18.03 – Release Notes

New Features

Quote

  • Added ability to export & import quote section/detail data. Requires new access codes ‘/exportquote’ and ‘/importquote’, and some configuration required. Please contact CETA for more information. [7212]

Dashboard

  • Created a new dashboard tab, (To Do List (Filters), which includes search criteria for depot, resource, project number, project type, product, service and also our contact. This also takes into account the /showMyJobs access code which, when denied, will display jobs for all users. [26111]

Job

  • Added the ability to delete job notes. [26268]

Project

  • Fixed bug where it was possible to manually enter a Project type into a users profile. This could result in new Projects being created without project numbers. Also added project type validation to other entities if one is required, (including user information). [26916]

 

Changes

Schedule

  • Created a script to allow you to send the daily (tomorrow) list to a set of email addresses automatically. This requires the use of “tokens” to allow iCFM to be connected via a system script. [7314]

All

  • We’ve added a button to clear a sundry page, so you can create a new sundry cost from an existing one. [21321]

Despatch

  • We’ve added the ability to stop the strict validation of companies and contacts on delivery notes. So you can freetype any string you like without actually creating a company/contact record. This only applies to delivery notes. [25461]

Reporting

  • Created a bid estimate report to mimic the financial ribbon F [26755]

 

Bug Fixes

Project

  • Fixed a bug which meant when you removed contact names from the various elements of a project header, their related resourceID/contactID was not cleared. [26904]
  • Project contacts that are selected from the resource and company contact lists are now validated when saving a Project header. This is in place to ensure that the Project team is kept in sync with valid contacts/resources. Also added validation for the Internal and External team members when saving. [26907]

18.02 – Release Notes

New Features

Billing 

  • Fixed issue where cancelled jobs that were still attached to a live Bid would be included in the job count on the Project > Entities > Bids page. Now when a job is cancelled we remove the bid id. [26510]
  • Fixed issue where DMG actuals would not be updated if the booked value was changed after the DMG work had been Completed or Costed. This was only a problem when the DMG actuals column was hidden via a config setting. [26596]DMG
  • Increased the size of the `dmgoperation.operation` field to TEXT from VARCHAR (1000). [26809]

Job

  • Fixed issue where some special characters would not be saved when overwriting job notes. [26810]

Leads

  • Added (optional) ability to enter leads without Client & Contact records. [26844]

Project

  • Fixed issue where accounts transactions would always open in the same tab when clicking on the id from the transaction search. [26460]

Purchase

  • It is no longer possible to change the status of a PO from the search page if the user does not have the /savepurchaseorder access code. [26463]
  • Fixed issue with the ‘Include VAT’ checkbox in the purchase header where the checkbox did not stay ticked when the header refreshed after saving, making it impossible to know whether VAT was being added to the detail lines. The include VAT checkbox is only visible if enabled via a config setting. [26703]

Quote

  • Once a bid is Confirmed we now log whether a service included in the bid is at the lowest rate it has ever been for the selected company and project type. When creating a new bid we check the lowest rate data for that company and display a ‘Lowest Rate’ flag in the unit price column of the bid section if the new rate is lower than used on any previously Confirmed bids. By default, the check for the lowest rate is set to look at rates used on bids Confirmed 12 months in the past or less, but the amount on months can be configured via a config setting. When creating a new bid we check the lowest rate data for that company and display a ‘Lowest Rate’ flag in the unit price column of the bid section if the new rate is lower than used on any previously Confirmed bids. By default, the check for the lowest rate is set to look at rates used on bids Confirmed 12 months in the past or less, but the amount on months can be configured via a config setting. [19391]

Resources

  • Fixed issue where the resource update notification email would include the details of the resource before the changes were made. [26720]

Schedule

  • Added some additional validation to the Project title in order to prevent potential xss hacks. [26372]
  • Fixed issue where project milestones would not be displayed correctly if the Project contact, our contact or resource names included apostrophes. [26499]

UI

  • Fixed issue where multiple tabs could be opened when clicking on the ID field in the search results. [26454]

 

Changes

Admin

  • Added the ability to easily config depots, and related information (timezone, currency etc), without the need for development which was previously required. Note that this has to be done by CETA (or sysadmins) and is not possible from the UI. [26344]

Dashboard

  • Dashboard tabs ‘All Misc Costs’, ‘All Bids’ and ‘Confirmed Bids’ would only work if user had a default Project Type. These will now include results for all project types, if the user doesn’t have a default. [10151]

Quote

  • We have updated the quotes table in the search results so you can change the quote type from within the grid. [26729]

 

Bug Fixes

Admin

  • Fixed issue whereby user details picked up by username were not excluding DELETED users, when logging in using AD authentication. [26621]

