Below is the list of completed and uploaded development tasks. These have been worked on to help improve Job MGT. Your Job MGT application is automatically updated and no action is required from you.
| Area | Task |
|---|---|
| Artwork Approval | Remove Attachment on Artwork Approval Email based on Settings |
| Customers | Increase Street & Street2 limit upto 200 characters |
| Area | Task |
|---|---|
| Invoices | Auto-save applied to the Due Date field and Prevent Sending overdue reminder checkbox for invoices |
| Merch Search | TKG Europe added - NEW |
| Products | Addtional Products can now be applied to any product. To create go to Products > Add New - NEW |
| Products | Currency change added to products |
| Area | Task |
|---|---|
| Apps | Monday integration - NEW |
| Area | Task |
|---|---|
| Dashboard | Financial Year date range filters added To add your Financial Year (Start Date), go to Setup > Settings > Sales > General |
| Dashboard | Sales Leaderboard - Job or Invoice date options added |
| Area | Task |
|---|---|
| CRON JOB | CRON JOB send time improvements |
| Area | Task |
|---|---|
| Docs | {job_administrator} {job_administrator_email} fields add to email templates |
| Invoices | Setup > Settings > Sales > > Invoices > Stop auto-send Invoice Payment receipt emails – NEW |
| Job Management | Customer Delivery Date column added (to Settings) |
| Orders | ‘Mark As Sent’ added |
| Quotes | Minor improvements to Auto Quote Emails |
| Quotes | Improvements to database struture and speed |
| Suppliers | Default supplier delivery address & contact added – NEW |
| Area | Task |
|---|---|
| Apps | Icons added to editable fields linked to Sage, QuickBooks & Xero |
| Customers | Customer Name character limit improved based on Sage, QuickBooks & Xero |
| Orders | Update PROFORMA Invoice added |
| Quotes | Override Job feature improved |
| Area | Task |
|---|---|
| Quotes | {quote_contact_lastname} field added to quote email templates |
| Quotes | General design improvements to quotes |
| Quotes | Setup > Settings > Sales > Quotes > Auto Create Quote Title improved |
| Quotes | Setup > Settings > Sales > Quotes > Supplier Product Description – NEW |
| Area | Task |
|---|---|
| Apps | Quickbooks integration – NEW |
| Apps | ‘Send PDF Docs’ feature added to Sage, Xero & Quickbooks |
| Apps | T Cards integration updated to 2.0 |
| Cron Job > Quotes | Auto Quote Emails feature – NEW |
| E-Sign | Customer Purchase Order Number/Reference added to E-Sign |
| Job Management | ‘Add New Purchase Order’ feature added |
| Job Management | ‘Cancel Job’ feature added |
| Merch Search | Impression Europe – Marketing Names added to products |
| Merch Search | General improvements to Merch Search setup |
| Quotes | General improvements to activity log |
| Storage | General improvements to storage |
| Area | Task |
|---|---|
| Merch Search | Pinpoint added – NEW |
| Customers | Import/Export – ‘Active’ column added |
| Area | Task |
|---|---|
| Additional Products | General improvements to additional products import |
| Docs | Starting from numbers addded to sales settings |
| Job Management | General improvements to job management staff filters |
| Purchase Order | General improvements to cancelling purchase orders |
| Quotes | Quote expiration auto email added to quote activity log |
| Area | Task |
|---|---|
| Customers (Contacts) | Added default ARTWORK Contact for the Customer & {artwork_contact_email} field to artwork related emails |
| Quotes | Reduced the *required fields |
| Area | Task |
|---|---|
| Customers | ON HOLD features added – Click here to learn more |
| Area | Task |
|---|---|
| Apps | T Cards app added – NEW |
| Docs | General improvements to Totals calculations on PDFs and HTML docs |
| Invoices | SEND invoice email allowed for all staff permission types |
| Invoices | General improvement if invoice is paid or part-paid |
| Invoices | General improvement to cancel invoice |
| Payments | 2-way sync options for Sage & Xero payments added |
| Reports | Invoice Report columns added |
| Area | Task |
|---|---|
| Contacts | Added Contact Catalogue to Customers Import/Export |
| Job Management | Job Management single url restructure |
