote detail’ system. Note however if a Service is flagged as Non-discountable in the Rate Card, you cannot make the Service Discountable in the Quote. This currently only affects discounting the Quote, not the subsequent Job costings. – 3923

NEW
QUOTE: Added new menu option to Quotes for spreading the One Time Discount. Requires setting (quote_one_time_discountable_codes) to have valid codes and user to have new permission. Also re-confirms the Quote to apply the new rates. – 3583

FIX
QUOTE: Fixed bug where when creating a new Quote the Payment Type would not be saved. – 3905

FIX
QUOTE: Changed the default custom date field default value to be timezone aware, on the covering letter template of a Quote. – 3233

FIX
QUOTE: Fixed a bug where changing a Job’s Quote would not update the DMG rates as per the new Quote. – 4003

FIX
BILLING: Creating an Interim Billing Approval from a Quote, will now set the VAT code correctly. – 3893

FIX
BILLING: Fixed an issue where Job Billing rows would always generate a Gekko line item – even if the Job was not actually Costed or above.

FIX
CRM: Added feature to allow the searching of Contacts who are not connected to a Company record. This was only an issue if the Contacts were imported into the database since the only way to add a Contact to iCFM is via a Company.

FIX
BILLING: The list of Accounts Transactions on the Job Billing tab now only shows Non-Exported transactions.

FIX
SECURITY: The Menu item for Artists Hours is now visible as long as the /actualscollection permission enabled.

FIX
REPORTS: Fixed issue with Our Contact & Location being incorrect in results table on the ‘Kelly 4’ Management Report, where the Service is ‘Others’. – 4153

FIX
JOB: Fixed a JavaScript bug when adding client attending information – 2982

FIX
PROJECT: Fixed a bunch of currency conversion issues with the revenue forecast reports – 4634

FIX
BILLING: Fixed a bug that prevented a user from no-charging an internal charge – 4685

FIX
BILLING: Fixed a bug which meant you could not create a new costing row when no charging an existing one – 4573

FIX
JOB: Fixed an issue where child services (with fractions of durations) would be updated to the full duration when saving a job. – 4577

FIX
QUOTE: Fixed an issue where altering the discount/quote total on a quote wouldn’t always recalculate the revenue for non-manual splits (i.e. 50/50, 75/25) – 4531

FIX
SCHEDULE: Fixed a strange error which would cause the schedule to not redraw nicely if you open iCFM from a saved bookmark – 4604

CHANGE
PURCHASE: Added the Project Number, Product Name and Project Title to the Purchase Order Authorisation email. – 4443

CHANGE
PURCHASE: Added some new options to make the Purchase Order Completion process easier. Firstly, some new options are available to auto populate all completion detail rows if the details are the same for each row. Secondly, it is possible to click the Goods Received button which will default the completion details to Invoice Number = TBA, Invoice Amount = PO detail amount, Invoice Date = PO Delivery Date. It will also set the PO to Completed. Both these features are off by default. – 3970

CHANGE
BILLING: It is no longer possible to allocate something to a Deposit Invoice if it has been allocated/exported. – 3947

CHANGE
QUOTE: It is now possible to choose which Discount value to use (discount with or without extras), to evaluate if the ‘Risk Assessment’ discount percentage threshold has been reached, before being able to Confirm a Quote. – 3517

CHANGE
REPORTS: The Exported Accounts Transaction Management Report has been amended so that it only shows the first line of the description. – 3940

CHANGE
REPORTS: Updated the ‘Kelly 4’ Management Report to include Projects with Confirmed (or Completed) Quotes, but no Jobs – previously these were excluded. – 4153

CHANGE
SYSTEM: Added the ability to edit the JSON Information field in the Combo Box Options section. This is required for adding the breakdown of holiday (eg. half day holiday, half day in lieu) ready for the ‘Holiday 2’ report. – 4072

CHANGE
BILLING: New Internal Account Transactions now default to the Users Depot, and default allocation for ‘Invoice From’ – instead of defaulting to the Project location & Project Type. – 4183

CHANGE
REPORTS: The Project Session List report will now take into account the status tickboxes on the Project Jobs tab (but only if this tab is selected). – 1739

CHANGE
REPORTS: Added the Project Title to the header of the Session List report. – 3992

CHANGE
PURCHASE: When a Job is created from a Purchase Order, the edited Service description from the PO is now added to the extended description of the Resource Service row on the Job Schedule tab. – 1804

CHANGE
QUOTE: Prevented message popping up after moving focus from the Quote section comment editor, which happens if quote cannot be edited (due to status etc). – 3853

CHANGE
REPORTS: The Accounts Transaction ID is now displayed in the ‘Ref 2’ field on the Invoice Export report. – 4065

CHANGE
QUOTE: Copying a Quote and moving to a different Project will now use the Project start and end dates for the new Quote. – 3906

CHANGE
REPORTS: Added the Allocation column to ‘Artist Hours Incl Extras’ report. (Only applicable if the report is enabled). – 3836

CHANGE
DASHBOARD: The Dashboard To Do list and Bad Boys tabs now work with the Project Costing Contact as well as the Our Contact and Alt Contact. – 3811

CHANGE
QUOTE: When adding Markup to a Quote Detail Section, only the details are now refreshed, rather than the entire Quote. – 3884

CHANGE
BILLING: The Tax options drop-down list on Client Billing is now ordered by the VAT Rate ID. – 3893

CHANGE
QUOTE: Quotes with invalid Services can no longer be Confirmed. – 4054

CHANGE
SYSTEM: The Cost Centre field in the Resource List search criteria is now a drop-down list. – 4085

CHANGE
JOB: Moved the ‘Cancelled’ and ‘Unavailable’ status information in the Check Flags pop-up to the top of the Job display page, to make more sense with regard to chronology of statuses.

CHANGE
CRM: Added the Title, (salutation), into the Company Contact table. – 4081

CHANGE
CRM: The Company Type (Advertiser/Supplier/Customer/etc) labels are now clickable on the Company page. – 4093

CHANGE
SYSTEM: Removed all duplicate items from the Main Menu that can be found in the Admin Options section (Rate Card/Resource List/User Information). – 4084

CHANGE
QUOTE: Changing a Quote Detail row to be No Discount will now remove any existing discount on that line. – 4172

CHANGE
QUOTE: It is now possible to delete Quote Detail rows if they are not used later on in the Project. If you add a Service later on that doesn’t exist, then they are added to a section on the Quote title ‘Not Quoted’. – 4311

CHANGE
DASHBOARD: Added the Copy and Export buttons back onto the Revenue to Bill Dashboard tab. Please note this requires Flash on the user’s computer. – 4010

CHANGE
SCHEDULE: We’ve improved the right click context menu on the schedule to fit nicer on the screen and a bunch of new options like opening bids. – 4563

KNOWN BUG
QUOTE: If you have the comments on a quote always visible, adding a new item to a quote will cause the page to refresh and you won’t be in the same place as you were before you saved. – 3019

KNOWN BUG
GENERAL: You can cancel a job when it has media attached which will then not get costed. You can also attach media to an already cancelled job. – 4556

KNOWN BUG
GENERAL: We have issues with the occasional foreign character in iCFM. Not all, but some fail to save correctly in jobs and contact records. – 4588 – 3188

KNOWN BUG
MEDIA: You can delete media, even if it has been costed. – 4516

KNOWN BUG
PURCHASE: If you edit the descriptions on a PO (that has a job ID) then the descriptions on the JOB are not always updated to match. – 4632

KNOWN BUG
JOB: When adding an attachment to a job, the whole window is refreshed and the default tab selected, so you have to reclick on the attachments tab to see them. – 4644