Billing

  • Fixed issue which meant VAT Rate/Code may have been shown incorrectly when opening an accounts transaction. [26580]
  • Prevented ability to make new accounts transactions as Deposit Invoices and Deposit Reversals. [26584]
  • We fixed a bug which was stopping you from being able to reposition billing rows on the job display. [26363]
  • We’ve fixed a fairly major bug which meant that if you edited a reversal, the VAT code and rate would be lost. [26551]
  • Fixed problem which may prevent confirming quote from updating PO prices in job (rss/costing). [26386]
  • Fixed a bug which meant that completed DMG jobs appeared in the not costed list but you couldn’t see them. Hard to explain, but if you ever had a project with uncosted items, and when you clicked on it – nothing appeared – that was the problem [25971]

Contact

  • Fixed issue where contacts might be displayed multiple times in the contact search results. [26449]

Dashboard

  • Fixed issue where an undefined line would appear on the Dashboard Producer Management tab [26611]

Job

  • Increased the size of resourcescheduleservice.actualisedbyuser field to varchar(50) in order to match the cetauser.initials field. [26579]
  • Fixed issue whereby use of Project > Entities tabs would result in hidden columns (Project Type, Product etc) when using normal search screens. [26482]
  • Fixed issues with the split first day from long form job script where the start and end dates were incorrect due to a problem with UTC conversion. [26633]

Quote

  • Fixed issue with adding services to a bid that have double quotes in the description. [26440]
  • Fixed issue with the bid discount which would always be calculated incorrectly if the bid was not in the default project currency. This would effect some of our printed bid reports. [11661]

Resources

  • We fixed a bug which prevented a user from clearing dates for a resource, such as holidays start and end and employment start and end. [26478]

Schedule

  • Fixed problem whereby it was possible to split, and change the times of Completed+ jobs using the Schedule context menu. [26542]

Search

  • Fixed issue that would sometimes cause multiple tabs to open when clicking on the company and contact id’s in the search results. [26428]

Security

  • Fixed a bug which meant logins didn’t work quite right when the access code field was NULL [26436]

Sundry

  • When clicking the Add button on the Project Misc Costs tab, the project type is populated with the project type from the project rather than the users default. [26376]

UI

  • We’ve fixed the project screen so that if you have some custom titles for quote and jobs (estimates and work orders, for instance) then these labels are used on the project summary tab, and also in the entities dropdown on the project screen. [26071]
  • When you use the Show/Hide toggle on the project screen, the summary tab and/or the search grids for the entities will now use up all the available space. Easier to read! [25441]

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]

17.05 – Release Notes

New Features

DMG

  • We now log an entry in a Job’s history when an operator is assigned a DMG request. [11141]
  • We have changed the colour of Jobs that overrun on the DMG control as they looked too similar to Jobs that were urgent. Overrun Jobs will now be displayed with a Purple background with a Red border. [6219]
  • When a user starts/stops something on a DMG Job, either the entire job (using the VT start/stop link) or the new green play button on the dmg detail, the start/end time is recorded and this will enable us to pull reports on how long a job took, and who actively worked on it, etc. [6859]
  • When you click “Add Request” on the DMG tab now, if there are more DMG requests than can fit on the screen, the screen is automatically scrolled to the bottom so you can get onto filling it out ASAP. [7014]
  • The booked units input has been changed to allow values with two decimal places. [11901]

Finance

  • 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]
  • Added a feature that allows the producer to specify a % to a member of the team. If that member of the team is scheduled, we can track a commission style cost – based on the entered % and the total revenue of “creative” services (also configurable). This is used rather than specifying a day-rate for artists/creatives who are paid in this way. [12471]

General

  • Tidied up the main menu and added ‘Find’ and ‘New’ links to the Sundry Cost and Contact options. [11311]

Invoicing

  • Added a new config setting which when enabled, will allow a user to edit the costs attached to invoices, (allow_invoice_changes). In order for this to work, the user must have the correct permissions configured in their user profile. [10812]

Leads

  • Added an option to enter additional information when selecting the lead status ‘Passed’. [12802]
  • Creating a new Lead, changing it’s status or creating a Project from a Lead now adds an entry into the company CRM data. [11322]

PO

  • Purchase Orders costs are now displayed correctly on the Project ‘Service Costs’ report. The PO Supplier name is displayed in the resource column. [8106]

Project

  • Added the Project margin percentage to the Project confirmation email. [12351]

Quote

  • If you are looking at the project summary tab and you click “new bid”, you are presented with the “quote templates”. Choosing a template will just create you a bid based on the template and open it. Using the New Bid icon from the project->entity->quotes page will open a New Quote as per the existing methods. [11252]

Quote Auth

  • We’ve added the name of the person who authorised a Bid along with the date it was authorised to the custom quote confirmation pop-up. [7616]

