New Features/Enhancements
August 29, 2024 | Here are the new updates and features applied:
Notes for Scheduling Tasks
Our latest update introduces a new feature that lets you add custom notes to individual tasks. Keep track of changes, stay organized with the visual indicator, and take control of your workflow.
Here’s what you can do:
- Add notes: Jot down extra details, reminders, or questions directly on the task.
- Track changes: See a history of note modifications in the Changes view.
- Stay organized: The Task Details button will highlight in orange to remind you that notes were added to this specific task.
Sent to Purchasing Logs
Each historical log entry is now displayed on a new line for enhanced readability and clarity.
Fixes
This update addresses a few issues to improve system performance and user experience.
- Schedule Creation: Resolved an issue that allowed users to add a Start Date to Schedules created via Templates without selecting a Lot.
- Email Notifications: Corrected a problem preventing successful email notifications for both New PO and Schedule Changes.
New Features/Enhancements
August 14, 2024 | Here are the new updates and features applied:
Schedule Closing Date
To enhance project management, a new “Schedule Closing Date” field has been added. Users can now input a specific completion date for each schedule. This field becomes read-only once the schedule is marked as complete.
Automated Email Improvement
Lot addresses are now included in automated emails sent to vendors for better clarity and information sharing.
Uncomplete Sent Configurations
The ability to uncomplete previously completed contracts and change orders that were already Sent to Purchasing has been enabled, providing added flexibility in managing your configurations.
Custom Logging for Lasso Registrants
We’ve enhanced Lasso integration by adding custom logging for registrants sent via webhooks. This new feature allows for better tracking and analysis of Lasso data. A dedicated “Webhook Logs” tab has been added to the Data Synchronization page, providing convenient access to registrant information.
Security Enhancements
We’ve addressed identified vulnerabilities to ensure the continued protection of your data and maintain system integrity.
Fixes
This update addresses several issues to improve system performance and user experience.
- Data Handling: Improved handling of phone numbers with special characters.
- Vendor Display: Corrected an issue where vendor name was incorrectly displayed on the Template page.
- Email Notifications: Resolved a problem preventing email notifications from being sent.
- DocuSign Integration: Fixed an error occurring when sending file attachments through DocuSign.
- Data Transfer: Corrected an issue related to sending data to WMS Purchasing.
- Report Access: Resolved a problem masking the PO Report URL.
- Configuration Management: Prevented the addition of custom options to completed configurations.
- Report Generation: Fixed an issue preventing BI report generation after client renaming.
- Data Synchronization: Resolved a problem where auto sync was not triggered when adding new lots.