20.0.7.0 (Jul 2020)

Everyone
Conversations
Added the ability to copy files from Project and Campaign Conversations into an existing Folder in the Project or Campaign Files section instead of just into the root folder.
Only send another Email on a Conversation Edit if the subject or message has changed, or attachments or recipients were added.

Mobile
Fixed an issue with scrolling on the Main Menu for Mobile.

Notifications and Approvals
Fixed an issue with non-standard characters in the File Description or Version History causing a problem with email notifications not being sent out on File Uploads.

Reports
Added the Currency field to the Allocated Hours Dataset.
Corrected the General Ledger report where payment descriptions did not show special characters correctly.
Invoice Created Date is now an available column on the 'Billing Transaction Detail Data with COGS' and the 'Billing Transaction Detail Data' data sets.
Added the "Revenue Source" field (Project/Person) from the Project Setup - Accounting tab to the Projects List, Projects View, and Project Summary Dataset.
Modified the "Date Created" and "Date and Time Created" fields in the "Time Detail Data" dataset to use the date and time that the time entry was created rather than the date and time that the time sheet was created.
Fixed an issue with Invoices that removed the space between the Invoice Name and the label (i.e. "Total") when the Layout of the Invoice Template utilized the "Apply to All Labels" feature.
Fixed an issue with copying Invoice and Estimate Templates that had a custom report logo.

Timesheets
Fixed an issue with long Project Names getting cut off under the Running Timers Notification.
Fixed an issue with the Hours Paused field blanking out on the Time Entry screen.

Creative
Today
Added a Display Option and System Setting to all the Today Pages to Sort Conversation by Ascending or Descending dates.

Salesperson
Client Portal
Client Login will now see any Deliverable that has been sent to them in the Compare selection of a Deliverable for that Project.
If the client login and the user company is a parent company then the Client Portal Campaign Views will display Campaigns for parent and any child company.
When creating a new Change Request, the Attachment section will not be hidden by the Client Right 'Edit the project specification'.
Fixed an issue with the Client Right, View the Project Description not working correctly.

Companies
When converting a Company to a Vendor, the phone, fax and web site fields are copied over.

Contacts
Add LinkedIn URL field and Twitter ID Field to the Contacts and Company Views and any Company and Contacts Datasets.
Users can now edit existing information on the Invoice Emails on the Contacts -> Edit Panel.
Added ability when Merging Duplicate Companies, Contacts or Leads to select specific folders if they use Folders.

Project Manager
Campaigns
Changed the Account Manager lookup on the Campaign setup to include active employees without a login ID.

Deliverables
Fixed an issue with not being able to delete an attachment on a Deliverable Comment and it will now delete all attachments related to a comment when you delete the Comment.
Fixed an issue with Deliverable Comments where the Attachments were not visible to Clients that had the right to see the comments.
Added Current Step Name field to the Deliverable Views and as an available field in the grid view of the Deliverables Dashboard.
The ability to select a Follow Up Task is now hidden when Guest logins are used.

Estimates
Added Selected Option and Option Name columns as available fields to the Project - Estimates screen.
Made the Project Name a link to the Project Dashboard on the Estimate Approval Email Notification.

Files
Added a thumbnail and picture viewer to all the areas that have attachments. If it is an image you will have a plus sign that when clicked, opens up a picture viewer where you can zoom in and out and download the image. Other attachments like Excel or Word docs will allow you to click on the file image to download it.
Fixed an issue with both files getting deleted when Copying Files to their current folder in Project Files.
Fixed an issue with Project Files not moving over when the Client and Project Number/Name is changed at the same time on a Project.
Fixed an issue where Files added for Deliverables were showing the wrong time stamp and uploaded by information in the Project Files area.

Project Settings
For companies with Trans Preference > Client Invoices > Set Invoice Number on Approval ON, the Billing Schedule for TM and FF projects now shows the word invoice until the bill is approved and the number is assigned.

Projects
Fixed an issue when adding New Projects and the project can work weekends, the project Start and Complete dates of the new project were being forced to weekdays.
Fixed an issue where long Client IDs or long Project Numbers were pushing the scroll bar and other items off the page on Projects Dashboard.

