Connect2Field Help Centre/Connect2Field Updates/Latest updates at Connect2Field

V 1.6.7 - New Dashboard, + lots of other updates...

Steve Orenstein
posted this on November 27, 2011 10:58 am

Over the past 2 weeks we have working away on some large updates to the system which we are really excited about. On a continuos basis the team is working around the clock to improve Connect2Field making it easier to use as well adding more and more features.

We really hope you enjoy this update and if you have any questions feel free to drop us an email.

New Dashboard- New graphs which will show you a live snapshot of what's happening in your business. Moving forward we will be adding more graphs.

Screen_Shot_2011-11-27_at_11.18.46_AM.png


  • Add/Edit Job- New Client Search
  • Add/Edit Job- New View Client Section allowing you to view and edit the details of a client.
  • Add/Edit Job- When adding a client you now have a tick option that allows you to auto add the client details as a contact.
  • Client Custom Fields are now able to be visible on the Job Card and Fieldworker section. 
  • Setup option on the dashboard allowing you to jump straight into the setup of Connect2Field easily. It can be turned off by clicking on the red X
Other minor changes and improvements
  • Scheduler Improvements- Now showing more details of the jobs.
  • Documents on the field worker section now showing the correct name. 
  • Importing Clients Improved. It will now stop duplicating any contacts
  • Quote Improvement- Line breaks in Quote description and notes, are not seen in quote card preview/print..
  • Invoice - Payment stub is now located at the bottom of the invoice.
  • Ability to sort by product name inside inventory
  • Job Audit now showing the time based on your time zone
 

Comments

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Kevin Clarke
Love the new interface guys! Looking forward to be able to add a list of outstanding accounts, and where our clients come from. Keep up the great work! Connect2Field is definitely making our life easier!
November 28, 2011 11:46 am
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