I personally know a lot of account holders who have been holding out for this for a long time.
For every register, whether it be Incidents or Actions, the new index view gives the entire index a whole lot more room as well as a general facelift. Perhaps the most exciting feature though, is the ability to save your default filters.
If for example, you’re an admin working on the Plant & Equipment register and you’d like to see ‘All’ Plant & Equipment items ‘Created Anytime’, you can now save that filter so that every time you personally head back there that’s all you’ll see. Huzzah! This applies to all registers and can be done at any time.
To save your index filter, simply get the filter to the view that you’d like to see when you access it, then hit the save button on the top right (pictured below). These filters can be saved person to person so whatever you personally want as your defaults, you can have that now. In addition to this, they apply to both the parent filters as well as the column filters.
For any indexes that you can import, you’ll also see the download button to the right of the save button.
Donesafe’s header bar has also had a nice li’l tweak
Here’s the changes:
Nothing major here, but a nice change. By moving the back button into the main header bar, records now have a lot more screen real-estate available to them. The only major functional change here is that the ‘Print’ option is now available through the record menu button rather than a small icon floating above.
It’s been a long time coming, but you can finally change your dashboard colours, specifically, the indicator widgets on the Dashboard. To edit these to your company colours, all you need to do is head to Settings > Look & Logo and edit your ‘Dashboard Graph Colours’.
Well, it’s all based on your feedback! Over the next few months you may notice a handful of other small graphic changes being rolled out incrementally based on the feedback we’ve received over the last 12 months. For example, within the next few weeks there’ll be a nice update to how action are displayed on records, so keep an eye out for that.
In other words, make sure you keep that feedback coming!
And as usual, stay safe out there.