18.11 – Release Notes

Release Notes: 18.11

Bugs

Bidding

  • We’ve altered the default project search pages so that the filters appear on the left hand side (like the main search). This allows you to view lists of jobs INCLUDING cancelled jobs now.
    icfm/core#23

  • Fixed bug where the section Markup link did not prompt for a markup percentage when clicked. [614] <18.08.08>
    icfm/core#87

  • Fixed issue which could cause quote line totals to be incorrect when creating a quote from template, if there is a custom ratecard in place.
    icfm/core#101

Billing and Invoicing

  • Fixed bug where the invoice editable fields would remain enabled if you opened an existing invoice and then clicked the ‘Create Empty’ link to add a new transaction. This would result in the new transaction title and description being copied to the previously opened invoice. [662]
    icfm/core#111

  • Fixed bug which caused Jobs not to appear on the Outstanding services report if the new method of applying actuals was enabled.
    icfm/core#125

Data Issues

  • Fixed bug where the CSV export file on the dashboard ‘Ready To Invoice’ tab would include unwanted HTML tags. [726]
    icfm/core#115

General

  • We’ve added the ability to export to XLS in addition to CSV from the search screens. <18.11.01>
    icfm/core#23

Media and Shipping

  • Fixed bug where an incorrect  validation message would be displayed when trying to update the Location of a media record attached to a project that had been Sent To Accounts. [690]
    icfm/core#108

  • Fixed bug where the depot was not being saved on shipping notes which meant that they would not appear on the dashboard Traffic tab. [694]
    icfm/core#102

Misc Costs

  • Added a visual size limit to the Misc Cost receipt image, so that a large image is reduced and does not effect the page layout. Clicking on the receipt will open the full size version of the image in a new tab. For more information click here.
    icfm/core#106

Projects

  • Fixed issue whereby ‘Client Billed Total’ figure in the project ribbon D/E (& ‘Invoiced Revenue’ in ribbon F) could be incorrect – it previously included internal billing as well as client billing.
    icfm/core#104

  • You can no longer set a Project status to Sent To Accounts if it has active bids attached, (New, Authorised, Awaiting Authorisation or Confirmed). [710]
    icfm/core#116

Purchase Orders

  • We fixed a bug where No Charged POs would sometimes lose their no charge status with no way of toggling it

Reporting

  • We have improved how the Project Happiness is displayed and it now shows each Artist as their own colour, with a single bar per day for their recorded Happiness. This is only available if you are recording Artist Happiness via the Artist Portal. Please ask us for more information.
    icfm/core#131

  • Added a new setting so that Net Costs are calculated by the artist’s “Actual” Hours, rather than the rounded up or down “Billable” hours. Previously, this would often be rounded up to a day – even if the Artist worked on two Jobs (so the Net Total would be the equivalent of two full days). This is only useful if you are using Net Cost reporting. Please ask us if you would prefer this method of reporting to be enabled.
    icfm/gekko#2

Schedule

  • The ‘Unavailable’ status checkbox is now selected by default when opening the main Schedule page. [601] <18.08.08>
    icfm/core#86

  • Fixed bug where dragging a resource booking on the schedule that had child services attached to it would duplicate the child service. [641] <18.11.01>
    icfm/core#97

  • Fixed Bug with the Dynamic schedule view where the ‘Show Holidays and Shifts’ check box would only work if the ‘Show All Bookings’ checkbox was selected. [695]
    icfm/core#103

  • Fixed bug where cancelling the resource move would not exit out of the function correctly which meant that the system would try to move the next resource that was selected. [834]
    icfm/core#136

Search

  • Fixed incorrect fieldname being used for the camera search on the project search page. [634]
    icfm/core!112

Features

Artist Portal

  • There is now a simple calendar at the bottom of the Artist Portal, so that your creatives can see what Jobs they have coming up without needing to access the main iCFM schedule.
    icfm/porthole#2

