December 2017

Indholdsfortegnelse

    Release notes – Q4 2017

    We are now approaching the Q4 release of Microbizz, which will be available the morning of December the 4th, 2017.

    Since we have the experience that many of our customers start work as early as possible, we will open our support phone already at 7:00 Monday the 4th. We will be ready to answer any questions you may have about the new release.

     

    MANY ADDITIONAL FIELDS

    About 6 months ago, we identified a technical limitation in our database software that meant that it was only possible to have a limited number of fields per row of data.

    Although this was a considerable amount, we also had customers who, due to an extremely high number of additional fields, found themselves in a situation where the database did not have room for any more.

    As this led to the customers’ solutions stopping working until Ventu could fix the problem, we introduced a general ceiling on the number of additional fields until we could find a better solution.

    We have now found this solution.

    We have now found a way to save many additional fields in one database field so that the physical limitations of the database do not affect Microbizz. The drawback to this method however is that searching for fields saved in this way can be extremely slow.

    In order to overcome this, we have decided to use the existing method for “searchable fields” and the new method for “non-searchable fields”. This means that we have the opportunity to have many additional fields while also retaining a reasonable speed where it counts.

    In other words, the new version of Microbizz no longer has a ceiling on the number of additional fields, but rather a ceiling on the number of “searchable fields”.

    This also means that if you edit an additional field and change it for example from “searchable” to “non-searchable”, you will then have to convert all the data, and it can thus take some time to save the field.

     

    FASTER SYNCHRONIZATION OF HEAVY DATA

    Almost a year ago we adapted the synchronization of our app so that it could distinguish between “large” and “small” amounts of data.

    The problem was that if you found yourself in a place with a poor connection and filled out a form with images, for example, which takes up large amounts of data, it could take some time for the form to be sent. And then everything you did after filling out the form would then be placed in a queue. This meant that it could appear as if the app had stopped sending data completely.

    We therefore made two submission queues, one for small things (amounts of data) and one for large things (amounts of data), so that the large things would no longer block the submission of small things, such as “check ins” and time registrations.

    As our app communicates more and more this had led to the small things blocking the large things, which our users have experienced as elements such as images and other large things taking a long time to show up in the web system, which again was interpreted as data getting lost.

    In order to improve this situation we have reassessed our strategy for sending data yet again, so that now we are far more keen on getting transmitted data – even when there is poor coverage. Likewise, we now display a number of elements in the app, such as images – even if they have not yet been transmitted – in order to illustrate that the data has not been lost, it just hasn’t been transmitted yet. The overall feedback from our testers is that this provides a much better experience of synchronization of data from the app to the web system.

     

    BETTER BUDGET OVERVIEW

    More and more customers are using Microbizz to manage their casework finances, not least via the budget tab.

    We have therefore improved this tab so that it is now possible to dissect your finances further, e.g. by showing expenditure for a single month compared to previous months. This makes it easier to follow the financial developments of a project and to spot when there is something that suddenly stands out.

    Over the coming releases, we will be working even more with these features and making supporting reports so that managers can quickly get a complete overview of the overall project status.

    Below is a list of all the release notes for Q4 2017

     

    DOCUMENTS AND FORMS

    Images in HTML templates

    Corrected an error which meant that images did not always display in HTML templates after these were imported.

    External references in HTML templates

    Corrected an error which meant that external references, e.g. images from other programs did not display when they were imported in HTML templates.

    Save for later and module selection

    When working with forms, it is now possible to select whether a user needs to save this for later, as well as which modules the form will be used in.

    Using arrow keys for PDF editing

    Corrected an error where the arrow keys did not work for fine adjustment in PDF editing. Although the box moved, the new position was not saved.

    Home fields on devices

    When you create a PDF for a device, it is now also possible to use CRM fields. These will be selected on the basis of the device’s home location.

    Preview of PDF

    If you changed a PDF file, then the preview image would not detect this and would continue to display the old image.

    Parameter is equal to

    When using parameters in questionnaires, it is now also possible to indicate that the parameter must be equal to “something”.

    Response into note

    A form response is no longer converted into a note if the form is only saved until later.

    No images from forms

    When you had a table action which updated a device, then it did not transfer images from the table, even if you had asked it to.

    Floating point numbers in table actions

    Table actions had challenges in transferring floating point numbers further in the system.

     

    MISC.

    Omit import

    By using import filters, it is now possible to indicate that data shall not be imported if it already exists in the system for the following types: Products, tasks and offers

    Drag’n’drop

    We have solved a problem which meant that one element jumped far down on the page if you attempted to drag it with the mouse.

    Multi-editing of required fields

    Before if you used the multi-edit function in a required field this meant that you had to fill it out. This is no longer necessary, as an empty field simply means that it will retain its original value.

    Permissions in working areas

    It is now possible to select permissions in working areas.

    Permission: Fill out form

    There is now a permission in CRM and tasks called “fill out form”, which addresses whether a user has permission to fill out a form.

    Map layers remembered

    The system will now remember which map layers a user has selected, so that they do not have to constantly save these.

    Unique column name

    When you create an export filter and select the same column name twice, the columns will now be assigned unique column names.

    Sorting of Danish vowels

    In some places, Å was placed before Ø.

    Title bar is more accessible

    The title bar in the system will now always be immediately visible when you scroll up the screen.

    Buttons united

    A great many buttons have been brought together in the system for better clarity. It is also now possible to select the order of these buttons.

    Folder permissions by types of person

    If you display files on your extranet, it is now possible to list per folder which types of people may access this folder. This is done by editing the folder.

    Better date selection in to/from lists

    Dates in to/from lists will now be set automatically to display all data in lists where there is less than 50 rows of data.

