CUSTOMER AND SUPPLIER

PROGRAM

FORM

CUSTOMER AND SUPPLIER

CREATE A NEW PROJECT FROM A CUSTOMER PROFILE

A New project button has been added inside a customer profile. Clicking this button will send Project managers to the new project page with the relevant customer pre-selected.

What's in it for me?

This will save time and effort for Project managers in the below common scenarios:

  • Project managers who's process when creating a new project is to look at information on the customer prior.

  • If Project managers are on the phone to a customer, and viewing their profile at the same time.

Previously creating a new project was only possible from the home page.

SEARCH FOR SUPPLIERS OR CUSTOMERS USING THE VAT NUMBER

Project managers can now search for suppliers and customers by typing in the vat number in the supplier or customer field.

What's in it for me?

Suppliers operate under different brands and this may make it harder to find the right supplier. The one thing the suppliers will have in common is the VAT number, which makes it easier for you and your team to find a supplier.

PROGRAM

YOU CAN NOW DEFINE THE ORDER OF UNSCHEDULED ACTIVITIES

In week 9's release, we introduced unscheduled activities to include a welcome message or additional information. Now you can reorder the unscheduled activities (if using more than one) by defining the order of activities numerically.

What's in it for me?

Initially, the activities were displayed in the order according to their creation date. This restricted Project managers from displaying unscheduled activities in the best/preferred order. Now Project managers have more flexibility.


Learn how to create a program here.

FORM

USE MENU ITEMS TO LINK TO VARIOUS PAGES IN YOUR PROJECT

Through a new drop down menu in the menu item type link in Menu Items, you can now:

  • Add a custom link

  • Add a link to Form Front Page

  • Add a link to Form First Step

  • Add a link to any published Program

  • Add a link to any published Project File

The link will be validated, if it is invalid then you will receive an error message.

What's in it for me?

It is now easier and more flexible for Project managers to add links to external sites or pages in their project.

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