23.09.17.0000 (Sept 2023)

Release Detail For 23.09.17.0000

Everyone
Conversations
Fixed an error when copying and pasting an image into a conversation message box.

Mobile
Fixed Team Subscriptions not saving in Mobile.

Notifications and Approvals
Made the project name clickable in the email for task notifications.
Added Decision Due by Date to the Deliverable emails when you use Send to People in Order.
The Notification bell now only shows Credit Card Charges to Review for active GL Accounts.

Reports
Changed the Billable Summary report grouping options. You can now summarize the rows by either Staff Person or Month and you can now group by Staff Person.
The Time Productivity Analysis report will now remember the search criteria for Project Status, Office, User, Client and GL Company.
Added the Team Name field to the Project Spec Sheet Data dataset.
Service Description will now use the assigned color for the Time Detail Data graphs.
Fixed an issue where the user can only enter month and date and tab out of the date control and the current year will default in.

Timesheets
We're now hiding the "I'm done with this task" checkbox on all screens when the task is not a schedule task.
Fixed an issue with Time Sheets using non budget tracking tasks when using Default Projects I Touched Today.

Creatives
Today - Creatives
Fixed an issue with completing a task from the Today - Creative Tile view using the check mark and it not moving to the completed column.

Salesperson
Opportunities
When there is a Description on the Opportunity it will copy onto the Project/Campaign Opportunity when you enable advanced features.
When making a campaign live after creating from a new opportunity along with a new company/client the Billing Method for the client will default from the Transaction Preferences.
Fixed an issue with HTML in Opportunity Views for Last Activity Notes field.
When you create a Campaign Opportunity for a non-client, projects that are added will get the Billing Method from the Trans Pref > Client > Client Default settings.
Fixed an issue with long Company Names pushing the Favorite Star off on the Opportunity Dash.

Salesperson - Today
Added mass update for Vendor Active to the Vendor Views, Client Active to the Client Views and Company Active to the Company views.

Project Manager
Billing
Added the link ' Worksheet XXX is open for this project' to the Project > Billing > Fixed Fee tab.

Deliverables
Added a drop down menu under Trans Pref > Deliverables for the Default Project Deliverable Sort Order where you can pick either "Deliverable Due Date" or "Round Sent Date." This will change the way deliverables are sorted in the project dashboard. The new default will be set to Round Sent Date.
Added options on Deliverable Conversations to add attachments to Project Files.
Added a File Type Option to Transaction Preference > Deliverables to limit what file types can be added to deliverables.

Estimates
Fixed issue from Estimate approval list where drilling down to campaigns was causing an error.

Project Manager - Today
Added Project Type as a field and a filter to the Today Project Manager > Views > Estimates.

Projects
Added a System Setting to the Add Project screen that allows you to specify a Planning Project to link the new project to.

Schedule
Fixed an issue with schedule Gantt print to Excel where summary tasks were not printing in the correct color.

To do Board
Modified the To Do email subjects to better describe the update that happened.

Resource Manager
Staff Schedule
Changed the Grouping labels on the Staff Schedule Services to say Users and Users Total Hours instead of User Entries and No Projects.
Added Account Manager and Project Manager to the grouping options on the Staff Schedule.

Billing
Billing Worksheets
Fixed an issue that truncated Invoice Comments above 500 characters from a Billing Worksheet set to use a designer Layout when generating the Invoice.

Purchasing
Credit Card Connector
Corrected an issue with the charge Posting Date not correctly passed through to the credit card charge.

Payments
The column widths are now adjustable and will be memorized in the Select Invoices to Pay Screen.

Purchase Orders
Added the Attachment Count field to the Purchase Order Views.

Purchasing - Today
Added ACH Enabled as a Yes/No column to: Vendor Invoices view, Vendor Invoice Data and Vendor Invoice Data w Custom Fields datasets.

Media
Publications
Modified the error message when trying to add/save a duplicate Publication ID for a Media Vendor

Admin/Manager
Employees
Added Blank/None option when mass updating the Backup Approver on the Employee Views and Dashboard.

Data Import
Corrected an issue with the Lead import not correctly importing the addresses.
The Tasks import now supports importing the Predecessors Lag settings. The format within the .CSV cell is taskID (lag). For example 2.1(3) would import a 3 day lag for task 2.1. Use commas to indicate multiples. The predecessor import is only for new entries. It will not update existing schedule data.

System Setup
Added logging when adding, deleting or updating Service Rate Sheets.
Fixed an issue with previewing Plaid transactions.
Two factor authentication has been removed from labs and is now part of the general release.
Fixed an issue with two factor authentication when a password change was required, it was not allowing the user to change it.
Fixed an issue that prevented the timeout message from showing in some instances while the busy notification continued, even though the allotted time had expired.