Schedule

  • We’ve added a setting that allows you to control 2nd Pencils within jobs. There is now a setting that will prevent your system from having a job that is NOT 2nd Pencil with any resources within it as 2nd Pencil. [6174]
  • Created a script which will separate the first day from all long form bookings that start on the current date. [11391]
  • You can now specify “dividers” to separate different “groups” of resources on large views. The colour of the divider is fully customised by yourself, but we have included some defaults for you to get started. Simply add captions in the view editor to get started [10621]

UI

  • We have replaced our search screens with new customisable searches. You can have your own search definitions now, so if you want the columns in a different order, or some of the search boxes removed, you can! [9122]

Reporting

  • Added ability to run custom PHP reports from all search results pages. This gives us (and 3rd party developers) the chance to build powerful reports right in to the search pages. Simply do your search, then select the report you want to produce from the results. Each report can be configured as accessible or not via an access code. [7331]

Changes

 

Billing

  • Improved efficiency (therefore speed!) of ‘Cost All Jobs’ feature in Project > Client Billing. [12871]

Finance

  • Fixed issue that would occasionally result in column alignment issue, or missing column in Project > Cost Tracker report. [15631]

Bug Fixes

 

Billing

  • Improved the text and pop-up messages for the Cost Jobs feature. [14601]
  • Cost Jobs feature is no longer available (visible), if $USE_DATE_BASED_ACTUAL_TIMES = 9, as it does not work correctly for the setup. [14751]
  • Fixed issues with reconciliation process: 1) ‘Reconcile’ BUTTON did not set Reconciliation to Prepared once complete. 2) The ‘* RECONCILE *’ LINK would set the Reconciliation to Prepared, even if the process was not fully successful. [13041]

Company

  • Entering a zip code into a company record will now automatically populate the state and country. (currently only working for US zip codes). [11651]

Job

  • Fixed problem with staff costs not being updated accordingly, when: 1) ‘Dragging’ a resource on the schedule. 2) Lassoing job and using ‘Change Resource’. 3) Swapping a resource from within job screen. [11201]
  • Fixed issue causing /save/job/changeServiceOnResourceSchedule2.php page (used in multiple places) to use the wrong staff cost field (resourceservice.overheadrate instead of servicerate), if $HIDE_GROSS_RATE is set to 1. [14771]

Library

  • Event Title and Event Notes search criteria now use wildcard at beginning of search string (as well as at end of search string). eg so that searching for ‘No7’ would return ‘Boots No7’. [14211]

Project

  • Formatted Total Hours column as per other hour columns (ie always 2 decimal places). [12231]

Quote

  • Fixed issues with discountability flag when creating a quote from a template (specifically templates with ‘use_rates’:false). [12141]

Resources

  • Removed validation on resource overhead code, unless the setting $TRACK_RESOURCE_COSTS_IN_GEKKO is on – the user will never be prompted for an overhead code. [10351]

Schedule

  • New depots added to the time zone functions for TXC (Texas Central) and SFO / San Francisco. [16601]
  • New depots added to the time zone functions for Boston and BST (which is short for Boston). [15831]

17.02 – Release Notes

New Features

Dashboard

  • Added a column for “cost to date” to project list on Dashboard home. This means that you can keep track of spending easily on any of your projects that are listed. [9212]

Leads

  • We’ve made an adjustment to how the Lead budget value is used. Now, if you add individual budget lines via the Extra Data tab, the sum of those budget lines will override the budget value entered when initially creating the Lead. Deleting the individual budget lines will reset the value back to the original. [8302]
  • We now display the ‘Cause of Death’ reason in the Lead search results. [8230]
  • We now add an event log entry whenever a Lead changes status. This will allow 3rd party applications to retrieve lead and project data from iCFM when the lead status is changed. [8282]
  • We have added a new ‘Actions’ column to the lead search results. This column contains the icons to change a Leads status. We have also added a new column for Lead status. The cells in this column are shaded in a specific colour to represent the current status, New = Yellow, Active = Orange, Inactive = Red. [8292]
  • We have tidied up the data that is included in the event logs which are created when manipulating a Leads status, stage and adding and deleting comments. The data that is included when making these types of changes is specific to that particular event. [9402]

Printing/PDF

  • We’ve removed some error handling related to PDF functionality as on certain Linux distributions a false error message would be displayed when there was no error occurring. [10321]

Quote

  • Added the ability to enter a maximum discount percentage to each service in the rate card. If you exceed the maximum discount level of a service when creating a bid, the discount percentage on that detail line will be highlighted in Red, and ‘TOO HIGH!’ text will be displayed underneath the discount percentage value. If you have services which have exceeded their maximum discount percentage, then you will be unable to Confirm the Bid, (unless you have the permission to always allow discount on a Bid). Additionally, we have also made it possible to customise the colour that the text is highlighted in if the percentage is exceeded. [6782]
  • Fixed an issue with the priority of rates when creating a new quote. If the user chose a template which included built-in rates, those rates would take priority over any custom rates that the client and/or product had. Now the template rates are only used if there is no other custom ratecard – since the client’s rates (or product) are always more appropriate. [8223]

