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0 Replies and 2120 Views HelpMaster development discussion    2120  0 Started by  Rod Weir Have you ever wanted to know what the developers of HelpMaster are working on Would you like to see pre-release glimpses of HelpMaster and discuss the direction we're taking Now you can! In order to provide better transparency and provide the latest updates and news about the next version of HelpMaster, PRD Software will be posting details about the development progress of the next version of HelpMaster. Feel free to comment, post and discuss.
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07/29/2016 3:29 PM
4 Replies and 7988 Views Spotlight on workflow object - Log new job  7988  4 Started by  Rod Weir The next version of HelpMaster has a radically improved workflow system with lots of new workflow objects.  One of the most powerful and useful is the new 'Log new job' object.  As the name suggests, this workflow object allows you to create a new job by selecting a job template.   When you select a template to use, you can also select whether to log the job silently, or with user interaction.  Silently means that the job will be logged right there and then, without any...
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by  Rod WeirJump to last post
12/12/2016 10:44 AM
0 Replies and 2659 Views Template catalogs  2659  0 Started by  Rod Weir Another great new feature of v17 is 'Template Catalogs'.  Template catalogs are groupings of Job Templates and Knowledge Base articles.  Each catalog can then be published to the new-look web portal.  Template catalogs allow a business to group together similar job types and articles (and other things in the future) so that users on the web portal can quickly and easily drill-down into the grouping and find what they're after.  This makes the user experience on the web for ...
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09/09/2016 4:59 PM
0 Replies and 2355 Views Clients can now link to multiple sites  2355  0 Started by  Rod Weir Another handy feature of HelpMaster v17 is the ability to link clients to multiple sites.  Previously clients could only be linked to 1 site only. This option really opens the door to a whole new range of business scenarios and workflows, and it ideal for staff/clients that move around between sites, or contract/work at different companies etc.   When multiple sites are links to a client, you can nominate one as the primary site.  When logging a job for the client, this is the ...
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08/26/2016 3:11 PM
0 Replies and 2259 Views Control Sets - think custom fields, but much, much better...  2259  0 Started by  Rod Weir One of the major new features of the next version of HelpMaster is the control sets. Think of control sets like mini-forms that you can design, and then associate with jobs, clients, sites and assets. Controls sets are similar to custom fields in that you can define the control type, values, and validation, however the awesome thing about control sets is that you can add one or more of them to each entity type within HelpMaster.  Individual control-set fields can also contain conditional...
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08/19/2016 4:37 PM
0 Replies and 2310 Views Workflow improvements  2310  0 Started by  Rod Weir The workflow feature of HelpMaster is a very powerful tool to design, build and execute business processes.  It has proven to be a popular part of HelpMaster, and the dev team have spent considerable time on developing the next version of workflow.  Improvements include: New workflow objects Powershell scripting Variables Scripted decisions Smart connectors and lines Milestones Log job via template  ...
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08/12/2016 1:26 PM
0 Replies and 2300 Views Next-gen web portal  2300  0 Started by  Rod Weir The next major release of HelpMaster will feature our brand-new, built-from-scratch web interface.  Not only does it look great and is fast, it includes a lot of new functionality, particularly for customer self-service. The new client-facing web portal will display 'Template catalogs', which are grouping of Job Templates.   Once a user has drilled into the appropriate job template, the new 'Control Sets' feature can be used to display and store custom data fields for each indivi...
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08/05/2016 3:06 PM
0 Replies and 2322 Views New-look log job screen  2322  0 Started by  Rod Weir The log job screen is one of the most heavily used screens in HelpMaster. For the next release of HelpMaster, we're adding some new functionality to it, as well as a re-arranged look.  Here's a quick screen-shot. Things to note: 1. There are visual quick-pick selectors for client, site and asset 2. If you pick a client, the drop-down boxes for site and asset will automatically fill with the sites/assets that the client is linked to.  In the next version, clients can be...
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07/29/2016 3:43 PM
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Maintenance release of HelpMaster, v17.22.5 is now available by Rod Weir in Announcements with 0 replies A new release of HelpMaster is now available.  This release delivers some exciting new workflow improvements, along with improved staff web porta...

New employee on-boarding workflow using new workflow objects by Rod Weir in Using HelpMaster with 0 replies As the workflow capabilities of HelpMaster continue to improve, one of the things that we've been seeing from users of HelpMaster is building proc...

Maintenance release of HelpMaster, v17.20.14 is now available by Rod Weir in Announcements with 0 replies A new release for v17 is now available.   This release fixes a number of issues for version 17 as well as new and enhanced features. &...

Video settings on 4K monitors and/or high DPI settings by Rod Weir in Bugs!!! with 0 replies We've recently been getting bug reports of not being able to select items from drop-down boxes on the job screen (and others) when using high-res ...

Faster entity search screens coming by Rod Weir in Using HelpMaster with 0 replies Next release of HelpMaster will feature faster entity search screens (clients, sites, assets, all templates etc).  We've re-factored a lot of...

Maintenance release of HelpMaster, v17.22.5 is now available by Rod Weir in Announcements A new release of HelpMaster is now available.  This release delivers some exciting new workflow improvements, along with improved staff web porta...

New employee on-boarding workflow using new workflow objects by Rod Weir in Using HelpMaster As the workflow capabilities of HelpMaster continue to improve, one of the things that we've been seeing from users of HelpMaster is building proc...

Maintenance release of HelpMaster, v17.20.14 is now available by Rod Weir in Announcements A new release for v17 is now available.   This release fixes a number of issues for version 17 as well as new and enhanced features. &...

Video settings on 4K monitors and/or high DPI settings by Rod Weir in Bugs!!! We've recently been getting bug reports of not being able to select items from drop-down boxes on the job screen (and others) when using high-res ...

Faster entity search screens coming by Rod Weir in Using HelpMaster Next release of HelpMaster will feature faster entity search screens (clients, sites, assets, all templates etc).  We've re-factored a lot of...

RE: Email Manager and Priority Manager services by Rod Weir in Bugs!!! Hi Josh, Thanks for reporting this and for assisting the dev team off-line to diagnose this issue. We've been working on the code and have foun...

Email Manager and Priority Manager services by Josh B in Bugs!!! Recently we have had a number of problems with the Email Manager and Priority Manager.  We have worked through all of these issues on a case-by-c...

Updating custom Crystal Reports to work with UTC dates by Rod Weir in Reports and reporting HelpMaster v12 changes the way date data is stored in the database.  If you have created custom Crystal Reports (or other reports in other soluti...

Maintenance release of HelpMaster, v17.16.28 is now available by Rod Weir in Announcements This release fixes a number of issues for version 17. For a detailed list of fixes, refer to the version history.   For a list of the major...

Categories for templates - Job, Action, Email by Rod Weir in Using HelpMaster Configuring HelpMaster is an on-going task that requires a good understanding of the business and the processes you're working with.  To assi...