Change Log

Version 5.0.17
18 December 2019
Modules Changes Description
Priority Module
  • New Module : This module help you to display Projects, Companies or Contacts on the basis of priority.
Export
  • New Feature : Now you can export Company, Contacts and Combine export in similer sheet format like import of companies.
Services
  • Star favorite functionality works now
  • New search filters indroduced- search by name, search by group, search by type
Query Builder
  • New Parameters introduced
    1. ProjectExtra : TurnAroundTime
    2. ProjectExtra : TurnAroundTimeRemaing
    3. ProjectExtra : BudgetBalance
    4. Company : ServiceCount
Improvements
  • Project Import = Stop creating same projects
  • Query Builder = Check dependency before deleting
  • Scheduler = Check dependency before deleting
  • Many bug fixes See Here
Version 5.0.16
18 November 2019
Modules Changes Description
API Keys
  • Use EasyCloudbooks data on third party App / or on premises servers using api keys with roles.
  • Bug fixing See Here
Version 5.0.15
25 October 2019
Modules Changes Description
Client App
  • All App Payment Gateway released

  • User can send Hindi Notification also to clients

  • Client App Released
User Section
  • User can Request Payment through Accounts Page directly

  • User can send app notification through Project page directly

  • Mobile Notification related automation action released

  • Role page update

  • New Events Released for Projects and Payment request:ecb_ProjectNoteAdded, ecb_ProjectStatusChanged and many more

  • Bug fixing See Here
Version 5.0.14
24 October 2019
Modules Changes Description
Client App
  • Client App related work

  • Client Login work

  • Notification Template page released

  • Client Notification Log Page released

  • Client App Beta version released

  • Bug fixing See Here
Version 5.0.13
22 August 2019
Modules Changes Description
New DashBoard
  • Introduce New Home Page Dashboard with many Importants Metrics.

  • Bug fixing See Here
Version 5.0.12
19 August 2019
Modules Changes Description
Side Menu appear according to Roles
  • Now System display only those icons on side menu whose role user has.

  • Many bug fixes See Here
Version 5.0.11
28 July 2019
Modules Changes Description
Custom Field Grouping
  • Introduce Custom Field Grouping

  • Many bug fixes See Here
Version 5.0.10
19 July 2019
Modules Changes Description
Immediate Engine Calls
  • This version is primarily focused on Load sharing Immediate Engine Calls.

