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Updated auditing interface using standardized auditing thru out all major and most minor record types, along with reporting interface, allowing better searching and filtering of the audit log information.
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Security
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Pending Documentation
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Allow creation of custom reports. Currently being fully implemented.
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Custom Reports
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In Development
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We are currently also working on 'Appointment Scheduling', which will allow your customers to request appointments based on locations and hours you define.
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Appointment Scheduling
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Available for Testing
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Added the ability for users to create their own custom headers for internal, public and registered users.
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Custom Branding
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Pending Documentation
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Updated user groups to allow defining particular permissions, such as add/edit/delete to different record types.
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Security
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Complete
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Added ability to add notes to product enhancements.
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Products
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Pending Documentation
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Added quick filter tabs to documents, contacts and other records that limits the list to active only, starred, personal, new, inactive, deleted and other similar categorizations.
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Interface Changes
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Pending Documentation
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Added Starred and Recently Deleted categories to Contacts, Prospects, and Documents.
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Interface Changes
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Pending Documentation
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Added tabs to various lists to help organize the records. Examples of this is the 'Active/New/Inactive' tabs available for contacts, companies and messages.
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Interface Changes
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Pending Documentation
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We will be implementing a few interface additions to assist with tracking what jobs require scheduling, along with better breakdowns of scheduled employees based on branch or job locations.
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Employee Management
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In Development
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We are currently working on the ability to define custom record flags for various record types, based on record values or custom fields.
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Interface Changes
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In Development
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Update view pages with better page headers that include an action button, menu to jump to record sections, along with custom user flags on various record types
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Interface Changes
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In Development
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We are currently working on an employee kiosk interface to allow easy access for employees to clock in or out using their employee pin number.
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Employee Management
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In Development
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We are in the process of adding the ability to limit the different features you show under a products record based on the type of product it is. We are currently working on the actual hiding of the items on the products page itself.
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Security
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In Development
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Setup ability to send notifications as soon as various public entries are performed, such as 'feedback', 'submit issue' and other similar forms.
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Notifications
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Available for Testing
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Registered Clients will allow you to setup a sign-in process for your customers. They can then access records associated to their account/company.
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Registered Clients
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Internal Testing
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We plan on implementing custom forms that you can build and use online. This feature is pending the completion on the 'Custom Fields' feature.
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Custom Forms
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Under Review
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We are currently working on a way to add your own custom fields to most items. This will include Assets, Clients, Companies, Products and other items.
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Custom Fields
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In Development
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