25/07/2024

Enhancements

Transactions - An Action has been added to: Order Items by Group - This will order the Transaction Items by Group and then by Description.

Service Manager Enhancements

The shortcuts to manipulate items in the Project have been updated:

• Move item Up - Alt+Up

• Move Item Down - Alt+Down

• Duplicate - Shift+Alt+Down

• Insert Item Below - Ctrl+Down

• Insert Item Above - Ctrl+Up

• Insert sub-item - Ctrl+Enter

• Fix the Dates - Ctrl+F

Groups has been renamed to Filters.

The Component Group field has been added to the Projects grid view, hidden by default.

Batch Update functionality has been added to Components.

The following Defaults have been added to the Project Status:

• Fix Dates - Can be assigned to multiple Statuses - when the Item is changed to the Status, the dates will be fixed - eg. After a meeting is Scheduled or the Item is set to Complete.

• On Assign Task - Can be assigned to one Status only. When the Task is assigned from a Project Item, the Status will be changed to this default Status.

A Component Summary Report has been added. The amounts on the report are rounded off (No decimals are displayed).

Fixes

Several minor fixes were made to the SM module.