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September 2024 Highlights: Recent Releases to Improve Your Experience

Oct 08, 2024

Summary of Recent Updates

• Sync Settings Relocation: Invoice sync settings for Customers and Suppliers are now under System Configuration, enabled by default.
• Improved URL Search: Enhanced functionality allows record searches via URL parameters (e.g., ?module_search=XXXX).
• Email Management: New option to connect a domain in Mailgun for better email handling.
• Product Management: Sell price, Unit of Measure, and total stock are now visible in Browse Products; cost+% pricebooks introduced, and product codes now have prefixes.
• User Experience: Default prompts for unverified users to connect their domain, improved labeling for sync settings, and implemented auto-save for quotes and orders, triggering every 5 seconds.
• Warehouse Defaults: Stock receipts will default to the user’s designated warehouse if set.
• Consistency and Tagging: Improved button consistency and added preferred supplier info; introduced "Tag Name" filters and color tagging options.
• Recurring Invoices: New invoices generated from recurring ones will follow the sync settings.
• Email Enhancements: TO field automatically adjusts based on domain verification status, streamlining email management.

We’re thrilled to announce the latest updates to our platform, designed to enhance your experience and streamline your workflows.

Enhancements:

• Sync Settings Relocation: Sync settings for Customer and Supplier Invoices have been moved from the Accounting Wizard and configuration to the System Configuration.
  • New Labels: The settings are now labeled as:
    • Sync Customer Invoice in Creation
    • Sync Supplier Invoice in Creation
    • Default Setting: Both options are now turned ON by default.

• URL parameter search functionality has been improved. You can now use ?module_search=XXXX in the URL (e.g., xxxx.fieldmagic.co/#/customers?module_search=JohnDoe) to search for records containing "JohnDoe," similar to the Search box functionality.
• Added an option to connect a domain in Mailgun for improved email management and configuration.
• Add sell price, Unit of Measure and total stock level are displayed in Browse products
• Introduced cost+% pricebooks.
• Added a prefix to the product code in the product column.
• Users can now sort and group materials in the log materials screen.
• Added a default option for system users who are not yet verified. A prompt message now encourages users to connect their domain.
• Replace label for sync invoice to accounting dialog to sync instead of save
• Auto-save functionality
  • Related Product Association: When adding a related product, it will now be automatically placed under its Main Product (applicable for Work Orders and Purchase Orders only).
    • Auto-Save Implementation: The auto-save feature is now applied to CI/PO/SI Quotes and Work Orders during both creation and editing processes.
    • Job/Quote ID Conditions: Job and Quote IDs have been incorporated as conditions when creating or editing forms, improving data accuracy.
    • Conditional Unsaved Changes Prompt: A new condition prevents the unsaved changes prompt from appearing when switching between create and edit forms. If data is auto-saved from an edit form, the prompt will not trigger in the create form, and vice versa.
    • Auto-Save Frequency: The auto-save function will activate every 5 seconds, ensuring users have their latest unsaved changes preserved for review.

• When stock is received, the warehouse defaults to the user's designated warehouse if set. This overrides the Purchase Order's "Delivery To" warehouse. If no default is set, no warehouse is selected unless specified in the "Delivery To" field of the Purchase Order.
• Improve close button consistency across the system
• Added preferred supplier information to the quote info popup.
• Introduced a "Tag Name" filter for various module
  • Lead
  • Customers
  • Jobs
  • Sites
  • Contacts
  • Quotes
  • Items
  • Customer Invoice
  • Supplier Invoice
  • Purchase Order
• Added functionality to add/delete/set tag colors in list view.

• When generating an invoice from a recurring invoice, the new invoice will now adhere to the "Sync Customer Invoice on Creation" setting found in Configure System Settings > Accounting.
• Enhancements to Email sending with verified and unverified email domain
  • No Verified Domain:
    • Automatically sets the TO field to the System User.
    • Selecting the current user prompts them to add an email domain.
  • With Verified Domain:
    1. Automatically sets the TO field to the Current User.
       
