January 2022 - Website Release

Article author
Uptick Customer Support
  • Updated

Release Date: 20th of January

Featured improvements

 

Changes and Improvements

  • Custom Fields visibility using conditions
    • Custom Fields can now be configured with more advanced display conditions. For example, you can now elect to have certain Asset fields display only when the Assets' Properties are managed by particular Clients.
    • Custom fields can now optionally be shown to Contractors on Subcontracted Tasks.
    • Prior to this release customers needed to request access to the API. You can now set up API integrations in control panel. Learn more by reading our article on granting access to the Uptick API.
  • Integrations 
    • Profitability can be better assessed through the use of Dimensions in Microsoft Dynamics - Business central. Dimensions sync through to Uptick as Tracking Categories.
    • Products in Quickbooks now synchronise description account code & unit code.
    • Pronto integrations now have better control on when to update data through custom fields.
  • Security enhancements
    • Timelines on properties track changes to zone & account managers.
    • When a users Password changes will log out users automatically.
  • Purchase orders
    • Uptick now allows you to record multiple delivery dockets against a purchase order. Once goods are received in full, those goods can be easily marked up per the contract (using the property, client or global markup rates).
  • Accreditations
    • Accreditation requirements can now be seen on the client card and are easier to set via the requirements tab.
    • When making appointments the accreditations for the technician or contractor selected are shown in the appointment dialog. 
  • Defect quotes
    • There is now more space in the remark types for the remark description and resolution.
    • A defect quote now has a client requirement field to ensure the clients direction is understood. Multiple remarks will be added to Android and iOS apps by end of February. 
  • Service Quotes
    • Service quotes have a new field for "supervisor" and the author is now editable.
  • Administration 
    • Task permissions have been simplified.
    • Asset permissions have been simplified.
    • Client groups can now be archived.
  • Branches and Hierarchies
    • Clients and client Groups now show as a hierarchy on the clients detail view. 
    • Every user now has a 'home branch' for reporting purposes.
  • Tasks
    • For Tasks with Subcontracted Purchase Orders, only the Contractor on the Purchase Order can be selected as the Task's assigned Contractor. If you would like this feature enabled for your server please contact support.
  • Subcontractor portal
    • An extra permission has been added to enable or disable whether a contractor can create additional technicians in their organisation.
  • Fixes
    • Visibility on custom fields can be set when they are created but the visibility information was not being saved. Visibility is now saved on creation.
    • When filtering by invoiced  on the task list, deleted invoices were being included in the filter results incorrectly.
    • Adding action groups to task now pulls through the correct office/field categories.

 

 

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