SquidWeb updates 30.03.2021

New features and updates:

  • Request documents: add description (of documenttype).
  • Mobile App: Status “not available” for Spare required.
  • Documents: show description on document details page.
  • Mailbox: Empty searchable message when sending email.
  • Accounting: Rename VAT column to TAX column.

Fixes

  • Mailbox response action is fixed.
  • Variables are overwritten by robot action.
  • Robot warning 1 was not executed.
  • Mailbox sync is fixed.

SquidWeb updates 23.03.2021

New features and updates:

  • Project rate cards container: Double click to open rate cards.
  • KPI updated to KPI finance.
  • DN and CCS is displayed on Today Page.
  • Payrolls – Status color updated.

Fixes

  • Payrolls – payrolls double in side container.
  • Status of payroll bug has been fixed.
  • Payrolls hot fixes.

SquidWeb updates 16.03.2021

New features and updates:

  • Company Settings: validation of template file upload added
  • Robots: “contract signed” robot added
  • Forms: form templates added.
  • Template Docs: Math calculations variables have been added.
  • Items Page: Items list – add client + transfer HML Pauschalen.

Fixes

  • Cannot mark invoices as paid has been fixed.
  • Projects: Find the best person container bug has been fixed.
  • Forms: Pagination has been fixed.
  • RateCards: opening rate cards page bug has been fixed.

SquidWeb updates 09.03.2021

New features and updates:

  • Accounting KPI has been improved.
    – Totals shown in footer
    – Totals of rows for columns are now displayed
    – Totals in footer doesn’t update values when using text filter – fixed.
    – Each budget can now be named.
    – Each budget can be set to Credit or Debit as a type.
  • Robots: Text to voice function added to Robots.
  • Robots: Pre-Call robot has been improved.

Fixes:

  • Company Setting: download allowance report template function fixed.
  • KPI leads now load correctly.
  • Payroll document upload stores to the correct place.
  • Forms: builder now display correctly.
  • Robot: Select function filter is fixed.

SquidWeb updates 02.03.2021

New features and updates:

  • Projects: Content filter added to project emails container.
  • Mailbox: Pause Sync function added to the UI.
  • Google Calendar account linked to personal settings.
  • Mailbox: text resize function added.
  • Mobile: Crew chief can now take and upload photo when contact photo is not present.

Fixes:

  • Projects: Crews are visible after being added to a project again.
  • Accounting: Split and Release are fixed.
  • Contact: Activity filter is fixed.
  • Accounting: Manually created bank transfer now list all IBAN numbers available for recipient.
  • Invoices: Warning lights are working again.

Google Account Access Explained

Some features in SquidWeb require you to grant permission for SquidWeb to access your Google account, but why do we need this access, and exactly what do we do with it?

SquidWeb only uses the access to your Google account to access or change information of items create from a SquidWeb feature – Template documents for example, allow you to generate a Google document of a pre-defined layout directly from SquidWeb, this document is created in Google documents and stored in your Google Drive, therefore SquidWeb requires permission to access these two features.
Allowing all requested permissions to your Google account will give SquidWeb the ability to use all its required features in connection with Google, those permissions are as follows:

  • Google Drive Access: Allows Squidweb to add or remove template documents and spreadsheets to your Google Drive.
  • Google Docs & Spreadsheet Access: Allows Squidweb to create template documents and spreadsheets from SquidWeb to your Google account.
  • Google Calendar Access: Allows Squidweb to create events from SquidWeb planning features to your Google calendar.
  • Apps Script projects: This allows SquidWeb to send PDFs from Google back into SquidWeb.

For full details on how these permissions are given in SquidWeb, see our short tutorial video here: