Ben SnapeThe following updates were made recently:
Projects
Documents
When you add a document to a project, and set it to be “Public”, if the client has document notifications turned on, in the email notification, it will include a clickable link that will take them to the login page, but then take them straight to the project in question’s “Files” tab.
Stages
Once a stage has been invoiced, only users in the main admin permission group can update the Stage details.
Reports
The “Uncompleted Stages” report has been expanded to allow you to select the Stage Owner and whether to report on Projects that are Started, Not Started or Completed.
Also, if the Project in question is on hold, a red flag will appear next to the Project Number.
This report also now orders by the project number.
Dashboard
When you click the “Forecast” number in the stats section at the top of the dashboard, you are now taken to a page listing all Project Stages that have not been invoiced for for Projects that are either Started or Not Started, where you are the stage owner.