New Nav Look π
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!
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 will be released next week as part of the Stable Release process, if you are subscribed to the Stable Release Process your 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.
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
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.
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'.
Please visit the full release notes to see bug fixes in iPad version 3.12.9.
You don't need superpowers to be a hero, just ClickHome! With this all-new feature, you can add client RFI workflows, ETS flows to full variation processes and more.
You can even automate ad-hoc workflows as a part of your existing Variations, ETS, or Issues Implementation.
We've released a new version of Tabletmanager, this has a few small bug fixes.
Full releasenotes HERE
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
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.
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.
Head to the release notes to see what's been fixed in ClickHome 3.12.7.
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.