  • Many bug fixes See Here
Version 5.0.09
09 July 2019
Modules Changes Description
Authcode Login
  • Now you can login using google or microsoft authentication code as well, which is OTP based login. You need to download google authenticator app. Click I dont have AuthCode on login page to setup your authenticator.
Market Package Import
  • We are happy to introduce Market tab in this version which will provide you facility to import Services, Querybuilder, Automation, Gadgets etc. So now you can easily setup your practice by importing services and query builder.
Multiple Delete Projects
  • In this version we have given facility to select multiple projects to delete it at once. One need to have delete role to do so. Kindly check roles to provide this privilege.
New Service page design with paging
  • We have upgraded service page in tab format to get details required for reporting deviations on the projects.
Vault and Public bucket on Documents
  • Document section is divided into four parts -
    1. Company documents - which will display documents related to client company.
    2. Common documents- which will contain documents like forms, checklist and these documents are accessible to all team members.
    3. Public Documents : which you can share with the public as well by generating link of it.
    4. Vault Documents : Visible to only those who have got access role for the same.
Bug Fixing
Version 5.0.08
01 June 2019
Modules Changes Description
OTP Login
  • User do not want to login to google account on someone's computer.
    So that introduce this feature,
    Download a two-factor authenticator app like Microsoft Authenticator for Windows Phone, Android and iOS or Google Authenticator for Android and iOS.
    Scan the QR Code or enter key into your two factor authenticator app, then login.
Company Page
  • Introduce Combine import for company with contacts from excel sheet
Bug Fixing
Version 5.0.07
18 May 2019
Modules Changes Description
Bug Fixing
Version 5.0.06
13 May 2019
Modules Changes Description
Bug Fixing
Version 5.0.05
03 May 2019
Modules Changes Description
Bug Fixing
Version 5.0.04
01 May 2019
Modules Changes Description
Bug Fixing
Version 5.0.03
30 April 2019
Modules Changes Description
Time Sheet Page
  • Introduce New Timesheet with week and month view, Now you can assess your work with and without project.
Bug Fixing
Version 5.0.02
27 April 2019
Modules Changes Description
Service Page
  • First change is automated project period. Friends we have been receiving requests from you all that when projects get automatically created from schedule than period should automatically appear instead of NONE and in this version we have released this feature. To make it work you need to do some changes in services settings. Here on services on which you have applied schedular you need to provide period selection setting. Period selection - basically asks you when project get created as per schedule it belongs to current month, previous month, next month etc. and when you provide this setting period will automatically appear in all the projects getting created with scheduler.
Project Page
  • Second change you will notice is on project page. On project page you will see a small count on each stage of project. Which indicates how many projects requires your urgent attention today and on which you need to follow up to client or your team or govt. offices.
Automation Page
  • Third change you will notice on automation page. Friends in the process of making it more easy to use when have shown automation in expanded view which will make you easily understand when automation gets triggered and what action is applied. Further to help you manage it we have given you filters like trigger even, apply to and action. so if you want to see only those automation where email action is applied you can filter action email and it will display all the automation where action is email.
Staff Online Status
  • Fourth change you will notice on top of screen is users status. So who is logged in from your team member and who is working on which project you can see it from here on click on all the screens.
Schedular Page
  • Fifth change is related to schedular naming. Friends when you create a new schedular or edit the old schedular, you will see name automatically appear. We suggest you to keep default name suggested by system because it will standardise it and your other team members will be stopped in creating duplicated scheduler.
Billing
  • Lastly friends I am very delighted to share that now we are totally on cloud which means you will experience greater speed. Further we have changed our billing from prepaid period based commitment to postpaid usage based monthly billing. which means you will not be charged for days when you don't use system. However if you have concerns about your over usage charge you can definitely set the budget limit for monthly usage. Know More
Version 5.0
13 April 2019
Modules Changes Description
  • We have moved to cloud server and therefore you will have better experience related to Speed and Billing. Now billing will not on Time basis but on Usage basis.
Version 4.8
21 April 2018
Modules Changes Description
Accounts
