IMS Updates: May Update #3

//IMS Updates: May Update #3

IMS Updates: May Update #3

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

You can now add AdHoc materials to Periodic Templates as a way of recording the service charge for the scheduled maintenance.

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.

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

2017-07-17T15:18:00+00:00News|