Release 24.02.02

24.02.02 will be deployed to customers from 27th February 2023 onwards, with the following changes.


🚀 New

Transform Emailing with AI: Discover the Ease of 'Draft My Email

We are thrilled to unveil the 'Draft My Email' feature powered by BigChange AI. This cutting-edge tool is designed to transform how you compose emails, offering an AI-powered assistant that crafts messages tailored to your needs.

With 'Draft My Email', you can effortlessly create emails that resonate with your chosen tone and length – choose from options like neutral, formal, informal, persuasive, and more to ensure your message hits the right note every time.

Concerns about ease of use? We've got you covered. 'Draft My Email' is integrated into the BigChange platform, ensuring only authorised users can access it.

Plus, with no training required, you can start drafting compelling emails with just a prompt.

This feature does not automatically send emails; you are still in complete control, allowing you to review, edit, and send your messages only when you are comfortable with the content. 

To start, compose a new email and press the 'Draft my email' button. After you have used it a few times, we would love to hear what you think. You can let us know by clicking the orange feedback button, which will appear automatically once you have used it a few times.

Give it a go today by creating a new email and clicking the 'Draft My Email' button.

We're eager to hear your thoughts on this new feature. After you've explored its capabilities a few times, a designated orange feedback button will appear. We encourage you to use this opportunity to share your insights and experiences with us.

For more information on this amazing new feature, click here to read our blog post on it.


🔄 Changed

API

  • It is now possible to add a PO series when calling the GenerateFinancialDocForJob call. (196732)

  • It is now possible to call ContactList passing ParentContactID or Reference to receive a list of child contacts. (25349)

  • It will now be possible to call ContactNotesByParent to get a list of contact notes by parentnotecontactid, parentnotecontactreference.

Dashboards & Reports

  • The group WIP dashboard is now available, which provides a quick view of financial status for ongoing group jobs. (259737)

  • The mileage report no longer has merged cells, so that data can be manipulated easily. (265510)

Template Keywords:

  • Tax is shown on the template even if the amount or % is 0. (263094)


🐞 Fixed

CRM & Finance

  • Enhanced the synchronisation process to ensure secondary person details are retained in Xero, maintaining data integrity and completeness (266548).

  • Improved the contact editing feature on financial documents to prevent unintended changes to line item quantities, ensuring accuracy and consistency in financial reporting (265373).

Job Scheduling and Management

  • Eliminated false alerts when resources are en route to start a job, enhancing operational efficiency and reducing unnecessary notifications (254713).

  • Refined the alerts mechanism related to resource activity times to function accurately, ensuring correct alert generation (229811).

  • Corrected the functionality of alerts related to resources' activity time, ensuring they work as intended for better operational awareness (229811).

Reporting, Dashboards, and Business Intelligence

  • Optimised timesheet reports to exclusively display data for allowed resource groups, enhancing privacy and compliance (240896).

  • Enhanced report filters to automatically translate to French when the system language is set to French, improving user experience for French-speaking users (192538).

Route Optimisation

  • Ensured the 'New route start time' in the route optimiser remains consistent across time zones other than GMT, improving reliability and usability of route planning features (207652).