SME 8.0 - New Features and Functionality

From High5Wiki
Revision as of 17:14, 18 November 2013 by Amy (talk | contribs) (Created page with " <br>'''Notes''' <br>All notes fields changed from RTF to HTML <br>All reports are also converted including custom reports. <br>New editor for notes to support HTML <br>Automatic...")
(diff) ← Older revision | Latest revision (diff) | Newer revision → (diff)
Jump to navigation Jump to search


Notes
All notes fields changed from RTF to HTML
All reports are also converted including custom reports.
New editor for notes to support HTML
Automatically converts fields from RTF to HTML upon upgrade



Classes
If you login and the page flickers but doesn't log in, you should be able to minimize (pressing "Home" button on app, not the back button which may prompt you to quit) and re-open the app, and it will often load the orders in.


Profit Margin on Totals Tab
Consistent totals screen in proposals, orders, invoices
Profit Margin available in all these areas
Proposal Totals Tab:
Proposal TotalsTab.png
Orders Totals Tab:
Order TotalsTabGM.png
Invoices Totals Tab:
Invoices TotalsTabProfitMargin.png


Customer Lists and Customer History shows in Maintenance Contracts
Allow user to see customer list and history including custom fields without having to jump to the customer


Time Tracking
Added a separate table for Time Tracking that can be connected to an order and labor on the order.
Billing Status option to charge Fixed hours, scheduled hours, or actual time tracking hours.

Retrieved from "https://www.high5software.com//mediawiki/index.php?title=SME_8.0_-_New_Features_and_Functionality&oldid=4407"