You can now import Assets in a bulk using an excel template, you can either create a new Asset or update the existing ones. To delete an Asset you would have to do that manually within Archdesk.

Please note, for Assets assigned to multiple categories you will have to add 1 row for each category on the excel template. 

By using access rights for Import/Export Assets, you can define which department you would like to be able to import/export Assets. 

You can now also sort all your Assets alphabetically by the Asset name:

You can now add multiple email addresses and phone numbers for a Business, Individual contacts or employees. This new feature will allow you to add an email or phone number per department for a contact:

Export a project data for an individual project to a predefined excel template. All project data including the custom input can now be exported helping you to create custom project reports.

New reporting widgets added to contacts(Business, Individual & Employees) & Projects:

• Accounting widgets
• Purchases widgets
• Project widgets
• Project Quotes widgets

Allowing you to create dashboards to give you a better insight of financial & project details under each contact or project. These additional filters will allow you to create dashboards for all employees showing all projects they are engaged in and much more.

New conditions added to project view:

• Creation time
• Update time

Allowing you to create a project view to display all projects created or updated within a specific time period.

When creating a new project view you will find ‘Creation time’ and ‘Update time’ in the list:

We implemented an advanced searching tool which has been added to all datatables allowing you to filter and find specific data easier. 

You can find the filter bar on the right hand side allowing you to choose the data you want to view and a summary of all active filters.

New feature allowing submit form on quotes, preview all submitted forms and details. External link can also be created to share the form externally. 

Add default Do-To’s to a project process. The system now allows you to configure default do-to’s for a project process, when the process is added the to-do will be added automatically. You will be able to view, modify or delete the to-do’s.

A search bar added allowing you to filter your data source dictionary by looking up a value. The filter will present all items matching your search criteria:

You can now see an activity history on all project custom input, eg. You can see when value in a project field was changed and by whom.

To see the activity history press shift and click on the project input.