Quote Auth

  • We’ve added the name of the person who authorised a Bid along with the date it was authorised to the custom quote confirmation pop-up. [7616]
  • If you are using the advanced quote authorisation rules, it is now possible to explain that certain rules override others, so that they do not need multiple approvals. This means that someone with a high level of access can approve rules that might require a lower level (eg). [7815]

Schedule

  • Added a Job status indicator to the bar on the schedule. Sometimes it is possible to have a Job with the status of Pencil, yet one of the resources on the Job might be a 2nd Pencil. The bar would be displayed in Pink – but the Job is technically a Pencil. This change will display a small box in the top corner of a Job in this situation, in the colour of the Job’s status. [7748]
  • The Job context menu on the Schedule page now has an option to split Jobs into months. This method of splitting jobs will automatically include weekends.

DMG

  • Adding an option from the DMG Input menu will now utilise an empty cell if one exists. [11162]
  • The DMG Input and Output columns can now contain unlimited text. Previously they were both restricted to 1000 characters. [8681]

Purchase

  • We have added a new ‘Show Invoices’ button to the Purchase Order header section which will allow you to create a list of invoices that have been received for that particular PO. You can then search for those invoice numbers via the PO search page. [145]

Resources

  • It is now possible to generate unique GUID’s from the resource information pop-up on the main Schedule page. If a GUID already exists for the selected resource, you will receive a message to confirm that you wish to overwrite. [4944]

 

Changes

Admin

  • It is now possible to order Project Types in the drop down for certain locations. NOTE – this is not available for all Depots. [8034]

Billing

  • Fixed issue whereby the project ‘reconciliation’ process would not be fully successful if the reconciliation transaction includes costing line(s) not associated with a quote. [8088]

DMG

  • Fixed an annoyance where the new DMG deadline box behaved a little differently to how it used to. We added a config setting to allow you to put this behaviour back to its “original” methods. If you are finding the new 3-date boxes annoying when booking “DMG” type work – let us know and we can discuss what this setting does. [8235]
  • The Attachment count display box in DMG is no longer editable. [8611]

Finance

  • Added columns to Project > Accruals table: Amount (non-cumulative), Costs or Ratecard (depending on $USE_COST_FOR_YIELD) and Yield. In an effort to show where yield is incorrect, the table will highlight where Costs/Ratecard value is zero (yield will be incorrect in this case). Also, Yield is highlighted where it does not match the desired accrual amount for the accrual period. [9111]
  • Added ability to use either actual units or billable units to calculate staff costs on a Job. Some users found that the rounding was required for what was to be billed to a client, but not what you would be charged by an artist. [8150]

Integration

  • If you want to override some of our styling, or hide controls from the software – it is now possible for us to do this on a site-by-site basis. We have set this up so that it will be possible for you to (at some point) edit this file directly – so you can change the layout yourselves using CSS. [9692]

Job

  • Added a setting to determine whether service booked duration is calculated simply by start/end time difference or adhering to ‘fractional billing’ rules. Dependant on other system settings. Fractional billing is a method we can configure for you – which allows you to do rounding on your actuals. Eg. If an artist does 6 hours – we can round that up to a full day when it comes to charging. There are various options – please let us know if you would like to discuss. [8236]

Other

  • Fixed a timer issue which meant the DMG control page could be initialised more than once and end up constantly refreshing, slowing the system down dramatically. [8248]

Project

  • The total cost table now has the correct access code wrapping it. Previously used /showFinance when it should have been /displayFinance. [7879]

Quote

  • Fixed issue whereby it was sometimes possible to edit one time DISCOUNT on a Confirmed bid. [8881]

Reporting

  • Fixed issue where the Project Profit and Loss report would not be displayed. [10471]

 

Bug Fixes

Billing

  • Fixed problem that would result in incomplete ‘gekko’ data for job(s), after creating a Reversal. [8255]
  • Fixed issue which meant billing approvals created from Project > Summary in an alternate currency would result in the exchange rate being rounded to 2 decimal places. [9112]
  • Internal billing approvals are no longer included in the ‘Billing Approvals’ section on the Project summary page. [9171]

DMG

  • Fixed the missing LOW PRIORITY colouring on the DMG control screen. [8210]
  • We’ve fixed a major bug which was creating multiple refresh timers on the DMG control. If you opened the DMG control and then a different page and then went back to the control, there would be 2 timers refreshing the control page. This was putting the servers under a lot of strain, and we have resolved it. [8209]
  • A blank input line, (with clip id), is no longer created when adding a new job DMG request. This is currently being modified so that a blank line is created automatically – but will be -reused if an option is selected using the green (+) button. [7913]
  • We’ve made it so that the deadline box always shows on all jobs, and if a person tries to save a DMG style job with no deadline, it copies the end date instead. A deadline is required for a new DMG request row to be added. [8167]

