Blog post edited by AroFlo
Our Developers are always working on AroFlo to improve its performance for your business. The Nuts & Bolts Update gives you a round-up of recent small but important enhancements.
Field: Quotes list and search
We've made a couple of changes to quotes in AroFlo Field, to make it more consistent with Office.
The quotes list now displays the requested date and the due date for each quote:
In addition, when searching for quotes in an Approved status, you'll now have a date range selector which you can use instead of typing in keywords to search.
Learn more about Quotes.
Office: Current Task List
Do you regularly filter your tasks in ServiceTrack > Current to find the info you need? Guess what? You can now bookmark these filters for an easier way to find the info you need!
Simply use a filter, for example, tasks that are assigned to you, and bookmark this page using your web browser. This will save you from filtering the list each time you use it. Simply open up your bookmarked link.
Learn more about the Current Tasks list.
Report Fields and Filters
User reports
We've added a 'Timesheet Task Client Name' filter, so you can see which clients you've been doing work for.
Periodics reports
There are two new fields available in Periodics reports, to let you see who archived a periodic task template and when:
- Archived_by
- Archived_Date.
Learn more about Reports.
Field: Periodic Task Templates
We've updated the way you access periodic task templates in Field. Just go to the bottom of any task list and click Periodic Task Templates.
Learn more about periodic tasks in Field.