  • New Module : We have now introduced full fledged accounts module up to trial balance level. Now you can create and manage other type of accounts like expense, purchase, income, capital etc. besides debtors accounts. You can also create voucher roles. Users with specific voucher roles will be able to record transactions with roles permissible for him.
Service - Income Account
  • New Feature added : You can link income account to service on service setting page. This will help you in voucher entries by automatically selecting income after selecting project to be billed.
Tax Setting - Tax Account
  • New Feature added : You can link tax account to tax setting on tax setting page. This will help you in voucher entries by automatically selecting tax accounts.
Export
  • New Feature added : Now you can export ledger balances and vouchers in excel format by creating suitable queries and using export features.
Query Builder
  • New Parameters added : New parameters have been added for creating queries related to accounts, vouchers and settlement. You can create query for use in gadgets and exports.
Personal Gadgets
  • Improvement : Now you can create Personal Gadgets related to Account, Voucher, Transaction and Settlement.
Automation
  • Improvement : Following actions and triggers available for account module -
    Create bill -
    1. Per Project with Company Settings - it represents Project will be Billed with Default Settings from Company / Service Page Price Settings.
    2. Per Project with Custom Price - it represents Project will be Billed with Below Settings.
    3. Bundle Billing - it represents All Project Combined will be Billed with Below Settings.
    4. Bundle Billing available for companies also.
    Trigger event -Event available for trigger
    1. ecb_SettlementCreated
    2. ecb_TransactionCreated
    3. ecb_TransactionUpdated
    New buttons -
    1. Automation On/Off button
    2. Automation Run Now button
Version 4.7
30 December 2017
Modules Changes Description
Client Portal
  • New Section of Easycloudbooks : We are now releasing Client Portal which you can use to keep your client informed about
    project status, Share documents, Upcoming due dates, Pay for invoices, Keep your client informed about client todos on project,
    Ask for missing custom fields.
    To use client portal feature you need send invitation to client using client login button. Thereafter client will be able to create their user id or if they have any existing user id, they can use that id and login in client portal. Know More
Client Login Page
  • New Module : All your Contacts are showing Here. You can assign Client Login from Here.
Version 4.6.2
31 October 2017
Modules Changes Description
Payment Setting
  • New Setting for online payment : Now you can collect online payment from your clients sending them invoices and unsettled transactions ledger By providing one time setting for your payment gateway.  Know More
Payment log
  • New feature : New page “payment log” is added to help you track online payments received from clients.
Trigger events for automation
  • Improvement :
    a. Payment successful - New trigger payment successful is available which you can use for automation purpose.
    b. Payment failed- you can use payment failed trigger for automation purpose.
Export to CSV
  • New Module : We have introduced new feature of exporting companies, contacts, projects, account statement etc. to excel.
Google Login
  • New Feature : Now you can login using your google account as well. Just for once link your google account with your easycloudbooks userid.
Version 4.6.1
10 October 2017
Modules Changes Description
Automation
  • New Action & Trigger Events :
    Create bill -
    1. Per Project with Company Settings - it represents Project will be Billed with Default Settings from Company / Service Page Price Settings.
    2. Per Project with Custom Price - it represents Project will be Billed with Below Settings.
    3. Bundle Billing - it represents All Project Combined will be Billed with Below Settings.
    4. Bundle Billing available for companies also.
    Trigger event -
    New event available for trigger
    1. ecb_SettlementCreated
    2. ecb_TransactionCreated
    3.ecb_TransactionUpdated
Automatic Email/ SMS Sending
  • New feature : Automatic email , SMS send for transactions, bills and ledger.
Default Pricing for Company
  • Improvement : Option to add price in services attached in companies - Default price(set in service page), user can change this price in company page
Account statement Settings
  • Improvement :
    User can set default tax in settings from drop down.
Setup Packages in Buy Package Module
  • New Packages : New packages available for SMS Sender ID and Email Domain Whitelabeling.
Version 4.6
29 September 2017
Modules Changes Description
Tax Settings Module
  • New Module : Now you can create multiple tax settings in combination (for eg. first setting 1. GST = CGST+SGST and second setting for 2. IGST.
    Now while creating any transaction you will have facility to select setting applicable to particular transaction.
Account statement setting
  • Improvement :
    1. Setting for Auto alert for note when unsettled transaction crosses limit of days and amount set in setting.
    2. Add statement members automatically setting to add other members in account statement besides manager. Kindly refer team page wherein account statement team is by default gets created. Manager of this team will be automatically added as manager in account statement
Account statement Print setting
  • New Module :
    1. Print bill head and bill end- to customise bill printing.
    2. Ledger head and ledger end- to customise ledger printing.
    3. Receipt head and receipt end- to customise receipt printing.
    4. Settlement head and settlement end - to customise settlement details printing.
Account statement
  • Improvement :
    1. Now you can select multiple debit(+) and credit(-) transactions and settle them which will result in displaying only those transactions which are unsettled. However you can view settled transactions as well from settled tab.
    2. By default only unsettled transactions will appear. However you can always apply filter to view settled transactions or settled and unsettled transactions both simultaneously.
    3. Filter by contact. Now you can view statements of all the company related to any particular contact by applying contact filter.
    4. You can print ledger by clicking print button and you can also print bill, receipt, settlement by clicking unique id.
    5. Company tags automatically appears in Account Statements which tags you can use for Automation.
Unique ID Settings
  • New Feature : Introduce new Transaction Unique Id Pattern and Settlement Unique Id Pattern in Unique ID settings section.
Query Builder Parameters
  • New Parameters : We have introduced total 38 parameters in query builder to under group -
    1. Account statement member, 2. Statement settlement, 3. Account statement tax setting, 4. Company extra, 5. Transactions.
    Which you can use to filter every module with reference to account statement and transactions.
Custom Fields
  • New Feature : You can now print custom field value related to company’s in printing bill, ledger, receipt and settlement.
    Eg. To write gst number parameter is [@ecbClientCompanycf-fieldname] where field name is custom field created by you.
Version 4.5
30 August 2017
Modules Changes Description
Time Sheet
  • Improvement : Now you can customise time sheet settings to allow members to fill time sheet beyond 7 days or less than 7 days. For this purpose you need to fill up field called maximum timesheet days under project setting from settings menu.
Badges
  • Improvement : When you mouse over on contact or company name it will pop up to show you details like balance due, projects unbilled, custom field pending etc. This will help you to have at a glance view about contact or company.
Version 4.4
29 July 2017
Modules Changes Description
Custom Field
  • New Module : We have introduced new feature of management of custom fields with type such as date, text, number, boolean and select. You can apply these custom fields in company, contact and projects directly and on company and projects as per services offered to company. To add custom field you need to create it first on custom field menu in available below scheduler section. To add fields based on services you need to
    1. Create custom field in custom fields section and then
    2. Link that field in service section.
Companies
  • Improvement : On company page now you can change industry of multiple companies , legal structure of multiple companies and relationship manager of multiple companies.
Version 4.3
11 April 2017
Modules Changes Description
Automation
  • New Events : Tag added or removed on company, contact and project page. Now you can trigger automation with the help of tag you add or remove on any project, contact and company.
  • New Actions : You can also add and remove tags automatically on projects, companies and contacts. Say for eg. clients with no project for last 6 months tag should be added as “inactive” etc.
  • Apply to : Now you can take above actions sending email, sms, adding and removing tag, which may apply to project, project members, company, company relationship manager, contact, services, account statement, transactions.
Custom Filters
  • New Filters : We have introduced new filters related to service scheduler and tag on project, company and contact.
Service Scheduler
  • New Feature : Projects get automatically created as per scheduler attached on service and appears on Lead status. We got request from some clients that they need buffer for projects getting created automatically. Therefore we are introducing service scheduler. Which will work if you turn off Auto Create Service Scheduler Projects on project settings at setting page. Otherwise by default project will get automatically created and appear on project list page under lead status.
Settings
  • Project setting : Under project setting you will find new button called Auto Create Service Scheduler Projects. If you turn off this then scheduled projects will appear on service scheduler first and then with few clicks you will be able to move them to project list page.
Role
  • Service Scheduler Role : on role page you will find another setting for role that will apply on service scheduler page.
