SquidWeb updates 24.11.2020

New features and updates:

  • Mailbox: Select more than one email address from selection (one after another)
  • Mailbox: new categories: Rate cards and Staff contracts 
  • Mailbox: IMAP sync
  • Template editor: Set mail sender name and sender address, send as alias
  • Projects list: Show estimate sum in view project controlling
  • Robot: New action to call

Fixes:

  • Projects: Fix slow response before sms modal pops up
  • Projects: Direction map -fix alignment
  • Accounting: Remove 0 from splitted accounting after deleting #1
  • Rate cards: Fix error when generate google document with tables

Delete Projects, Items & Crews

Project Crew Items, Crews and Projects may be deleted from SquidWeb and then recovered again at any time.

To delete a Project Crew Item or an entire Crew, simply select it and hit thee delete button, once deleted the element may be recovered from the Trash page by selected the “Show Deleted” option in their respective container menus.

A deleted project may also be recovered from the project list container menu, however opening a deleted project does not return it to the project list right away, the project is instead reopened first, allowing users to check old bookings or project info before recovering it from trash.

Check out the tutorial for full details

 

SquidWeb Mobile: Update your Profile Picture

mobiYou can update your profile picture at anytime from the profile section on your mobile app. Your profile picture must adhere to a certain guideline- similar to a passport photo its purpose is only to identify you to colleagues and teammates, so no sunglasses, group pictures or reveling poses please!

Any new upload you add will first be approved by the office before it becomes live on your profile, check out this video to show you exactly how to do it!

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Approve a crew member profile picture

Crew members may update their profile picture at any time from their mobile app. Any new image that is uploaded must first be approved by an office staff member before it is live on their profile, this should help with any inappropriate uploads.

This tutorial will show you how to upload a new picture and approve any changes made from SquidWeb. Dont forget we also have a video for the crew members that will not include the approval function.

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SquidWeb updates 17.11.2020

New features and updates:

  • Mobil app: Find your crew chief track live location 
  • Mailbox: Add status tool tip and improved default button
  • Mailbox: Download and print buttons in preview added
  • Mailbox: Improved address selection
  • Squid Messenger: Set up new SquidWeb messenger tool

Fixes:

  • Vacation request: Unable to create project crew item – fixed
  • Bulk email: Send report send to wrong sender address – fixed
  • Accounting: mark as released after assigning account without reload
  • Mobile App: Errors on job refusals – fixed
  • Mobile App: Upload documents (jpeg files) – fixed
  • Crew planner: Hide delete project crew items

Upload Company Documents

Company documents, such as terms of trade, can be uploaded via the Company Settings page in SquidWeb. Once uploaded SquidWeb will create a unique URL for the document that can be added to emails for clients to download when they please, even if the document is updated the URL will always be the same, so you will never need to send a new link.

To upload new company document:

  • Navigate to Settings from the SquidWeb Dashboard main menu
  • Select Company Settings
  • Scroll down to the “Company documents” section
  • Select the upload icon
  • Select the PDF from your device

Updating a document can be done at any time by simply uploading a new PDF to Company Documents.
To upload a new version of a document, use the Action menu on the right of the section and select Upload before choosing your file.
The version counter will indicate which version is currently uploaded to the system:

The URL does not change when the document is updated – This is because it may be used as a download link for the document. Clicking the hyperlink icon in the Company Documents action menu, located on the right of the upload, will copy the URL to your clipboard. Pasting this, into an email for example, will produce a link to the document that will automatically download when clicked. The latest version of the document will always be assigned to this URL. Even if you have updated the document multiple times, when a user clicks this link, they will always be directed to download the most recent upload:

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SquidWeb updates 10.11.2020

New features and updates:

  • Find best person: Show crew membership black/whitelist
  • Find best person: Integrated maps 
  • Leads: Send bulk email to lead persons
  • Mobile App: Turn off share location in job details page
  • Mobile App: Security check from supplier available in partner projects
  • Mobile App: Verify signature in digital signing (dot is filtered)
  • Mailbox: Added all/personal/public mailbox filter, show number of emails in status
  • Mailbox: Home button to select default mailbox 
  • Mailbox: Improvement email address selection (select all used addresses)
  • Mailbox: Add option to create activity in context menu
  • Mailbox: Show shortcuts on mouse over status column header and refresh
  • Mailbox: Right click on To/CC to send email to selected email address in email details
  • Planning calendar: Add project status filter “Quote”
  • Planning: Show log modal when crew member is removed from confirmed / confirmedweb project crew item
  • Planning: Client project login – project id and password are entered by link
  • Planning: Show rate cards columns from all suppliers and project company
  • Planning: Function type “Cancellation” as item on report
  • Today: Show multiple system alerts relation (i.e. open project, open contact person details)
  • Documents: Delete person from signatory
  • Company documents: Upload documents in company settings
  • Employee list: Add date day of joining column

Fixes:

  • Mobile App: Requested documents, fixed download, upload, create activity
  • Mobile App: Fix that pre call buttons is not available
  • Ratecard: Copy ratecard
  • Ratecard: Show 0 € on google template
  • Mailbox: Include attachments in draft
  • Mailbox: Company signature replaced in new user email
  • User: Set default company role
  • User: Send password forgotten recovery link by SMS
  • Accounting: Prevent double uploads
  • Payrolls: Refresh side container
  • Find your crewchief: Improve location point
  • Aviso: Mark as exported
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Digital signed crew documents

Crew trainings and documents that require a crew signature can be created in SquidWeb and sent to crew members to complete via the mobile app.

Documentation provided by a client that must be completed before a project start may be signed using this feature –  all crew will receive a notification on their mobile device, access and view the document, sign it and returning it to the office, all from the app.


Once signed and return, the crew members also receive and email with their own copy of the signed document as an attachment.

Clients may also access all signed crew member documents that relate to their project. By logging into their account and accessing their project documents they are able to download individual crew member documents or all documents as a ZIP file.

Downloaded project documents will arrive as a download link to the clients personal email address. Following this link will download a ZIP file to your devices (mobile or desktop).
The ZIP file will contain all the individual crew members as a folder – each with the crew members personal documents included.

Robots can be set up to send crew training or documents automatically according to set parameters. If for example a document requires all crew members to sign every 6 months, the robot will check through all crew members in the database and automatically send a renewal request to any crew that have exceeded the deadline.

↓↓ Check out our tutorial for a better look! ↓↓

 

 

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