Release: 26th January 2022

Release Topics

1. Quick Filters
2. Password Policy-Customer Portal

Release Details

1. Quick Filters

• A new Quick Filter has been added for all Quotes, Invoices, PO’s and PPM Contracts.
• This saves any filters created by the user, so filter options don’t need to be re-entered each time they are used.
• See here for a user guide on this feature.

2. Password Policy - Customer Portal

• We have implemented a new password policy for the Customer Portal to ensure every user’s account is more secure.
• Users will be directed to change their password to a stronger one.
• Users can opt to change their password later, and the system will initiate a counter of 30 days before being required to change the password.

Improvements, Modifications & Bug Fixes

Bug Fixes

• We have fixed an issue with the Asset Job sheets not displaying all the assets.
• We have fixed an issue with attachments not showing the timely sequence on Job, PPM and Quote documents.
• Issues with setting up user permissions for 'Schedule of Rates' and 'Trade Categories' are fixed.
• Issue with downloading Wrong data when exporting Purchase Orders are fixed.

Improvements

None.