| Area | Task |
|---|---|
| Merch Search | General improvements related to currencies and EUR suppliers |
| Job Management | Show/Hide Columns on Job View – NEW – Click here to learn more |
| Area | Task |
|---|---|
| Server | File storage security improvements – You may see a new style url for attachments, files and images |
| Magento | Added Magento Stores feature |
| Area | Task |
|---|---|
| Emails | General improvements to supplier email templates |
| Merch Search | General improvements to Solo – Mid Ocean Brands and Laltex |
| Orders | Product attachments can now be included on Order emails |
| Sourcing Machine | TAX settings added to Sourcing Machine App |
| Area | Task |
|---|---|
| Reports | Added Supplier Product Code (comma separated if multiple) column to the Job Management report |
| Area | Task |
|---|---|
| Products | Merge Supplier & Contacts feature added |
| Suppliers | Sort order column in Additional Products Import/Export added |
| Area | Task |
|---|---|
| Docs | CC and BCC issues on emailed resolved |
| PDFs | Country name text corrected on PDFs & HTML |
| Products | Copy Product – Product code duplication issue resolved |
| Products | Allow Product Code only to be the point of Import |
| Reports | Customer Analysis Report added |
| Area | Task |
|---|---|
| Credit Notes | Customer PO # added to Credit Notes |
| Docs | Magento discount feature improved |
| Import/Export | Import symbols improved |
| Invoices | Invoice Email Templates can now be SEND TO the billing email only |
| Job Management | Product View – Tracking column added |
| Job Management | Tracking (to us) feature added. To activate go to Settings > Job Management > Display Tracking (to us) feature – YES |
| Products | Tax option added to Product Minimised View |
| Quote | Profit Margin added to Totals |
| Area | Task |
|---|---|
| Invoices | Part Invoice – (from INVOICE > MORE). Creates a duplicate Invoice for you to edit and send – NEW |
| Job Management | Override Job (from QUOTE > MORE). Cancels the Orders, Invoices and POs and creates anew – NEW |
| Products | General improvement to small screen designs |
| Area | Task |
|---|---|
| Customer Admin | Customer Admin added to Invoice report |
| Customers | Customer Tax added – This overrides Product Tax |
| Docs | General improvement to small screen designs |
| Email Template | {job_number} fields added to Order and Invoice email templates |
| Products | General improvements to Product(s) import – More columns added |
| Sourcing Machine | Import product(s) directly into a Quote from Sourcing Machine |
| Web Shops | Web Shops – NEW |
| Area | Task |
|---|---|
| Customer Contacts | Assign default billing & shipping addresses to each customer contact – NEW |
| Customers | Credit limit alerts improved |
| Customers | Customer notes & contact notes (new) accessible from docs – NEW |
| Customers | Customers tax (new) will override product tax – NEW |
| Customers | Search by main postcode and accountants reference |
| Docs | Improved currency conversion on quotes (order, invoices and credit notes), based on customers currency |
| Invoices | Invoice not PAID alerts added, when job status is COMPLETE – NEW |
| Invoices | Invoice number added to PRO FORMA INVOICE – NEW |
| Job Management | Alternate product view feature – NEW |
| Job Management | Plain cover delivery Notes options added to pop-up – NEW |
| Products & Quotes | Improved all-in unit price to roll up (accumulate) the prices |
| Reports | My Brands added to reports |
| Reports | Unit Price to the stock report |
| Tax Rates | Standard tax settings added |
| Area | Task |
|---|---|
| Additional Products | General design improvements |
| Apps | Sage 50 (Reports for export/import) – NEW |
| Apps | General design improvements using favicons |
| Delivery | Setup > Settings > Delivery feature – NEW |
| Email Templates | Staff Members – Staff Reminder Email – More fields added |
| Job Management | Artwork Approval page – Amend (button) – Multi file uploader added – NEW |
| Job Management | Edit/change ‘Assigned To’ – NEW |
| Job Management | Unpaid invoice warning message – NEW |
| Mailchimp | Update lists improvements |
| Order | Changed “Accepted” to “Sent” (green) / “Not Sent” (red) |
