Administrators can configure field behavior. Specify which fields should be mandatory for internal and/or external users. Setup field level permissions for which users can view and edit fields (0-9 range, 9 being the highest level). Create a history trigger to track when field data values are updated and by whom and with what new value.
Tag: 21.03
Fixed and enhanced the Ship Order form option to “Add Freight”: you can now select the “F” type masterno to prefill the cost and price – user can over-ride the amount(s) depending on the known values at time of shipping the order.
You can now define prevailing wage base rates and fringe rates by labor class for use by employees.
Manage a pre-billed block amount that can later be applied on the customer’s future service call invoice(s). This flexible service contract feature option now replaces the previous “block time” feature.
When all or part of project is substantially complete, user can create / update products from the Project > Material tab. Enhanced the “create warranty service contract” option to create a new service contract, or update an existing service contract. New configuration allows for including the warranty amount to be invoiced on the project and subsequently offset from the project when the service contract and its invoice is created.
New form to more easily add timebill records for crew members who start at the same time on a specific project task and work there all day. From Projects menu > Project Team Time Entry.
Based on your userid job role, an Admin can assign pre-defined quick launch tool bar items to a user for commonly used forms for their role.
Point a document, i.e. link, to a previously saved document and save storage space.
The enhanced customer portal allows external users to login and self serve. The simplified default dashboard and quick launch toolbar items gives users visibility to existing service call tickets, ability to create new calls, and see their invoices based on permission.
Introducing a secure mechanism to request a digital signature from a Q360 contact via their email address.
Option for a user with appropriate permission to a) request an “eAcceptance” from any document grid and print modal form, b) view document properties attributes relating to eAcceptance stats and history.
For security, the eAcceptance request expires after a set number of (configurable) hours.