Version 4.2
24 March 2017
Modules Changes Description
Services
  • New Feature : Max Note Span in days - User can manage next note date limit here.
  • New Feature : Project Budget - User can set default project budget here.
Projects
  • Removal : Target Date - Now By default sorting is upcoming next note date.
  • Improvement : User can set next note date limit and project budget for projects in services module.
  • Improvement : User can select single project and change it's tag, year, project manager and status. Multiple selection work as usual.
Contacts
  • Improvement : User can select single contact and change it's tag. Multiple selection work as usual.
Companies
  • Improvement : User can select single company and change it's tag and services. Multiple selection work as usual.
  • Improvement : In Company's Attach contact section , user can create new contact with email and phone number verification feature.
Account Statement
  • Improvement : User can select single account statement and change it's reminder date and statement manager. Multiple selection work as usual.
Version 4.1
11 March 2017
Modules Changes Description
Project Scheduler
  • Removal of module : We are going to remove project scheduler feature from 1st april because that functionality is now available through schedulers on service page.
Companies
  • New Feature : Now you can select services applicable to the companies on companies list page. This will help you in creating projects automatically for recurring projects if schedulers are applied on service page for those recurring services. Know More
Services
  • New Feature : Now you can apply schedulers on services to automate the project creation. You can also apply multiple schedulers as well. Further if you want to copy same team and same todos for particular company for particular service you can do this with repeat mode options available on service page. Know More
Staff
  • New Feature : Shift all work to another Staff. Now you can shift work of particular staff to another staff with shift button available on staff page.
Project
  • New Feature : Project manager, Advanced user with role, owner can change project period on project list page as well as on detailed page.
Project Import
  • New Feature : You can create multiple projects even by selecting period as NONE.
Role
  • Role for Company page : you can now manage role who can change services applicable to company with change service role.
  • Role for Service page : you can now manage role who can change schedulers applicable to particular service.
  • Role for project page : by default project manager can change project period but you can manage project period for advance user on role page.
Version 4
2 March 2017
Modules Changes Description
Documents
  • New Module : We have revised the documents and reports module. It is window styled folder and document feature with which everyone is familiar. You can upload documents by browsing or by dragging and dropping like you usually do in your computer. You will also see folder named “Common” which you can use for storing forms, checklist, templates etc. In this version right click functions are also available to create folder, copy folder or document etc. You can send files download links to clients by Email & SMS. Know More
Document Log
  • New Module : This module tracks every movement of documents and folders. You will be able to see who uploaded, deleted, moved etc. documents and folders. Further you can use filter and custom filter as well to filter the logs and you can also create personalised gadgets to track number of documents upload or number of documents deleted etc. Further if you want to recover documents deleted then this feature is also available.
Version 3.2.6
Dec 17 2016
Modules Changes Description
Automation
  • New Module : We introduce Automation module which will help you in automating sudden action on occurrence of events or schedule. Presently automatic action are available for sending email and SMS and later on we will add more actions like sending notification, allocating team members etc.
    For Details kindly watch help videos Know More
Email & SMS
  • New Module : Email Templates
  • New Module : Create Notifications
  • New Module : Create Automations (5000 automations free)
  • New Module : SMS Sent Page(Service for indian numbers only)
  • New Module : Email Sent Page
Query Builder
  • Improvement : Introduce more than 250 parameters Know More
Settings
  • New Setting : Introduce Email & Print settings
Project Import
  • Improvement : Create job for multiple projects and projects will be created at backand and you can continue with other work, maximum 500 projects created in a single job.
Package and Active Package
  • New Package : Introduce Email, SMS & Automation Package
Project Scheduler
  • Improvement : Choose multiple companies while creating a new scheduler
Version 3.1.1
Sep 23 2016
Modules Changes Description
TimeSheet
  • Improvement :
    Time Tracker - Time tracker will help your team to track their time on project with a click. To track time on project you need to just click play button besides project and it will start timer on top bar showing details of project on which time is getting tracked.
