Versions Compared

Old Version 7

changes.mady.by.user Stephanie Pepper (e-manage|ONE)

Saved on

compared with

New Version 8

changes.mady.by.user Stephanie Pepper (e-manage|ONE)

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Issues Resolved

EM-1795

Creating POs by Category

NO EM#

Importing Customers / Contacts from Excel errors / freezes

NO EM#

Importing CAP Studio sifs from 2020 not retaining pricing information

NO EM#

Supervisors for Employees were being duplicated (duplicates removed as well)

NO EM#

Searching Companies looking at View All Projects right rather than View All Companies

NO EM#

Fix Tab Order on Project Information module and prevent Scope from being highlighted by default

NO EM#

When completing install items, they become entirely transparent

NO EM#

Require Project Manager and Designer on Quick Quote if either drop down has more than 1 value configured

NO EM#

Check for errors on line items and finishes on Quick Quote before allowing user to process

NO EM#

Service Parts can not be submitted to Haworth Lynx (Results in Error Processing File Error)

NO EM#

Switch PO# and Customer PO# on Direct Bill Orders for Haworth Web Services

EM-1736

Cannot open Mail Merge Templates to edit

 

 

New Features

EM-1504

Allow for Invoicing by Line Item

  • New pop-out grid on the left to select line items to invoice

  • Still allow for traditional invoicing (Progress vs Final, not individual line items)

See here for more information: https://emanageone.atlassian.net/wiki/x/BIDWhQ

EM-1794

Update Scope Builders and allow HTML on Reports:

  • Option / Phase Description -> Show on Quote

  • Quote Footer / Header / Alternative Summary -> Show on Quote

  • Action Items

  • General Instruction on Installs -> Show on Work Order

See here for more information: Using Scope Builders (Saved Text)

EM-1792

Add new Shipment Notification grid in Haworth Web Services
See here for more information: Haworth Shipments

EM-1797

Changes to User Settings in Administrator:

  • Allow selecting a custom duration to force change passwords (instead of fixed at 3 months)

  • Checkbox to Force a user to change their password upon next login

  • Add “Logged in Status” column to User Grid

  • Add “Log Out User” to User Grid

See here for more information: Additional Security Features in User Record

EM-1807

Add Email Automations:

  • New Automation Configuration Window in Administrator

  • Automatically populate Contacts, Email Templates, Email Signatures on:

    • Quotes

    • Purchase Orders

    • Invoices

See here for more information: Automations

EM-1809

Add new Cost Reconciliation Grid under Finance menu to assign Journal Costs and Credit Card Charges to projects / orders after they have been created.

NO EM#

Ask e-manage (BETA)

 

 

User Interface / Experience Enhancements

EM-1818

Re-design the “Add New Zip Code” window for Customer / Contact / Lead window
See here for more information: Zip Codes in e-manage|ONE

NO EM#

Add Order Type to Collections

NO EM#

Add Subcontractor to Users Grid & Performance Enhancements

NO EM#

Add new User Activity Dashboard in Administrator

NO EM#

Add Project Manager and Designer to Project Info report

NO EM#

Add Employee Type to QB Integration -> Send Timesheets

NO EM#

Add Project Type to Actions to Perform grid

NO EM#

Add button to Punch List Module to print single Punch List Report

...