  • Created a new version of the Artist Portal which allows actualising per Resource, rather than per Service. This forms part of a new methodology we have been working on which allows for much simpler management of artist cost tracking. Please ask us for more information.
    icfm/porthole#3

Bidding

  • We have created a new Plugin that allows for some additional information to be added to a Quote header – specifically for the fields required on AICE style bids. If you are a member of AICE, please ask us if you would like this feature enabled.
    icfm/print-custom#1

  • Several changes have been made to quote section and details, including some column/icon repositioning and improved cut/copy/paste functionality. In addition, a partial re-write has been done to reduce the need to refresh entire quote, and increase the speed in general.  For more information click here.
    icfm/core#126

  • We have created a new accesscode which will prevent users from seeing the tiers and/or staff costs on a bid.  For more information click here.
    icfm/core#64

  • Added the rate card description to the quote section export file. The rate card description is now displayed under the supplier service code so that it is easier to map to local services. [544] <18.11.01> For more information click here.
    icfm/core#141

  • Added an Export to Excel link on the Bid Actuals page. [631] . For more information click here.
    icfm/core#118

Billing and Invoicing

  • Added a new column the dashboard ‘Export’ tab which displays the transaction ‘Tax/Vate Code’ information. [110]
    icfm/core#3

  • Added ability to customise the line detail text used in the Sage export file.
    icfm/core#100

General

  • We have made some major changes to how Project Accruals work. You are now able to assign revenue to specific Depots for each period. Until now, you were unable to specify the location where the work would take place. This gives power to your finance teams who can now make much more accurate accruals.
  • Added ability to enter Overhead Costs in the Ratecard. The overhead cost will automatically be added to the Net Rate (to make Gross Rate) in the Resource > Services editor. Also, the Staff Cost values in Quote screen will include the overhead cost from the ratecard. For more information click here and here.
    icfm/core#109

  • New media records now require a Job id to be selected or the ‘Client Supplied’ or ‘No Charge’ checkbox ticked if the REQUIRE_JOB_ID_ON_NEW_MEDIA config setting is enabled. [333] <18.11> . For more information click here.
    icfm/core#47

  • Added new config setting which when enabled will create a blank Comment text input when adding a new row on the Job DMG tab.The new setting is: $CREATE_BLANK_DMG_COMMENT [337]
    icfm/core#51

  • Added a checkbox to the Job Search page labeled ‘DMG Only’. Selecting this criteria will only return Jobs that have Job Detail, (DMG), lines attached. [340].  For more information click here.
    icfm/core#38

  • Removed the ‘Copy Times From Booked’ button from the Job ‘Actual Times’ tab which will force the user to select the correct times when completing service times on a Job. [605]
    icfm/core#127

Leads and CRM

  • We have added a new property to Leads, so that you can add them to Phases. This is a separate value to the Status and you can customise the options available. In a future version we will be adding a basic Kanban-style display. For more information click here.
    icfm/core#155

Media and Shipping

  • We have added the ability to create a list of “barcodes” (or other references) with a Library Media item. This allows you to add as many references as you need, so that with each record you can make a note of any barcode you find on the asset. This data is searchable in the Media search using the regular Barcode field.
    icfm/core#137

  • We have split out the permissions for regular saving, and moving Library Media. This enables more granular controls over who can make changes. Users or Groups that previously had the permission to save Library Media can now also Move Media.
    icfm/core#135

  • We now keep a record of when key values change on a Media record. A new table (available on the “Edit History” tab) will keep track of the old and new values when someone updates any of the following fields: barcode, project number, jobID, product name, company name, title, subtitle, copy type, version, shelf, no charge reason, or location.
    icfm/core#134

  • Added the Our Contact field to the search criteria to the Media search page. [639] For more information click here.
    icfm/core#89

Projects

  • We have added the ability to flag Projects as “High Security”. From that point on, additional checks are made when moving Library Media. A message will be shown, and a log will be made any time that Media on a High Security Project is accessed. Only the ‘Our Contact’ of a Project can make changes to this value.
    icfm/core#134

