Overview


Export to Excel from all data grids

Overview

The user can export to xls file format every grid (table), which is presented in the application. Until now this functionality was not available everywhere.


Key Benefits

The user of the application can export every type of grid and then open the file in the Microsoft Excel or another application, which uses the .xls file format and can use all the available tools to create reports, calculations, etc.

Specifics

  1. Open any panel with grid(table) in it (for example - Dispatch)

  2. Right-click on a cell with information in it and select Export to Excel from the drop-down menu (in some cases this is the only option available).



  3. Save the file

  4. Use Microsoft Excel or other software to open/edit the file

Note

The exported xls file is not connected to Rapid ERP, therefore any changes made in Rapid ERP after the export will not take effect in the file and vice versa.

Configuration

The functionality comes with the newest version (2.2210) of the Rapid ERP application. No need for additional configuration.




Enter/edit GPS coordinates for a jobsite

Overview

The user can enter manually Longitude and Latitude of the jobsite in the Edit Jobsite Information panel. Until now these coordinates were automatically loaded when the address was chosen and could not be changed.

Key Benefits

  • If the jobsite doesn’t have an address and the system cannot generate automatically the Latitude and Longitude the user can enter manually the coordinates

  • The user can change the coordinates if the loaded ones are not correct

Specifics

  1. Select or create a job and double click on it to open the Add/Edit Job Information panel

  2. Navigate to Jobsite (Click for list) section OR click on Jobsite Information tab

    Job Information tab



  3. Click on DRILL button and then PENCIL button to open Edit Jobsite Information panel

  4. The user can enter manually the Latitude and Longitude OR can enter the address and these coordinates will be loaded automatically. Then the coordinates can be edited again.

Configuration

The functionality comes with the newest version (2.2210) of the Rapid ERP application. No need for additional configuration.



User Changes History

Overview

The changes of the User Profile and the user’s Access Permissions can be tracked. The company administrator or anyone with specific permissions can enable this functionality from Company panel / My Company / General Defaults. The checkbox is called - “Track User Changes History”, which by default is OFF.


Key Benefits

Any changes made by the authorized users can be tracked and managed.

Specifics

  1. Go to Company tab - My Company

  2. Click on General Defaults panel and check “Track User Changes History” option


  3. Click Save

Now every change, which made in User profile (Force New Password, Suspended, etc.) and Access Permissions will be tracked and displayed in the User Changes History and Access Permission History.



Clear User Changes History

To erase all past User Changes history, return to Company/My Company/General Defaults panel and uncheck the “Track User Changes History” option.

The application will ask you to confirm the erase operation.


Configuration

The functionality comes with the newest version (2.2210) of the Rapid ERP application. No need for additional configuration.



Confirm Multiple Jobs at the Same Time

Overview

Set Job Status Confirmed and Set Job Status Confirmed w/ Dialog commands are available for more than one job.




Key Benefits

The user can set the job status in a bulk operation, without the need to right-click one by one on every job. This way the user saves time and effort.

Specifics

  1. In the Job / Dispatch grid check every job that you want to set status

  2. Right-click on one of the checked jobs and select Set Jobs Status - Set Status: Confirmed OR Set Status: Confirmed w/ Dialog


Note

If you do not see this column, click on Click here for view changes button (1) and check the first option (2).

If you do not see the Confirm Time column add it from Click here for view changes button.

 


Configuration

The functionality comes with the newest version (2.2210) of the Rapid ERP application. No need for additional configuration.