ClickHome 3.12.6

We've released ClickHome 3.12.6! This release includes heaps of enhancements to Tenders, including greater customisation for your sales team, more fields on tender options and packages and heaps more. Check them out below or see the technical release notes for more!

Warning: when you are using Tenders please contact your consultant prior to upgrading to ensure the new rules are configured correctly.


NEW!

Tenders

Options & Packages: Users can now add custom specifications and addendum when adding options and packages to a tender. 

These notes are now exposed to the sales team in MobileLeads.


If permitted, sales users can edit the default description shown on options and packages. By default, the description cannot be changed.

 


Price Levels: Added a new Validation Entry for price levels. This setting determines whether the "Margin/Markup Factor" on Price Levels will be applied to the product's Margin or Markup. 

Additionally, an issue was corrected in the way Margin is calculated against Options, Packages and House Types.

Creating Tenders: Added a 'Suburb' field when creating a Tender in Mobile Leads.

 

Tenders - Admin

Packages: In the Package Admin screen, added the 'Bulk Add Houses' option, allowing users to easily assign multiple House Types to a Package at once.

You can filter to the house types you need, then select them and add them to the package all at once.


Price Displays: Updated the way Price Displays are configured, making it easier to customise the rules for each Price Display. For more details, please see this support article.

Any reports (views) using price displays will need to be adjusted as certain fields have been moved (speak to your consultant for more information)

Packages & House Types: Added BOQ Placeholder status flags to the database for Packages and House Types. This allows you to use a Package and later add the underlying buildup.


Mobile Leads 

Options List: In Mobile Leads, placeholder options now display their selections in the options list.


Added a new "Independent" filter mode for custom fields on options.
Filter mode will default to "Hierarchical", which is how custom fields filtered in previous versions of ClickHome.
 


Report Header: In MobileLeads, users can now modify the Report Header assigned to Packages, Options and Custom Options.

Report headers are now being exposed in the front end so the user can change where items appear on reports.


Field Device

Added the ability for iPad Date Restrictions (e.g. DRDueAhead, DRPlannedAhead) to be configured by Business Unit.

ClickHome UI 130-156

Below is the consolidated list for V130-V156 Check them out below!


New Features! 

Major Features

Manage your Time Sheets

Full Gantt View Scheduling

Project interdependencies

Add & Approve Stop Days for all your workflows

Bulk Assign Roles

Job Overview Dashboard

Notes

Hardfile Tracker


Minor Enhancements

Meeting Room: we've added a scroll bar inside the meeting room pop-up.

Issues: Added Issue Status and Issue Category columns in the Contract Issue screen. 

Resources: Added a new resources pop-up modal


Info Panel: We've rearranged the Info Panel and added the brand.


Notes: we've added visual indicators to Notes showing whether it's visible in MyHome or JobFile.

Split Tasks: Added ability to add split tasks from the Task kebab menu.

Linked Tasks: Added linked tasks to the Schedule screen for Key Tasks.

Deleted Tasks: We've added the ability to restore deleted tasks.

Kebab Menu: We've grouped all items and moved the top "New" Menu into the Contract Kebab Menu to Add/Create, so it now shows in all screens as opposed to only some task screens.



Fixes

[FIXED] Info Panel: Weeks in Progress in the Info Panel is now calculated from the Schedule Start Date.

[FIXED] Inspections: fixed bug where incorrect inspection status was showing.

[FIXED] Messaging: Message screen now loads correctly.

[FIXED] Notes: Resolved issue where Note tab flexfields were not displaying correctly. 

Note date is the date of activity, not the date the note was created.

[FIXED] Documents: Resolved issue where inactive documents were still showing.

[FIXED] Meeting Appointments: resolved issue where meeting appointments were not visible in Construction Jobs. 

[FIXED] Delivery Text: resolved issue where Delivery Text was not showing for Construction Tasks.

[FIXED] Flexfields: changed the order of showing flexfields on contract by contract level flexfields first. The only editable fields are are the contract flexfields and not contract template flexfields which are read-only. 

[FIXED] Requisitions: Resolved issue where reason field in requisitions was not displaying the correct value.

[FIXED] Contract Actions: Resolved issue so Contract Status Reason is now recorded.

[FIXED] Contract Edit: Updating Address Details did not Update Full Lot Address.

iPad Version 3.12.6

We've released a minor update for the iPad, version 3.12.6. This release fixes a number of issues, including a bug where the app would crash when uploading multiple photos at once. 

Bug Fixes

[FIXED] Photos: Resolved an issue where the application would crash when uploading more than a few (3-5) photos at a time. 

[FIXED] Home Screen: Renamed 'Sync List' on the Home Page to 'Sync'. 

[FIXED] Home Screen: Corrected the values used in the 'Action Per Day' bar chart in the Home Screen. They now accurately reflect the number of actions taken by the user per day. 

[FIXED] Requisition: Added the 'Task' and 'Cost Code' columns to the Requisition list, and corrected the size of the 'Rejected' status icon for Requisitions.

[FIXED] Documents: Corrected the 'Total Docs' value shown when viewing a task. This value shows the number of documents linked to the task. 

[FIXED] Schedule: Fixed an issue where the application would crash when clicking the 'Edit' button next to a linked task in the Linked screen. 

[FIXED] Settings, Database: Fixed an issue where the user would be unable to Export Logfile in the settings.

2020 Wrap-Up!

2020 has been a year full surprises with new challenges for many of us. As we look back on the year, we are proud and thankful of how far ClickHome has come; from welcoming new members to the Team, embracing the working-from-home era to the new user interface our Team have worked incredibly hard to release for you all.

We look forward to the year ahead and all the exciting things we have in store. For now, Merry Christmas from all of us at ClickHome. Have a safe and wonderful break!



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