What's New November 2019

In this article:

Customer and Lead Access Hierarchy Updates

Project Cancellation and Reactivation NEW

Data Sheet Additional Placeholders Updates

Related Documents Improvements Updates

Ticket Dashboard Subtypes Added NEW

Inventory Items Related to a Job Updates

Customer and Lead Access Hierarchy

There has been a small adjustment to Customer and Lead access, when user restrictions are applied. If a restriction has been applied, it will take priority over the staff role (i.e. permissions).
If a customer record is not associated with a Sales Rep, Account Manager or Relationship Manager, and the restriction below is applied, that user will be denied access to the Customer Record and the Lead, even if their name appears in the GP column or the Shared GP area of a quote.

Project Cancellation and Reactivation

It is now possible to cancel a Project:

Once cancelled, two options are available when viewing the cancelled Project:

  • You can the Project with all the component links intact (e.g. Tickets, Jobs, Workflows)
  • You can cancel the Project and permanently

The option is irreversible!

Only a Project Manager can disconnect the components from a cancelled Project.

When the components are disconnected, a Project note is added to identify the removed components:

Data Sheet Additional Placeholders

Additional placeholders have been added to the Data Sheet settings for the Jobs module:

  • Equipment information 
  • Booking information (displayed once the Job is booked)

In the presented Data Sheet document, the above placeholders might be presented as follows:

We are often asked about creating templates. Your web designers are usually a great resource, or we can outsource this for you. Please contact CommTrak Support for more details. A number of templates are provided as examples.

Related Documents Improvements

A change has been made to highlight the specific documents related to a module. This impacts all areas with Related Documents:

The only documents displayed in the Related and Upload Documents panel, are those documents which have been specified as being related to this item (e.g. Lead, Job, etc).

To add a Related Document, click the cloud icon (shown in the above image); the Related Documents pop-up window is displayed:

The Related Documents window enables the user to:

  • Upload new documents
  • Select documents in the current Lead or Customer Documents library, by ticking the required item(s)

Documents are listed in date order, per document folder.

There is also a Find option: enter the name (or partial name) of a document, and click to filter the list of documents.

Tickets Dashboard Subtypes Added

When Ticket Subtypes have been specified for Tickets, as shown in the following image...

... the Ticket Subtypes will be displayed on the Tickets Dashboard:

Ticket Types and Subtypes are configured in Ticket Types (Settings).

Inventory Items Related to a Job

Dispatched inventory items can now be related to a Job, enriching inventory item history, and enabling customers to see how many times an item had to be repaired, maintained etc.
When adding a new Job, or modifying an existing one, there is a new field labelled  Related Equipment:
The field displays dispatched Inventory items that have been related to this Job; the list can be edited by clicking the pop-out icon (visible in the highlighted area of the above image). The Related Equipment pop-out window will be displayed:
Tick or untick dispatched items, as required, to relate them to the Job, and click to confirm.