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New features and updates: SquidWeb Messenger: Video calls Application: Show contact activites when contact is created Receipts: Create receipts from receipt template (for recurring receipts) Accounting: Check sum of split bookings before release Mobile app: Add ongoing projects filter and hide projects in status design to client Planning calendar: Set triangle default color of closed/refused […]
SquidWeb Leads feature is designed to help generate new potential clients by listing all current leads, their communication status, assigned manager and current “temperature”. New leads can be added individually or in bulk via an xlsx file upload- this makes it possible to upload all leads that may previously be stored in spreadsheets or Excel […]
New features and updates: Today: Delete requested documents and hide deleted documents Documents: Add delete document menu KPI Accounting: Columns sorted like in export, group budget Accounting: Delete accounting by accounting stack Accounting: A3 export for invoices, receipt App: Show signed crew guide and crew leader guide in trainings App: Possible to set *spare* to […]
New features and updates: Mailbox: New variables for autoresponder ({{date}} and {{nextAvailableDate}}) Mailbox: New shortcut STRG+I to enter signature Project and Invoice: Added html email templates Project: Edit crew status in crew container grid Accounting: Copy marked column to clipboard Project (Find best person): Show crew name and id in project crew item selection Robot: […]
The mailbox autoresponder can be set when you are on vacation of absent for any reason. Once set up all incoming emails to the chosen mailbox will be automatically replied to with a preset response. To set the autoresponder navigate to the mailbox settings and set the Autoresponder section to active. Once active you may […]
SquidWeb’s template document allow you to generate a doc from SquidWeb with pre-filled variables to quickly produce bespoke files without any work. Now with the use of Google App Script, it is possible to upload those documents directly back to SquidWeb without the need to download it first. To do this you must first activate […]
New features and updates: Robots: Multi company robots within one tenant Vacancies: Sync with Arbeitsagentur Germany Accounting: CSV upload from spreadsheet template Mailbox: Autoreponder improvement, new variable {{nextAvailableDate}} Fixes: Invoice: Fixed wrong warning status (dot) Invoice: Exclude deleted project crew item from check Login: Fix permission/log in error due to too long token KPI Crew: […]
A document can be request from a contact in SquidWeb, if a crew members passport is out of data or a staff member’s driving license needs to be updated, a request can be sent to thier mobile device so they may upload a new copy. The request can be made automatically be SquidWeb Robots when […]
New features and updates: Projects: Delete/Undelete Projects Users: show active, project and invoice time in user graph Google Doc: Create PDF document from google docs in SquidWeb Company settings: Set Japan Yen as default currency Employees: Include contract type in export WordPress plugin: English translation added to controls Fixes: Projects: Report calculation sum error Projects: […]
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: […]
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