Text Counters & Search on Create

//Text Counters & Search on Create

Text Counters & Search on Create

Melbourne, VIC, 17 November, 2014 – Cloud computing technology company i-man Pty Ltd has added some new features to IMS:

More information and quicker task creation

Text Counter on Text Blocks for Custom Compliance Forms

Text Counter on Text Blocks for Custom Compliance Forms
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We’ve updated Custom Compliance forms so that when entering text into a Text Block field, the system will show you how many characters are left. Text Block fields have a limit of 2000 characters.

Text Boxes have also been updated so that their length is the maximum number of characters.

Search on Create

Search
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We’ve add the brand new Universal Client Search into the Create Task page. This allows you to search for a client by any of the fields available on the Client, Location and Contact Worksheets. Selecting a Client, Location or Contact in this method will set the Client, Location/Contact on the new task you’re creating, helping to speed up task entry.

Child Clients now Postable to Integration

Child Clients now Postable to Integration
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Previously, Child Clients would not be posted to your accounting package as invoices would be set against a parent client and be posted there instead. If you have a Project against a child client and raise an invoice in the project, the invoice can now be posted to the accounting package by turning on the new setting “Postable for Integration Link” in the Client Settings and Defaults page.

Restrict Purchase Orders from booking items on tasks

Restrict Purchase Orders from booking items on tasks
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There is a new setting in SiteAdmin under Service > Options > Basic Settings called “Purchase Orders: Automatically add new items to task”. This option is turned on by default, but if turned off, any new items added to Purchase Orders will not automatically be added to the linked task.

Coming Soon

  • Time block billings
  • Rich Text Editor for myIMS
  • SOR Only Invoice
  • Quote Updates

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.

2017-07-17T15:17:58+00:00News|