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Platform version 2.19

· 2 min read

New

To simplify how you manage Projects and enable us to extend the Platform to manage more Job types, we're switching from using a single Project type to two — Sales projects and Service projects. These are just what they sound like:

  • Sales projects are used to organise the Quotes, Site inspection jobs, and Installation jobs that are needed when selling a product to a Customer.
  • Service projects are used to organise any Rectification jobs that are needed when providing a post-installation service to a Customer.

In line with this change, we updated the names of the existing Projects in your environment:

  • Projects with Quotes, Site inspection jobs, and Installation jobs are now Sales projects.
  • Projects with Rectification jobs and a Quote or other Job type are now also Sales projects.
  • Projects with only Rectification jobs are now Service (Legacy) projects.

Importantly, apart from their name changes, these projects function exactly the same way.

In an upcoming version, we'll be releasing changes to Job types. When we do, we'll retire Service (Legacy) projects and start using Service projects. More on this soon.

Improved

In the Finance requests app, to help you find what you need faster, we added a search box as well as date requested and last updated fields. For more, see Manage finance requests.