PERSONAL SETTINGS/SUMMARY Modifications.

• Changed Default Calendar settings text from "Show on 'Personal Summary':" to "Show Upcoming Items on Homepage"".
  
• Split out default view options into Contacts page and Companies page.
  
• General interface clean up.
  

ALERTS Modifications

• Added a new AJAX slide-down alerts view from the header bar. This is a major new piece of functionality and offers a completely new way to receive alerts. Alerts will now appear in the header, live as created.
  
• Added RSS options for both General and Account alerts.
  
• Added onscreen alerts as alternative to email alerts.
  
• Added onscreen alerts for account.
  
• Added live 'Updates' feed from ProWorkflow.
  
• Note: This is beta functionality, so feedback is appreciated.
  

PROJECT MANAGER (Project Book) Modifications

• Removed the expand/contract icon and top left linked category name.
  
• Changed name from 'Project Book' to "Project Archive" (and throughout app).
  
• Made the client name link to the company details popup.
  
• Removed the ":::" from beside Display and View.
  
• Added a new icon to the left of the title in the Project Category header.
  

PROJECT MANAGER (Project Page) Modifications

• When un-ticking a task (making the task active) we removed the "this will activate the project" popup message, unless the project is marked as complete.
  
• When archiving a project that has attachments, we added a screen asking to "delete attachments from project?" and a message to "Download a copy before deleting".
  
• Made the client name linked to the company details popup.
  
• Saved the 'Project Created' date in the database (Added to Project Exports).
  
• Added the ability to add tasks when making new projects (rather than after). Added a new option in the 'New Project' popup called 'Create Tasks Now'.
  
• Added "Project Category" (CATEGORY) as an option on the search on the Projects Pages.
  
• Added a new icon to the left of the title in the Project Category header.
  

PROJECT MANAGER (Project Details Page) Modifications

• Improved the graphical look of the Project Details panel.
  
• Edit Project Details popup - Renamed "Total Time Spent" to "Total Time tracked".
  
• Added Total Invoice Amount on the 'Project Details' on the top right.
  
• When a task is bold with no checkbox, we've disabled email alerts on the task.
  
• Changed sub-tasks so they use decimals as the sub-task delimiter. So 1.0 is a task, 1.1 is a sub-task, 1.1.1 is a sub-subtask (Altered this throughout all screens and reports).
  
• Added a new 'Time Summary' section.
  

TIME MANAGER (Calendar) Modifications

• Made 'TODAY' stand out more on the calendar.
  
• Added Events to the calendar.
  
• Redesigned calendar layout (made it cleaner).
  
• Added 'Personal Calendar Settings' link at top. The link is anchored to scroll down to the 'Calendar' section of the 'Personal Settings' popup.
  
• Fixed the animated timer icon so it flashes if time is being tracked.
  

TIME MANAGER (Timeline) Modifications

• Changed the "Assigned To:" to a multi-select instead of a drop-down list.
  
• Added new dropdown to 'Filter by Contractor'.
  
• Moved the 'Continue' button to the bottom of the page below all dropdown lists.
  
• Minor timeline display improvements.
  

TIME MANAGER (Timesheet) Modifications

• If there are no Projects then we changed to not display anything but the icon, "Projects" and black bar, and display a note below "There are no Assigned Projects".
  
• If there are no General Tasks then we changed to not display anything but the icon, "General Tasks" and black bar, and display a note below "There are no Assigned General Tasks".
  
• Changed 'Allocated Time' numbers to normal text.
  
• Changed 'Bold Heading' task type to not display the time link.
  

TIME MANAGER (View Week/Month/Range) Modifications

• Changed text from "Show Only:" to "Filter By".
  

CONTACT MANAGER Modifications

• In the drop-down box for searching in the 'Companies' page, removed "Persons Name".
  
• Added two headings on the contacts page for "Personal Phone" and "Work Phone" so that it displays both numbers on the contacts page.
  
• Added the ability to give the contact an address as well as a fax number.
  
• When deleting internal staff or internal companies, we added a popup that warns that you are deleting an internal staff member or company. This makes the user type YES into a text field and confirm to delete.
  
• Removed the ability to delete yourself. Now displays "You are trying to delete your own contact record!" Makes the user type YES into a text field and click confirm to delete.
  

REPORTS MANAGER (General Project Reports) Modifications

• On the 'General Project Summary' report... On the actual report, when the time and tasks are hidden, we've remove the double spacing between the rows.
  
• On the 'General Project Summary' report... The 'Manager' column often breaks to 2 lines. We've made this column width liquid width.
  
• Report: "Summary of ALL Projects" - On the XML Export screen, we've added a 'Tick All | Untick All' option.
  
• Report: "Summary of ALL Projects" - On the CSV Export, we've added 'Time Records' and 'Time Record Date'.
  

REPORTS MANAGER (Task Reports) Modifications

• Renamed "Summary of Active Tasks" to "Summary of Active General Tasks".
  

REPORTS MANAGER (Staff Performance Reports) Modifications

• Created new report: "Staff Performance Summary".
  
• Created new report: "Staff Performance Breakdown".
  

REPORTS MANAGER (Custom Reports) New!

• Created new 'Custom Reports Builder'. This is a wizard based tool to design reports based on chosen data and layout.
  
• Created new page called 'Custom Reports Page' to view and use the reports you've designed.
  Note: This is beta functionality, so feedback is appreciated.
  

INVOICE MANAGER Modifications

• When exporting invoices, we modified to include the appropriate "Project Number" the invoice was created from.
  

CLIENT LOGIN Modifications

• Re-evaluated limitations. Added Timeline & Calendar page to Client view.
  

CONTRACTOR LOGIN Modifications

• Re-evaluated limitations. Add Timeline & Calendar page to Contractor view.
  

QUICKLINKS Modifications

• We've renamed Quicklinks to 'My Favorites' and added an enhanced editor. You can now also add projects to the favorites list from the Project Details page.
  

WORKFLOW SETTINGS Modifications

• Added a new page to set 'Default Project Settings' so the creation of projects is even faster.
  

APPLICATION SETTINGS Modifications

• Added a setting in the 'Application Settings' page to change the 'Allocated Time Dropdowns' throughout the app from "1-59" mins to 5 minute increments (5, 10, 15, 20...) or 15 minute increments (15, 30, 45).
  

AUDIT LOG Modifications

• Removed case-sensitivity on the Audit Log search feature.
  
• When you have the "All" option ticked, the results now don't filter out deleted users actions.
  

MISCELLANEOUS Modifications

• When searching for something, if no results are found, then instead of just showing a blank table, it displays "No results found, try another search".
  
• Many misc cosmetic tweaks.
  
• Removed 'User Manual' link in header as it's now redundant. This is replaced by the live knowledgebase tool.
  
• Added 'Favorites' to side navigation.
  
• Tidied and respaced the left navigation structure.