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 […]
Manage custom folders at a Branch Level – New Feature A new Site/Build sub tab named “Files” has been added,allowing Branch Owners to manage files and add custom folders that can be shared across all Projects. Files that are uploaded at a Branch Level (across all the projects) can only be viewed (read only) in the Projects. Get the […]
Recently, clients have asked if we could enhance our File Management system – allowing them to create Folders as well as manage files/documents across all Projects. And this week, RAVE has delivered! A new Site/Build sub tab named “Files” has been added to RAVE for those with Branch Owner logins, allowing Branch Owners to add […]
RAVE have released a NEW branch level Forecasting Report, which gives our clients the ability to track their Progress Payments requests and variations that are linked to their Schedule. They can easily see what is forecast to come in each day, week, fortnight, month, or quarter in order to get a better grasp on their […]
User Login ‘timed out’ improvement – Update If a user gets logged out for any reason, when they sign back in, they will be redirected to the last page they were on before being logged out Ability to Remove Additional Client Contact Details – Update Users can now remove additional contact details when editing a […]
Document loading and File Management – Updates + Feature Blog NEW drag & drop document and file uploading Add documents and files to RAVE’s ‘notes’ and Checklist Tasks The addition of project Files sub-folders NEW Client Portal – Updates Branch users now have the ability to auto generate a client portal password Customise our new ‘Client Portal Welcome’ […]
*** SNEAK PREVIEW: These updates go live the evening of Wednesday 15th December *** We have made a slew of updates to the way we manage files. And while it may not sound like much, these updates can really improve your experience with Rave! In today’s blog, we’re going to run through the different tweaks […]
RAVE Audit Trail – Update Following on from our previous update earlier this month, the following actions are now recorded in the project audit trail Loading a schedule template Deleting a schedule template Adding holidays to a schedule Changing the client’s schedule visibility settings Changing a contractor’s schedule visibility setting Changing the schedule mode between […]
Hello Rave users! The holiday period is approaching fast, and we think it’s a perfect time to share a few tips on blocking out your company or branch’s own Christmas Shutdown dates. Pro tip: This feature is applicable to any block out required, for example, you could use this process for a COVID shutdown also. […]
An easier way to change a project’s client – Update You can now reassign a project to another client (and change the ‘Primary Client’ in the project’s ‘People’ sub-tab) by changing the ‘Project Client’ in the Project Overview’s Project Details. 1. From the Projects Overview sub-tab, click on the Project Details ‘Edit’ button.2. Go to […]