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New Release for the week of 4/16/2012

Fri, 13 Apr '12 @ 5:26 PM
There's lots going on at WORKetc over the next few weeks as we complete a huge UX overhaul and minor feature enhancement project from all the feedback we have received from you - our loyal user base. We'll be releasing them all (over 150 enhancements and fixes) in batches each week moving forward as they are completed. Stay tuned to this forum for announcements near the end of each week for releases to be deployed into production usually around the beginning of the week following the announcements. Here's our first batch for this week:

  • Pre Load Up To 50 Identities on Employee Contact Picker for quicker access
  • All Contact Pickers across entire system are now identical and employ the smart search intelligence
  • All major search fields now have a link to the "Create Saved View" screen to facilitate the use of the new feature
  • Global search now has capability to specifically search for different data types (including addresses, phone numbers, etc) as well as standard search logic like wildcards, exact phrase searches and more
  • Removed Leads from appearing in standard search results
  • Search filters now appear in single side panel instead of requiring "more options" screen pop out
  • Corrected global search results when using Leads filter
  • Improved wildcard search results
  • Corrected wildcard search results for email address searches
  • Fixed: adding deadlines to support cases works properly now
  • New Feature: ability to delete email campaigns from email list view
  • Corrected the wording displayed in the "duplicate project" options screen to say "Make me the creator of all duplicated items" instead of "Take ownership of duplicated items"
  • Fixed: Custom fields now properly appear in all screen widths.
  • New Feature: added options for resizing custom field groups
  • Branch office phone numbers now also appear in branch listings tab as well as at top of Company Contact pages
  • Leads "by owner" tab now does not show leads of disabled/inactive employees by default
  • Added filter for showing leads of disabled/inactive employees on "by owner" tab
  • Fixed: Adding a UPC code to a product in product catalog now saves correctly
  • Added capability to include a column for "lead source" in lead table
  • Fixed: "Mandatory" fields in Custom Field Groups are now properly enforced
  • New Feature: Emails listed in activity history now display the TO: and FROM: information at the top for easy reference
  • New Feature: Email composer in Support Cases has new button called "Send and Close" that closes the case upon sending the email
  • New Feature: Capability to "quick add" phone numbers to contacts without using "Open in Full Edit View"
  • New Feature: Added capability to sort by "Progress" in projects and support cases
  • Fixed: Saved Views now properly filter for "Location" when applicable
  • Updated projects so that deleting a Task (To Do) from within a project returns you to the project you were working on instead of to the Task List
  • Email lists can now be sorted by column headers: List Name and Number of Subscribers