  • Watch this video for more information regarding new release version3.1.1 Know More
Version 3.1
Sep 17 2016
Modules Changes Description
Projects Module
  • Improvement :
    1. Billing is separated : Billing is separated from projects status because billing can be done at any stage and therefore billing and collected status has been removed in projects.
    2. Hide Unhide button : This button executives can use to hide the projects on which they have done their work and thereby removing clutter. project managers can also hide project for removing clutter. project will automatically appear to project manager when
    a. All executives have done their work
    b. When status reminder date comes
    c. When project status gets changed for eg. from on hold to in progress
    3. Legend : Red colour legend on project means no executives is working on project either because
    a. No work is assigned to executives or
    b. They have hidden the project meaning they have done their work on project. Black legend means some executives are still working on the project.
    4. Tag : You can now tag projects and use it for filtering purpose. To add tags to multiple projects select the multiple projects and tag button will appear. To add tag to single project go inside the project.
    5. Review and Finish : As per your setting for Review, you will be able to move projects for review purpose or directly finish it. Finished projects will disappear from completed list and thereafter it will be in Read Only mode on finished projects page.
    6. Price is removed from projects and budget concept is added. You can use budget to mention expected time cost of project.
Review Projects
  • New Module : If review setting is ON, then staff whom have have given Role to review projects will be able to review projects on Review Projects Page. Authorised person can review the project and when satisfied the can finish the project, thereafter projects will be in read only mode on finish projects page.
Finished Projects
  • New Module : Finish projects will display projects in read only mode. you can provide access rights for the same on role page.
Account Statement
  • New Module : Account statement page will help you create bill, receipt and manage ledger of your clients. In future you will get facility to get online payments from your clients. You can add transaction for billing, receipt, discount etc. Further you can select multiple transactions within a ledger to print invoice and receipt.
Settings
  • New Module : Under settings menu we have added new setting page
    1. General Setting : Define your default currency, Default Time zone. Further those who got their website developed with us will be able to add contacts directly from their website to easycloudbooks software.
    2. Project Review Page Setting : You can turn on review functionality. Set default compulsory period from completed to review and review to finish.
    3. Account Statement Setting. : you can automatically create account statement for any company with your settings here.
Team
  • Improvement :
    Account statement team : This is default team which can create account statement, bill and receipt. Consider this as your accounts department team which will be able to access accounts statement page.
Query Builder
  • Improvement : On query builder you will get new parameters related to account statement , accounts transactions, review projects , finish projects & projects Tag.
  • Watch this video for more information regarding new release version3.1 Know More
Version 3.0
Jul 16 2016
Modules Changes Description
Query Builder
  • New Module : Query builder is used to apply custom filter on modules like Contacts, Companies and Projects.
    You can Create and Save Queries on Query builder and then those queries will be available for.
    1. Filters in Contact, Companies and Project Modules.
    2. Creating gadgets on dashboards.
Scheduler
  • New Module : Scheduler is more like project scheduler. Scheduler will help to create trigger events based on recurrence date.
    Presently scheduler will be used for setting frequency by which gadgets get updated on dashboard for eg. weekly, monthly, daily etc.
    In future it will be used in email sending, sms sending etc.
Personal Gadgets
  • New Module : Personal Gadgets is used to track important metrics for quick reference and control purpose. You can create gadgets by creating queries through queries builder module and then applying that query in creating gadget.
Global Login
  • New Module : Easycloudbooks is happy to introduce new service of Website Development through www.siteatclick.com with facility to link it with easycloudbooks. Therefore we have introduced Global Login feature for all the services offered by easycloudbooks. Global login be useful to update your profile and making connections with friends and business prospects.
Contacts
  • Improvement :
    1. Tags :- Now you can add tags to contacts like Builder, CA, A Category, B Category etc. On selecting multiple contacts - tag button will appear to tag multiple contacts. You can also add tag to particular contact on detailed profile page.
