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2021 Updates

Version 2.9.5 (6.01.2021)
Added: Ability to search existing suppliers on create.
Removed: Option for 500 item page size on tables.
Added: Ability to add custom pricing tiers for quotes and invoices.
Fix: Stop being able to scroll past the end item on drop down lists.
Fix: Task generating on a project will now run when a project is created instead of waiting for the first save.
Fix: Dashboard filters not saving on deselect.
Fix: Issue with page components waiting for page data before loading.
Fix: Comment form on invoices misaligned.
Update: Orders to have the same functionality as quotes.
Version 2.9.6 (13.01.2021)
Added: Draft of new report system.
Fix: Loading of calendar not working sometimes if event is deleted.
Added: Maintenance mode to log out team users while active.
Update: Support to allow summary tab to load a different form per client category.
Fix: Loading of pricing tiers in a stock item.
Update: Made a limit on the number of items displayed on dashboard lists.
Update: Made comments tab open first on dashboard.
Update: Removed all time option from table date range filters.
Add: Support for stock ingredients section on a stock item.
Update: Improved calculation of account balance on clients.
Fix: Searching for a client with global search when already in a client fails to load the newly searched client.
Version 2.9.7 (20.01.2021)
Added: API based reports now live.
Fixed: Cart items to invoice carry pricing across.
Added: Positive and negative lag on gantt chart.
Fixed: User field locking no longer overrides system disabled fields.
Added: Sub-value items now load correctly on tables.
Fixed: Filters that contains archived items will no longer show those items.
Added: Export to word functionality is now being live tested.
Added: Extra data to our logs.
Version 2.9.8 (28.01.2021)
Add: Support for backorder generation.
Fix: Issue with images not loading in some areas.
Add: Ability to reset password from user profile.
Fix: Issue with team overrides on reporting fields not working properly.
Add: Ability to print from the summary tab on a client.
Add: Infrastructure for document signing.
Version 2.9.9 (3.02.2021)
Add: Ability to add related stock items to a stock item.
Fix: Issue with invoice not changing when switching to another invoice either by entering a url or by the search bar.
Add: Sales price on stock item which is used when added to an invoice or quote.
Update: More fuzzy parameters available in search.
Add: Ability to create/send document signing requests.
Add: Team maintenance mode.
Update: Backorder functionality.
Update: Assets table to new format.
Add: Planner layout for events.
Add: Stock audit tab.
Add: More features to new report builder.
Update: Changes to stock in crm now auto published to woocommerce.
Version 2.9.10 (10.02.2021)
Fixed: Ability to use stock category pill pickers.
Update: Document signing will make user have to sign all required signatures.
Added: Extra stock fields for quantities.
Update: Support to add buttons to tables.
Update: Allow requests for data to retry if they don’t respond.
Update: Email will now use queue system.
Update: Planner will now show loading indicators and open events.
Updated: ‘Removed from button’ longer deletes.
Fixed: Stop drop down menus from loading more than once on board creation.
Added: Extra functionality to new reports.
Update: Ability to filter new reports.
Fix: Stops report columns from missing data on new reports.
Update: Fetching changes to new reports, stop duplicate requests for data.
Added: Internal usages to audit tab.
Updated: Woocommerce now displays free stock.
Version 2.9.11 (17.02.2021)
Fixed: Finance breadcrumb links.
Added: Ability to show stock inside stock category.
Added: Support for sensitive data fields.
Updated: Global search functionality and styling.
Updated: Performance updates when loading invoices.
Updated: Performance updates when loading quotes.
Fixed: Clear new report when no data exists for date range.
Fixed: Issue with request signature button not able to be selected if you have already used it on another document.
Updated: New reports will be able to download if they have less than 100 lines.
Updated: Functionality of new reports.
Updated: Ability to change ext client feedback form per team.
Added: QR code to bottom of display image which will link to the page.
Updated: Search fields on clients.
Fixed: Ability to use all time date range for new reports.
Updated: Add support for filtering new reports.
Fixed: Ability to use custom date range for new reports.
Added: Email queuing system for auto-emails.
Fixed: Ordering of columns in CSV export for new reports.
Fixed: Alphabetise report templates in new reports.
Version 2.9.12 (24.02.2021)
Add: When a version of FireHawk has been in the background on a tab or browser, it will load the latest information from the server when you access it again.
Update: Fields locked due to editing will now unlock when switching tabs or closing the window.
Add: Ability to enable maintenance mode on all teams at once.
Update: Address fields will default to current country.
Fix: New button on left hand menu invoice list will now work.
Update: When using global search, the ‘View More’ button within a section will now open the relevant table with the search results.
Update: Permissions for viewing invoices.
Update: Styling and layout of quotes and orders.
Version 2.9.13 (3.03.2021)
Added: New reports show number of rows if they are less than 100.
Added: New loading procedure to stop new version double loading.
Updated: Stock code will appear in header on a stock item.
Added: Files to purchase orders and bookins.
Added: Ability to use document signing for quote pdfs.
Fixed: Totals on duplicated invoices and quotes.
Fixed: Totals on invoices and quotes created with templates.
Fixed: Category jump to button on stock items.
Updated: Sub-total for invoices now calculate correctly.
Updated: Stock adjustments.
Fixed: Timezone making date range out by a day for new reports.
Added: Ability to unfollow an item from the notifications list.
Added: Support for allowing archived items to be shown on screens.
Fixed: Automated email subject error.
Added: Numbering column now in csv export for new reports.
Fixed: Timezones for online bookings.
Version 2.9.14 (10.03.2021)
Fixed: Clients reverting to first tab after switching browser tabs.
Added: Ability to hide top search per team.
Updated: Once form is downloaded, switching between tabs should be quicker.
Added: Ability to show timeline instead of comments by default on dashboard.
Added: Running total for stock usages on assets.
Fixed: Fixed buttons being disabled on line items on quotes.
Updated: Currency symbols now displays as expected.
Updated: Email links for generated reports will now open an external download page.
Updated: Ability to see archived items on new reports.
Updated: Removed redirect to previous page on save.
Added: Support for changing dates in planners and filtering search options.
Updated: New reports functionality.
Added: Pricing to book ins on stock audit tab.
Updated: Subject lines on emails can now accept merge tags again.
Version 2.9.15 (17.03.2021)
Fixed: Loading indicator sometimes not displaying properly on forms.
Added: Support to set date format per team for tables and form fields.
Fixed: Issue with quote/estimate item options on quote/estimate templates copying to quote/estimate in wrong format.
Fixed: Issue with invoice item options on invoice templates copying to invoice in wrong format.
Added: Support to set invoice items, quote/estimate items and order items to default to being expanded per team.
Added: Totals on payments and investments tables at bottom of invoice.
Updated: As part of our new xero integration, we have added new authentication.
Fixed: Headings on generated report CSV’s will now match report headings in CRM.
Fixed: Error when generating report CSV’s if report contains data that isn’t text.
Added: More tools to enable better performance management.
Updated: Report filtering functionality.
Version 2.9.16 (24.03.2021)
Updated: Xero to use new authentication method.
Added: Single image option for QR Code page.
Fixed: Loading of integrations page.
Updated: Disabled the download/generate report button if no columns have been added to new reports.
Updated: Comments are more responsive when switching clients.
Updated: Client balances, invoice table totals have been moved to a new calculation method.
Updated: Disabled reports will no longer show on report templates list.
Version 2.9.17 (31.03.2021)
Updated: Moved to a new dedicated reports API to increase speed and performance.
Updated: Ordering in top search to allow custom result order to be set.
Updated: New report functionality.
Added: Ability to allow additional lines in addresses if required.
Fixed: Archived comments not hiding on dashboard.
Fixed: Sorting when first loading a report.
Updated: Board filtering functionality.
Fixed: Report add column menu staying visible when changing page with it open.
Updated: Top search to include more searchable terms.
Fixed: Issue with view orders page not loading.
Fixed: Comment loading issue on suppliers and stock.
Fixed: Issue with duplicate search when creating clients.
Added: Cards on boards can now contain checklists.
Updated: Support tickets now have version control.
