Release: 24th February 2020

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We’ve moved around some of the buttons on the side menu.
The planner has been merged into the “Engineers” section.
The “Engineers” section has been expanded with a button to take you straight to the engineer staff list, as well as a new option for Timesheets (explained below).

Planner location before update.

Planner location after update.

Timesheets

Users will now be able to see a new visualisation of engineer times. This can be shown as bars over a single day, like a calendar view, or you can select a week view to see
This includes time from the visits, non-productive time and any unreported time as well.
From here users can also Add/Edit timesheet entries to fill in any gaps for your engineers.
The first day of the week can be changed in system settings.

Users can now save, share and recall “Quick Filters” to store popular or useful searches.
This can be very useful for those that need to swap around different types of job search on a regular basis.

Cancelling a PPM Contract will cancel all new jobs and delete all draft invoices.
It will be left in a read-only state, so you can still go back and see how it was used.

Phone numbers will now allow you to validate with any international country code.
You can select the country code with the dropdown to the left of the input box, or it will be recognised as you type.
Any saved international numbers will now also be recognised and localised when viewing for your convenience.
This will also mean that saved phone numbers will appear in their international format in some parts of the system, including printed documents.

While logging a Quote, we have the new option to add Job Category.
There are new column & search options in quote search; “Contact Telephone” & “Next Contact Date” respectively.
Two new columns have been added to Job Search: “Postcode” and “Tags”.
We’ve added a new tag @@SiteOrderNumber@@ into the Invoice Template.
Purchase Order items will now be sorted by date order by default (in the list and on printed docs).
We have localised the permission lists against staff detail.
In the Portal we have made it clearer that only 10 attachments will be uploaded at any one time.
We now show notifications if an email could not be sent because of the document asset limit.
Payment options will now be hidden when the quote has expired.

Various fixes for PPM Contracts, Non-Productive Time, Engineer Tracking, Portal.
We have fixed an issue where user notes were sometimes not being displayed.
Visit notes will now record and show the user name of the person that added them.
We have fixed ordering of customer grouped invoices when sorting by priority.
We will now hide sell values for non-chargeable lines on Job’s Original Quote section to avoid confusion.
An issue has been fixed where multiple invoices could be generated with the same invoice number in a few rare scenarios.
A few cases of stuck loading screens have been resolved.

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