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| newfeatures:changes_prior_to_2.2.10.1 [2013/06/06 11:14] – Justin Willey | newfeatures:changes_prior_to_2.2.10.1 [2015/08/18 15:06] (current) – removed ivan | ||
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| - | ==== Changes Prior to 2.2.10.1 ==== | + | |
| - | \\ | + | |
| - | **Note**: If you have custom forms defined in IQX, not all new features may be available to you. | + | |
| - | \\ * before a version number indicates that the version is available for testing, not yet fully released. | + | |
| - | \\ x before a version number indicates that the version is not yet available | + | |
| - | \\ \\ | + | |
| - | ^Version | + | |
| - | |2.2.9.19| Vacancy Rates - switch to change the calculation of Total Cost column. Currently the Total Cost = Pay (Pay*HolPay%) + (Pay*NI%). If Switch | + | |
| - | |2.2.9.19| Vacancy, Diary - Initial view changed from 60 mins to 30 mins 30/5/13 SB | | + | |
| - | |2.2.9.19| General Settings, Temps 830 " | + | |
| - | |2.2.9.19| Book Shifts Search from Person - Custom Numeric and Text columns moved before date. They are included in the fixed columns 14/5/13 SB | | + | |
| - | |2.2.9.19| Book Shifts Search from Person - the company and position columns are sortable and stretchable. 7/5/13 MHS | | + | |
| - | |2.2.9.19| Person and Vacancy, Shifts. General Settings, Temps, 830, Starting Days in Past for Person, Vacancy Shifts allows changing the starting date from the default 14. #818773 7/5/13 SB | | + | |
| - | |2.2.9.19| Company Group Tree. Enabled via Switchable Field 590 ' | + | |
| - | |2.2.9.19|Contact tree. Lists all companies contact is employed at, colleagues, contact events and vacancies.Can right click to change viewing options on vacancy+contact events 23/4/2013 JMB | | + | |
| - | |2.2.9.19| Custom Column (vacancy) added to TempDesk Vacancy Shift View. 18/4/2013 JMB | | + | |
| - | |2.2.9.19| Company, AWR, LE Code Entry- If the new LE Code is used by a lot of companies the display will have a scrollbar. 11/4/13 SB | | + | |
| - | |2.2.9.18| New popup column on Desktop-> | + | |
| - | |2.2.9.18| New Fields included for Tempaid Export. Specific Questions required (script available) 1. Gender 2. Print/email timesheets (from question T01) 3. Email address for timesheets (from question T02) 4. AWR Exempt (If any of the AWR exemption reasons is selected) 5. Normal hours worked (from question T03) 6. Irregular employment pattern (from question T04) 7. Starter declaration (first transfer only, from question T05) 8. Passport number (from question PPN) 10/4/2013 MHS | | + | |
| - | |2.2.9.17| Vacancy, Short List and Person, Progress -Send Details button added to send SMS/Email. General Settings, Settings 87 " | + | |
| - | |2.2.9.17| Temp Desk, Expiry Dates - Question Filtering. If already filtered by a question clicking on another will ask if you want to add to filter. The columns in the filter are now coloured 28/3/13 SB | | + | |
| - | |2.2.9.17| Tempdesk. The Timesheets, Copy Timesheets button now only shows if the option has been ticked in the Temp Desk setup. 26/3/2013 JMB | | + | |
| - | |2.2.9.17| Tempdesk. If ShowSiteName is enabled (setup via the tempdesk setup view), and the vacancy has a sitename, the sitename is displayed as the first part of the job title/ | + | |
| - | |2.2.9.17| Favourites (main screen): To set up personal lists. Can drag& | + | |
| - | |2.2.9.17| New Vacancy Shifts view on Temp desk showing one line per temp per vacancy, to see at a glance by vacancy which shifts people are working 26/3/13 JMB | | + | |
| - | |2.2.9.17| Maintenance, | + | |
| - | |2.2.9.17| Compliance Document Sending - Multiple attachments can be merged into one PDF. 13/3/13 SB | | + | |
| - | |2.2.9.17| Placement Selector - Perm Placements will now show standard " | + | |
