====== Release 2.20.2 ======
~~NOTOC~~
If you have custom forms defined in IQX, not all new features may be available to you. Your agency custom forms are shown on Help – About.
*[[#tabs-user|Features]]
*[[#tabs-enhancements|Enhancements]]
*[[#tabs-admin|System Administrator]]
*[[#tabs-fixes|Fixes]]
===== FEATURES =====
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==== Options to set Email, Mobile, Address and Postcode as Required fields ====
An Agency can now ensure that all Person records are entered with agency selected required fields; Mobile, Email, First line of Address, Town and Postcode.\\ \\
This feature requires administrator set up.\\ \\
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==== Add an Accounts contact from Miscellaneous view ====
It is now possible to add an accounts contact directly within the company Miscellaneous (often renamed to Account Setup) view rather than having to go back to the Contacts view.
If the accounts contact is not yet in IQX click on the elipses at the end of the Accounts Contact field and use the Add Contact button.
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==== Add to DeskTop a view for a definable state of Person eg In Registration ====
Keep track of a group of candidates such as those in registration or not yet compliant by viewing them all in once place on your IQX Desktop.
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All candidates matching the specified state will be displayed and consultants can filter the results, display them on a location map and process them for mail merging as well as making individual contact events. This feature requires administrator set up.
===== ENHANCEMENTS =====
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==== IR35 SDS refinements ====
Clearer guidance on IR35. If the company is marked as being outside of IR35, upon making a candidate placement you get the following message.
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For auditing purposes, you are able to add an SDS for a candidate for all tax methods using the Add button on the SDS view. \\ \\
==== E-Timesheet colour consistency ====
If used, E-Timesheet colours now show on the vacancy and placement timesheets view as well as on the Temp Desk for easy identification. \\ \\
==== CompanyAccount checks when Provisional Timesheet created ====
Improvement to the error message when trying to open a Provisional Timesheet if no Company Account record exists. The error will prompt to enter the mandatory fields in the Company Miscellaneous view. \\ \\
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==== AWR View Filters ====
We have now added filters on AWR views. \\ \\
Person - AWR view
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Temp Desk - AWR Temps view
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Placements - AWR Linked Placements view.
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==== Changing an iqxWEB user's Rights is audited in IQX ====
Whenever you make a change to a candidate, client or consultants iqxWEB rights this is now audited within IQX. This is shown on the audit trail on the specific page (candidate, client, consultant) and also the main audit trail within IQX. \\ \\
==== Method of sending an email with safe attachment, using a job that calls SMTP ====
See Secure Document Sending in IQX help for requirements to utilise this feature.\\ \\
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===== System Administrator =====
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==== Add to DeskTop a new view for a definable state of Person eg In Registration ====
Keep track of a group of candidates such as those in registration or not yet compliant by viewing them all in once place on your IQX Desktop.
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In order to set up the new view in Desktop, you enter the state you wish to be displayed in General Setting - group of Settings - number 2075.\\ \\
If you want you can enter more than one code to display more than one state on the new view.
==== Simplification of uploading email Attachments to Contact Event types ====
The method of setting up Documents to be automatically picked up for set Contact Event Types when emailing has been improved to minimize errors.
In Maintenance- Agency setup- contact event types, you can add files to the 'Client Email attachment(s)' or 'Person Email attachment(s)' cells using the Attach File button. \\ \\
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==== General Settings - Allow filtering on number ====
It is now possible to search by the setting number as well as text when searching for a specific setting within General Settings. \\ \\
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==== Improved Note to General Setting - Switchable Fields - No 2850 ====
Note added to general setting 2850 which details required role to be able to Delete in Bulk on Diary List. \\ \\
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==== Improved Note to General Setting - Temps 1155 ====
Note added to general setting Temps 1155 which explains that Image linked colours on the Temp Desk Timesheet view will be disabled. \\ \\
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==== Improved Note to General Setting - Settings 3180 ====
The note has been updated to make clear that the default new Enhanced PDF rotation does not use Adobe so different symbols for tools are shown. \\ \\
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==== General Settings Options to set Email, Mobile, First line of Address, Town and Postcode as Required fields ====
To make these fields required they need to be turned on in General Settings - Settings. Number 3210 controls which person states the required fields should apply to. Putting a Y in fields 3220 to 3250 will make each field required.
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Note - if set the fields will be required in New and Fast New wizards and if you make a change to the details section (top left) of a candidate record in the specified state and any of the required information is not entered users will be prompted to enter this before saving the record. \\ \\
==== Method of sending an email with safe attachment, using a job that calls SMTP ====
See Secure Document Sending in IQX help for requirements to utilise this feature.\\ \\
==== Additional Person Modify Screen controls ====
Automatch Configuration (only visible if 3020 is enabled)\\
Compliance Status (only visible if 1760 is enabled)\\
==== Horizon Phone Integration ====
IQX can integrate with Horizon using their Integrator software so that incoming calls pop up the matching record in IQX \\ \\
Contact IQX support for information\\ \\
==== Reports Folder Added to About Box ====
Reports folder location has been added to the about box under the help menu for ease of access. \\ \\
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===== Fixes =====
* Unsaved Summary in Contact Events is no longer cleared when another record takes the focus.
* Temp Desks - When selected 'ALL' the defunct desks are not included in the Vacancy results.
* Placement withdraw is now checking person validation when changing person status.
* SmokeyQuartzKamri-iqx.vsf, when used for themes, no longer causes fixed Temp Desk Timesheets columns to display bold and black.
* Message when creating a Credit Note from an Invoice fixed
* SMS Boilerplate text correlation error fixed
* Fix error when EmailBody has embedded WriteIn
* Fix Known As column appearing on right instead of next to name.