New Nav Look πŸ‘€

We're updating the navigation menu with groups of features and modules so you can more easily work your way around ClickHome. This change will be rolled out in the next 2 weeks!


UI 170

UI 170 will be released next week as part of the Stable Release process, if you are subscribed to the Stable Release Process you system will automatically update to version 170 on Tuesday.

Improvement- MyHome Login details are now visible in the client screen

Improvement - In Approvals you can now find the Requisition Documents for better decision making.

Improvement - Requisitions are now available in the breadcrumb at the top

Improvement - Task History is now available

Improvement - Added Note visibility (eg client visible, supplier visible) in Card View

Improvement - Added House Size in Squares next to SQM


Fixed - Supplier Search Business Unit criteria

Fixed - Postal Address for Clients added

Fixed - Contract Search Filters tidy ups.

UI 168-169

Improvement- Bulk Edit Task Targets and Due Dates

Improvement - Now shows at least 500 Documents in Document Screen before pagination


Fixed -MyHome Icon did not show correctly on Mytask List

Fixed - Added address editor for each client contact; also allow checking the box "Use Client Home Address"

Fixed - On Load Grid view vs List view was not correct for Documents

Fixed - Room Booker Tagging Users did not include Parent Business Units

Fixed - Meeting Planner showed Rooms not in Business Unit

iPad Version 3.12.9

We have released a new update for the iPad - version 3.12.9. This version features the highly anticipated Request for Credit (RFC) module as well as a few bug fixes.


NEW!

Request for Credit (RFC) has been added to ClickHome Field Operations! 🎉

Tasks: a new Split option to support the RFC process - Split Return to Site. 

Documents: Documents linked to other tasks are visible from the task schedule 'Linked Docs' tab - to view these you need to check 'View Other Task Documents'.

 



Bug Fixes

Please visit the full release notes to see bug fixes in iPad version 3.12.9.


This Version has Structural Database Changes, please synchronise your database before Upgrading and do a Full Rebuild after the Upgrade.

UI 163-167

Feature - Create and Manage RFCs (requires Server 3.12.8 or later - Full releasenotes to come)

Feature - Create and Manage Ad Hoc Workflows (requires Server 3.12.8 or later- Full releasenotes to come)

Feature - On creation of email Contract Info shows in Subject Line

Feature - Search Suppliers

Feature - Task History Popup shows information about Task (eg reset/reschedules etc)

Improvement - Lead Info Panel Updated with Assigned Roles

Improvement - Mastercontract Edit Screen - Contract number is read only

Improvement - Messages Search now allows for Custom Date Ranges

Improvement - Remove top search bar for searches that are paginated to limit confusion.

Fixed - Task Schedule Component now shows top 50 for performance reasons

Fixed - Key task shows itself as linked task

ClickHome 3.12.7

We've released ClickHome 3.12.7. This release includes a significant optimisation of Tender Package loading in Mobile Leads and other minor enhancements and bug fixes. 

NEW!

Tenders, Mobile Leads: Significantly optimised Tender Package loading in Mobile Leads - the list of packages should now load within a few seconds.

Tenders: Added the ability to change an active tender's phase set. Changing to a new phase set will expire the current tender and create a copy in the first phase of the new phase set.

Users require op code 12412 (EditTenderPhaseSet) to change a tender's phase set. 


Tenders Cont.: Order of Client and Estimator Review status can be switched using Tender Phase Settings. For more details see inTenderStatusOrder in Setup - Tender Phase Sets and Phases

Adhoc Workflows: Ad-Hoc workflows backend Functionality implemented 

Appointments: Rooms can now be booked against Appointments, similar to the way rooms can be booked against Meeting Tasks. Your Appointments, Meetings and their Rooms can be viewed in the Room Booker.


Estates: Added Latitude and Longitude fields to Estates. 



FIXES

Head to the release notes to see what's been fixed in ClickHome 3.12.7.

iPad 3.12.8


NEW

Added a new MMSetting 'HideTrgtDate'. When set to TRUE, the Trgt/Durn column will be hidden on the callsheet.

 

Fixed: When scheduling a task, the target date was set to the task's date called. This has been fixed, and target date is no longer updated when scheduling a task.

Fixed: When raising a requisition from a rejected requisition, the application would crash if the requisitions details were edited.



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