| - | |2.2.9.16| Job Scheduler Checking. Only for Technical Support. Disable by setting role Restrict Job Checking 08/2/13 JMB | | + | |
| - | |2.2.9.16| Department Questions.Fix for error message when no questions exist. | | + | |
| - | |2.2.9.16| Select Division. If a single Division is selected in File, Divisions the name of the Division will show after the user name in the main title bar. | | + | |
| - | |2.2.9.16| Menu, Select, Recent Records - Date From Filter added defaulting to today 08/2/13 SB | | + | |
| - | |2.2.9.16| Perm Placement Start Date - New General Setting, Settings 1470 " | + | |
| - | |2.2.9.16| Perm Placement Date - New General Setting, Settings 1480 " | + | |
| - | |2.2.9.16| Person, Vacancy Site and Company - New user maintained function " | + | |
| - | |2.2.9.16| Person Vacancy Search - New General Setting, Temps 820 "Cross Match on Person Vacancy Search initially off" 30/1/13 SB | | + | |
| - | |2.2.9.16| TempDesk, Timesheets, Create Timesheets - New General Setting, Temps 810 " | + | |
| - | |2.2.9.16| Person based Timesheet Image linking - If a duplicate payroll number has been found the dialog to select the correct person now uses historical as well as current payroll numbers 25/1/13 SB | | + | |
| - | |2.2.9.15| Long Descriptions - Questionaires. Now available at Choice level, for use in reports 23/1/13 JMB | | + | |
| - | |2.2.9.15| Composite Pay Companies. Now has Pay Distribution. Only use if you have a single selection applicant question with Tag INV (Print/ | + | |
| - | |2.2.9.15| Contact Event. Insert Text now processes boiler plate text 22/1/13 JMB | | + | |
| - | |2.2.9.15| IQXNet. Vacancy Upload. "Can Upload Vacancy" | + | |
| - | |2.2.9.15| Person. Photo view, new button to copy image from clipboard 11/1/2013 JMB | | + | |
| - | |2.2.9.15|Contact Event. Dragging an invoice onto a Contact Event will now call the " | + | |
| - | |2.2.9.15|Maintenance, | + | |
| - | |2.2.9.15| 1) Add locate report name functionality to Desktop, Tempdesk, Company/ | + | |
| - | |2.2.9.15| Job Runner Schedule setup now added to Database setup. Job Runner Log added to Diagnostics. 11/12/2012 (JMB) | | + | |
| - | |2.2.9.14| Person, Search, Final page. " | + | |
| - | |2.2.9.14| New Vacancy, Cascade Rules. Fix for appearing for perm and General Settings, Switchable Views 250 " | + | |
| - | |2.2.9.14| Accounts, Invoice. Credit Note button will now create a credit note with today' | + | |
| - | |2.2.9.14| Contact Events/ Phone Calls. Automatic Contact Events created when dialling is started. General Settings, E-mail/ | + | |
| - | |2.2.9.14| Agency Setup, Branch Address Captions can now be set up via General Settings, Terminology (640..645) | | + | |
| - | |2.2.9.14| Person state colours, set up on maintance-> | + | |
| - | |2.2.9.14| Contact Event Types, Email Attachment - Attachments can be specified for a PERSON email. Semicolon separated list | | + | |
| - | |2.2.9.14| Auditing - Fix for User Division and Role Auditing not working.| | + | |
| - | |2.2.9.13| New Diagnostics view for investigating blocked connections| | + | |
| - | |2.2.9.13| Temp Shift - Marking Shift as unavailable/ | + | |
| - | |2.2.9.13| Person - On Mailmerging, | + | |
| - | |2.2.9.13| Person - If a shift is cancelled in Diary using a type that has been set up, Unavailability or Holiday entry forms can appear.| | + | |
| - | |2.2.9.13| Person - new view for Stored Selections which shows which Stored Selections the person is included in.| | + | |
| - | |2.2.9.13| Vacancy - If a shift is cancelled in Diary or Shifts using a type that has been set up, Unavailability or Holiday entry forms can appear.| | + | |
| - | |2.2.9.13| Placement - Withdraw button added. Perm Placements that have been Authorised and Cancelled can now be Withdrawn so that they do not show as existing. Reasons are required, and the Progress will be changed from Placed. Withdrawn placements show as purple on the selector and Person Placement view. | | + | |