Version 2.9.18 (8.04.2021)
Updated: Stock locations are now a picker instead of a text field.
Updated: Xero API now fetches billing types from Xero.
Added: Stock picker on variations.
Added: Ability to have a generate order button on quotes.
Updated: Exports now use their own API.
Added: Ability to change the date format of date fields.
Updated: Pick lists on data entry forms now use their own API.
Removed: Investments from returns.
Updated: Reports functionality and bug fixes.
Added: Add a delay and pagination for fetching report items.
Added: Ability for reports to show contacts.
Version 2.9.19 (14.04.2021)
Updated: Lists will no longer live refresh to help with performance.
Added: Refresh button on lists.
Updated: Integrations to be available by default.
Updated: Reverted database to a more stable version.
Updated: Reports functionality.
Version 2.9.20 (19.04.2021)
Updated: Reverted database to a more stable version.
Fixed: Downloading of favourite form exports.
Version 2.9.20.1 (21.04.2021)
Added: Ability to have a pricing tier configured as a default for a client or quotes & invoices (edited).
Updated: Saving of client versions to improve performance.
Version 2.9.20.2 (21.04.2021)
Fixed: In form document export buttons to send through correct data.
Version 2.9.21 (29.04.2021)
Updated: Improvements to form relations and saving.
Fixed: Report filters to work with empty values.
Added: more options to date formats for timezones.
Updated: Invoice and quotes totals are now calculated via API.
Updated: Project headers updated to be more stable.
Fixed: Blank redirect on login sometimes preventing login.
Updated: Changes to login to increase performance.
Added: Ability to nominate a minimum sale price in a stock item.
Fixed: Occasional error when a field group copies to another field group containing different fields.
Added: Support to set the default tab on client export page.
Added: Error messages will now display when submitting to xero.
Fixed: Issue preventing disabled phone number fields not saving when set from a copy field.
Fixed: Quote and invoice templates now loads items as expected.
Fixed: Pull by fields in new reports showing as gray square for some report templates.
Fixed: Ability to sort columns on the stock audit table.
Added: Separate API’s for integrations and notifications.
Version 2.9.22 (5.05.2021)
Added: User settings to profile to turn off notifications.
Updated: Addresses are now correctly localized.
Added: Increased stability of team exports by taking smaller bites of data.
Updated: Fix new reports not showing the cell value in certain circumstances.
Version 2.9.23 (12.05.2021)
Added: Sales assistant and ship to fields to invoices, quotes and orders.
Added: Support to show description field on quotes when line items are collapsed.
Fixed: Team slug and login email fields auto capitalising first letter on ipads.
Fixed: Visiting client exports wouldn’t load favourites tab if it is the default tab.
Fixed: External payment forms will now show in the teams currency.
Fixed: Comments will now archive correctly.
Fixed: User permissions not loading before sidebar causing menu items to not load for some users.
Added: Ability to set an email template to use the selected contacts first name.
Fixed: Subject line on email form overlapping buttons.
Updated: MYOB integration to include new login.
Updated: Sorting of client exports under favourites tab to be alphabetical.
Updated: Client saving functionality to increase performance.
Fixed: Error on new reports when adding column that prevented reports from being created.
Version 2.9.24 (19.05.2021)
Updated: Integrations API slack now behaving as expected.
Added: Support to export a mapped PDF off an invoice or quote.
Updated: Quickbooks, MYOB and xero have been migrated to integrations API.
Added: ‘Checked’ option to admin status on invoices.
Added: Support to set whether table search filters save their state.
Added: Ability to open image files to view within CRM.
Fixed: Issue with the file picker when creating emails not showing correct files.
Fixed: Creating a stock book-in from a purchase order not bringing across date and supplier.
Fixed: Filter will display content after page reload.
Fixed: Exporting CSV from a table showing the HTML code for any links.
Added: Support to filter event categories shown on calendar.
Fixed: Issue preventing removal of contacts from clients.
Fixed: Issue with comments being hidden on iPad.
Fixed: Jump arrow buttons next to stock items on quotes, invoices and orders now working correctly.
Version 2.9.25 (26.05.2021)
Fixed: Tag clouds not having not having vertical spacing in some cases.
