Every month, SoNET adds new features to iCase to keep up with customer demand and to remain innovative and relevant in the IT industry. Here’s a look at a handful of new features we now offer:
Feature: (New) Bulk Task Update action / process
iCase now supports the ability to update Tasks in ‘bulk’ via the new Bulk Update action button within the following Tasks data grid.
- My Profile>Tasks (for Entity: Users)
- Person> Tasks\Services (for Entity: Persons)
The following Task fields may now be updated in bulk action
- Subject (if type as subject is not ticked in the task type configuration)
- Assigned To
- Status (if all has the same statuses)
- Priority (if priority is ticked in the task type configuration)
- Travel Allowances (if travel allowance is ticked in the task type configuration)
- All Custom Fields
- Selected Tasks chosen need to be of the same Type.
- Only parent and actual tasks will be able to be bulk updated, if user selected TBA task previously, the parent task will be updated.
Feature: (Enhancement) admin section – Application > Workflow – Entity Keywords can be used
iCase now supports the ability within the Application>Workflows interface the ability to use Entity Keywords within the Action field settings available.
- Job Referral Keywords can be used within the Create Task > Allow Occurrences settings within the End Date field for specifying a specific end date for the occurrences to stop.
Please note: for the keyword to be available to use within the workflow it will need to be available for the selected Entity chosen.
Feature: (New) Person and Organisation > Finance interface – Bills Tab
iCase now supports within both the Person and Organisation> Finance interface, a new Bills Tab.
The Bills Tab will display the following Finance records that the selected Person or Organisation has been linked to via the Supplier field.
- Purchase Orders
For Person, the Supplier Type on the finance record will be selected as Person.
For Organisation, the Supplier Type on the finance record will selected as Organisation.