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February Help Desk

February, 2022


Completed Support Items:

Heather Hiett


  • Opportunity Won/Lost Status & Date

­ - Fixed a bug that was causing the Won/Lost date to change to current date every time the opportunity was updated.

  • Payroll Export

­ - Updated the payroll export for new On Call time bills

  • Service Contract ESA Hours Display

­ - Fixed a bug that was causing the ESA hours to calculate incorrectly.

Bug Fixes

  • Check Register Report

­ - Fixed the way the numbers where displaying, all number are now positive.

  • Resource Console Bug

­ - Applied a patch to fix a bug that was causing the resource console to load incorrectly.


New or Updated Reports, Dashboards, or Workflows:

New Reports

  • Return Visit Projects

­ - Report tracks hours that have been spend returning to a project to repair issues.

­ Can be found under Project > Quick Views

  • Master Profile

­ - Report shows the active Profiles for the Masters

­ Can be found under Live Data > Imports

  • Backordered Parts

­ - Shows all Q & A type items not received by the request date on the project material list

­ Can be found under Live Data > Inventory

  • Recurring Purchase Orders

­ - Shows all recurring purchase orders

­ Can be found under Accounting > Accounts Payable > Quick Views

Edits to Existing Reports

  • Service Call invoice Prints

­ - Both service call invoice prints have been updated to now show the call number on the invoice

  • Active Project List

­ - Added a column for Invoice To

­ - Added a filter to show active and inactive project

­ - Added a filter to search for Invoice To

New Dashboards

  • Programming & Training Employee Utilization

- Shows utilization for Programing & Training teams


Items Currently in progress:


  • Packing Slip

­ - Updated the Date to show the date it is printed

  • Products Tab on Customer

­ - Project Number isn’t showing


  • Quote Prints

­ - Add a line next to the signature for PO


  • Customer Project Tab

­ - Add an option to view project where the vendor was the invoice to


  • Deferred Revenue Contract Spun off Projects

­ - Having the master/product come over in the line items so recurring call can be created on that line item

  • Add Opportunity Document to Call

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

  • Add fields to the Knowledge Base

­ - Add the Department to the file form

­ - Add columns on the search form for System Type, System Name, Type & Status


  • 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

­ - Be able to 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 after it has been approved.

  • 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.

  • WBS (Work Breakdown Schedule) Development

­ - Have the WBS1, WBS2… fill in the WBS instead of the other way round.

- Heather Hiett, Q360 Support Specialist




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