| Order | Delivery Notes – Added options of Order & Purchase Order |
| Products | Import/Export more columns added |
| Products | All-In Unit Price improvements (existing quotes etc. unaffected) |
| Products | Setup > Settings > Product > Product Select View > ‘Minimised’ – NEW |
| Products | Additional Products sort order (arrows) – NEW |
| Quote | Quote ‘Accepted’ signature improvements |
| Quote | Changed “Accepted” to “Converted” |
| Quote | Tax on Quotes notice – NEW |
| Quotes | Address Book lists improvements |
| Settings | Logo uploading improvement |
| WordPress | General improvements – Plugin updated to v1.0.2 |
| Area | Task |
|---|---|
| Apps | Apps menu (in Setup) – NEW |
| Order | {order_title} merge field added to ALL order email templates |
| Products | Improved Products and Import/Export to handle symbols (e.g. £, Ø, etc). |
| Quote | Artwork files (attachments) from the main Products added to Additional Products (APs) on Purchase Orders |
| Area | Task |
|---|---|
| Apps | Magento integration – NEW |
| General | Need help? Request support feature added |
| General | Mobile browsers – Download PDF viewer added |
| Jobs | Plain Cover Delivery Notes feature added |
| Products | Import/Export – Changed Multiple Tiers hyphen (-) to tilde (~) |
| Area | Task |
|---|---|
| Customers | Added ‘Catalogue’ options to Customers & Contacts |
| Products & Quotes | Staff permission added to ‘Show Prices only. Hide Costs, Mark Up and Margin’ on Quotes |
| Purchase Orders | Improvements to Additional Products layout on Purchase Orders |
| Quote | Branding Method feature added to Quotes |
| Quote | Setting added to display/hide VAT and Grand Total for each product on Quotes |
| Area | Task |
|---|---|
| Quote | General functionality & speed improvements |
| Area | Task |
|---|---|
| All | General design improvements on PDFs related to billing & shipping address |
| Dashboard | Calculation improvements on the Invoice/Payments dashboard widget |
| DeliveryNote | Delivery note delivery address updated from Order |
| GreenSpark | General design improvement on Greenspark setup |
| Mailchimp | General design improvement on Mailchimp setup |
| Products | More product fields added |
| WordPress | WordPress Integration – NEW |
| Area | Task |
|---|---|
| Diary | Settings > Diary > Auto Set Reminder (Diary) for Quotes – NEW |
| Diary | Settings > Diary > Auto Set Reminder (Diary) for Jobs – NEW |
| Mailchimp | General Mailchimp improvements |
| Products | Size (Range) and URL fields added to products |
| Area | Task |
|---|---|
| Additional Products | General design improvement |
| Customers | Default Billing & Shipping Contacts added |
| Dashboard | ‘Total’ added to Sales Leaderboard |
| Diary | General design improvement |
| Job Management | Stop auto-send of Artwork & Delivery emails – NEW |
| Job Management | Mark as complete – NEW |
| Reports | Customer Contact Analysis Report – NEW |
| Sage/Xero | Part payments (including from Credit Notes) integrate with Sage and Xero |
| Settings | Sales > Job Management > ‘Stop auto-send of Artwork & Delivery emails’ defaults added – NEW |
| Settings | Sales > Job Management > ‘Add Purchase Order Tax to Sage & Xero’ added – NEW |
| Area | Task |
|---|---|
| Invoices | General Invoice improvements |
| Job | General Job Management improvements |
| Job Managment | Product View feature – NEW |
| Orders | General Orders improvements |
| PCN | General Purchase Credit Notes improvements |
| Products | Image scroller added to product on Quotes – NEW |
| Sage/Xero | General Products improvements |
| Area | Task |
|---|---|
| All documents | General Sage & Xero improvements |
| All documents | General job management improvements |
| Filters | General filter improvements |
| Invoices | General invoice improvements |
| Job Managment | General job management improvements |
| Products & Quotes | Clickable merge fields added for Product Long Description – NEW |
| Purchase Orders | General purchase order improvements |
| Quotes | General quote improvements |
| Quotes | Decline Quote comments box added to online quote – NEW |
| Area | Task |
|---|---|
| Additional Products | Quantity options added to Additional Products – NEW |
