Release 23.02 is the second release of the year, and contains some big additions to the BigChange system.
Users will see these changes added to their system from 6th March onwards.
🚀 New
Success Centre
Our purpose is to transform lives by accelerating growth and sustainability in our community. We take pride in seeing our customers thrive by using the BigChange platform. We have put everything needed to make our customers successful in one place. Our new 'Success Centre'.
We are proud to announce the launch of our new 'Success Centre', designed to help our customers get the most out of the BigChange platform.
Our new 'Success Centre' is your one-stop source of information and tips to help you to be #unstoppable with BigChange. We have packed all the must-have resources and services into one space, meaning users can easily access helpful resources, such as our help centre, to answer any queries, sign up for upcoming events and check out our release notes.
Our 'User Questions' module lets customers quickly give us thoughts on specific topics. It's an excellent platform for giving us feedback that helps us ensure our services are the best they can be.
Our success centre also includes audience-targeting capabilities, allowing us to tailor our messages to specific types of users, so you only see relevant content to your role/business.
Do you want to showcase your successes with ease? Are you tired of asking a graphics professional to come up with something you can share? Are you ready to share these successes on social media? Well, now you can with "Share Your Success"
We know that our customers are proud of the service they provide, and they deserve a way of sharing this easily with the world.
Creating the perfect image to share has never been easier. Simply select your jobs from the view menu, set the desired date range, press the 'Save Map As Image' button watch as your map is transformed a high-resolution picture fit for sharing on social media.
Everything you see on screen, is what you get.
No need to waste time downloading extra software, everything you need is done within the BigChange site.
And the best part? Your image will proudly display the 'Powered By BigChange' logo, a testament to the technology that makes your service shine. So, share your success with the world and remember to tag us on social media - we can't wait to share your success with our audience!
Other Additions:
When creating a group job, you can now give it a title! Perfect for quickly telling apart different projects for the same customer. (196923) See how on the help site.
Want to make sure you get a new PO from your customer for each group job? Users are now prompted with a warning on entering an order number if it has already been used by that job contact. See how on the help site.
In the jobs list view, multiple jobs and group jobs can be selected and marked as financially complete. So you don't have to do them individually! NB: This option is greyed out if the jobs cannot be marked as financially complete.(180577) See how on the help site.
Syncing your financial documents with your financial package should only be performed by those with the correct training/knowledge. To follow best practice a new user role action has been added to restrict those who can complete this task. (191871) See how on the help site.
Continuing our work with 3rd party invoices, users can now invoice a 3rd party from a group job (192517)
New keywords have been added in both the online and word template editors to support group job status. Perfect for adding to job confirmation emails, alerts or popups. (180440)
New keywords have been added in both the online and word template editors to support group job dates. Perfect for adding to job confirmation emails. (171342)
When using the web service action JobCardDownload, two additional optional parameters can be provided. addtoJob will automatically add the jobcard to the job after downloading it. jobcardname sets the name of the file - the default is "Job Card {jobid}.pdf (198149)
🔄 Changed
For users who wish to have a different address on a financial document (that was introduced in 23.01), we have added the ability to default to either the job contact, child or ancestor contact (192515)
For performance reasons, users will no longer be able to export more than 1000 vehicle defects in a single export (192504)
To comply with financial best practices, invoices can no longer be deleted once they have been sent.(165699)
To improve user experience, we have amended the layout of the group jobs page to remove 'repeated' tabs, and make room for additional features (169992)
To improve performance, to view the job count for jobs in the list view, users will have to click 'show total'. The page count will also be removed. (182876)
The financial document report has been updated to include columns for document creator, supplier name & reference. (139178)
🐞 Fixed
Templates are saved correctly after uploading an image using the online editor. (137135)
Make and model appear correctly on notes that are created against stock items. The footer has been updated to full width to display all content. (142026)
Date and time of scheduled activity no longer update to the current date/time/user when a custom field is updated. (152803)
Automation and alerts that trigger based on job type results that contain special character trigger correctly. (162420)
Reports are correctly displayed to users who have their language set to Canadian. (165265)
Email subject and body now correctly display for users who have their language set to French. (169822)
Original defect comment posting time is preserved when updating an existing vehicle defect. (170145)
Users can merge more than nine contacts using the entity data fix. (176146 & 183302)
Users are warned that removing or cancelling the last job in a group may/will delete the group. (182995)
Reactions can be added to newly added comments on notes without needing to refresh the page. (183516)
Contacts placed 'on-stop' by a web user that has been deleted no longer show as blank. Instead, it advised it has been placed on stop by a deleted web user. (187479)
Invoicing periods show the correct date/time when in BST on export. (188005)
Job details are now shown correctly on the booking site once a job has been completed. (190740)
Contact references no longer have character restrictions. This mimics the behaviour of integrated accountancy packages. (194635)
Default job custom field values are saved correctly on jobs with recurrences supporting the correct triggering of automation. (195734)
When a user has restrictions on only being able to view specific note types and can create new note types, the newly created note type will be visible to that user by default. (196160)
Using the action GenerateFinancialDocForJob for a job in a group correctly creates in the financial document against the job, not the group. (197768)
Creating a job using the action JobSave correctly sets the job duration to the job default. (199240)
Custom fields are correctly populated when using the Quote Acceptance feature. (200208)
Release 23.01 is the first release of the year, and contains two headline features.
Want to save time and reduce administrative effort while financially completing your company's jobs?
Struggle to remember multiple passwords for all your online accounts?
Simplified Financial Completion and Auth0 can help you out.
Users will start to see these features added to their system from 23rd January onwards.
💰 Simplified Financial Completion
Want to save time and reduce administrative effort while financially completing your company's jobs? Our latest release includes an enhancement can help you do just that.
We are pleased to announce that release 23.01 includes a time-saving addition to the highly praised ‘marking a job financially complete’ functionality released last year.
This enhancement allows you to financially complete all child jobs instantaneously when marking the group as financially complete, saving you valuable time and reducing administrative effort.
As a financial controller, you know how important it is to keep track of the financial status of your company's jobs. With this addition, you can mark all the jobs in a group as financially complete with just a few clicks, rather than having to complete them individually. This can save you valuable time and allow you to focus on other important tasks.
Do you struggle to remember multiple passwords for all of your online accounts? Do you use the same password repeatedly? Does your IT team repeatedly remind you to change your password with an increasingly complex set of minimum requirements? If the answer to any of those is yes, the addition of Auth0 to BigChange can help you.
The security of your data is our number one priority; however, with more of our customers using an increasing number of software platforms, it was time that we made things easier - having one password for all.
Despite the contradiction in what you may previously have been told, using a single password for all your accounts is actually secure, provided it is done properly. Enter SSO.
Single-Sign-On (SSO) allows you to access multiple systems using a single password, with many of our customers already employing this technology to access their HR, project management and expense systems. IT teams love its simplicity as it makes user management far more straightforward.
One of the leading providers of SSO authentication services is Auth0, the authorisation service which our users are now using to login to BigChange.
It puts user management in your control.
At present, the only change users will notice is the format of the login screen, however, in subsequent releases, this technology will make it possible for users to sign in using their existing Google/Microsoft/Okta/A.Another account - dependent on your organisation's setup.