Dashboard

  • Fixed issue where the project list would always show the Estimated cost rather than the bid estimates. It is possible to manually type in what you expect the costs to be, via a link at the top of the Purchase Order list on the Project summary tab. This was always being used as the estimate – when often the Bid costs would be more suitable. [10452]
  • The ‘Your Scheduled Jobs’ list on the Home tab of the dashboard now displays a list of services for ‘Purchase Order’ type Jobs in the Resources column. Previously nothing would be displayed in the cell for this type of Job. [8141]

Finance

  • Fixed an issue which caused the status of costing rows to not be updated from ‘Prepared’ to ‘Exported’ when exporting financial data into Sage. [8244]

Job

  • Added a vertical scrollbar to the new service costs table in the Job header – because if there are too many services, some of the other text fields in the header may be obscured. [8159]
  • Improved the gekko engine by preventing data from being queued unnecessarily. Deleting an already costed item from a Job would not clean up the Billing row’s gekko data. [7756]

Library

  • The information in the notes and audio standard is now copied when duplicating media. [8601]

Other

  • Added support for more time zones. [9032]
  • The email which is automatically sent when a Purchase Order is cancelled now uses the user ID to identify the person who authorised the order. Previously we used the initials which would cause issues if your system is set up to allow several users to have the same initials. [8241]

Product

  • Fixed issue where the Product Brand field would not be cleared if you re-selected a Product which didn’t have a brand. [8116]

Project

  • The Project Cross Site Report now includes Purchase Order costs. [8108]
  • If custom Quote Confirmation rules are in place on your system, it is now possible to have specific rules override others. This will circumvent the requirement for several people to sign off on a rule when only a single high-level authorisation will suffice. If this doesn’t make sense to you – it is probably because you are not using our custom-quote authorisation rules. You can safely ignore it – but if you want to implement a complex system of approvals before you can print out bids – please ask us about it. [6815]
  • If using the overtime tracking methods, there was an issue where actual hours would not be shown correctly in the Cost Tracker. This has now been fixed. [9632]
  • Fixed issue where billing menu was hidden behind pop up, Z order when viewing a Project. [8207]
  • Removed outdated ‘Gekko Created Date’ from various project tabs. [8441]

Purchase

  • The Purchase Order section totals now come from the supplier invoice amount if the PO has been completed. [8140]
  • We fixed a bug which meant that “auto-completing” a PO would copy the price including VAT when it should have omitted the tax. [8277]
  • Fixed issue with the currency validation on the purchase orders. Now it checks to see if you are actually changing the currency before alerting that you cannot. [9591]

Quote

  • Fixed a bug which prevented you copying and pasting a quote detail line. [8212]
  • Fixed bug with the quote detail Reset staff cost link which did not work when clicked. It is possible to manually enter an estimated staff cost on a row – and there was no way of switching it back to the automatically calculated value. [8117]

Ratecard

  • Fixed problem whereby ‘Outstanding Services’ screen was not working as it should (it was actually showing ‘Actuals Collection’ screen). [8931]

Resource

  • Fixed inability to view resource weekend (W/E) and overtime (O/T) rates (if enabled) in Resource List editor. [8361]
  • Fixed display issue with Overhead Code dropdown in Resource List editor. [8270]

Schedule

  • Fixed issue with dynamic view creation on the schedule which would not always render correctly if the ‘show all jobs’ checkbox was not ticked [9161]

Sundry

  • Fixed an issue that would allow you to attach a Job to a Sundry Cost record that did not belong to the selected Project. [8273]
  • We’ve fixed a bug where a sundry NOT attached to a project might sometimes get allocated to a specific project (if you have a project with the project number 0 – typically only possible if there is old imported data). [10421]

Various

  • Fixed issue that caused the “export” buttons to be removed from some tables. [8228]

Integration

  • We have added a requirement to append a token to some of our web-services. This now means we can publish data outside of your network to those who know your token. The most common use for this is adding a graphic to your desktop with today’s confirmed jobs – so you don’t even need to open iCFM to see today’s schedule. A tool such as GeekTool or Conky is required to achieve the desktop effect. [11411]