    2. Custom Filter :- If you want to filter contacts with multiple conditions you can now use custom filter.
    Custom filter can be used in two ways -
    A. Saving Repetitive Custom Filter by saving it through query builder. I.e. you can save a query on query builder and that will be available as drop down on contact, companies and project page.
    B. One time Custom filter - you can also use custom filter directly from contact page. Clicking + button on custom filter a pop up will appear where you can add multiple conditions to filter the data.
Companies
  • Improvement :
    1. Tags :- Now you can add tags to Companies like Builder, CA, A Category, B Category etc. On selecting multiple companies- tag button will appear to tag multiple companies. You can also add tag to particular company on detailed profile page.
    2. Custom Filter :- If you want to filter Companies with multiple conditions you can now use custom filter.
    Custom filter can be used in two ways -
    A. Saving Repetitive Custom Filter by saving it through query builder. I.e. you can save a query on query builder and that will be available as drop down on contact, companies and project page.
    B. One time Custom filter - you can also use custom filter directly from Companies page. Clicking + button on custom filter a pop up will appear where you can add multiple conditions to filter the data.
Projects
  • Improvement :
    Custom Filter :- If you want to filter Companies with multiple conditions you can now use custom filter.
    Custom filter can be used in two ways -
    A. Saving Repetitive Custom Filter by saving it through query builder. I.e. you can save a query on query builder and that will be available as drop down on contact, companies and project page.
    B. One time Custom filter - you can also use custom filter directly from Companies page. Clicking + button on custom filter a pop up will appear where you can add multiple conditions to filter the data.
Role
  • Improvement : Role page has been improved to cover new modules introduced in this version like Query Builder and Scheduler.
Version 2.3.1
Feb 12 2016
Modules Changes Description
Projects
  • Improvement :
    1. Multiple selection for changing status, target date and project team.
    2. Activation of bookmark icon . User can bookmark project and filter as per bookmark.
Project Scheduler
  • Improvement : Activation of bookmark icon .
    User can bookmark Project Scheduler and filter as per bookmark.
Contacts
  • Improvement : Activation of bookmark icon .
    User can bookmark contacts and filter as per bookmark.
Companies
  • Improvement : Activation of bookmark icon .
    User can bookmark companies and filter as per bookmark.
Quary Page
  • Improvement : Activation of bookmark icon .
    User can bookmark quaries and filter as per bookmark.
Staff
  • Improvement : Activation of bookmark icon .
    User can bookmark staff and filter as per bookmark.
Services
  • Improvement : Activation of bookmark icon .
    User can bookmark services.
Team
  • Improvement : Activation of bookmark icon .
    User can bookmark team.
Role
  • Improvement : Activation of bookmark icon .
    User can bookmark role.
Notifications
  • Improvement : Activation of bookmark icon .
    User can bookmark Notifications and filter as per bookmark.
Version 2.3
Feb 06 2016
Modules Changes Description
Project Scheduler
  • We are introducing new Module for Recurring Projects. Know More
Notifications
  • Improvement :
    1. Project Update : Alert for number of projects on which you need to provide status updates Today.
    2. Project Scheduler Update : Alert for number of projects scheduled missed on which you are scheduler manager.
    3. Project Scheduler Missing : Alert for number of projects scheduling today on which you are scheduler manager.
    4. Project Scheduler Alerts : Alert for number of projects scheduled which are overdue from more than 3 days.
Version 2.2.2
Jan 16 2016
Modules Changes Description
Role Page
  • Enhancement : Role page has been drastically improved to meet the suggestion of users for management of different aspects of practice. Kindly refer our help file for details.
    Know More
Project Page
  • Improvement : Because of enhancement of Access role, there is change in role filter applicable on project list page. Now for user with advance right on project page filter will display Manager.
    • Note :-
    Project manager - Display only those projects on which he is project manager.
    Manager- All projects because he has Advance right.
Notifications
  • Improvement : Notifications are now clickable if notifications are related to company in which user is logged in.
Version 2.2.1
Jan 06 2016
Modules Changes Description
User Profile
  • New Feature : Default Notify Me Button in user profile edit page.
    • To turn on or turn off notifications alerts for Comments on Query.
Query Page
  • New Feature : Notification on/off check box inside query.
    • To turn on or turn off notifications alerts for Comments on that perticular Query.
Version 2.2
Jan 04 2016
Modules Changes Description
Notifications
  • We are introducing new page for Notifications. For more information visit Notification help page Know More
