ClickHome 3.12.8.1


ClickHome 3.12.8.1019 is now released, this is a minor release mainly focused on some performance improvements and minor bug fixes.

Improvements

Tenders: Added Performance when saving Tenders

Info Panel: Added performance improvement for document info panel load time

Field Device: Improved Speed of Sync for Requisitions

RFC: Standard Template for RFC notification has a new look and feel

Default Contract Role: Rolled out Default contract role feature

Spec Sale: Can now place multiple commitments on Presite Job


We have also squashed a few bugs. Please visit the full release notes to read all technical notes and bug fixes. 


ClickHome 3.12.8

You asked, we listened! We are very excited to launch two major new improvements. 

With 3.12.8 Tenders is now available on the new UI and we rolled out Request For Credit Functionality 🎉

Here's a sneak peek of the Tenders makeover:


and introducing RFC:



NEW!

Tenders: Changed the way included and extra quantity work on included options in Mobile Leads.

Extra quantity on included options are no longer linked to the Package. They are treated as a separate option selection.  

Added a new tender status - 'Superseded'. Tenders will be automatically given this status when a new tender is created that supersedes it. 

Tenders, Silverlight: In Tenders Package Admin, added the ability to search for package options by name and category, to improve both performance and efficiency of use. 

Tenders, Security: Added new security : 12344 - this allows you to edit the included quantity of an option in a package.

RFC Changes: Released RFC Functionality - Added a new split task type - 'Return to Site' - to support the RFC workflow. 

Documents: Improved performance downloading contracts in the Contract Document list page. 

Backend Jobs: Added a System Setting to sync documents to JobFile in bulk. This will improve bulk uploads to JobFile.



Please visit the full release notes to all technical notes and bug fixes. 


This release includes database changes to notes. This will force a rebuild of the notes table. This will drop non standard indexes. This will required a re-creation of all indexes. This will take 30 minutes or an hour in some cases.

This version also includes structural changes to the Tenders Module. Please notify the support team for extra instructions prior to upgrade.




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.

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.