The default button will reset the project, including all filters, back to the original project view with a single click.
The button is located in the header of the project crew items container and once clicked, any crew filters or supplier selections you have made to the project since you started working on it will be reset to display all PCI’s and all crews in their original order.
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 Google App Script by visiting https://script.google.com/u/3/home/usersettings and connecting with SquidWeb. Once you have activated the function a new toolbar item “SquidWeb” will appear on your google docs and you can upload a completed template document back to its original location in SquidWeb.
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
A mailbox can be set as your default mailbox in SquidWeb settings, a public or private mailbox from the system can be assigned as your default. Once set, new mail will be set sent from this address unless specified otherwise.
Choosing a default mailbox is simple:
The Find the best person container calculates the eligibility of all crew members for a selected shift (or shifts) and lists them in order of priority for you to add to the project.
SquidWeb takes into consideration the crew members contracted hours, current amount worked hours (monthly) and their travel time to the job location to provide you with a list of names to add to your project. 
A crew member can be added to the project as a placeholder or requested directly by right-clicking on their name in the container and selecting your preferred option. A crew member can even be added as a spare.
Check out our tip video here to show you how it works:
SquidWeb mailbox has a number of features designed to help you manage your mailbox quickly and easily. Here are a few of our recommendation to help you work quickly and efficiently:
Select and email and press the following command to perform the action.
CTRL + A: Reply;
CTRL + C: Mark as spam;
CTRL + D: Mark as done;
CTRL + G: Refresh grid;
DELETE: Delete mail
If you have multiple emails that are “Read-only” in that they do not require a response or any further action from you or your colleagues, mark this as done right right away: Hold SHIFT to select multiple emails and press CTRL+D
Select multiple emails with SHIFT and press CTRL+X. The email status will change to “Deleted” but they will still be in the mailbox until the page is refreshed, press CTRL+G to refresh the grid and remove the marked spam. The page does not refresh automatically incase you make a mistake and need to change a status back from deleted or add additional mail to the spam list.
To write a response, select the mail in the mailbox and press CTRL+A to instantly open the reply email dialog, type the body of text and when you are done simply press CTRL+ENTER to send the mail without needing to click.
If you set a default mailbox, new mail will be sent from that address by default and you can filter the mailbox to display only your default mailbox by selecting the “Default” button in the header.
Choosing a default mailbox is simple:
The mailbox filter allows you to manually select which mailbox is displayed whereas selecting the “default” button will show your chosen default mailbox. When opening the filter you will be able to select from all the mailboxes your user account has access to, both public and private mailboxes will be available to select.
You will notice a list of numbers below each available mailbox, these numbers represent the amount of emails in each status in this order:
Received/Ongoing/Assigned/Auto-Assigned/Delivered/Done/Deleted
The amount of mails in the selected mailbox is also displayed in the status filter menu
The mailbox allows full text search which means sender, subject and email body search.
Drafts:
If you accidentally close your tab or the new email dialog, your mail will be automatically saved as a draft that can be accessed at any time. To find a draft email select the “Draft” from the status filter.
Show History:
To view only the email history between the selected mailbox and a specific contact, right click on any email from the contact and select “show history”, this will filter out any other mail from the mailbox that does not include this contact. There is also a container in the SidePanel titled ‘Email history’ that will display the same content.
SquidWeb forms can be used to update contact information automatically.
The contact person completes the personal data sheet on their mobile device, signs it and sends the document back to the office. The document can then be used to update the contact details page automatically, by selected “update from document” and confirming and fields that have been updated.
This is also a crucial part of the recruitment process, as applicants may be required to complete this form when joining the company – thereby automatically adding all of their data to the system as a new contact.
This can be used for updating sensitive information like bank account information, this is why the user is required to sign the personal data sheet before sending it back to the office.
All users working in a project will be displayed via their user ID at the bottom of the page. When you open a project you will notice your user ID is present in the footer, if any other users open the project from their device, their user ID will be displayed alongside yours.
You may edit the color of your ID in the user setting menu of your profile, located in the top right of SquidWeb:
Set a color to your ID so you can tell each other apart, to add some color to Squid and to brighten up everyone’s day!
An Email can be marked as spam in the Mailbox by selecting it and simply pressing CRTL + X.
The email content field will be automatically updated to “SPAM” and the status will be set to “Deleted” once the mail is marked as SPAM, it will also disappear after the page is refreshed so no further action is needed.
Select the Type cell on the far left of the mail and press CTRL+ x OR right click on it and select “Mark as spam”:
If you want to access an email that has already been marked as SPAM, select the “deleted” status from the status filter to view all deleted emails.
Workflow
A receipt can be rejected by changing its status from the receipt details container menu:
Once a receipt’s status has been changed to “Rejected” it will also be marked as released and exported. An activity will also be created and logged to inform other user the Receipt was rejected.
“ReceipEmail” type templates can also be created with preset messages to inform the contact why the receipt has been rejected. Select “New Email” from the “Receipt Email” container menu to trigger a new email and select the required template from the drop down menu.
