Release Date: June 19, 2024
The uploaded filename references 03/04/2024, but the release note content lists eComm 2.3.2.1033 with a release date of 06/19/2024.
The eComm 2.3.2.1033 release includes updates for replaceable content, original file access, subcontractor bulk invites, financial summaries, company/contact profiles, purchase orders, project closeout exports, and Daily Reports.
What’s New in eComm 2.3.2.1033
Add Related Items Description to Forms
The [Related Item Description] field has been added as replaceable content for XLS attachments.
Descriptions from related items can now be inserted into the form. If more than one related item exists, the descriptions will be listed together and separated by columns.
Provide Access to Original File in eComm
Original files used with replaceable content are now accessible in eComm.
The file can be:
- Accessed
- Viewed
- Deleted
Subcontractor Bulk Invite
Admins and project managers can now invite multiple subcontractors to a company and project using only the company name and email address.
Subcontractors can also invite contacts from their own company to a project they are already on.
Additional invite updates include:
- Users who have sent subcontractor invites can preview sent invites.
- The preview includes the recipient and sent date.
- A multi-select/combo box input has been added for adding emails to a list.
- The input allows users to search existing contacts, pick from a list, and add new emails.
- Invite emails are sent to new contacts and prompt them to add their own contact information.
Updating Item Financial Summary Relationships
In Financial Summaries, users and superusers can now edit the financial summary amount in an item when a mistake is made.
The Financial Summaries checkbox is also now editable.
These fields are editable when editing the item or when the item is in the proper ball in court.
Company Address and Company Phone Moved to Individual Profiles
Company address and company phone number have been moved to the contact level.
Users with the same company but different locations can now exist under one company name, while office address and company phone number are stored on the individual contact profile.
Current users will see a prompt the next time they log in to eComm asking them to confirm their office address and phone number.
These fields are pre-populated with the existing company information. Users can edit the address and phone number, then select Save to continue to eComm.
The inputs are required and cannot be left blank. The Save button will be disabled if the fields are blank.
Financial Summary Selection Required
A checkbox has been added to require a Financial Summary selection.
This can be used when a Financial Summary should be required, such as when posting an Invoice – Consultant item.
Ability to Close a Purchase Order
Financial summary type items, such as Purchase Orders, can now be zeroed out.
When selected or zeroed out, the item page will not display the zeroed-out financial summary. This prevents new relationships with item types from being created.
Project Activity Export During Closeout
When a closeout is processed, the entire project activity table is now exported into an Excel file.
The export uses the same formatting as the Excel files exported with item logs.
Daily Reports – Posted By and Email Notices
Daily Reports now include Posted By information with:
- First name
- Last name
- Company
A control has also been added for email notices when a Daily Report is posted.
Email notices can be added by individual or role and use the same control and email format as other eComm item types.
Company and Contacts Update
Contacts with the same company have been merged so company rules and access can apply when needed in eComm.
The individual profile card now stores company and phone information at the contact level.
This also allows new contacts to be invited with only an email address and company name. The invited contact can then complete their own contact information.
Daily Reports – Insights Charts Added
Daily Reports now include Insights charts.
Updates include:
- Daily Reports dashboard pushed to production in beta
- Export PDF button moved to the dropdown menu
- Insights graphical dashboard added for Daily Reports