| Artwork | Artwork Approval page design improvements. |
| Customers | Customer Notes tab added – NEW |
| Docs | 3-4 Decimal Points options added to Setup > Settings > Sales – NEW |
| Docs | Hide If Zero feature retired. Replaced with All-in Unit Price. |
| Area | Task |
|---|---|
| Customers | Customer Credit Type – Factored Finance options added |
| Import/Export | Master Product Code (MPC) feature added. This feature is used to import Additional Products to many Products. e.g. Additional Products with the MPC ‘00018’ will be added to ALL Products with that same MPC ‘00018’. |
| Invoices | Pro Forma improvements |
| Job Managment | ‘Order Ready To Ship’ & ‘Order Ready Early’ buttons and emails added |
| Area | Task |
|---|---|
| Customers | Customers > Assigned Tier Pricing feature – NEW |
| Import/Export | Product Import/Export improvements |
| Invoices | Invoices > Pro Forma Invoicing feature – NEW |
| Products & Quotes | Assign Additional Products to different suppliers – NEW |
| Stock Status | Job Management > Stock Status feature – NEW |
| Tracking | Job Management > Tracking feature – NEW |
| Area | Task |
|---|---|
| Invoices | Invoice Design B (containing product images) added – NEW |
| Job | Delivery Note feature added to Job > Artwork & Delivery – NEW |
| Products | Associated Additional Products feature – NEW |
| Quotes | Optional Additional Products feature – NEW |
| Trello | Trello integration – NEW |
| Area | Task |
|---|---|
| After Sales Emails | After Sales Emails improvements |
| Docs | Leave page without saving warning added – NEW |
| Job | Change/edit Customer on Jobs added – NEW |
| Jobs | Design and filters improvements |
| Orders | Update Invoice (DRAFT) from related Order added – NEW |
| Product & Quote | Copy Product (in Products & on Quotes) added – NEW |
| Products/Quotes | All-in Unit Price feature added – NEW |
| Quotes | Markup calculation improvements |
| Quotes | Quotes (PDF & HTML) Design B added – NEW |
| Quotes | Hide Totals from Quote added – NEW |
| Template | Email Template improvements |
| Area | Task |
|---|---|
| Customers | Import/Export improvements |
| Docs | Save warnings added – NEW |
| Purchase Orders | More – ‘Mark as sent’ status added for offline POs – NEW |
| Quotes | Auto-send YES/NO options added for Orders and Invoices upon Convert – NEW |
| Sourcing Machine | Sourcing Machine import improvements |
| Suppliers | Visibility improvements |
| Area | Task |
|---|---|
| Artwork | Artwork visual link improvement |
| Emails | Merge fields added to Job email templates: <supplier_purchase_order_number> <invoice_customer_purchase_order_number> |
| Products | Sourcing Machine product imports – NEW |
| Area | Task |
|---|---|
| After Sales Emails | After Sales Email improvements |
| Artwork Approvals | Artwork Approval design improvements for mobile |
| Clean Up | Customer creation improvements – Passwords, etc. removed |
| Email Templates | Staff email template improvements |
| Emails | Email tracking improvements for SMTP |
| Import/Export | Product Import instruction improvements |
| PDFs | Footer added to ALL PDFs – NEW. To activate/create go to Setup>Settings>PDF>Footer |
| Purchase Orders | Supplier’s order number added |
| Setup | Setup & Delivery (Additional Products) added to all new products. To activate go to Setup>Settings>Sales>>General |
| Area | Task |
|---|---|
| Reports | Reports added: Invoices Report – NEW, Quotes Products Report – NEW, Stock Report – NEW |
| Sage | Tax issue resolved |
| Purchase Orders | Supplier Product Code added to Purchase Orders. To activate go to Setup>Settings>Sales>Job Management>Display the Supplier Product Code on Purchase Orders and Purchase Credit Note – Yes |
| Area | Task |
|---|---|
| Customers | Default Customer Account Type settings added – NEW |
| Export | Export Customers, Suppliers and Products added – NEW |
| Invoices | Commercial Invoice added – NEW |
| Job | General design improvements |
| PDFs | General design improvements |
| Products | Mark Up calculator added – NEW |
| Additional Products | added – NEW |
| Multiple Tiers | added – NEW |
| Suppliers | General function improvements |
| Tax | Default Tax settings added |