Version 2.1.3
Dec 31 2015
Modules Changes Description
Contacts
  • New Feature : Import Contact.
Companies
  • New Feature : Import Company and in edit mode Company sub industry is shown.
Project Page
  • Bug Fixed : Date error.
Version 2.1.2
Dec 26 2015
Modules Changes Description
Project Page
  • Bug Fixed :
    1. Images in Time Section in Project EditMode.
    2. Project Note Popover not coming After EditMode of Same Project.
Contact Page
  • Bug Fixed : Contact Email Overlaping with Other Fields is Fixed.
Company Profile
  • New Features : Default Currency is available now. this is covered under Edit Role. By Default it is INR.
User Profile
  • New Features : Default Company selection is available now. Default is None.
    (in case of None any company with on going Package is Selected).
    If you choose any company at time of login this company will be selected automatically.
    Another feature is Last Selected ( Last Company user worked on previous login) is also available.
Version 2.1.1
Dec 23 2015
Modules Changes Description
Project Page
  • Improvement :
    1. On Project List page if you mouse hover on due date you will be able to view due date type.
    2. In settings menu under team settings if you set default project manager then that person will automatically be set as project manager.
    3. Dates set under Target Date & Project update notes Date now is UTC Compliant (Universal Time Coordinates).
  • Bug Fixed : Error in Creating Multiple project is now fixed.
Staff Management
  • Bug Fixed : Problem in Changing staff position under manage staff in settings is now fixed.
Manage Team
  • Improvement : In Team settings under settings menu, now you have facility to set default project manager which will help you in setting default project manager while creating new projects.
Query Page
  • Bug Fixed : Bug fix on manager's role in query page.
Global Search
  • Improvement : Global search now facilitates searching staff members as well as searching contacts and staff by phone number.
Version 2.1
Dec 19 2015
Modules Changes Description
Query Page
  • We are introducing new page for managing queries, whereby user will be able to reply on open queries for him.
  • Further query manager (person who is given this right on role page) will be able to view his queries as well as queries for other users to make him able to resolve queries faster.
Manage Role
  • Rights related to Query Page such as who can view query page, who can post query on query page, who is manager for query page
    (Query manager is person who is responsible for getting query solved from project managers as early as possible)
Project Module
  • Status note on project list page and on detailed project page now has facility to add next follow up date. Thereby status will turn red on those follow up dates and therefore nothing will be missed.
    Default sorting of the page will now be as per target date thereby it will automatically prioritize your projects.
    Note : you can anytime change the target date to sort your priorities.
Version 2.0
Dec 19 2015
Modules Changes Description
Login Section
  • We are introducing new feature of USERID, thereby users will be able to login with preferred userid (Non Changeable). Therefore existing users will need to create USERID.
Contact
  • In detailed page of any particular contact, we have activated email verify button and select primary checkbox. This will be used for communication and notification by your company related to that particular contact.
User Company
  • Now user can change his company profile with detailed information.
    (Note : Only owner or user who has such role privileges).
User Profile
  • User will be able to create his detailed profile, which will be visible to all the team members. This profile will be visible to all the companies in which he is user. Now onward user will be able to change his email id and maintain multiple email IDs.
  • User Need to compulsory maintain one primary email verified which will be used for communication in case user forgets his username or password.
Staff Management
  • A new column is added to record position of staff in user company. This can only be changed by owner or person with this right on role page.
  • A new tab is added named “Invites” for tracking invitation to new users for last one month.
  • Further for security concerns we are introducing compulsory change of password (8 characters with minimum one digit number) system on quarterly basis. Therefore existing users who have not changed their password for last three months will also need to change their password at launch of this version.
Manage Role
  • Under setting in manage role page you will be able to give rights on any role related to.
    1. Right to manage position of staff on manage staff page.
    2. Rights related to user company profile edit.
New User Company
  • Now user will be able to create new user company from top bar of change company menu.
Badges
  • Like “Contact Badges” and “Client Company Badges” which appears on mouseover on name, we are introducing “User Badges” which will appear on mouseover. This will display user profile details and details to visualise how busy the user is.