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