Fixed: Layout issues with the page QR Code export options.
Added: Extra large printing options for QR Code exports.
Added: Support for adding more information in the header of slide out drawer panels.
Added: Support for adding email signatures.
Added: Signature picker field when sending email.
Updated: Address state picker to work with USA states.
Added: Support to allow table filters to hide based on team setting.
Version 2.9.26 (2.06.2021)
Added: Support for events and suppliers in the top search bar.
Updated: Functionality of reports.
Updated: Allow auto task creation to work when the project category is changed.
Removed: Sales tab on a stock item.
Updated: Team exports display and functionality.
Added: Ability to set default date format per country and per team.
Fixed: Issue with pop-up background fade being dark on iOS devices. The fade is now white.
Added: Ability to send email on a supplier.
Added: Ability to click a time on the day view of the calendar to create an event at that time.
Version 2.9.27 (9.06.2021)
Added: Support for back-orders on invoices.
Added: Emailing purchase orders will have the selected supplier’s email as a contact.
Added: Support to override the status field of purchase orders.
Added: New file tag options in file manager.
Added: Jump to supplier button on purchase orders.
Fixed: Purchase order not saving when clicking to view before clicking save.
Fixed: Default terms and notes on invoices not auto-populating.
Updated: Enable text wrapping for items in stock picker on quotes, invoices and orders.
Version 2.9.28.2 (16.06.2021)
Updated: Ingredients on a stock item now decrease the live quantity as expected.
Updated: Reports functionality.
Added: Ability to have the auto generating invoice number contain a prefix.
Added: Tables can now be embedded inside forms.
Added: Sales assistant on orders are now auto-assigned.
Fixed: Backorder fields now appear as expected.
Added: Woocommerce categories can now be sent from FireHawk.
Updated: Purchase order statuses can now be manually set.
Added: Contacts table on supplier.
Fixed: Status field on stock book-in now changes correctly.
Fixed: Support ticket avatar images not displaying correctly.
Added: Invoice description on a stock item will be used for the item description on an invoice.
Fixed: Discounts not showing on some invoices.
Fixed: Generate file number button not showing on forms.
Version 2.9.29 (24.06.2021)
Added: Ability to edit comments.
Added: Support to change colour links are displayed as.
Updated: Reports functionality.
Updated: Increased sensitivity of table search.
Added: Table search now searches for middle name if available.
Updated: Increased performance of invoices table and changed totals to be page totals.
Updated: Stock category filter to handle showing items in child categories under the selected category.
Added: Ability to have cost pricing for a stock item to be different per supplier.
Added: Support for international date formats on estimates.
Added: Teams that have multiple branches/brands can now add a dedicated email address for each brand.
Version 2.9.30 (30.06.2021)
Added: Ability to filter by invitee on the calendar.
Updated: Viewing a quote externally will show the text field quote items as a single line for select teams.
Updated: Viewing a quote externally with optional items that haven’t been included will show ‘not included’ instead of the value in the total column for select teams.
Added: Comments on entities will now show on the associated client or projects comment list.
Fixed: Running total calculation will now be in the correct order on stock usages on an asset.
Version 2.9.31 (7.07.2021)
Fix: Issue with category filters not working if no child filters exist.
Added: Client selector in email form.
Added: Ability to create a new stock location from the location list on a stock item.
Added: Support for adding an incidents list.
Added: Ability to use US date formats on reports.
Version 2.9.32
Updated: Login system to improve stability
Version 2.9.33 (14.07.2021)
Added: Comments / Timeline to asset incidents
Added: Map pin button to addresses
Added: Files tab to task form
Updated: Pre Need to At Need conversion to reset the file date (funerals only)
Updated: Booking out of suppliers to improve stability
Version 2.9.34 (21.07.2021)
Added: Ability to display the stock subtitle on stock pickers.
Fixed: Auto-capitalisation of email input fields on iOS devices.
Added: Support for adding validation to fields which can show a confirmation box when changing value.
Added: Ability to change the height of the timeline/comments dashboard item per team.
Fixed: Issue preventing the ability to edit comments.
Updated: Reports functionality.

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