1. Estimating - a Notes tab has been added against an Estimate. This allows you to save document, drawings, create notes etc against an Estimate. As well as saving information the sending of an email with our without attachments has been added to this tab. If you don't already have one, please have your BL Client Administrator set up a new Note Type called Email.
2. Client Administrator Function - Email setting when sending bulk POs - If you are using the bulk email function to send multiple Purchase Orders at the one time, and you don't want to be CC'd on every Purchase Order. Please have your Buildlogic Client Administrator untick the - CC current user when sending selected purchases to email - System/Settings/Other Tab.
3. Client Administrator Function - 2nd email account - in this release, if you are wanting to send out emails from within Buildlogic, you have been able to do this for bulk Purchase Orders via 1 SMPT address. You can now have a 2nd email account if you want to send out from a generic account. For example, you may want all your Progress Claims to go out via an accounts email.
This is set up under System/Settings -Email Tab.
3. Client Administrator Functions - Uploading and Downloading Word Templates - some users are never sure where their word templates are stored. A new function has been added that allows the a template to be download, edited and the uploaded.
To download, highlight the word template in your list under Reports/Reports & templates and go to other functions and select Download Template. Once the template has been edited, save the template (it doesn't matter where it is saved) go back into Buildlogic and highlight the word template in the list and select Upload Template.