16.11 – Release Notes

New Features

  • Billing & Finance
    • There is now the functionality to have a completely separate invoice number range for a particular project type. [7497]
    • We’ve added a new access code which users require before they can create INTERIM billing approvals – `/createinterimtransaction` [5688]
    • We’ve hidden the “cost all uncosted jobs” button for users who don’t have the access code to be able to do it. [7364]
    • When creating a Project from a Lead the lead editor will automatically have commission set to 100 percent. This will also happen when adding a new Lead Editor via the Project Team tab. [7485]
  • DMG
    • On the Job Search page there is a box for searching by “Service”. This would previously search for any scheduled resources with the entered service attached. Now it searches within other areas of iCFM Jobs too – including DMG. [7333]
    • Added ability to allow/prevent setting DMG job to On Hold, via access code (/dmgonhold). NOTE access code also needs to be enabled via “enable_access_codes” setting. [5706]
    • We’ve changed the DMG screen so that when you add a new request, the screen scrolls back to where you are. Only noticeable on large DMG jobs. [7014]
    • We’ve added the ability to allow clients to have their own table layout in iCFM. This includes adding/removing columns, changing captions, orders, etc. Not every table is supported, and the changes are on a site level basis, not user level. Doing this is not exactly straight-forward, and at the moment someone from CETA will still need to help you if you decide you want to do this. However, it is technically possible to decide which database fields, and in which order you want the DMG control columns to appear. [6134]
    • We’ve changed the DMG control screen to use a user definable grid. This can be set up to show different columns/in a different order, etc. Please speak to CETA if you wish to customise your DMG control tables. We have also added a “fuzzy filter” box to the control page so that you can filter the results shown. Typing into the filter box will remove any rows where none of the cells match the text. [7184]
    • Added ‘Live’ column to Job > DMG ‘Instruction / Billing’ section, which indicates the no. of units currently booked (or actualised, if applicable) on all jobs (linked by the quote). The quoted units are also indicated, and highlighted if the quoted amount is exceeded. NOTE dependant on site-specific config. [6802]
    • You can now specify a time in minutes which will highlight any DMG jobs that are “older” than that time that have not yet been allocated to a user. The setting is `dmg_overdue_allocation`. This will require your administrator to change something in the configuration files of iCFM. You set the number of minutes that you think is late enough to signify a problem. If a DMG request reaches this lateness, it will be highlighted. [7619]
    • When a user starts/stops something on a DMG job, either the entire job (using the VT start/stop link) or the new green play button on the dmg detail, the start/end time is recorded and this will enable us to pull reports on how long a job took, and who actively worked on it, etc. [6859]
  • Project
    • You now have the ability to change the captions/visibility of items on the project menus. [5555]
    • Added a new configuration that hides most revenue-based values on a project and shows cost-based values. This makes more sense to users who monitor a Project’s success using profit margins rather than discount fluctuation. [7646]
  • Purchase
    • We’ve added a new accesscode to allow users to edit Completed purchase orders. The access code is “/allowEditingCompletedPurchaseOrder” [7625]
    • Added setting (“select_purchase_ratecard_department”) to allow PO Budget Code list to come from Combo Box Options (category = ‘ratecarddepartment’). When selected, the Budget Code will propagate through to gekko payroll & department fields. [7435]
  • Quote
    • When creating an interim billing approval the Bid company and contact will be added to the interim billing approval. Previously it would always use the Project company and contact, even if they had been modified on a specific Bid. [7829]
  • Ratecard
    • We have added a new setting (“ratecard_max_discount”) to allow entering a maximum discount value for specific services (per ratecard) in the Ratecard editor. This allows you to block confirmation of quotes if they have grading discounted to more than 20%. Or if Online is more than 40% etc. If this setting is enabled, and discounts are exceeded somewhere within a bid, the line(s) will be highlighted, and quote Confirmation will be prevented. [7478]
  • Resources
    • Added (optional) ability to specify standard, overtime and weekend daily rates for resources, independent of service. These are used to track costs. In addition to the above, Actual Times are entered (in no. standard/overtime/weekend days) on the Job > Schedule tab (in place of the Actual Times tab). Project > Cost Tracker reports have been improved, and show projected and actual times, as well as costs. [7674]
  • Schedule
    • Added the ability to add your own user CSS to the main page. This should allow you to change certain aspects of the way iCFM looks. [7036]

Changes

  • Billing
    • Added ability to specify a currency when creating an interim billing approval (via Project > Summary, or Project > Client Billing > Create Billing Approval (Interim)). [7463]
  • DMG
    • We have made some changes to how the DMG list is drawn and it now refreshes much faster. [6573]
    • Added event queue messages to DMG methods. This means that you can now build services that are triggered by changes to DMG. [7397]
  • Dashboard
    • We’ve hidden reconciliations from any of the screens used by various accounts packages for exporting. [7731]
    • We have streamlined the revenue to bill report tab to make it faster, and more efficient. [7804]
  • Holiday
    • We’ve standardised some of the internal iCal workings so that the iCal link follows industry standard guidelines. [7684]
  • Leads
    • If you press cancel on the “cause of death reason” popup, the lead status is reverted to what it was prior to the cancelled status. [7631]
  • Quote
    • We have stopped the ability from applying a quote template to a confirmed (or later) quote. [7914]
    • It is now possible to define the list of options presented to a user when they try to print a bid. The list can be defined with names, captions and default values – and the selected options will be sent to the custom quote template when the user confirms they want to print. [5210]
  • Reversals
    • It is now possible to create credit notes in multiple currencies. [7688]

