15.02 Release Notes
Watershed items are the most important changes in the release. They are indicated in the release notes by a
Physical address and physical postal code can be set as mandatory on the quick add form.
If you would like us to set these fields to be mandatory on the quick add form please let us know.
Quote statuses linked to tick boxes.
Advanced quotes can now have statuses, which can further be linked to existing check boxes on the quote. This allows for greater fidelity in workflow, and can be used along with reporting and emailed notifications of statuses.
Let us know if you would like to set up status on quotes.
Link template projects to clients so that they are only available for those clients and their children.
Template projects can now be linked to clients within Pulse. If a template project is linked to a client then it is only available for spawning of live projects from that client, and its children, grandchildren etc.
If the template is not linked to a client then it is available to all clients.
Contact Person custom field encryption with audits of viewing and changing.
A variety of personal information might be considered confidential. With this in mind, any text custom field on a contact person can be set to be encrypted. Furthermore, Pulse can audit any viewing and saving of the custom field. The usual security around custom fields still applies.
Let us know if you would like help setting up encryption and auditing of custom fields on contact people.
Copy consultant tool to make it easier to add new consultants.
When adding a new staff member to your Pulse application you usually have some idea of what sort of access they should have. Often, this is based on existing staff members, for instance, all call centre personnel are likely to require the same access.
The new Copy functionality allows you to quickly create new consultants based on the settings of others.
Auto-suggesting reports and dashboards that may be useful.
Pulse has many dashlets and reports that are useful to our users, however, it has not been easy to know what they are.In 15.02 we are introducing auto-suggesting dashlets - a section where the top dashlet is available, with a screenshot, based on the modules that you use. You can add them straight from the suggestion tab, or clear them to not be suggested again.
To find out more book a consultation with one of our Systems Analysts.