Release Highlights for 22.02

In this MasterClass webinar, we share highlights of Q360 upgrade release v22.02.

This webinar was recorded on December 6, 2022.

Agenda:

1. Introduction
   • Discussion between Roman Burchart and Tofiq Indawala on what is noteworthy in version 22.02
   • Sunset of Q360 “Windows Desktop Client”; v22.02 is first major release version to be shipped without it (i.e. shipped with only Web Client)
2. Demonstration
   1. New: Link / Unlink PO item | When an item is no longer needed on a Project or Order, an incoming PO item may now be allocated to stock or another approved order
   2. New: Vendor Deposit Process | New process to manage vendor deposits
   3. Enhanced: Quick ICO | Extended option to easily create an ICO Order from various project-related screens
   4. Enhanced: Post Expense Setup Option | Allow determination of the expense account (use of default extended accounts) based on Master No and Project/Call type
   5. Enhanced: My Task List Process Button | New “Process” button for specific items: Calls, Tasks, Activities, Opp Tasks, Quotes
   6. New: Set a Reminder Notification | Ability to have a popup Q360 reminder to a Q360 form/record
   7. Enhanced: Record “Copy” | Options to duplicate important details when copying an Opportunity, Quote, Order, Project or Task
   8. New: “Employee Capacity Forecast” Report | Q0336 | Visibility to each individual employee’s capacity, based on available hours and the hours of work currently assigned to each
   9. New: Context Sensitive Help Reference | Access content specific core help articles from Q360
   10. Enhanced: Sales Quote | Enhanced user interface to improve performance including sections/subsections for line items
3. Q & A
4. Wrap Up

Interested in learning more?

• Refer to What’s New in v22.02 and complete list of v22.02 Release Notes and Advisories.
• Contact Solutions360 Customer Care team at support@solutions360.com to pre-schedule your upgrade to Q360 v22.02.