  • We have added a new list to the Team tab on Projects. This allows you to specify those who are to be listed as “Project Custodians”. This list of People will then be displayed anytime a user opens a Media asset or Shipping note on a High-Security Project – alerting them that only those listed as Custodians are allowed to request Media movements. To add people to the list, make sure they are first listed as a Team member. Only the Project ‘Our Contact” can update this list.
    icfm/core#134

  • The ‘Related Project #’ field in the Project header now lists Project’s that have been Sent To Accounts. [119] . For more information click here.
    icfm/core#16

  • Added a new user access code which is required in order for users to set a Project status to ‘Sent To Accounts’. The new access code is named ‘/changeprojectstatussenttoaccounts’ and is located in the ‘Projects’ section of the user access code page. [262] For more information click here.
    icfm/core#71

  • The team member ‘Role’ is now mandatory when adding a new team member to the Lead, Project, Company and Quote team lists. Roles are now a selected from a drop down list. The data comes from all ‘unique’ existing roles that have been used before and from items in Combo Box Options which have the category ‘role’. [339] For more information click here.
    icfm/core#53

Purchase Orders

  • Added new events to event queue, when Client Attending information is updated (client_attend_added / client_attend_modified / client_attend_deleted), and when Purchase Order status is changed (po_status_change).
    icfm/core#49

Ratecard

  • There are now additional columns available in the ratecard, so that you can store AICE codes against your regular CETA service codes. These codes can then be printed in your bids or invoices – without having to sacrifice the easy-to-remember codes you may already be using.
    icfm/core#25

Reporting and Dashboard

  • For customers who need it, we have added sections and columns for Montreal, (MTL), and Chicago, (CHI), depots – on the Revenue Allocation dashboard report [336]
    icfm/core#50

  • We have added a new config setting that uses the “Actual Units” to calculate the total Net Cost to you. Each artist can have a cost associated with them, and previously we used the “Billable Units” which could be rounded up to the nearest day. This would create an inflated Net Cost value. If you make use of Net Costs (ie Costs without overhead), please ask us if you would like to use this setting. $USE_ACTUAL_UNITS_FOR_NET_COSTS = 1;
    icfm/gekko#2

  • If the logged in user is the Executive Producer on a Project, the Project will now be listed in the Active Projects list on the dashboard ‘Home’ tab. [737]
    icfm/core#119

  • Added a new report for calculating capacity to the Dashboard. This report is called  “Schedule Seats” and shows Artist bookings between dates, and how many seats there are available for the same dates. If you are not tracking Seats as resources, you can simply enter a number of available seats for each Department. The system tells you how many artists have bookings each day, and whether you have enough seats for them.

Schedule

  • The client attending field has been changed to a UTC date field (in line with the rest of iCFM). You won’t notice any difference as an end user.
  • Added setting to prevent being able to have 2nd Pencil bookings on Pencil jobs. Where job conflictions occur, the job status will be changed to 2nd Pencil, as well as the booking in question.
    icfm/core#122

  • We have removed the ‘/showjobnotes’ access code and replaced it with four new ones, ‘showJobProducerNotes’, ‘showJobOperatorNotes’, ‘showJobShippingNotes’, ‘showJobOfficeNotes’. Users who previously had access to all four notes options will still have the same access as they had before. [198] . for more information click here.
    icfm/core#65

  • Using the Drag tool on the schedule will now take into account any linked resources on both the source and target resources when dragging a booking to a new resource row. Similarly, changing a resource using the Lasso will now update linked resources in the same way. [212] . For more information click here.
    icfm/core#145

  • The unavailable status checkbox on the main schedule is now selected by default. [664, 601] For more information click here.
    icfm/core#86

Systems and Security

  • Our code is now fully compatible with PHP7 and we will be upgrading our servers soon. PHP 7.2 is reportedly 80% faster than PHP5.6 (our current version) so users should see a speed increase once we upgrade. Using PHP7 also means we can take advantage of some newer technologies – including adding OKTA support in an update coming soon.
    icfm/core#40

