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Copy Assemblies, Task-Specific Lists & SORs.

We've added a 'Save As' button to the Edit Task List window. This lets you create a copy of a selected Task List, including the option to move it to another Business Unit.

Learn more about Inventory Task Lists.

Email Template Fields

Organisation contact fields have been added to Task email templates.

  • Organisation Primary Phone
  • Organisation Primary Email
  • Organisation Primary Mobile

Learn more about Email Templates.

Custom Layout Fields

Multiple assignees can now be displayed on a layout using the Assignees or Task Assignees static data field.

These can be found in the following layouts:

  • Task layouts
  • Invoice layouts
  • PO layouts
  • OHS layouts

Periodic Report Fields

Variable Service Template fields have been added to Periodic Reports, allowing you to better visualise a service contract with different requirements at different intervals.
  • Service Template Name
  • Service Template Sequence
  • Service Template Calc Generation Date
  • Service Template Description

Learn more about Variable Service Templates.

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