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Feature Updates

IMS Updates: May Update #3

IMS Updates: May Update #3

May 16th, 2014|Categories: News

Melbourne, VIC, 16th May, 2014 –  Cloud computing technology company  i-man Pty Ltd has added some new features to IMS:

AdHoc Materials on Periodic Tempaltes

You can now add AdHoc materials to Periodic Templates as a way of recording the service charge for the scheduled maintenance. More info: Periodic Tasks – Advanced Options

Client Custom Fields on Reports

We’ve updated the reports area for Quotes, Tasks and Invoices to include Client Custom Fields. These are denoted by a prefix of “CFCL_”. For example:

  • CFCL_INTEGRATION_LINK_SETUP
  • CFCL_SLA_RECIEVED

Identify Documents by Name

Whenever you send a client a quote, task, invoice, etc via email, IMS will now start the filename with your Primary Business Unit Short Name. This is accessed through your SiteAdmin under General -> Settings.  Clients can then quickly find your documents by this short name if they save them off their email and into their own folders

e.g. Previously a quote would have a filename like:
Quote_JN7178_(quote2_6417_206).pdf

Now it will have a filename like:
AVC_Quote_JN7178_(quote2_6417_206).pdf

Where AVC is the Company Short Name.

The Business Unit Short Name is limited to 6 characters.

More info: Event Messages / Reminders

JobNr on Quotes in myIMS

We’ve updated the Quote worksheet in myIMS to show the JobNr field as it would on a task.

Individual Calendar Settings per Business Unit

There is a new setting on users in the SiteAdmin, Individual Calendar Settings per Business Unit, which allows you to have completly different calendar setups based on the Business Unit, e.g. have a daily view in your main business unit and a weekly view in a s

More info: Event Messages / Reminders

Coming Soon

  • Resource Zones
  • Extra Periodic Options
  • Varient Services on Periodics
  • Supplier Quotes

Would you like to know more?

Want to know more about these new enhancements? Call and book in a session with one of our Customer Service Tech’s

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Article details
Updated
May 16, 2014
Author
James Burgess
Category
Feature Updates
Table of Contents
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