Spec Sheets
When the Create a new version for every spec sheet option was checked an update to the Spec Sheet Description would not save.
Fixed an issue with filling out Spec Sheets on a Project Request and the fields not saving.

Today
Fixed an issue with Inactive Projects showing up as Active in the Global Search.

Resource Manager
Assignment Manager
Now allowing users to select any Services from the filter select list in Assignment Management, even if they don't have the right "Charge time to any service".

Staff Schedule
In Creative Today we will only update the Percent Complete when dragging and dropping between status columns if the Percent Complete setting is greater than 0%.

Billing
Billing Worksheets
A new Advance Billing Option > Show All Unapplied Advances for this Client. When this option is not checked, only advances for the specific project or client are shown on the Apply Advances panel.
Budget column has been added to Billing Worksheets > Worksheets in Review > System Settings.

Client Invoices
Fixed an issue with Line Description field not word wrapping when typing very long text with no spaces.
The Invoice Open Amount is now shown in the summary section on client invoices.

Clients
Fixed an issue with New Client Notifications going out on edit of the client record.
Corrected an issue where the Email Address did not appear in the Email Invoices column on client views.

Mass Billing - Time and Materials
Mass Billing - TM now supports Add Top Project Line when using One Invoice Per Project option.

Receipts
The Client On-Line Credit Card Payment screen now automatically sets the list of invoices emailed as 'Invoices To Be Paid' with a separate total. Other open invoices show in a list of 'Other Available Invoices' section that can be added to the 'Invoices To Be Paid.'
The On-line Credit Card Payments screen now has a Processed Receipts link where the user can review previous payments.
The Client On-Line Credit Card Payments feature is now working on the mobile app.
Corrected an issue where credits were not correctly shown against Invoice Open Amount in the Receipts details.

Purchasing
Payments
There is now a View Batch option under the Today -> Purchasing > more menu.
The 'Mark as ACH and Post Payments' and 'Mark ACH, Post and Email Vendor' buttons are now shown on the Print Checks page, without having to access the Use ACH option.

Purchase Orders
The Purchase Order > Details > Special Delivery > copy from contact behavior has been modified to pull the Personal Email Address for the Primary Contact on the Project.
The Projects > Purchase/Insertion/Broadcast Orders display now has an Open/Closed toggle option for listing just the open orders or including closed orders.

Request for Quote
The print icon on the Request for Quote screen now correctly prints only the quote for the selected vendor.

Vendor Invoices
Fixed an issue with uploading Attachments to the detail lines on Vendor Invoices.

Vendors
Fixed an issue with the New Vendor Email Notification not being sent out.

Media
Orders
The Projects > Purchase/Insertion/Broadcast Orders display now has an Open/Closed toggle option for listing just the open orders or including closed orders.

Publications/Stations
The Vendor Contact First Name, Contact Last Name, Contact Email Address, and Contact Title columns are now available on the Station and Publication Views.

Accounting
Account Reconciliation
The Account Reconciliation > System Settings now has Payee Name column for the Decreases side of the screen.

Today
Corrected an issue with long client names causing errors on Accounting Today > Unposted Transactions.

WIP
The WIP posting has been modified so that when you specify a Target GL Company on a vendor invoice line, it is used for the WIP posting for that Target GL Company instead of the GL company on the vendor invoice header.

Admin/Manager
Employees
Added the Date Created column to the Employees and Employee Data datasets for the views and custom reports.
Fixed an issue with the Active field for Employee Views not showing as an option.

Import Data
Modified the Client Import to include the One Line Item Per (Fixed Fee) field.
Corrected the Project Import > Start Date and End Date where sometimes the date was adjusted by one day.
The Description field on the Deliverable Import has been increased to 1000 characters.
The Deliverables Import now supports importing standard deliverable custom fields or custom fields assigned to specific Deliverable Types.

Integrations - API
The Trial Balance standard report has added to the API.
Added the SkipApprovalProcess field to the Project Request API endpoint.
Contact API: Resolved an issue when using the Search option on the contact endpoint the title wasn't returned correctly.

System Setup
Corrected an issue on GL Tracking where the option for Track Quantity on Hand was not displayed correctly.