26th November 2018 - Product Release Notes
Report Updates
Report Index - Search Filter Functionality
- All Report Index Pages
- Details
- On all report index pages, we have now included a filter that will automatically filter down the page when the user begins to type in the report name or description.
(Report Update) Items Dispatched Report
- Details
- On this report, the following updates were made:
- Add sortable columns for 'Order Date' & 'Due Date'.
- Add filters for 'Order Date' & 'Due Date'.
- Remove the column 'Revision Date'.
General Updates
Keyword Search With Column Sortable Filters
- Update to correct an issue that was appears when a keyword search is applied and the user then attempts to sort the results using the column heading.
- Parts Index Page
- Minimum Stock Levels Report
- Sales Order Index
Service Quotes - Net Total Discount
- Update to display the correct discount total against a service quote. The value being stored in the db was correct but not reflected in the front end.
Service - Received Items Receipt PDF
- Update to correct a PDF issue, so that when multiple parts are received against the service Job, the PDF downloads in the correct format.
Tasks - Editing Due Date
- Update to the tasks pop up so that when a task is edited the due date is populated with the original due date prior to it being updated again by the user.
Service Index Page - Updates
- Update to the service index page so that:
- Remove the column for "Warranty".
- Replace Warranty with a sortable column for "Service Stage".
- Add a Filter to the index for "Warranty".
Service - New Page Validation
- Update to the new service pop up so that the user is more aware of the fields that need to be populated prior to submission.
Sales Pipeline Analysis - Update
- Update to this page so that it accommodates sales leads that do not have all the necessary fields completed.
Emails - Replies Being Added To Flowlens
- Update to Flowlens emails to correct the bug that was causing replies not to be shown against the correct object.
Sales Order Index - Keyword Search Fields
- Update to on the keyword search filter on this index so that the following fields can also be searched on:
- Delivery Notes
- Internal Notes
- Customer Notes
Parts Index Page - PDF Download
- Update to parts index PDF so that the correct image is now shown on the header of each page.
Service Quotes - Activity Log Issue
- Update to the service quotes to ensure that the activity log is refreshed automatically after a quote is sent to the customer through Flowlens.