| - | |2.2.9.13| Temp Desk - Contract view Placements - Edit, Cancel options are now able to start Holiday or Unavailability entry, if set up in Maintenance. To set up Unavaiability link use teh end column in Shift Cancel Reasons. To set up Holiday link use General Settings, Temp 780| | + | |
| - | |2.2.9.13| Person - Register an Interest in Perm Candidates - only visible if User role is enabled| | + | |
| - | |2.2.9.13|Company - Secondary Agencies. Views not needed removed. Temps, Progress, Shifts and Placements views added | | + | |
| - | |2.2.9.13|Company, | + | |
| - | |2.2.9.13|Tempdesk, | + | |
| - | |2.2.9.13|Field ExternalStatus char(1) added to TempTimesheet to allow Secondary Agencies to mark timesheets as processed, pending etc| | + | |
| - | |2.2.9.13| Credit Control - Fix for video buttons not working on expanded invoice or payment. Fix fo new payment not refreshing invoice and payment list. Fix for paying last invoice then not being able to open account. | | + | |
| - | |2.2.9.13| Maintenance, | + | |
| - | |2.2.9.13| Maintenance, | + | |
| - | |2.2.9.13| Contact Event Types, Email Attachment - More than one attachment can be specified for a CLIENT email. Semicolon separated list | | + | |
| - | |2.2.9.13| Accounts - Transaction List and Individual Documents now show primary key when SQL Trace is on. | | + | |
| - | |2.2.9.13| Invoices - Templates for Adhoc Invoices and Credit Notes for Company and Placement can be saved and re-used. | | + | |
| - | |2.2.9.13| Invoices - Matching Credit Notes for Adhoc Invoices can be created with a button on the expanded invoice. | | + | |
| - | |2.2.9.13| Maintenance, | + | |
| - | |2.2.9.13| Audit Items - Person, Employment Start Date added. | | + | |
| - | |2.2.9.13| Documents, Person, Company and Vacancy. IQX Email attachments and Windows Explorer files can be dragged and dropped on the Documents view to add them. | | + | |
| - | |2.2.9.13| Tempshift, Auditing. Shift Serial Number added to audit record. | | + | |
| - | |2.2.9.13| Contact Events/ Phone Calls. An automatic Contact Event can be created when dialling is started. E-mail/ | + | |
| - | |2.2.9.13| General. The message shown when unable to open a Woodpecker form changed from " | + | |
| - | |2.2.9.13| Invoice Emails. If HTML Enabled Email sent out with HTML wrapper. Body Text can be edited if the Invoice Email Body function has the emailbody function and {INVNO} included - and is activated via switchable field Accounts (420). | | + | |
| - | |2.2.9.13| Target lists of companies. Managers can now save stored selections under other consultants| | + | |
| - | |2.2.9.13| Invoices can be dragged from Company accounts to contact events, so they can be attached to emails| | + | |
| - | |2.2.9.13|Register an interest in Candidates. If an candidate is added to a shortlist the consultant is notified via a diary reminder | | + | |
| - | |2.2.9.13|Accounts, | + | |
| - | |2.2.9.13|Accounts, | + | |
| - | |2.2.9.13|SQL Trace - All document views will now show oledocumentid. | | + | |
| - | |2.2.9.13|Person, | + | |
| - | |2.2.9.13|Jobrunner - ImportFile has new attribute - " | + | |
| - | |2.2.9.13|Jobrunner - ImportFile has new field - " | + | |
| - | |2.2.9.12|Person, | + | |
| - | |2.2.9.12|Shift Cancel - Mark as on holiday or as unavailable. The on holiday requires a setting in general settings-> | + | |
| - | |2.2.9.12|Process Companies button on Person History View | | + | |
| - | |2.2.9.12|Vacancy button on Person Placement View | | + | |
| - | |2.2.9.12|Vacancy - Copy short list from an existing list | | + | |
| - | |2.2.9.11|Blank Timesheet Dispatching - Extra fields to record date and method, and XML File to send out timesheets. Requires fields to be set under general settings-> | + | |