Bug Fixes

  • Admin
    • Fixed issue whereby clicking Save multiple times when adding a resource from the resource editor might add multiple records. [7776]
    • Hidden all financial data on the Project summary tab if the user does not have the display finance access code. Also hidden the save links on Projects, Products and Company detail pages if the user does not have the required save permission. [7800]
  • All
    • We’ve made huge changes in our attempts to allow iCFM to support extended character sets. This allows users to save foreign characters, such as é into the database. [4673]
  • Billing & Finance
    • Sometimes when you deleted a costing record, the gekko data would not be updated to reflect this. We have fixed this issue. [8020]
    • Fixed issue when changing the unit charge of a costing row in Client Billing. If a comma was included in the new unit charge, everything after the comma would be cut off. [7916]
    • The exchange rate used to calculate the VAT on an alternative currency invoice now comes from the exchange rate field in the transaction, rather than the currency set up table. [7666]
    • We have prevented users from editing the alternate currency total on accounts transactions when the items attached to that transaction can not be modified. eg. Interim lines. [7793]
    • Fixed a minor issue (unknown to end user) where an SQL error would occur if the transactionID was not passed to the costings on Job page. [7766]
    • Fixed bug where the costing description for internal charges would not update after editing. [8084]
    • Fixed problem which would allow users with /editsavedinvoice access to save invoices which have been allocated an invoice # – this should not be possible. [8039]
    • Fixed issue where invoice detail lines on the export were not converted using the exchange rate [6749]
  • Contact
    • Fixed a small issue when entering a new contact with only one name. [7652]
    • Adding a resource via Contact screen would previously allow invalid Category & Sub Category to be entered. Also, Sub Category 2 field has been added. [7736]
  • DMG
    • A blank input line, (with clip id), is no longer created when adding a new job detail row. [7913]
    • Fixed a small bug where sometimes the old style version of the DMG screen would be loaded automatically, and not the new. [7735]
    • Made sure that it is always possible to Cancel the DMG service menu in the DMG editor. Sometimes there was no method to Close the pop-up. [7805]
    • When creating a new Job from a Project, the dates would be drawn from the Project dates. This was not very useful – and so now they assume today’s date. [7371]
    • Removed the menu width from the DMG input/output menus so they are auto sized. Previously they were forced to be a particular width and long text would get cut in half. [7405]
  • Job
    • Stopped users from being able to alter the actuals on DMG jobs once the job has been costed and later. [8085]
    • It is no longer possible to set a Job to Costed if there are any entities that have not been at some point “re-costed”. [7877]
    • Fixed issue with the job copy function which could possibly have caused incorrect data being displayed in the tool tip for the job on the schedule page. [8096]
  • Leads
    • When adding, removing or editing lead comments it now always refreshes the comment list correctly. [7740]
  • Library
    • Fixed an issue where Gekko data would not always be created when deleting media records from a Project. [7699]
    • The Library Events tab now allows users to order by clicking on column headings. [7728]
  • Other
    • Fixed problem in Combo Box Options, whereby it was impossible to add resource sub categories with the same title as an existing item, even if the item belonged to a different parent category. [7669]
  • Project
    • Fixed some column alignment issues in the program margins export totals [6909]
    • Fixed small issue when changing the title of a quote section. Previously a bit of styling would be lost temporarily. [7597]
    • Double underscores are no longer allowed in new PCS/project alias codes. [8003]
    • Fixed a small issue on the project live confirmation box. Only exists if you use the “project live” functionality. [7850]
    • Fixed some issues with the depot checkboxes on Margins and Margins by Quote on the Project page. Previously the page would reset the checked options to their initialised state – making it impossible to check or uncheck something that had not been the default. [7830]
  • Purchase
    • We’ve changed the PO search grids to site definable plus we added the totals of the POs to the footer of the table. [5639]
    • Added a check to make sure that there was a valid quote ID when a Purchase Order gets Authorised (only validated if config settings mean a quote ID is required). [7529]
    • We have added a check that prevents a user from changing the currency of a Purchase Order after the order has been authorised. [7714]
  • Quote
    • Fixed an issue in the Bid “Apply Discount” tool. Moving from the required total box to the percentage discount box might re-calculate the required total (depending on the decimal places required to meet that exact total). [5344]
    • Fixed a minor error when cancelling the flat-rate pop up on bid lines. [7899]
    • Fixed issue where it would be possible to apply an overall quote discount when a bid was authorised, completed or cancelled regardless of the users permissions. [7952]
    • We have added the ability to turn on a flag on each quote template which will ALWAYS use the description from the template regardless of it has been changed in the ratecard or not. [7672]
    • If you use a MASTER->SLAVE replication method and you experience lag between the servers, we have changed some of the evaluation functions to always go to the MASTER server. This fixes certain problems where the data hasn’t been replicated yet on your SLAVE. [7591]
  • Reporting
    • Artist Hours management report no longer only returns resources with the same cost centre as your user location – unless ‘My Project Location’ is ticked. [7354]
    • We located and resolved a problem which may affect one costing line, during the quote flat read ‘spread’ routine. This would happen if the costing total failed to match the desired total exactly, and one line was slightly altered to achieve the desired total. The VAT rate used (and thus the VAT amount achieved) would have been 100 times too high! [6906]
  • Resources
    • Name, Category and Cost Centre are now mandatory when saving a contact as a resource. [7700]
  • Schedule
    • Fixed issue where the Lasso tool would allow “New” quotes to be attached to Confirmed Jobs regardless of any config settings which would normally stop this behaviour [8040]
    • The “Day Schedule” report (cat gif) now only shows client attending information for jobs that are listed. Previously it was showing information for all jobs from all sites for the date selected. [7823]
    • The drop down for switching a service in the Lasso tool was broken. Now fixed. [7762]
    • Fixed issue which meant that swapping services on jobs via Lasso tool, would result in staff costs not being updated – ie, they would remain as per the original service. [8024]
    • Fixed issue with the default date on the custom date picker in the repeat job tool – when a Job starts on a Friday. It now always selects the following Monday since that is likely to be the next required day. [7705]
  • Search
    • Fixed an issue where pagination did not work on the Contact Projects tab. There was also an issue where the Project status icons did not work so this has also been fixed. [7732]

