Hello attendees of the 2023 NASMM conference!
We hope you have been well since we last met in Philadelphia. SMMware has been busy, continuing to add new features, and improving the ones we already have.
Below is a list of how SMMware has changed.
Highlighted New Features
- Digital Signatures
- Secondary Assignees for Tasks
- Marking Up Expenses
25 other revisions:
Calendar
- Availability Table
- Additional Calendar Tags (from 10 tags to 24)
- Master Calendar: Filter by Calendar Tags
- Homepage Calendar Revision, useful for Sales People: Monitor Job Events”
- Calendar: Day View, Week View
- Calendar: When inserting address, cursor moves to the end of the address
- Integrating with other calendars, via ‘My Schedule’ (iCalendar format)
- Associate Skill Codes, for planning events
- Notifications when ‘Unavailability’ entries are added
- Revision to Shifts for Availability Events, repeat last shift used
Sales:
- Sales Leads: When you email an invoice as a PDF attachment, you can now customize the subject and text of the email (before this it was hard coded). That content is part of the associated Note.
- System Generates Tasks, for Sales Leads. Added ‘Customer Decision Date’, ‘Last Submitted Date’. Date won. Score. Age of lead in days.
- System Generated Notes resulting from various Sales Activity
- Print Versions: There are now printable versions for sales lead profiles
- The client, job, and sales lead pages have some layout changes to improve readability
- Settings for Automatically Created Tasks
Various areas:
- Team Notifications for Jobs
- Print Versions: There are now printable versions for job profiles
- Invoices: When you email an invoice as a PDF attachment, you can now customize the subject and text of the email (before this it was hard coded). That content is part of the associated Note.
- Job Listing: Filter By Team Lead
- Job profiles now list who the Lead Salesperson is
- Default Times for Hours Entry. Also, Midnight Now Selectable
- Tasks: New status level ‘Review Required’, notifies the task creator that the assignee has hit a roadblock and needs input.
- Payroll Report: When exported to CSV, the payroll report now includes columns for start time, end time and break hours.
- Homepage Edit Buttons