Release: January 21st, 2024
- Paul Hitchcock
WARNINGS
QuickBooks Desktop users that transfer data directly to QuickBooks will need to install QBFC 16 which replaces QBFC 13. You can download the 32bit or 64bit version from the Download Utilities page.
NEW FEATURES
A brand new Event Calendar has been added
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Drawing Management Tools have been Revamped!
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Project Roles have been moved from the General tab to an Avatar list just below the Project Description. Roles can also be configured on the Employees tab in Projects. Hover the mouse over an employee or click to see more or do one of the following actions:
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Equipment has been revamped with a new interface and has all the data needed for Fixed Asset tracking and more. | |
The Specs UI has been redone with modern controls | |
Highlight multiple tasks on the Task overview, then right-click, then click Sequence Tasks, then enter the number of workdays to add to the Due Date to populate the Start Date of the next task. Tasks will be sequenced in their current sort order, which is configure in each Filter. Any tasks affected by these date changes will be recalculated. | |
All Report areas have their UI refreshed and include support for both RDL and REPX report formats allowing you to use the new REPX reports anywhere. | |
A new tab titled Manifests on the Projects form shows all Manifest Items linked to the Project. Group, Sort, Filter and Search to quickly find information on any Manifest item. | |
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Under Settings, the button Set Current Form to Home has been renamed to Save Current Layout and when used will save all open forms and locations and reload them during login. | |
You can now link Businesses to other Businesses on the along with a Key and Note, similar to the way Businesses linked to Contacts and Projects | |
The Lunch Period field for Employees has been removed. This field was deprecated with the introduction of Schedules. | |
Email Method can now be set per Employee. Set this on the Employee form where their Email Address is configured. If no value is set, the global default from Options will be used. | |
We’ve switched the QBFC library used to transfer data directly to Quickbooks Desktop from version 13 to 16. This is a required install to transfer data directly to QB. If you’re running newer versions of Quickbooks that run in 64bit, you can install the 64bit version of QBFC and connect using the 64bit version of Crows Nest. Older versions of QB that are running 32bit require the 32bit version of QBFC and CN. | |
On the Time Off tab of the Timeclock form, users with the permission Can Edit Employee Labor, Supervisees can right-click and click Add Employee Time Off to add time off for employees that they supervise. In the previous version the user could only do this if the permission Can Edit Employee Labor, All was enabled. | |
When entering Addresses, the State, Postal Code and Country will auto-fill if a City is entered matching another address in the database. | |
Added the new tag <OriginDate> which will be replaced by the value of the Origin date using the format “yyyy-MM-dd HH:mm”. The following sample uses this tag to formulate a date that is always on the Friday of the previous week from the Origin date. Function Result()
od = CDate("<OriginDate>")
d = od - Weekday(od, vbSaturday)
Result = DateDiff("d", od, d)
End Function | |
Added an Import button to the PO form on the Items tab. This import uses the same import sources as MRs and Pick Tickets. When the process starts the user will be prompted to select a Project, a Phase or None so that all imported items may be linked to a Project and/or a Phase. | |
Scanning a Custom Barcode now works when scanning using a USB/COM scanner connected to the desktop app. Previously this only worked on the mobile app. | |
Added drag-n-drop functionality to the Folder tab for Issues | |
Added a table on the Folders tab in Options to configure mapped drive helpers for the mobile API. Previously these had to be configured via SQL. | |
The stored path for the Install File Location now converts a %USERPROFILE% prefix so that the install file can be stored in a user folder synced by a file-syncing service like OneDrive, GDrive, Box, Dropbox, etc. | |
An interface has been added to the General tab in Options to view/modify the list of PCs that are denied access. Right-click to add/remove PC names to the list. This previously had to be done via SQL. The tables that store blocked access have also changed internally. | |
Email Notifications for the following items now include the Project Name
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The width, index and visibility of the columns on the SOV table will now persist between login sessions. The settings are stored per employee. |
FIXES FOR KNOWN ISSUES
If a user attempts to save a business logo to a file when there isn’t one loaded an error occurs. | |
Change Order - Add Revision copied the Created On date from Original Change Order | When using the Add Revision feature on a Change Order, the Created On date was being copied from the original Change Order to the new Revision. Now the Created On date for the revision is the current date/time. |
Closing the window with the X button cancelled changes without warning the user. Now there is a prompt confirming the user wants to cancel. Changing the Status in the Detail window didn’t trigger a configured email notification. | |
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When adding or editing a Note, some users were seeing a COM error when the spell-checker was loaded. The workaround for this was to run the 32 bit version of Crows Nest. With this update, the spell-checker has been replaced with on that should work on all Windows PCs using either the 32 or 64 bit version of CN. | |
Configuration is not copying the Option column to Labor/Material items | When customizing a product instance in Estimating using a Configuration tree, labor and material items that had the Option field set in the Library were not populating the Option column on the product instance. |
Right-clicking a Color on the Colors form Deleted a Part with the same ID instead of the Color | |
Dragging Phases on Calendar to change date would throw an error | On the Calendar (Capacity) form, if Type was set to Phase, and the ‘Show Project Description2' option was checked, and a Phase was dragged to a date to change the date, an error occurred. |
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In some scenarios the Goto Project link would not load the Project and show an popup message: Project could not be located In some scenarios, selecting an item in the filter was not working | |
When importing a takeoff in estimates, newly created finishes would be added multiple times, one per each line item, creating duplicates. | |
In some cases, the My Tasks window opened off screen and was not visible | |
In some scenarios, if a Project date change triggered a recalculation of one or more Phase dates, and an email notification was configured for the Phase date change, the notification would throw an error and not send. | |
Changing the Preferred vendor on the Vendor Pricing tab on the Parts form was not saving the value. | |
If the Boards form was opened before configuring statuses on a new blank database an error occurred. | |
An error occurred if an attempt was made to export a PO Invoice to Quickbooks that has no line items. An error occurred if an attempt was made to export a PO Invoice with a line item with a received quantity of zero. | |
When clicking Refresh on the Ribbon, the Project form was jumping to the first project in the list. | |
On the Select Part window, if more than one filter was selected and text was entered into the search which cleared the list the following error would occur: Items collection cannot be modified when the DataSource property is set. | |
Selecting a Task on the Labor Edit didn't auto-fill Operation | On the Edit Labor window if a Task was selected which had an operation, it was not filling in the correct Operation. |
When setting the Default value for a Spec line item, it was setting the default spec for other line items that were not selected. | |
When using the right-click option to set percent done on SOV line items, if the Phase cell was highlighted (or the entire row was highlighted) then the Phase value was set to none. Workaround for previous Version: just select the cells in the % Done column and not the entire row or adjacent cells. | |
The time off hours per day table on the Approve Time Off Request was not auto-filling on days that did not have a paid break record. |