Work In Progress

The following tickets are still being tested but we plan to have them available for this release.

  • Finance (Change)
    • Certain fields (Legal Ref, Purchase Order #, Title, Details, Printing Notes & Hidden Notes) may now be edited on Invoices (& Deposit Invoices), IF user has suitable permission(s): /editsavedinvoice /allowEditingPreparedInvoices /allowEditingAllInvoices [8061]
  • Purchase Orders (New Feature)
    • It is now possible to add multiple invoices to a Purchase Order. This is a separate list where you simply specify the date, invoice number, and amount. You can Complete the order once the total matches, or there is a discrepancy reason. Invoices can be added at any time (useful when using a single purchase order for an annual subscription). [145]
  • Management (New Feature)
    • Added a new tool for reviewing Producer performance. A simple search tool that allows the user to set a threshold for the difference permitted between quote discount, and achieved discount, and then search by producer to see which Projects have exceeded that threshold. The user can then click on a Project and see a number of project-level reports (bid vs actual for instance). We also hope to have these reports available as a weekly email digest. [8102]
  • Projects (Bug Fix)
    • Fixed an issue in the Bid vs Actual and Margins report. The “No Charged” units column would not report correctly, and would generally show the same number of units as Costeed. This has now been resolved. [8119]

16.08 – Changes to Resource Information Popup

The pop-up shown when viewing information about a resource has grown significantly over the years. This has resulted on it not always fitting on a small display (Macbook).

As our users generated more and more historical data for those resources – it also meant that showing an unlimited amount of history for each artist / editor would slow the initial display of the pop-up to an almost unusable speed.

To counter these issues we have made a few changes to the pop-up.

resource-popup

It now has a reduced height for all rows – meaning the same information can be shown in less vertical space. This looks a little cluttered, but we did not want to reduce font size or remove any information.

We now also only show the most recent 25 projects that an artist / editor worked on in the bottom table of data.

We have also removed the total number of hours worked per service – as this information was of little practical use, and would take a while to calculate, especially for artists / editors who have worked in the company for a while.

16-08 – Leads Changes

We have redesigned the layout and added a new feature to our Leads module.

Each of the areas on the Lead detail page have now been separated out onto their own tab making it much easier to navigate to specific data.

lead-stages-main

We have also added the ability to create “Stages” for a lead, this works in a similar way to the recently added Milestones feature. A “Stage” can be thought of as a task which is required for the Lead to progress. An example of such a task may be something like sending out an NDA or researching company information.

The ‘Stages’ can be user defined via the Combo Box Options area of the system. By default, 3 stages will already be set up for you, these are simply called Stage 1, Stage 2 etc

To add your own stages, access the Combo Box area of the system, and select or create a new category named “leadstage”.

From the new “Stages” tab, you can create a new entry by clicking the “Add Stage” link located at the top right of the Stages section.

Clicking the “Add Stage” link will pop-up a dialog where you can enter the task details.

There are currently four fields available: Stage, Allocated To, Required Date and Comments.

Cursor_and_Lead__3

The “Allocated To” data comes from the Resource List where the Staff resource has the category code “/producer”.

Once you have created a new Task and Saved it, it will be added to the Stage details table.

Stages can be Deleted, Edited and Completed using the icons in the ‘Action’ column in the far right cell of each Stage row.

When a Stage is completed, the details of who completed the Stage will be added to the Completed By, (this will be the currently logged in users details), and also the current date and time will be added to the Completed Date column.