     

    APP

    Create tasks without permission

    This corrects an error whereby a user could create a task without having permission to do so if this was done via the CRM card.

    Images and cost of goods sold created in an app

    If you take a picture or create COGS in the app, then you can now also see this before it is synchronized with the server.

    Better strategy for transfer of data

    We are now executing a better strategy for transferring data from the app which means that you will no longer have to wait for long before data can be seen in the web part of Microbizz.

    Autosave on forms

    When you fill out a form in the app, the responses are saved automatically every 30 seconds. If the connection to the app is lost, you will now be given the chance to resume answering your form.

    Multiple scheduling

    It is now possible to schedule multiple things simultaneously from the app.

    Schedule multiple dates

    You can now schedule multiple dates simultaneously from the app.

    Line under the signature field

    The signature field is now shown with a line, which makes it clearer where you need to sign.

    Colours in schedules

    The text colours in schedules now matches the ones you will come across in the system in regard to whether a task has been visited or not.

     

    SALARY

    Deductions in another code

    It is now possible to reduce a salary code by the value from another code.

    Salary based on seniority

    It is now possible to make salaries that can only be paid out if the employee has a specific seniority.

     

    EDI

    Always zero in the sales price

    It is now possible to set it so that the sales price in EDI must always be set to 0.

    Our reference and your reference

    Certain EDIs have been switched around in relation to our reference and your reference.

    Line item for fees

    It is now possible to configure an EDI’s fees so that they will display as a line item and can thus be transferred in a case.

    EDI and locked task

    A warning will now be shown if an EDI identifies a locked task. Should line items be transferred to a locked task, then this will no longer be approved, assuming one is using approval.

     

    CRM

    Lost team

    If you edited a CRM object that was attached to a team you did not have access to, you would then lose the team information from the CRM object.

    New working area and individual price

    When a new working area is added to the system and it is priced, this price will be copied onto all the customers that use individual price. This means that you do not need to review these customers.

    Subcontractors

    It is now possible to highlight your subcontractors with a special mark so that you can only select these and not other companies in those places in the system where you can indicate a subcontractor. This option can be selected under settings for CRM and tasks respectively.

     

    EXTRANET

    Approval of files without seeing them

    It is no longer possible to approve a file on the extranet without having seen it first.

    Select folder

    It is now possible to select a destination folder when you transfer a file via the extranet.

    File for approval is always visible on the extranet

    If you highlight a file for approval it will now also be highlighted that it is visible on the extranet.

     

    TASKS

    No temperature

    The temperature field has been removed, as it caused more confusion than benefit.

    Clearer mail status on mails to subcontractors

    When you sent an email to a subcontractor, it was not always clear if the email could not be sent. This is now displayed with a much clearer message.

    Link as subtask in a project

    It is now possible when selecting “change link” to select a task to be a subtask in a new project. This will create a project that takes the information from the task and assigns the task as a subtask to the relevant project.

    Incorrect field order

    Corrected an error which meant that additional fields could display in the wrong order in a subtask for a project.

    Depreciation locked

    It is no longer possible to edit the field “depreciated by” in a task.

    Invoice separately

    It is now possible, under general settings, to indicate what the standard setting should be for “separate invoicing” on tasks.

    This field is now also included in the task templates.

    Email settings

    The text has now been improved in the mails that are sent out with changes and new price lists.

    Consolidated invoices

    The “consolidate invoices” field did not always display when you edited a task.

    Invoicing methods

    It is now possible to select which invoicing methods will be visible in the system. This is done under general settings.

     

    SALES

    Attached task

    The column “attached task” in the offer summary did not always display correctly.

     

    SCHEDULES

    Better date selection from task

    When you access the schedule from a task, the system will now land on the first day of the schedule rather than today’s date. This gives a better user experience if the task is scheduled far off in the future, for example.

    Longer intervals

    Interval scheduling can now also be given in 30 and 60 minute intervals.

     

    E-CONOMIC

    Lines of text

    If you do not enter an amount in a line, this will be transferred to e-conomic as a line of text.

    HTML template as email source

    It is now possible to use an HTML template as a source for the emails sent out re. invoices. It is also possible to distinguish between emails re. invoices and emails re. credit notes.

     

    HOURS

    Display of numbers on day notes

    Task numbers and customer numbers are now also shown on the day note.

     

    PERSON

    Warning re. existing person

    The warning that appears if you attempt to create a person who is already created is now also shown in the screenshot for quick creation of a person.

     

    PROCESSING

    Email re. change of phase

    It is now possible to indicate under settings whether you wish to receive an email when the phase changes.

     

    DEVICES

    Multi-edit serial number + description

    It is now possible to edit serial numbers as well as the description using the multi-edit feature.

    Import of coordinates

    It is now possible to import a coordinate in devices. This will highlight the device, which is placed on that coordinate, on the date for import.

    No service

    It is now possible to create types of devices for which there is no service period. In this case the next service field will display “never”.

     

    REMINDERS

    Reminder re. file in folder

    It is now possible to set up a reminder if a file is being saved in a named folder on CRM or tasks.

    Reminder at the end of the day

    It is now possible to set up reminders that are triggered one hour before the end of an employee’s working day. This can be used to remind an employee to register their hours, for example.

    Redistribution of duties

    This corrected an error which meant that duties could be redistributed several times over the course of one day, so that there was no clear picture of who needed to do what.

     

    INVOICING

    Filtering of invoices

    It is now possible to filter invoices.

    New solution text

    It is now possible to create solution text based on “assignment title + description”.

     

    SALES

    No offer with enter

    If you use the enter key to save an offer in a particular field, then the offer will not be saved.

     

    CALENDAR

    Starts with week display

    When you access the calendar, then it now starts with the week display.