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April Help Desk

April 2022


Completed Support Items:

Heather Hiett


  • Sales Rauland Report

­ - Added Offer types to report & Opportunity

Rauland tab.

  • Open PO product showing on call after being marked inactive

­ - Bug in custom fixed.

Bug Fixes

  • Work Orders going to confirm status when tech added parts

­ - Fixed in latest update.


New or Updated Reports, Dashboards, or Workflows:

New Reports

  • Annual Sales Performance

­ - Report for sales leaders.

­ - Shows the sales performance by rep processed order vs. quota.

Edits to Existing Reports

  • Packing Slip

­ - ­Date now showing dates it was printed.

  • HR Reports

­ -­ Cleaned up the following report for better exporting.

- Birthdays, Employee Anniversary & Active Employee List.

Updated Dashboards

  • LSC Account Receivable

- Switch out the reports driving graph (error fix on Q360 core report).

  • Payroll Export

­ - Added Inclement Weather to the export.

New Workflow

  • LSC Fab

Workflow for Fab Shop Workflow > Fab > LSC Fab Workflow.


Items Currently in progress:


  • Products Tab on Customer

­ - Project Number isn’t showing.


  • Opportunity with multiple quotes

­ - ­ How quotes ad order will total up in the Opp Value.

  • Funnel Date Custom

­ - ­ Update the start and end date from the drop down on the funnel.


  • Customer Project Tab

­ -­ Add an option to view project where the contractor was the invoice to.


  • Add Opportunity Document to Call

­ - ­ Add an option to view documents from the Opportunity linked to the call.


  • Global Holiday Schedule

­ - A way to add the holiday schedule all at once.


Future Build Development Items :

Spring 2022:

  • Split Line Items Material List

­ - Ability to split multiple lines into single lines.

  • Time Period - Add Quarterly to date & Next Year

­ - Adding a filter option for each quarter and next year.


Future Unscheduled Development Items:

  • Opportunity Funnel Tasks in Resource Console

­ - Move Opportunity funnel tasks on Resource Console like a project task.

  • Master Number - Profile Tab - Profile Grid

­ - Hide expired profiles and add a see all check box.

  • Canceling HR Requests

­ - Give the user the ability to cancel their HR time off request post approval.

  • Global Schedule

­ - Option to change the hours on the global schedule.

  • Time Period - Add Quarterly to date & Next Year

­ - Adding a filter option for each quarter and next year.

- Heather Hiett, Q360 Support Specialist




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