New

Below is a list of recent changes to SMMware.

Highlighted New Features

  • Client Notifications for Events.
  • Enhanced Onboarding content, helpful material presented the first time a new record is added for various types.
  • The Punch Clock for time entry
  • Custom rates for Job Codes, for Sales Lead and Jobs
  • Various interface improvements (more visually appealing, fewer steps)

20 other revisions:

  • Time Entry: The new ‘smart control’ lets you type in the time directly, interprets abbreviated entries
  • When you create a Sales Lead, and in turn create a Client record, you can now also create a new Client Rep directly from that page
  • Assign Organizations to a Sales Lead or to a Job
  • The ‘Plus Button’ at the top right of every page, lets you add new Clients, Jobs, etc
  • Events can now have ‘Event Leads’, designating the person in charge for that particular event (compared to a Team Lead, in charge of the overall Job)
  • Task Groups: The definitions in the Settings Editor can include Secondary Assignees
  • Homepage, Tasks: Now consolidates into the Task Center. Can edit fields directly. Can edit via Popoup
  • Homepage, Calls: Now consolidates into the Call Center. New functions. Can edit fields directly. Can edit via Popoup
  • Homepage, Stale Contacts – Can edit fields directly. Can edit via Popoup
  • QuickBooks Online: Associate Pay Rates can now be copied to QBO
  • There is now a ‘Leave page?’ warning to help avoid losing unsaved changes
  • The Activity Log (under Admin) now records additional events
  • The Master Calendar now has a ‘Search Events’ link to let you search events
  • The Organization Listing and Contacts Listing are now faster to load
  • You can now use ‘Type Ahead’ functionality for the Autofilling of addresses (in Clients, Jobs, Sales Leads)
  • Tasks: There is now a ‘Review Required’ status that informs the Task Creator to review and revise the Task.
  • You can customize the ‘Team Lead’ label for Jobs as desired
  • When emailing Quotes and Invoices, the ‘To’ and ‘CC’ fields are now completely editable, although they are still autofilled to the email addresses of the client
  • The Punch Clock can now round to 3 minute intervals, as an alternative to 15 minute intervals
  • Search results now rank exact matches higher than partial matches. Also, sales lead custom fields are now searched