18.08 – Release Notes

Features

Administration

  • Added a button to the User Information screen which allows an admin to unlock a locked account easily. [27292]
  • Added the Project ‘Alt Contact’ field to the dashboard Project Status report. [27381]
  • We have added a new Status drop down list to the ‘Allocation Rate Editor’ page, (accessed from the Admin Options area of the system), which will allow for a Project Type to be ‘Hidden’. Doing so will remove the hidden Project Type from the drop down list when creating a new Bid, Job, Purchase Order etc.  The hidden project type will NOT be hidden on the search pages, allowing you to search for any of the retired project types.  When setting a Project Type to Hidden the default Project Type will be cleared for all users who have that Project Type as their default, which will prevent new entities being created with the retired Project Type.  Also, if the user who set the project type to Hidden has that project type as their default, the default Project Type session variable will be unset. [107]

Accounts Transactions

  • It is now possible to edit the Transaction Date on Invoices and Reversals if the user has the required permissions. If the date is editable, it will be highlighted with a Green border. [9641]

Bids

  • The Bid confirmation email will now include the bid Subtitle if one exists. [27013]
  • Pasting quote sections no longer refreshes entire quote. Added ability to Cut quote sections. Multiple sections can now be cut/copied and pasted, similar to quote detail items. Added ‘paste at bottom’ icon to allow pasting cut/copied sections at bottom of quote (in addition to pasting above the section clicked, using normal paste icon). [101]
  • We have expanded the `/quoterevertstatus` accesscode to allow you to have more control over which status a user can revert. Don’t worry though, all your current accesscodes have been converted so you won’t need to do anything to any users until you want to restrict access.  The new codes are `/revertauthorisedquotestatus`, `/revertconfirmedquotestatus`, `/revertcompletedquotestatus`, and `/revertawaitingauthorisationquotestatus` [122]

Projects

  • For clients using our default invoice report, the Due Date displayed at the top of the report will now display ‘Payable By Return’ text if the $PAYMENT_TERM_DAYS config setting is not set. [296]
  • We’ve added a “Project Happiness” tab to the project reports. This will show you an average of how happy the artists have indicated they are for this project.  This option is only really useful if you are using the Niko Niko style happiness logging from the artists portal. Please contact CETA if you would like this enabled on your site. [120]
  • We have added the ability for you to add extra “resource” people drop downs and define your own `categorycode` values for them. This enables you to assign certain staff (from resources) as members of the dropdown, allowing you to pick arbitrary contact dropdowns for your projects. This is especially useful for companies with overseas offices where you have “project leads” in multiple locations for the same project.  The dropdowns will appear on the main project page when set up and act the same as the “Lead Artist” dropdown. You can have up to 10 extra dropdowns.  Please contact CETA for instruction on how to set this up. [116]

Schedule

  • Setting holiday/shift Start Date to a later date than the End Date will now automatically update the End Date to match. [27380]
  • Hovering the cursor over a booking on the main schedule will now highlight the resources working on the project as well as the jobs on the project. [113]
  • Added the Job subtitle field to the booking bar on the main schedule. This will appear in bold on the second line. [202]
  • The resources listed down the left hand side of a schedule view can now be repositioned by clicking them (as if you were going to book them) and then by clicking the “Move” button at the top of the ‘Temporary Booking’ window. You can then click another resource on the schedule and pick whether to move them above or below that resource. All the resources will then be moved to that location. [112]
  • We’ve added a status option at the bottom of the schedule that allows you to see the “actual” start and end of a completed job (as opposed to the booked times).   Note: This option is only available on certain iCFM installations. [124]

Bugs

Purchase Orders

  • Fixed bug where the wrong date and caption would be displayed on the confirm PO delivery date pop-up if the type of Purchase Order was Freelance, Hire or Out Sourced. [97]

Multiple Costing Sheets

  • Fixed issue with discount service rates on an MCS, (Multiple Costing Sheet). Discounting a specific service would result in all service being discounted instead of the selected service. [261]

