24 February 20213.20.1
To view all the feature requests implemented in this version check out GitHub page. https://github.com/madrecha/jamku/milestone/11
New Integration Data Paths More info
- Bill Locations
- Service Todo
- Service Stages
- Service Team
- Service Fields
New Bulk update Categories of Task (in Task List)
- Now you can update Task Category, Task Profit Center, Task Cost Center for tasks in bulk by selecting the task from
Import Bill and Receipt in a bulk from Excel to Jamku using the Import feature.
Create Receiptoption, and follow the usual data import procedure.
groupidis required in Bill creation.
groupidis required in Receipt creation.
Edittab in Task View, Client View, Group View has changed it's location from last tab to 1st tab.
- Now you can select
Bill linesand Delete Them at one click.This is required to make billing faster and when we want to delete the bills.
- Now can see when the tag was added and by which team member in
Add/Remove ClientTagdialogue (in Client View / Task View). #404
Stage Dashboardtable report.
- Added option to remove client tags in bulk is now available in
Client Listsimilar to Add/Remove Task Labels. #395
- Task view > Billing Tab now shows the bills in which the task is billed. #344
- Added option to remove logo at the time of bill printing. If you want/don't by default CA logo then kindly switch the toggle button from
Compliance Dashboard, has new option to filter by service category. Earlier only Client Categories were available. #227
Compliance DashboardUI is now more compact.
- Added entity name on
MoneyTabfor faster Receipt Creation.
- Added TodoGroup and TodoCategory in Advanced Search on
- If you try to deactivate a
Client Groupbut the group has active Clients, it will show an error. This will ensure, you don't accidentally deactivate client group without first deactivating the clients.
- Bulk Update Billing Location in
Data Importtab now contains data for the editing purpose.
- Corrected the spelling of Quarterly in periodicity
ServiceList -> ServiceView -> ComplainceTab
20 February 20213.20.0
New Global Client Search
The most awaited feature
Global Client Search is here. Search client's details from anywhere within the software using this feature.
Global Client Search follow these steps:-
Office Config -> Mastertab and in the
Integrationsection click on the
Global Searchbutton and reset your indexes. (Note: This would take about 10-15 minutes)
- Click on the
Searchicon present in the header and search for your client's details.
- To navigate to
Client viewof a particular client just click on the respective client name shown in the list.
We'll be adding more elements to this in coming versions.
- There should be a difference between From time and To time while adding
Workdoneor else it will show the error
From time To time can not be same.
15 February 20213.19.15
New Unique Bill Permission
To enable Unique Bill. Goto
Office Config -> Settings tab and select
Yes for Bill field in Feature Activation section and click on Update.
- The previous functionality does not restrict any user from changing the OutTime for any past date in
Attendance. Now you can't update OutTime for any past date.
- Outcome is nothing but
Hearing Descriptionand Instructions is
Team Descriptionso we don't have any specific column such as
Hearing Descriptionthat's why removed
Hearing Descriptionfrom the
Hearing List(Table view)
- Now Hearing date is shown in
Hearing list(Table view).
- After clicking on bill number (Table view) it will take you on that particular bill of
10 February 20213.19.14
New Permissions for Communication
- If team members wants to send email, copy email id's and copy mobile no's then they need the
Communicationpermission.Only admin can provide
Communicationpermission to the team members. Follow the Steps:-
- Click on
- Give permission by selecting yes or no from
- Table view on
Receipt Listpage for the ease of sort and filter.
- Now if bill status is posted then you can see the icon of posted on
Field Dashboardadded option to save the format of filter. Because sometimes you might not needed some columns or need to change the order.
Receiptoptions are available in Delete Logs, although they were getting stored inside logs but were not shown in the app.
- If Client's are above 2143, the number on service view page remains constant as 2143 .Now it is fixed.
5 February 20213.19.13
New Permissions for Email Sending
Note:- If you are getting
You don't have permission then kindly check your permission on
- Table view on Bill List page for the ease of sort and filter.
- Instead of downloading only 100 records at a time on
Bill Listpage now you can download all records at only one click.
- Solved the issue of
Previous Compliance End Date is more than current compliance start datewhile adding Compliance in bulk on
- Startdate and Enddate of Compliance excel sheet is now in
isoformat previously it was in
- Better look of