v4.2.315 - August 2017

New Additions

• You can now add documents to equipment.
• Create email templates for contacts, calls and callbacks.
• Quote Item report added.
• Ability to retrieve deleted credit notes.
• Total calculation for labour, miles and duration added to job sheets.
• New options added to material items products - you can now copy the products description and notes.
• Menu filtering options added to sort customer sites in sites and equipment module.

Improvements

• Complete overhaul of reminders, including:

- Keeping reminders until dismissed by the user - even after restarting Clik Service.
- Better response times for reminders set for the very near future.
- Optimised key functions to improve confidence in reminders and user experience.

• Optimised Outlook calendar sync - which will hopefully reduce some hard to reproduce problems with Outlook configurations.

Reports

• Project list/reports now show the user that created the project.
• Total Gross column available to use in quote lists/reports.
• PI Date column now available in job lists/reports.
• Goods inwards list can be filtered.
• Account Manager column is now available in Job Item reports.

Bug Fixes

• When merging equipment back into Clik Service from Clik Jobs, "plant location" was being omitted.
• Job invoice reports were returning incorrect results if an invoice had been removed.
• Xero - "Inventory" account types were not available for use in Clik Service.
• v3 to v4 data conversion issue. Customer price lists were failing in some situations, but this has now been rectified.
• Creating job sheets from service incidents was selecting a blank location address in some scenarios.
• Scrollbar was missing from "memo" type user defined fields.
• The tax code sometimes didn't populate when creating an invoice from a contract, yielding zero tax.
• The sales module was failing to show new calls and callbacks without a manual refresh.
• You were unable to edit the title of a previously created email template.
• Sales enquiry report/lists were not showing the contact email address.
• Travel/mileage charges/costs were not correctly calculated in "advanced" mode.
• When selecting a product to add to a purchase order item, the description was being set but was not showing immediately.
• Duplicate signatures were being created when merging job sheets back into Clik Service from Clik Jobs.
• It was sometimes impossible to delete a non-work type from staff members.