View Changes
View Changes is a brand new feature that allows you to view a timeline of changes made to the fields in your Folios. It also keeps track of what Users made each change:
For more information on how View Changes works, click here.
Draft Collaboration
We have made improvements to the Draft Folios feature introduced in our last release. Draft Collaboration allows you to invite other users to collaborate on a draft you have created before you submit it into the system as a proper Folio:
For instructions on using Draft Collaboration click here.
Multiple Lite Users per Entity
In this release we have changed the way Lite Users work so that they can now be attached to Contacts on an Entity. This means that an Entity can now have multiple Lite Users as long as there is a separate Contact for each one:
For instructions on creating a Lite user from the Entity/Contact screen click here, or for instructions on creating a Lite User from the Users screen click here.
Entity Preview Cards
We have added Preview Cards for entity fields that allows a user to view details of an entity while selecting them, without having to go to a new page to see those details:
For instructions on setting up these Cards click here.
Ramp Up Targets for Deliverables
We have added the ability to manually set targets for each repeat of a Deliverable Checklist, allowing you to create Ramp Up Targets for your Deliverables. We have also taken this opportunity to streamline the way that targets are applied when setting up the breakdown:
For more information on setting up targets for Deliverables click here.
Filter Deliverable Results
Now when viewing results for your Deliverable Checklists you can filter them by Performance Criteria to highlight the results you care about:
For more information on viewing Deliverables Results click here.
Simpler ABN Lookup
We have simplified the way ABN Lookup works so you can now edit the Name and ABN of an Entity even when ABN Lookup is turned on. This allows you to have multiple Entities with the same ABN as long as the names are different:
For instructions on using ABN Lookup click here.
Locate Addresses on Google Maps
Address Fields in Folio now have a View Map button next to them, which will look up the address entered in that field and open it in Google Maps:
Retire Attachments
Attachments on Folios can no longer be deleted, instead they are just retired and can still be accessed through the Attachments tab of that Folio:
For more information on how this works click here.
Changing Ownership of Custom Reports
When a new custom report is created the owner is set as the user who created it, and unless the report is shared then they are the only person who can access it. However we have now added the ability to change ownership of a report from the User screen:
For more information on how this works click here.
UI Enhancement for Linked Folios
We've enhenced the UI for linking Folios to each other to make the experience easier and more intuitive:
For more information on linking folios click here.