20.0.8.0 (Aug 2020)

Release Detail For 20.0.8.0

Everyone
Conversations
Changed the links on the Project Diary Emails to only be clickable if the recipient has a login and/or the rights to view them.
Fixed an issue which prevented the Primary Contact's email address from being populated when starting a new conversation.

Reports
On the Client Profit and Loss (Multi View) report, you can now choose multiple GL Companies, and Offices.
Added the Target GL Company Name field to the Billing Transaction Detail Data, and Vendor Invoice Data datasets.
Added Date to Bill Month Name field to Billing Schedule Data.
Changed the Project Type lookup in Project Budget Analysis to be Any Of.
The Billing Worksheet Report can now be filtered for a single GL Company.
Added the Deliverable Name field to the Time Details Datasets.
Added Project Start Date, Project End Date, Campaign Start Date and Campaign End Date to the Deliverables dataset.
Estimate Name and Estimate Number are now available on the Purchase Order Data - dataset.
Removed the MediaKind field from Media Views as it does not return displayable values.
Fixed an issue with the User Full Name filter not returning results because it was not taking into account the middle name.
The Corporate P&L Custom layouts budget column headings for @StartDate, @EndDate, @StartYear, @EndYear, @StartMonthName, and @EndMonthName have been corrected.
Fixed an issue with the Employee Actual Hours report not including the filter when filtering for a specific Department.
Fixed an issue where the Primary Contact on the Project just had a first name and was not pulling correctly for the Project Primary Contact field in Reports.

Timesheets
Fixed an issue with the Service drop-down not showing in some instances when you Stop a Timer.

Creative
Today
Fixed an issue with the Disable Dragging Tiles System Setting not working on Today - Creative.

Salesperson
Client Portal
For Client Logins - added the ability to update Project Requests that have been Sent for Approval as long as the user that is logged in submitted it and they have the client Add New Project Request right.
Fixed an issue with not being able to open Conversations that had attachments in the Client Portal.

Contacts
Fixed the Last Activity Date and Next Activity Date fields in the Contacts View.

Leads
Added Marketing Group filter to Leads.

Opportunities
Added an option to close Opportunity Projects on the Edit and by mass update for Opportunity Views.
Fixed an issue on the Opportunity schedule where Assignments with only Services and no Users were not showing in the Schedule grid.

Project Manager
Billing
Users can now Split Vendor Invoices on Project Billing and Billing Worksheets. You may need to Unpost the vendor invoice in order to be able to split the expense. When invoices have been posted to WIP adjusting entries are automatically created and can be posted independently.

Campaigns
The Pull from Projects feature has been added to Campaign Segment and Service estimates.
Changed the Campaign Dashboard screen and the Campaign Views to get the Project Manager from the Campaign, and if there isn't one to get it from the Client.

Dashboard
The Project Dashboard > Project Profitability > Write Off calculations have been modified to show the percentage of the Total Write-Off Amount
Fixed an issue with the Service Rate Sheet not updating correctly when using the mass update.

Deliverables
Fixed the path to the Link Expired page so that it displays the message to the user.
You can edit and/or delete Comments on a Deliverable if you are the Author and/or an Admin.

Estimates
Fixed an issue with the printing of Campaign Estimates that did not show the assigned GL Company at the top of the Address text block.
Fixed an issue that allowed an Estimate to be unapproved without resetting the External Status to Not Sent.

Files
Fixed an issue where attachments included from inbound emails were not showing correctly in conversation replies

Project Requests
Added an Available Deliverable Type List option to the Project Request to set up if they use Deliverable Types.

Projects
Made the Open To Do column on the Project Dashboard a link to the To Do Board.
Changed the Project Requested By filter to be a multi select when using Any of.
The Project Date Updated will be updated when a user is added to or removed from the Team.
Update all Account Manager and Project Manager lookups to include users that do not have a user ID / password.

Schedule
We will now remember the Filter to Assigned Services on the Team checkbox setting on the Assignment Details.

To Do Board
Added the ability for users as well as admins to Edit / Delete their own To Do Comments.
Added a filter to exclude Unassigned To Dos from the To Do Board when using the User filter.
Added an Open To Dos Only filter to the to do board, when checked we will hide completed To Dos. This will also work immediately for dragging To Dos to a completed column.
Fixed an issue with the Mass Update for the To Do Board not working when trying to change the Project/Task.

Today
Users can now update Project Settings > Accounting > Do Not Post to WIP checkbox from the Project View > Update Project Fields.
Resource Manager
Assignment Management
Made Personal Block Out Days yellow instead of grey on the Assignment Management Screen.

Billing
Billing Worksheets
Users can now filter by Project on the Unapplied Advance Billings screen for Billing Worksheets.
Users can now Split Vendor Invoices on Project Billing and Billing Worksheets. You may need to Unpost the vendor invoice in order to be able to split the expense. When invoices have been posted to WIP adjusting entries are automatically created and can be posted independently.

Clients
There is a new option 'New Projects are Non-Billable' on Clients > Billing > Billing Details for Overhead clients. When checked ON, new projects for the client are flagged as non-billable.

Purchasing
Payments
New Advanced Options for Chemical Bank added to Purchasing > Print Checks > ACH Settings.

Vendor Invoices
Fixed an issue with dragging and dropping files to the detail rows on Vendor invoices, it was putting them on the header after the first one.

Vendors
Fixed the View Company EIN Number right so users can't see the EIN number if they do not have that right.

Admin/Manager
Employees
Fixed the layout in Firefox for the GL Company Restriction section so users do not have to scroll to see it.
Fixed an issue that caused changes to the employee record to be cleared out when a new Address was added.
The option to set up Google Calendar Sync from Admin Manager > Employees > Sync tab has been removed. The Sync needs to be authorized from Everyone > Calendar > Sync Settings and setup individually by each user. The ability to remove authorization remains on the Employee Sync tab.

Import Data
Modified the process to speed up when exporting a large dataset to a .csv file.
The Tasks Import now supports importing Client Contacts that are on the project team.
The Client and Company Imports, now correctly updates the GL Companies field.
Users can now import To Dos.

Notifications and Approvals
Added option to Transactions Preferences > Notification Options to show or require Approval or Rejection comments for the following: Billing Worksheets, Broadcast Orders, Client Invoices, Credit Card Charges, Estimates, Expense Reports, Insertion Orders, Purchase Orders, Timesheets, and Vendor Invoices.
Added the attachment link in the new To Do Email when there are attachments.
Fixed an issue with New Client Notifications going out on edit of the Client ID.

System Setup
Fixed an issue with the page scrolling to the top when toggling Security Settings.