Previously, if users did not complete all the mandatory fields on a form and tried to close or submit the form, there was no indication of which fields were incomplete.

A new pop-up will appear indicating which mandatory fields are incomplete and those fields will be highlighted with a red border.

Previously users were unable to sort leads by their assigned lead number.

We've added a new option that users can toggle to sort leads by their assigned lead number.

Users did not like the names of our stock forms when it came to sending the forms out to clients as PDF's.

From the Form Sequencer page, users now have the ability to edit the names of stock forms. We will display this new name in our "send forms" and "export pdf's" so that your new naming is what your clients will see.

Previously, if you added images or folders to a lead and created a project, you did not have an option to apply the default folder structure. As well you did not have the ability to add this folder structure in the leads "file" system.

Users can now click the "COPY DEFAULT FOLDER STRUCTURE" option with a project's Document Management page to apply the default folder structure for a project that was created from a lead.

Also, you can now apply the default folder structure from a lead directly.

On the Leads page, users previously lacked the ability to quickly sort by a category.

We've added clickable (up/down) arrow icons to allow users to quickly sort by a category.

Users were previously unable to include location data for inventory items in the past. This led to Warehouse Request Forms missing information to quickly locate inventory items and fulfilling requests.

We've provided a new field within the inventory details of an item called "Yard/Aisle Location" which will populate details on the Warehouse Request Form as well. Warehouse managers can also select the "Organize by Location" option during fulfillment to organize inventory requests by location.

NOTE: To add locations please visit your Admin/Portal Admins/Yard / Aisle location

The CRM Dashboard required a few updates so that users could identify information quickly and navigate around more efficiently.

Here are some updates we made:

CRM Dashboard Updates:

Leads Page Updates:

In the previous version of the Containment Log, we lacked functionality across multiple areas.

We've overhauled the Containment Log so workers can now log their time in/out 3 times in a day, supervisors now have the option to send a text to their crew members to sign out via their PIN, attach photos (hand written containment log, site photos, etc.), and add notes or comments relevant to the containment work.

The Project Inventory report previously only grouped data by projects and users were unable to see total item usage grouped together across multiple projects.

Users can now select "Item Grouped" as an option to generate a Project Inventory Report under the Report type to pull a report based on item groupings.

Users were previously unable to select FieldFlo Respirator Fit Tests as required options in the Certificate/Licenses section of the Project Details.

The FieldFlo Respirator Fit Test is now available to select in the Certificate/Licenses section of Project Details. Users can now select multiple fit test options to be required for a project.