| - | |2.2.9.11|Passwords - Minimum length, Mixed case, Expiry date and non re-use are all switchable fields | | + | |
| - | |2.2.9.11|Phone Dialling - Support for web service based phone dialling added. General Settings, E-Mail/ | + | |
| - | |2.2.9.11|Person - new view 'phone type'. Lists all phone types. Can add entries for Facebook, Linkedin, Twitter. Default remains the same, preceed with asterisk | | + | |
| - | |2.2.9.11|Desktop, | + | |
| - | |2.2.9.11| Vacancy Team - ability to belong to a ' | + | |
| - | |2.2.9.11| Nominal Segments : a) Link segment to user. b) Add Nominal Segment to user form (under Analysis Code) - can only amend on Maint.NominalSegments. | + | |
| - | |2.2.9.11|Maint.TempDesk | + | |
| - | |2.2.9.11|Desktop, | + | |
| - | |2.2.9.10|Maintenance, | + | |
| - | |2.2.9.10|Company Alert now shown when adding vacancy/ | + | |
| - | |2.2.9.10|New feature to display diary list, instead of diary popups.Need to enable 'Show Desktop Diary List' (user maintenance-layout settings), | + | |
| - | |2.2.9.10|Person and Vacancy Shift Matcher will start with current date less 14 days.| | + | |
| - | |2.2.9.9|fix for character changing when nailmerging documents| | + | |
| - | |2.2.9.9|fix for New Zealand items visible on Progress| | + | |
| - | |2.2.9.9|fix for Report, Save to File Excel issue| | + | |
| - | |2.2.9.9|option to filter by highlighted and except highlighted without using a stored selection for mailmerge| | + | |
| - | |2.2.9.9|Position and Size remembering. General Settings, | + | |
| - | |2.2.9.9|Contact tree : Highlighting and restrict to allowed divisions.| | + | |
| - | |2.2.9.9|Emailing Documents :Fix for error when attaching documents to emails| | + | |
| - | |2.2.9.8|Timesheet Entry. Fix for error when saving edited Client Note.| | + | |
| - | |2.2.9.8|Optimisation. Holiday pay form now loads much faster. Requires updated holiday pay script.| | + | |
| - | |2.2.9.7|Fix for error when creating contact event from mail merge.| | + | |
| - | |2.2.9.7|Timesheet Imagelink : new rotation/ | + | |
| - | |2.2.9.7|Contact tree (Company)| | + | |
| - | |2.2.9.7|CV Parsing. Name and address will now be converted to proper case.| | + | |
| - | |2.2.9.7|CV Parsing. Mobile phone numbers will not be put into Home Phone.| | + | |
| - | |2.2.9.6|Vacancy, | + | |
| - | |2.2.9.6|Adding shifts. Client Note can be added on grid and bulk adding.| | + | |
| - | |2.2.9.6|Timesheet Entry. Pay and charge totals will now show up to 99999.99.| | + | |
| - | |2.2.9.6|Timesheet Entry. Client note can be entered when adding shifts.| | + | |
| - | |2.2.9.6|Person based TS Image linking. Fix for changing TS query linked to TS Image not updating file location.| | + | |
| - | |2.2.9.6|Person, | + | |
| - | |2.2.9.6|Person, | + | |
| - | |2.2.9.6|Questions. Long description added for website use.| | + | |
| - | |2.2.9.6|Accounts, | + | |
| - | |2.2.9.6|Timesheet Entry. Client Note now shown on Shifts page. Columns on Shifts page resized. Change of Grade on Shifts page will immediately save all shift changes and recalculate AWR.| | + | |
| - | |2.2.9.6|Vacancies, | + | |
| - | |2.2.9.5|Company, | + | |
| - | |2.2.9.5|Accounts, | + | |
| - | |2.2.9.5|Background Image. Can now have a background image for each database." | + | |
| - | |2.2.9.5|Accounts, | + | |
| - | |2.2.9.4|Maintenance, | + | |
| - | |2.2.9.4|Company, | + | |
| - | |2.2.9.4|Company, | + | |
| - | |2.2.9.2|Placement, | + | |
| - | |2.2.9.2|Accounts, | + | |
| - | |2.2.9.2|Credit Control, Send Statement Will do nothing if report does not exist.| | + | |
| - | |2.2.9.2|Rate Schemes , Duplicate Fix for error.| | + | |
| - | |2.2.9.2|Maint, | + | |
| - | |2.2.9.2|Maint, | + | |
| - | |2.2.9.2|Accounts, | + | |
| - | |2.2.9.2|Person, | + | |
