Add and Edit new Crew Tags

Crew tags can be assigned to a crew member from their crew profile. Tags are used to filter the crew into groups based – applying a tag filter will show only the crew members with that tag assigned to their profile.

New tag groups can now be created and edited anytime. New tag groups can be color coded and existing tag groups can be edited and customized.

Open the tags dialog from any crew member profile to access these option. Here is a quick guide to show you how:

SquidWeb update 29.01.2020

New features and updates:

  • New crew tags can now be added and edited from crew profile containers.

    This features is available to all users with supervisor roles.
    (https://squidweb.info/add-and-edit-new-crew-tags/)
  • Last received emails indicator in mail list header.
  • Accountings: Contact accounts show in side panel.
  • KPI Accounting – BETA.
  • No vacation counted in payrolls for new function parameter “unpaid vacation”.
  • Accounts: Create new account groups feature added.
  • Vacancy and Application Module, incl. Word Press Plugin – BETA.
  • KPI performance planner has been renamed.
  • Invoices VAT field is now always displayed.

Fixes:

  • Cannot set ToDo in bank transfers bug is fixed.
  • Mailbox: Invoice email is now always assigned to correct contact person.
  • Payrolls: items can no longer be assigned to released payrolls.
  • KPI accounting bug in which items were missing has been fixed. 
  • Mailbox Autoresponder timezone fixed.
  • Shared tenant company projects removed from project list.
  • Rate cards: Contact remains in header.
  • Deleting crew items with minimized crews no longer deletes additional PCI.

SquidWeb update 22.01.2020

New features and updates:

  • Vacancies and applications feature have been added.
  • Mailbox now available on Mobile App (read only).
  • Project: Group email can now be sent to all confirmed crew members from project menu.
  • Bulk email tools: Group emails can also be sent from the Crew Planner, employees list and Mailbox list.
    (full details can be found here  https://squidweb.info/bulk-mail-tools)
  • Mailbox: new menu option “Resend email”.
  • Mailbox: Alias support added. “Sender name” optional.
  • Optional block date can now be set with Refusal SMS.
  • Mobile App: Check In & Out Crew from Suppliers is now possible.
  • Project list new filter option – “only supplying projects”.
  • Accounting new filter option – “all years”.
  • Accounting: Improve period filter.
  • KPI Accounting graph – Turnover based on invoices.
  • KPI Planning graph – Hours.
  • KPI Planning  graph – Employees.
  • Default attachment can now be added to project calculations.
  • Invoices improvements- Period filter size, branch URL refresh.
  • Persons: Salutation and title updated for ES,DE,ENG & NL languages
  • Bonus vacation and Bank holiday functions added for internal planning.
  • Crew Planner: Symbol for bank holiday added.

Fixes:

  • Today search Function: “All” tab is no longer empty.
  • Today search Function: Works after first click.
  • Mobile: swipe function is fixed.
  • Receipts: supplier Invoice – PCI list container search has been fixed.
  • Bank transfers exporting option is functional.
  • Bulk E-Mail: Recipient list updates with crew planner filter changes.
  • Documents: Cannot delete personal documents.
  • Phone number: 00 as start for international number is now valid
  • Release invoice is functional.
  • DN: Signature area is now never on a separate page to the rest of the document

Bulk Mail tools

A bulk, or group, email can be sent from SquidWeb in a number of ways. Skip to the bottom for our tutorial video.

  1. From the Crew Planner
    Select “Send email” from the crew calendar container menu to trigger a new email window. This email will be sent to every member of the currently selected crew, so be sure to filter the crew calendar to the crew members you wish to contact before selecting “Send email”.
  2. From the Employees list
    Similar to the crew planner, select “Send email”, this time from the employees list container menu, and a new email window will be triggered. This email will be sent to every employee in the current list, so be sure to have the correct company and period selected first.
  3. From the Project details page
    In the project container menu, the “Send email” option can be used to send a bulk email to all crew members entered into the project. If the position has a crew member assigned to it, and that crew member has an email address assigned to their contact details, they will be included in the mailing list.
  4. From the Mailbox
    From the Email list container menu, select “New bulk Email”, unlike the previous two methods an email dialog will not be triggered right away, first you will be asked to select a mailing list to send the email to.
    A mailing list must be created beforehand. Any mailing list can be created, such as ‘all employees’, ‘all clients’ or ‘all contacts in the city of Paris’, it is simply a list of persons from within your database.
    To create a new mailing list, please send a request to support with your requirements, ie “A new mailing list to all clients in Spain” and we will add it for you.

    This method should be used to send Newsletters or company announcements.
    Templates
    Like many things in SquidWeb, templates can be created to make things easier. Bulk email templates are created in the templates page with the template type “EmailMessage”.
    Bulk email templates are a little more complex then usual templates as HTML can be used to add images, coloring and logos. A tip video for this will be available soon.Our video below will show you how to work with each tool: