Copy Address Fields
Folio now provides the ability to copy address fields. If you have a Business Address and a Postal Address, you need to enter only one address and copy it to the other.
Calculate the Contract End Date
Enter Commencement date, select a term and folio calculates the end date for you.
For more information on this click here.
End Date Notifications Settings
You can now customise end date notifications per Folio using the Settings section on the right side of a Folio:
For more information on this click here.
User Interface Changes
We have polished up our user interface for Christmas and 2017! Here are the highlights:
The Folios Menu
We have made category headers bold to make them standout. You could always create a new Folio from this menu, we have just made the 'Create New' button more prominent in blue.
Reports Menu
The Reports Menu now shows Custom Reports and Bookmarked Reports.
The Reports page
The layout of the reports page has also been changed to make it easier to access Folio Reports.
Checklist Review Progress
Checklist Review Progress on the Checklist Results Page is now shown as arrows.
New Icons for Business Units
Icons for Business Units, Checklist Categories and Action Categories & Locations have been changed.