Client company name added to Client Search – Update

• Users can now search for a client by their Company name from the Clients Page.

• When clients have been marked as a company (and not a person) we now show the Company name first, followed by the Client name.

Links to Client & Project profiles added to the Client and Site/Build pages – Update

• The Client’s Name and the Project’s job Number, have become clickable links, on both the Clients and Site/Build pages.

Show client’s last login – New Feature

• We now show your client’s last login on the client overview details page

New source of lead column added to the “Won” Clients report – Update

• We’ve added a “10% Source” of lead column to the Clients Won conversions table, and added a graph below the report to graphically display this data.

Gantt printing task descriptions are cut off – Fix

• The above issue has been fixed by dynamically putting the text on the right or left of a task depending on the available space.

Prevent Clients from being saved to Schedule Templates – Update

• When a user saves a Project’s schedule as a Schedule Template, the Client attached to any project tasks are now removed from the Schedule Template.

Displaying the wrong user who closed a project in the Project Audit Trail – Fix

• The above issue has been fixed by showing the correct user who closed a project via the audit trail.

Milestone day totals are wrong – Fix 

• The above issue was fixed by showing the correct milestone duration. 
  Note:  If an hourly task (advanced schedules only) is to be completed before noon (12pm), then that day won’t be added to the milestone duration.

New schedule “Task Comment Added” notification – Update

• When any user comments on a schedule task, we now notify all task assignees about the comment.

Key Task Report – New Features

• Users can now print the Key Task Report in addition to the CSV export function.

• Furthermore, a check box has been added to exclude Task End dates and Task Status columns from the Key Task CSV Export.

Viewable by descriptions added to the Contractor Files upload buttons – New Feature

• Viewable by descriptions have been added to the Contractor Files page.

Improved Password Reset process – Update

• The password reset email has been updated with a new message as below.
• Passwords now require a minimum of 8 characters (no other restrictions).

Project Files page folder colour changes – Update

• We have updated the Project Files page folder icon colors as noted below.

Allow users to add custom text to the Progress Payment Variation Signing PDF – RAVE Financial New Feature

• We now allow users to add custom text to the Progress Payment Variation Signing PDF, this is via the Branch Settings – Profile Dropdown > Settings > Client Settings page >  Variation Signing Notes.  
• This provides free form text of up to 250 characters. 
• Text added on this form will be displayed above the client signature on variation signing PDF

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As always, if you need any support with RaveBuild, we encourage you to reach out to us at support@ravebuild.co.nz or call us at (NZ) 07-210-2228 or (AUS)1800-179-163