    2. No notification prompt appears when switching to System User.

Fixes:

• Remove inactive users to user relate field
• Fix no notification showing after successful job template creation
• Fix internal server error caused by missing work order line data
• Fixed contact field stuck on loading when initially clicked
• Fixed displayed role for each contact
• The options "Create Customer Invoices to Accounting" and "Create Supplier Invoices to Accounting" are now accessible from the mega menu when connected to accounting, allowing users to sync multiple invoices simultaneously.
• You can now edit quote details even when multiple versions of the quote exist.
• The amount due field will automatically revert to the total amount due if a value greater than the total is entered. Lower amounts will be accepted without issue.
• Widgets now display records sorted by created date in descending order.
• Resolved an issue causing webhook failures when processing a large number of events.
• Uploaded files and documents will now be included at the end of generated documents as annexes.
• Added push notifications to the main scheduler.
• Improved folder item view search functionality to include matching products and fixed issues with item search accuracy.
• We have resolved an internal server error that occurred when previewing a quotation using a custom quote version template.
• We fixed a problem where the system was mistakenly retrieving opportunity records instead of job records due to a checklist selection linked to a quote. The system has been adjusted to retrieve the correct job records, resolving the data mismatch.
• Added a toggle for "Enable Timesheets," which is now enabled by default. This setting controls user visibility in the timesheets module. Timesheet pages will now default to 25 records, aligning with other pages, or use the global default setting.
• Enhanced the "Sync Customer Invoices" and "Sync Supplier Invoices" functionality. The popup now displays:
  • Invoice number with a link to open the record in a new tab
  • Customer/Supplier with a link to view the record in a new tab
  • Job Number with a link to open the record in a new tab
  • Remote record with a link to the Xero record (opens in a new tab)
  • Sync error details with a hover feature for full information
• Resolved issues with the new global search on related records.
• Fixed the issue where searching by assigned user was not functioning.
• Records now display the count based on the configuration settings page (10, 25, 50).
• Fixed a 500 Error that occurred when creating a job with a work order where the line item had no tax_rate. The tax_rate will now be derived from the tax_code_id.
• Enabled upserting data using external_id; tax_code_name is no longer required when creating or updating a job via API.
• Addressed multiple 500 errors.
• Resolved UI issues with viewing supplier pricing and inventory on product pages.
• Updated display to show 0.000 when stock values are null.
• Fixed issue where removing a material in the log materials form removes all the other materials
• Fixed internal server error when adding related contact in a quote
• Fixed internal server error when searching for checklist in job wizard form
• The mega menu items have been renamed to "Sync Customer Invoices" and "Sync Supplier Invoices.”
• The hover functionality in the sync listing has been fixed.
• The "Add" option now includes both "Add Item" and "Add Folder" in the product catalogue folder view. Previously, it only allowed adding folders.
• The product type column has been removed from the log materials screen.
• Added missing invoiced materials to the log materials screen.
• Invoiced materials are now greyed out, and the delete option is disabled.
• When adding new products, they will be inserted on the next line after the currently selected row.
• Fixed an issue where re-saving quotes resulted in duplicate versions. The system now checks for existing versions to prevent duplicates during re-save operations.
• Resolved an issue where creating a new quote version from the quote wizard or the normal form via the mega menu incorrectly linked the new version to the previously viewed quote.
• Replace label for sync invoice to accounting dialog to sync instead of save
• Fixed the external link to Xero records. Switching accounts to another client no longer retains the previous client’s Xero shortcode, preventing invalid links.
• The shortcode in the URL to the synced CI or SI is now correctly assigned for each client.
• The Delivery Notes section in the Purchase Orders PDF now displays correctly based on the Delivery Location settings.
• The start time and end time in shifts are now separated into two fields. Shifts extending to the next day will accurately show shift hours on the start day.
• Creating a recurring job via the widget in the customer or site view using a job template now works as intended, with all applicable data from the job template inherited.
• Fixed an issue where all buttons were disabled when creating a supplier invoice.
• Stock levels imported are now displayed correctly when browsing products.
• Resolved issue where total stock was displayed as zero despite available stock in the warehouse.
• Global search now indicates "no results" instead of spinning indefinitely.
• The Email Domain screen displays configuration details for your domain registry.
• Creating POs is functioning as expected without issues.
• Warehouse edit view now includes a stock levels tab that can be filtered by product.
• Stocktake now links directly to the product.
• Inventory Level item filtering by warehouse is now available.
• A warning message when creating an invoice from a recurring job has been removed.
• Single line items in quotes can now be removed.
• Browse Product correctly applies the selling price from the Pricebook.
• Fixed Price Job profitability analysis now reflects the correct revenue based on the work order or invoice.
• This update addresses missing numbers and display text in the following modules when sending an email from document preview:
  • Leads
  • Jobs
  • Quotes (Opportunities)
  • Assets
  • Customer Invoices
  • Purchase Orders
  • Supplier Invoices
• Additionally, the "Send email" field for customers and sites will now auto-populate the primary email address, similar to the leads functionality.

Mobile App fixes

• Enhanced the time logging functionality in the mobile app to allow users to continue logging time while entering data and until they hit save.
• Corrected the issue of zero hours being logged on mobile.
• Mobile users now receive notifications when tasks are assigned to them.