Projects

  • Fixed bug where the PCS code would not include the manually entered portion of the text for some clients. [203]
  • Fixed issue where editing the Client and Contact name on an existing Project would incorrectly update the Client and Contact name on Bids attached to the Project. [343]
  • Fixed bug where the user name would be used rather than the user’s full name when creating a new Bid. This also caused a validation issue when creating a new Project from a Bid if that functionality was enabled. [27315]

DMG

  • Fixed issue with line breaks when inputting multi-line information in DMG info on jobs, where once you clicked out of the Input box the text would go back to a single line. [303]

Misc. Costs

  • Fixed bug that caused an error message stating that the Project Type and Project Number did not match when saving a new Miscellaneous Cost, (Sundry). [304]

Jobs

  • Fixed bug where the stacking order of Jobs on the Schedule would not always be correct if the bookings were manipulated using certain methods, Slide, Drag, Copy etc. Bookings are now always ordered by priority – e.g. Confirmed, Pencil, 2nd Pencil.

Search

  • Added a message box to the CSV export function which will warn the user that all entity records will be exported if the CSV export link is clicked before running a search. This could result in the system crashing if the records number more than the current maximum allowed results. [27262]

Changes to our Support / Helpdesk Software

Dear CETA users,

Here at CETA, we are phasing out our in-house Support system in favour of FreshDesk, which is a cloud-based platform, used by thousands of companies.

Image result for freshdesk dark

This will allow us to spend more time working on iCFM, and less time dealing with issues in our admin software.

As part of this process we will be transferring any new tickets to FreshDesk, and closing them out of CETA-Support. We will also be moving every ticket we action so that all your future communications go via FreshDesk.

We will not yet be retiring the CETA-Support software since many of our customers still have tickets in place. However, many of the tickets are on hold, and are unlikely to be actioned – so this is also an opportunity to have a cleanup.

We will be moving all Bugs to the new software, but will not transfer any feature-requests automatically. If there are feature-requests you would still like us to develop, we ask that you please forward the ticket info to [email protected] Alternatively, please call us to discuss which tickets you would like to transfer and we can assist you with doing so.

We apologise for any disruption, but we hope that the new platform offers an easier and more efficient way to get support when you need it, along with a nicer interface with many features that we have been hoping to add to our own platform for many years without success.

This move is part of a larger overhaul of our support and development policies, where we hope to improve our ticket response times and offer a faster route to release, for any custom software development you require us to work on.

If you have any questions about this process, please either email us at [email protected] or call us at the office.

All the best,

Sam, and everyone at CETA

18.05 – Release notes

Release Notes

New Features

DMG

  • Added ability to view DMG jobs on the schedule, by ticking the ‘D’ checkbox. Note, that Schedule views will require resource(s) with a name beginning ‘Unassigned DMG’ with suitable Cost Centre for unassigned DMG jobs to be shown. Otherwise, only Jobs assigned to an operator in the DMG page, with a start/end time will appear, and they will be shown against their resource. This means that as well as seeing the usual Scheduled artist/editor style jobs in the Schedule, you can see jobs that would normally only appear in the DMG page. The idea is that you can visualise how busy your DMG team are. [5151]

Resources

  • We have developed a new tool for recording information about Artists’ Contracts. This means you can set up and record historical and forward-looking information about the agreements you have with your Artists. This includes the type of contract, start and end dates, and rates for that Artist’s standard and overtime. This will be built out into a system where we can alert you of approaching renewal requirements, and track more accurate costing information when you schedule people on jobs. Eventually, this information can also be displayed on the Schedule to allow you to see where there may be resourcing and capacity issues. [7431]

Quote

  • We have developed a new system for adding “plugins” to iCFM, and our first plugin is a new tool for building complex CG-style bids. It has been developed to help you build out complex bids without the overhead typically involved in our regular iCFM bidding process. It is ideal for large CG-heavy projects, which usually contain many Elements, each with many Services. An Element can be a Shot or an Asset (or anything else you want to create) and it will consist of rows of services. We have also included the ability to set up templates for the type of work that you might do regularly. Within a template, you can define the quantities of each service for things like “Complex Character” or “Complex Vehicle” etc. which can contain 3 days of Build, 2 days of Lighting etc. This will then mean you can build out a Quote Prep very quickly by simply adding “templated” rows for the various elements involved. Eventually, we will be adding the ability to import this data into our regular Bidding module. [7726] Documentation Page

