WorkBook release note WorkBook version: 8.2.64 Release date: 01/05/2012 Author: René Præstholm – [email protected]Date: 23/04/2012 General notice: As new views, tab’s and reports are not automatically added to each user due to access rights controls please remember to check your access rights settings if you want to give access to the new features. Contents CRM & Pipeline Management ........................................................................................................................... 5 1. The default view when entering the Activities list ................................................................................ 5 2. Creating “New activity” and “Next activity” .......................................................................................... 5 3. Active links on website and email addresses ........................................................................................ 5 4. Added the “Create next activity” button to the prospect list ............................................................... 6 5. Added the option to disable a prospect ................................................................................................ 6 6. Added the option to filter on Prospects or Customers or All ................................................................ 6 7. Added a company filter to the pipeline list ........................................................................................... 7 8. Show cold cases ..................................................................................................................................... 7 9. Added a right-click menu in activities ................................................................................................... 7 10. Add new contact ................................................................................................................................ 8 11. Better search option in Resources book ........................................................................................... 8 12. Less required fields in create new customer window ....................................................................... 8 13. Create new prospect ......................................................................................................................... 9 Projects & Jobs .................................................................................................................................................. 9 14. Rejected entries tab in the sidebar ................................................................................................... 9 15. Performance tuning in time sheet ................................................................................................... 10 16. Reduced the number of approval/rejection buttons in the time sheet .......................................... 10 17. Added Subsistence allowance functionality .................................................................................... 10 18. Absence approval ............................................................................................................................ 10 19. Personal outlays status .................................................................................................................... 11
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WorkBook release note · 2017. 9. 8. · WorkBook release note 10. Add new contact It’s now possible to add a new contact immediately when adding a “New activity” or creating
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1. The default view when entering the Activities list ................................................................................ 5
2. Creating “New activity” and “Next activity” .......................................................................................... 5
3. Active links on website and email addresses ........................................................................................ 5
4. Added the “Create next activity” button to the prospect list ............................................................... 6
5. Added the option to disable a prospect ................................................................................................ 6
6. Added the option to filter on Prospects or Customers or All ................................................................ 6
7. Added a company filter to the pipeline list ........................................................................................... 7
8. Show cold cases ..................................................................................................................................... 7
9. Added a right-click menu in activities ................................................................................................... 7
10. Add new contact ................................................................................................................................ 8
11. Better search option in Resources book ........................................................................................... 8
12. Less required fields in create new customer window ....................................................................... 8
13. Create new prospect ......................................................................................................................... 9
Projects & Jobs .................................................................................................................................................. 9
14. Rejected entries tab in the sidebar ................................................................................................... 9
15. Performance tuning in time sheet ................................................................................................... 10
16. Reduced the number of approval/rejection buttons in the time sheet .......................................... 10
30. Total hours field in Price added ....................................................................................................... 16
31. Export to Microsoft Project ............................................................................................................. 16
32. Dependencies on tasks BETA ........................................................................................................... 17
33. Create new contact when creating a new job ................................................................................. 17
34. Last review ....................................................................................................................................... 18
35. Quick time entry .............................................................................................................................. 19
36. Open a file – direct link .................................................................................................................... 20
37. Sub directory of Projects now listed under the customer name in “My customers” ..................... 20
38. Exclude non approved entries ......................................................................................................... 21
39. Inserting a new line ......................................................................................................................... 21
50. Red line added ................................................................................................................................. 28
51. Task progress bar ............................................................................................................................. 28
52. Phase colours are now suggested as Task colours .......................................................................... 29
57. Better list of employees .................................................................................................................. 31
58. Send report as email ........................................................................................................................ 32
59. Open report as PDF ......................................................................................................................... 35
60. Agent system ................................................................................................................................... 35