Technology Blog

Workflow Max have updated their software with a raft of new features and changes.

• User interface re-design
• Notify additional staff about a note entry and not just those assigned to the job
• Respond via email to a note
• Add comments to notes
• Group multiple documents to a single note when emailed
• Add notes to a Task
• Mobile interface – add comments

Details here-

https://my.workflowmax.com/help/Latest%20Changes%2031%20July%202010.htm

WorkFlowMax have today released a major update to its SaaS workflow solution.-

https://my.workflowmax.com/help/Latest%20Changes%2016%20May%202010.htm

WorkflowMax have released a new module, lead management-

http://www.workflowmax.com/lead-management.aspx

Latest Changes – 22 March 2010
Hi Everyone. We have been working on some slick usability enhancements in the past couple of weeks and couldn’t wait to bring them to you, so here they are, enjoy. To read the full release notes click here.

Add To Do Item Inline – You can now add todo items to a task by entering them directly beneath the task, rather than having to click on the task first
Assigning Staff to a Task – You can now assign staff to a task without having to first assign them to the job. Editing a task will reveal a Staff drop down selection menu.
Staff Task Allocation – In Preferences a new setting has been enabled that allows you to display only tasks explicitly assigned to a staff member
Job Notifications – Can be specifically directed to just the project manager assigned to that job
Job Notifications – Priority of the job is included in the email sent to staff assigned to it
Unit Price – Now displays when searching for a cost if you have the Financial Privileges
Report Builder – Now uses the time format set in preferences, and also includes Draft Quotes.
Job State – Where a job is in a state that doesn’t allow time or to be entered these jobs will no longer display in the time entry screens
Create New Client – Enter contacts email address at the time
Job Financial Summary Report – The job financial summary report now sub totals tasks and costs
MYOB Invoice Export – You can now include Job Numbers
Billable Time Report – The job state filter has been added to this report
Bug Fixes – You can now delete custom rates from the Client – Custom Rates tab
As always please don’t hesitate to contact us if you have any feedback, suggestions or you need a little help – support@workflowmax.com.