v.4.2.310 - July 2016

July 2016

New features

• Spell check, which is currently available in the Jobs, Invoices, Quotes and Sales Orders modules.
• Standard faults can now be configured with a pre-defined list of user defined fields.
• New Product/Pricing batch changes tools for making changes to large groups of products. Includes category, tax code changes, as well as adjusting sell/cost prices up/down
• Sage 50 Product Invoices – as well as the existing Service Invoice functionality, Clik Service can now post Product Invoices to Sage 50. Includes options to adjust stock levels within Sage 50.
• New option to notify when engineers have received a job in the Clik Jobs app.

Improvements

• Large speed improvement when searching the CRM by telephone number/email address etc.
• Contract Visit reporting overhauled.  It’s now faster, many more properties to add to the report (including contract and site user-defined fields, site notes) or search by.
• Sales Order reporting overhauled.  It’s now much faster, and available for producing graphs/charts.
• Sales Enquiry reporting overhauled.  It’s now much faster, and available for producing graphs/charts.
• Sales Enquiry module -  Large performance improvements for the sales enquiry list.
• “Due Date” added to Purchase Invoices.
• “Copy Quote” now available from within the Quote itself.
• New setting allowing a Purchase Order raised from a Sales Order to use the Customer address as the delivery address.
• F-GAS – Can now assign systems to a contract visit or a contract visit template.  (Allowing the system to be automatically added to subsequent jobs).
• F-GAS – Contracts now show a summary of all systems involved in that contract.
• F-GAS – Cylinder serial number added to the F-GAS log.
• F-GAS – You can now create an F-GAS system from an existing equipment item.
• F-GAS – You can now create a job sheet from an F-GAS system.
• F-GAS – Cylinder report has some new properties.  Returned, Returned Date, Consignment Note
• Recurring invoices can now specify the customer per schedule (previously it was only possible to specify the customer per invoice template).
• Contract Number can be altered when creating contracts through the Contract Wizard.
• Currency exchange rates are now editable.
• Email templates now available for credit notes.
• Engineer’s schedule – Customer name for jobs shown in the tooltip.
• Job sheet rates list was behaving strangely when linked to a contract with no rates.  (Now correctly shows the “controlled by contract” warning).

Bug fixes

• When creating a job from a quote, the responsible user is now copied.
• Adding time items for a given engineer rate was not re-calculating the tax in some situations.
• Sage 50 currency setup.  “Synchronise with Accounts” button was disabled even when Sage 50 link was configured.
• New project labour job costing items were not setting the correct default tax code.
• Sales Orders created from Projects were shown twice against the project.
• Conversion from Clik Service v3 to v4.  Recurring invoice customer information was incompatible between the two systems and incorrectly imported.
• PDF export of reports showing grouped list data was not showing correctly.
• Saved reports with a search “between” two dates were saving the first date, but not the second date.
• Auto stock allocation preview was showing blank details.
• “Copy contract with new dates” function was not copying across equipment from the source contract.
• Unable to filter/sort/search addresses in the Purchase Order list.
• Purchase Invoice job list.  Remove link button wasn’t working
• Product location report was including deleted products.