Important for Xero Customers
Customers linking Xero with Clik will need to update the Certificate before 17 July. We have created a support article showing you how to do this.
You will need to update to Clik v4.2.321 – June 2018
New Additions
• If you click “Add this item to Site Equipment” from a Sales Order or Jobs Sheet it will apply the Serial Number/s to the Equipment if one or more have been specified
We also added a new print template tag to display the Serial number and added Serial number to the Sales Order, Invoice and Job Sheet item Column Chooser
• Option in settings to hide the Comms module
• ‘My Account’ will now display the dates you have booked Holiday
• New option in the Diary to hide completed call-backs
• The Purchase Order module and Project Purchase Order grid has been optimised to improve loading times
• User defined fields have been added to Service incidents
• Service Incident lists – we’ve added Site Description and Quote Number columns
• Service Incident Reports – have been optimised and now include Customer User Defined Fields
Bug Fixes
• Job Sheets – The exchange rate was not being applied to products added from Clik Jobs
• Profit was printing as a decimal instead of % on Job Sheet reports
• Sales Order dispatch date column wasn’t displaying
• Copy Equipment from library option wasn’t applying User Defined Field values
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