Connect2Field Help Centre/Connect2Field Updates/Latest updates at Connect2Field

V 1.5.45 - Updates to Quotes, Client Import/Export, Inventory & Equipments

Sean Parker
posted this on August 25, 2011 07:01 pm

The following changes went live into Connect2Field on 25 Aug 2011

Updates to the Admin Section (http://go.connect2field.com/Admin)

  •  The import and export templates for Clients have been made identical. The export template will also have the custom fields for clients. Hence users can now:
    Export Client File-> Make Changes -> Import Client File. This will overwrite any existing clients and add new ones in the file.
  • Search by Description text box added to Inventory main page.
  • Added functionality to filter quotes by Status, under Quotes.
  • Fix for jobs displaying different times, if admin and field worker were in different time zones. Jobs will now show time as is set in the job card, irrespective of time zone.
  • Equipments can now be linked to a site. Users can select the site when equipment is added for a client. The equipment will show under the ‘Equipment’ tab in job card only for that client site.
  • Fix for ‘Job per field worker’ & ‘jobs per field worker summary’ reports (total field).
  • Job Start & Finish Questions can now be deleted easily. It would prompt that all entries in existing jobs will also be deleted.
  • If ‘Set Inventory’ field is unchecked in ‘Add Products’ screen, then such products will be visible to all field workers, irrespective of being linked to a warehouse.

Updates to the Field Worker Section (http://go.connect2field.com/Fieldworker/)

  • Added functionality to change the status of a job from within the job details page. Added a combo box to select and update the job status. Also available for completed jobs.