Staff moves from Administration to ... People

by Dale Shaw 2. January 2012 19:52
  A small change but ... STAFF has moved.   I could not think of anything else to put under Administration and so ... Admin has disappeared from the left hand 'sidebar' toolbar.  Staff has moved under People. No ... it does not have a spot anywhere on top toolbar.   Dal... [More]

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SIGNZ

Contract HOLD and ROR in contracts list

by Dale Shaw 23. December 2011 14:16
  Hold and ROR have been part of SIGNZ since ... a long time.   However, they have never appeared in Contracts listing until now.  Some of the data was there, some not.  So we have added it.  If ANY bookings are on Hold or ROR then the flag will show in the list.  Nat... [More]

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SIGNZ

Stages automated ... ever so slightly

by Dale Shaw 23. December 2011 13:30
  'Stages' have always been an issue for me.   Stages were originally created as a way to manually set the stage a contract was at ... 'manager signoff required', 'production', etc.   A few customers had Stage automated in SIGNZ 3 so that the Stage would change based on activity on... [More]

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SIGNZ

Credit approval settings

by Dale Shaw 18. December 2011 12:08
  Credit Approval in SIGNZ 3 was on / off and that carried across to SIGNZ 4.  Either a company was 'locked' in terms of credit hold or it was open to be used.  Nothing in between. The new settings have been expanded to allow SOME actions.  This means we can let reps create and... [More]

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SIGNZ

Creating new companies / Credit Approval

by Dale Shaw 18. December 2011 10:36
  The argument has always been there - Should reps be able to create new companies? We have recently added a raft of new features to help here: 1) A new permission per CompanyType.  This means that I can allow a rep to create Direct companies or even Prospects but not Owners or Agencies... [More]

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SIGNZ

Merge in Avails

by Linley Parry 12. December 2011 14:42
A small but popular item from SIGNZ 3 has now been implemented into SIGNZ 4 - the Merge option in the Avails search. It is easily ticked on/off in the search options, giving you the ability to view contracts in block bookings, instead of being divided into each period.  This can... [More]

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SIGNZ

Combined sales AND occupancy

by Dale Shaw 6. December 2011 18:12
  New reporting tools added to SIGNZ recently allow us to create reports with both sales data AND occupancy. At present these are only available to 'custom' reports but will soon be added to a standard 'pivot' report.     Dale

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SIGNZ

Reports via Email

by Dale Shaw 23. November 2011 16:11
  Hi Well, we have been playing with reporting tools recently and have completed the tools required for us to create quite complex emails and attachments based on the SIGNZ reporting tools.  The primary reason was to give us a better way to send things like 'contracts expiring this month... [More]

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SIGNZ

Installation Changes

by Dale Shaw 19. November 2011 11:51
Updated Quick Guides at http://help.signz.co.nz/index.html?quick_installations.htm Installation Reports: - Extend button changed to refresh screen - Actioned / Sent bookings will now show in Blue / Bold in Start Date and Scheduled Date - Installed bookings will now show in Green / Bold in S... [More]

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SIGNZ

SIGNZ 4 Utils - Import Basic Site Details

by Dale Shaw 16. November 2011 22:13
  We previously had screens to import basic Site details such as addresses, GPS, grade, area, size, etc. but it was hidden away. Now you will see a new entry under Utilities, Import / Export for Import Site Details.     Dale

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SIGNZ

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