We are delighted to announce the release of the new iinsight 5.0.1. In addition to several tablet fixes, this new version brings some new interesting features and enhancements as below:
New Export companies and contacts to Excel file feature in the Companies list Menu.
New Export Service Contracts to Excel feature in the Charges Menu.
A better cost of duplicity detection and warning messages.
The future cost number of the day’s field is now available for future cost date warning in the Options window.
New Case Notes fields have been updated - The Case Notes Date created field is now on the left column and there is a newly added column that displays the Qualification of the consultant.
Country Field is now prefilled when there is only one country in the database.
Internet Explorer 10 is now available on iinsight.
New Export Companies and Contacts to Excel File Feature
Under the Companies List there is now a facility to export to an Excel file as below:
The exported file can be found through the message center in the Saved Report table.
New Export Service Contracts to Excel File Feature
Under the Charges Menu, there is now a feature to export Service Contracts and their charges to an Excel file as below:
Better Cost Duplicity Detection and Warning Message
There is now a more user-friendly Cost Duplicity detection and warning message to help users from making double entries for costs. As per the below example from the Case List menu, when creating an Activity if another identical Activity already exists you will see a warning message as per the below screenshot example:
Future Cost Number of Days Field for Future Cost Date Warning in Options Window
As per the below screenshot, there is now a defined number of days field for the Cost Date warning in the Options>System Reminders / KPI>Case tab:
After setting up the above setting, If we try to create a cost for the future date the below warning popup will appear
New Case Notes Fields Have Been Updated for Date Created and Qualification
New Case Notes Fields Have Been Updated – The date Created column field now displays in the left column and there is a newly created field for the consultant's Qualification under the third column Created By. This is accessed via the Case Notes menu then Preview as per below example:
Country Field is now prefilled when there is Only One Country in the Database
The Country field is now pre-populated when there is only one country in the database. As per the below example when adding a new contact:
Internet Explorer 10 is now available on iinsight
Internet Explorer 10 users will be pleased to know that they can now use it with iinsight. This feature is particularly important for Windows 8 users for desktops and tablets.
Tablet Enhancements
We would like to thank all users that have been testing and reporting bugs and improvements for tablet. Tablet version is still in beta testing but we are working on it and this new release will include many tablet fixes.