| - | |2.2.9.2|General Settings, Settings, 1420 - "Use Person Full Name not Surname, First Forename" | + | |
| - | |2.2.9.2|Vacancy Selector - " | + | |
| - | |2.2.9.2|Placement Selector - " | + | |
| - | |2.2.9.2|Progress Selector - " | + | |
| - | |2.2.9.2|Accounts, | + | |
| - | |2.2.9.2|Account Code, Accounts - "Write Off" button added to allow quick writing off small outstanding amounts. Requires General Settings, Accounts 390 and 400 to be set up.| | + | |
| - | |2.2.9.2|Person, | + | |
| - | |2.2.9.2|Audit Trail - Users with "Can see Audit Views without Tech Support Role" will now only have read-only access to connection details.| | + | |
| - | |2.2.9.2|Person, | + | |
| - | |2.2.9.2|Tempdesk, | + | |
| - | |2.2.9.2|Boiler Plate Text - Now can have visibility limited by division.| | + | |
| - | |2.2.9.2|Document Templates - Sort Order added. Now can have visibility limited by division.| | + | |
| - | |2.2.9.2|Person - Fix for bug. Start to enter a New Person, open an existing Person and edit then go back to the new one click back or next and the layout is messed up.| | + | |
| - | |2.2.9.2|Tempdesk, | + | |
| - | |2.2.9.2|Maintenance, | + | |
| - | |2.2.9.2|Maintenance, | + | |
| - | |2.2.9.2|Person, | + | |
| - | |2.2.9.2|Users, | + | |
| - | |2.2.9.2|Person, | + | |
| - | |2.2.9.2|Rate Schemes - Defunct flag added. Moves to end of lists in IQX. Sort order also added. Division added. Can filter by Department and Division| | + | |
| - | |2.2.9.2|Shift Templates - Defunct flag added. Moves to end of lists in IQX. Sort order also added. Description Search added.| | + | |
| - | |2.2.9.2|Pay Bands - Defunct flag added. Moves to end of lists in IQX.| | + | |
| - | |2.2.9.2|SQL Tool - Fix for clicking on column heading starting drag operation.| | + | |
| - | |2.2.9.2|SQL Tool - Browse now includes Accord owned tables.| | + | |
| - | |2.2.9.2|Email - Fix for attaching Vacancy and Placement documents not working when emailling from Word menu.| | + | |
| - | |2.2.9.2|Maintenance, | + | |
| - | |2.2.9.2|Auditing - Turning Auditing of an item on or off is audited| | + | |
| - | |2.2.9.2|Credit Control - Accounts form now has Accounts Contacts view and Make Contact Event button.| | + | |
| - | |2.2.9.2|Credit Control - Clicking the Account button will select the same Invoice/ | + | |
| - | |2.2.9.2|Credit Control - Accounts form now has Miscellaneous view.| | + | |
| - | |2.2.9.2|Accounts, | + | |
| - | |2.2.9.2|Accounts - New Accounts form now has Contact Events view and Send Statements button| | + | |
| - | |2.2.9.2|Maintenance, | + | |
| - | |2.2.9.2|Recent Objects - Credit Control added| | + | |
| - | |2.2.9.2|Recent Objects - Invoice/ | + | |
| - | |2.2.9.2|Maintenance - Database Functions. Editing of functions is audited| | + | |
| - | |2.2.9.2|Invoicing - Company Account. Changes of AWR Fixed NI and WTR can be audited| | + | |
| - | |2.2.9.2|Person - New Parse CV button added to first page.| | + | |
| - | |2.2.9.2|Reporting - New GetTempAWRRate function added to return " | + | |
| - | |2.2.9.1|AWR - AWR Entity Grade function added to cope with cases where grade is for rates but not AWR.| | + | |
| - | |2.2.9.1|AWR - Company - View of closures added to allow entry and ignoring.| | + | |
| - | |2.2.9.1|AWR - Tempdesk and PERSON AWR views –tickbox to show when Override is on.| | + | |
| - | |2.2.9.1|JobRunner - Barcode Reader - Scan Interval and Quiet Zone Size added to allow extra configuration.| | + | |
| - | |2.2.9.1|JobRunner - Fix for " | + | |
| - | |2.2.9.1|Rate Schemes - Duplicate will now copy the additional rate filters.| | + | |
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| - | see also | + | |
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| - | [[Changes prior to 2.2.10.1|Changes prior to 2.2.10.1]] | + | |
| - | [[newfeatures: | + | |
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