Release Update - February 25, 2019
Administrators can now restore a deleted task; deleted tasks will be archived in your platform. Similar to other archived data, you can view archived tasks under the Sort and Filter option. To restore a task, simply select the task edit pencil icon and press the Restore button.
We are introducing 2 new features in the Configuration Module:
Organization Settings - ability to manage your primary and sub-organization names. Future enhancement will include the ability to delete sub-organizations.
Import from CSV - no more creating Users and Location profiles one at a time! This feature enables you to bulk upload people or location profiles data into the platform. Depending on the record type, you can download a sample template to populate the required data, and then upload it using this tool.
Active Sort and Filters option will now automatically save within a user’s account, and can be carried over to other devices.
In the Assignees sub-tab, you will now have the flexibility to add new assignees on the confirmation page without closing the window.
We have provided a simplified enhancement where only an administrator role can re-open a task with Complete status.
A Note field has been added to the Location Profile UI. Once this field is populated it will appear underneath the Location Details section within a task, email notification templates, and Issues CSV report.
Reports Home - We have included a level one dropdown category to quickly identify the frequency and trend of submitted actions. By default, they are sequenced by an alphabetical order.
Form Builder - We have added a new form field called, “Embed HTML”. This field enables you to include an interactive video or map, such as YouTube/Vimeo or Google Map. The HTML codes are usually available from the source’s Share section, copy and paste it within our HTML field. Once it’s pasted, then the form will automatically display the interactive media.
The location profile cards will now properly display Street Name, City, State, Postal Code, and Country fields.
Woohoo! Intelocate is operating smoothly! 😁