Reporting

  • Added a way of seeing artist stats from the resource editor. This includes recent projects they worked on, with financials and actual/booked hours. [11951] Documentation Page

Holiday

  • Added access code (/showShiftNotesOnBooking) to allow hiding of shift descriptions in Schedule. [26225]

Schedule

  • Added a report which shows a list of departments, and then a list of staff vs seats to give you an indication of the seats available over a particular time span. [26521] Documentation Page


Reporting

  • Created new dashboard tab named Pencil Report. This provides a count of pencil, 2nd pencil and confirmed bookings for specific sub categories of staff resources. The background colour for each of the department columns reflects the most bookings for a specific status. Pink for 2nd Pencils, Light Blue for Confirmed and Light Green for Pencils. The report can be filtered by Cost Centre, (depot), Project start and end dates or a single project number can be specified. Access code `/dashPencilReport` required. [26522]

Schedule

  • Added a new report named Credit List which can be accessed from the Project – People tab. The report displays the resource name, resource category, services and the number of days booked on a project and also the actual number of days on the project. The report can be exported as a CSV and results may be filtered by cost centre. [26523] Documentation Page

Reporting

  • Created a report which will show a breakdown of hours spent on individual services split by depot per project. [26524] Documentation Page

Changes

Schedule

  • The Schedule will now display jobs booked at the same time, in a ‘stacked’ manor (similar to Milestone views), as opposed to being drawn on top of each other. [7540] Documentation Page

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]

Schedule

  • Schedule now shows relevant depot for public holidays (eg ‘Good Friday (UK)’). Schedule can now show multiple public holidays for the same day – ie there could be different holidays for different depots on the same day. Note that it is possible to highlight (on the schedule) public holidays with a different colour per depot. Please contact CETA for further information. [18251] Documentation Page

Security

  • Made a small change that means artists who do not have the `/savejob` permission will now be able to enter their actual hours and the Job will auto complete, (if auto completion is enabled). Previously the user would need to have the `/savejob` permission in order to perform this task which includes functionality that the user might not need or should not have. The `/applyactualtimes` permission is now the only access code required to complete actual times and auto complete the Job. [26562]

Billing

  • When creating an internal accounts transaction, the Depot field no longer defaults to the user depot. As this field cannot be altered once saved, this should reduce likelihood of mistakes. [26756]

DMG

  • When importing quote section into a DMG instruction line we now include the section title in the description. Useful information if your bid sections are separated into different spots or episodes. [26906] Documentation Page

Security

  • We’ve tightened login security. Accounts will become locked after X amount of failed logins. Requiring an administrator to unlock the account. Also, users who have not logged in for X number of days will be automatically locked out. This will prevent users who’ve left the company to log in at a later date (if you’ve forgotten to disable them) [27182] Documentation Page

Bug Fixes

Schedule

  • Fixed problem causing weekend shading & job positioning to appear slightly off (by an hour) when clock change period is visible on the Schedule. [5574]

Search

  • If the text in the search criteria drop down lists exceeds the width of the drop down a tool tip will be displayed showing the full text [22981]

Project

  • Fixed bug where Jobs would not be updated when changing the product name on a project. [27159]

Resources

  • Fixed problem which meant it was impossible to remove a default service from a resource. This can now be done by clicking the (green) Default button on the selected default service. [27177]

Leads

  • Fixed non-working lead link from Contact > Leads tab. [27188]

Project

  • Fixed typo in text on the project alias pop-up [27189]

Resources

  • Fixed bug where deleting a resources default service from the service list on the resource information ‘Services’ tab would not remove the service code from the resource nominal code field. [27202]

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]