Enhancements
Please note: To find out any more information, or should you wish to activate any of the new features please speak to your account manager, who will facilitate this for you.
Blank fields on view pages to be hidden
To give the user a tidier view of the data that is populated on the view screen, we have now introduced the ability to make a Config Change by adding the item ‘CanSeeBlankFields’. False denotes to user not seeing fields if not populated on the main record on view screens and if left as True (Default) it will show fields that are not populated.
Not all widgets will be hidden if they contain no data, as it may be better for the user to see an empty result set.
The following widgets will be hidden:
Property : Financial Details
Lease : Commercial, Liabilities and Financial
Project : Project Location
Add security to the edit and create pages of a lease record
This addition allows the Admin user to control what parts of the Lease edit functions a user is allowed to access / Edit / Update namely the Clause Details, Commercial Details, Financial Details and the Liabilities Details.
FAL controls for Lease > Edit functions
By allowing / Denying access, the relevant widgets will be either visible or not displayed. Below shows the user having access to all 4 widgets
Below we have only allowed the user to be able to Edit the Clause widget, so the rest are not visible.
Ability to export Task Comments
Multiple comments can be added per task when creating a report. As shown below, these comments can be exported to show in your report.
When creating the report ( go to reporting > designer) there will be an option to include all comments in the report as shown below:
Once the report is saved, you can view it by going to reporting > reports and opening the drop down show in the picture. Then click “Open in viewer”.
This will show you all the comments included for each task:
Ability to add missing contacts, Orgs, assets & Property when creating records if they don't exist
In order to avoid having to go to multiple screens to add missing details when they are identified for certain records, we have introduced options buttons to add non existing / missing details for the following areas.
- Properties
- Contacts
- Assets
- Organisations
Example screenshot to show the added buttons can be seen below.
When these buttons are selected, a pop up window will appear and relevant fields to add the details to the record will be displayed related to the record type. Once saved, the pop up window closes and the data saved can now be populated within the relevant field. Below shows the pop up for the Organisation create button being selected. For each type of create button, the mandatory fields will need to be populated as they would for the normal record creation function.
Ability to edit Events tiles from Projects General Tab
This change allows the user to be able to carry out all the changes from the General Tab, without being directed to the Timeline Tab each time. This will minimise the user experience by limiting the transitioning back and forth of screens.
The user single clicks on the event tile where changes are needed. The following screen is present on the General Tab as current, The User can then select 'Edit Event' or the ‘Complete Event’ button depending on what they are actioning.
If the Edit Event button is selected, then the Edit event popup is presented and stays on the General tab and not to direct the user to the Timeline tab, here the user can make the relevant changes, save changes and the popup disappears, the tile is updated and then they can select the next event tile and start the process again for changes, all from the General Tab.
These changes will then be mirrored on the Timeline Tab when viewed
