**Key Enhancements** 1. **Supplier Name in POs and SIs**: Supplier names have been added to the related lists for Purchase Orders and Supplier Invoices, improving visibility and searchability. 2. **Email Template Management**: Email Templates are now found under "Resources" for easier access. Users can manage their own templates and share them securely. 3. **Enhanced Search Functionality**: Users can now search using related module display names, allowing for more comprehensive and efficient searches across records. 4. **Advanced Reporting**: The Advanced Report Module provides customizable analysis and visualization of content data, with advanced filtering and interactive dashboards for actionable insights.
Key Enhancements
- 1. **Supplier Name in POs and SIs**: Supplier names have been added to the related lists for Purchase Orders and Supplier Invoices, improving visibility and searchability.
- 2. **Email Template Management**: Email Templates are now found under "Resources" for easier access. Users can manage their own templates and share them securely.
- 3. **Enhanced Search Functionality**: Users can now search using related module display names, allowing for more comprehensive and efficient searches across records.
- 4. **Advanced Reporting**: The Advanced Report Module provides customizable analysis and visualization of content data, with advanced filtering and interactive dashboards for actionable insights.
- Loom \| Free Screen & Video Recording Software \| Loom
- # Video not found
- The video does not exist or has been deleted.
- [Go to Homepage](https://www.loom.com/) [Check System Status](https://www.loomstatus.com/)
- # New Features
1\. Add Supplier Name to POs and SIs Related Lists
- **Overview**: To improve visibility and context when managing Purchase Orders (POs) and Supplier Invoices (SIs), we have added the supplier name to their respective related lists.
- **Key Features**:
- The supplier name will now appear alongside each PO and SI in their related lists.
- This enhancement allows users to quickly identify which supplier corresponds to each document without needing to navigate away from the list.
- Improved searchability and filtering capabilities based on supplier name, enabling users to find relevant POs and SIs more efficiently.
2\. Email Template Accessibility and Management
- **Overview**: We have revamped the Email Templates feature to enhance user control and privacy.
- **Key Features**:
- **Location Change**: Email Templates have been relocated under the "Resources" section in the mega menu for easier access.
- **User Restrictions**: By default, users will only have access to:
- Templates they have created.
- Templates shared by others, provided the "Share Template" checkbox is checked for those templates.
- **Edit/Delete Permissions**: Users now have the ability to edit or delete their own email templates, empowering them to manage their resources effectively.
- This change ensures that templates remain organized and only accessible to those who should have access, enhancing both security and usability.
3\. Search by Related Module Display Name
- **Overview**: To facilitate more comprehensive searches within modules, we have enabled the ability to search by related module display names.
- **Key Features**:
- Users can now search for relevant information using not just primary identifiers (e.g., job number) but also by part of related display names, such as customer names or site names.
- This flexibility allows for broader and more efficient searches, significantly improving user experience, especially when dealing with numerous records.
- The enhanced search functionality ensures that users can quickly locate jobs, contacts, or other related entities by leveraging the display names associated with them.
4\. Advanced Reporting
- **Overview:** The Advanced Report Module offers in-depth, customizable analysis and visualization of content data, featuring advanced filtering options and interactive dashboards to deliver actionable insights.
- **Key Features**:
- Create and update reports using Elasticsearch as the data source.
- Visualize data through charts (Bar or Line graphs).
- Access data in a list view format.
- Export generated report data as CSV.