Right now Archdesk allows you to add choice inputs with multiple choices. Users can select more than one value from the choice input. It can be really helpful e.g. with Purchase Orders, Projects, Contacts, and more...
Here is how you can achieve that:
Settings&Preferences > Inputs > Create new input > Choose "Choice Input" type > Select "I want to be able to select multiple values for this input"
We added the option to comment and step back for the approval process in Forms. Users can leave comments when approving the step, also the user is able to step back to the previous stage in the process.
Here is how you can achieve that:
Projects > Select Project > Forms
We added the possibility to export Sales and Purchase Invoices as ZOHO templates. Users can download the ZOHO template as csv file.
Here is how you can achieve that:
Financials > Sale/Purchase Invoices > Click Export icon > Choose "Export to Zoho"
We added corrections to expense creation. Now Expense created from PO will be connected with all invoices created from that PO.
We added a new input type "Contact". Contact input allows adding as value contacts individuals and businesses. This input works similarly to employee input. It is not possible to fill it in external forms due to security reasons. Users can select a value for Contact input by autocompleting a search returning values from the contact database.
How to set it up
Settings&Preferences > Inputs > Create new input > Choose "Contact" type
We added the possibility to create multiple amendments at the same time. Archdesk validates during the approval process if there is no duplicated item or the quantity of the item is not less than 0. Users can create multiple Amendments which are at different stages.
Here is how you can achieve that:
Project > Purchase Order > Amendments > File > Create Amendment > Create another Amendment
We enabled the possibility to add no reply SMTP configuration. Users need to configure their email address with the correct set up and then it will be added to the Archdesk configuration.
The email will be sent from this address instead of "no-reply@archdesk.co.uk".
In order to do so, we will need the following information:
If you wish to make the changes, please send the above data to support@archdesk.com
We added new notifications for Amendment processes and Invoice processes. These notifications include for example information about who created them and who changed something important in them.
Projects > Select a predefined view
We added dedicated projects lists views, for example the "London" view can only show projects located in the city of London. Access to views can be assigned to specific user groups or to everyone.
You can also access the projects lists views using the shortcut menu.
To set up views
If you are an admin go to Settings&Preferences -> Projects -> Views-> Create New View and set up the conditions for the view.
Projects > Select Project > Contacts & Employees
We added the possibility to assign contacts and employees to projects. You are able to add both contacts (individual and business) and employees to your projects, by defining them in Contacts & Employees section.
