Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Hide If
special@anonymous
Show n Hide
endDate2019-01-20
Tip
Version 7.4.6 is currently in Preview.
We're pleased to announce Phocas 7.4.6, to be released on 20th January 2019.  This release contains new features and bug fixes. 

Highlights of this release

Table of Contents
maxLevel2
minLevel2
excludeHighlights of this release

Info
iconfalse
titleCurrent production release

Installers for the current production version of Phocas:

PRODUCTION downloads

Hide If
special@anonymous
Show n Hide
endDate2019-01-20
Info
iconfalse
titlePreview release

Installers for the current preview version of Phocas:

PREVIEW downloads


 

Choose to apply dashboard filters first or last

This feature gives greater control when filtering dashboard widgets that already have a query filter applied (e.g. advanced search).  

The order in which filters are applied will affect the results, and users can now choose the best option for their dashboard.

To keep things simple, this option won't appear when it isn't needed.

Watch the video for details.

 

HTML
<script src="https://fast.wistia.com/embed/medias/cveje9z2rd.jsonp" async></script><script src="https://fast.wistia.com/assets/external/E-v1.js" async></script><div class="wistia_responsive_padding" style="padding:56.25% 0 0 0;position:relative;"><div class="wistia_responsive_wrapper" style="height:100%;left:0;position:absolute;top:0;width:100%;"><span class="wistia_embed wistia_async_cveje9z2rd popover=true popoverAnimateThumbnail=true videoFoam=true" style="display:inline-block;height:100%;position:relative;width:100%">&nbsp;</span></div></div>

 


 

Hide If
special@anonymous

Copy and paste a dashboard or favourite across environments

Have you ever created a great dashboard that you wanted to implement elsewhere? If so, this feature is for you.

Watch the video for details.

 

Hide If
special@anonymous
HTML
<script src="https://fast.wistia.com/embed/medias/bh1z752glw.jsonp" async></script><script src="https://fast.wistia.com/assets/external/E-v1.js" async></script><div class="wistia_responsive_padding" style="padding:56.25% 0 0 0;position:relative;"><div class="wistia_responsive_wrapper" style="height:100%;left:0;position:absolute;top:0;width:100%;"><span class="wistia_embed wistia_async_bh1z752glw popover=true popoverAnimateThumbnail=true videoFoam=true" style="display:inline-block;height:100%;position:relative;width:100%">&nbsp;</span></div></div>
Info

This feature cannot be used by customers - it is for the phocas user only.

Widgets created before Aug 2016 may not work with this feature.

You'll need to match your defined periods on source and destination manually.

 

Hide If
special@anonymous

 

CRM calendar improvement

This is a small UI improvement:  when viewing a CRM calendar in month, day or week view, clicking the activity for more information will now display correctly. 

 


 

Full list of bugs and features

This is a dynamic list of all bugs and improvements in 7.4.6.

 

 

 

iFrame
srchttps://p4pselfserve.phocaspreview.com/Favourite/External/5hzctfbgt8rc4rrf3d56stz5tlnxn7x0
width100%
titleWhat does this look like?
height250

 

iFrame
srchttps://p4pselfserve.phocaspreview.com/Favourite/External/b55c7nxdlqt97rpq1l31w46qd46q0b1j
width100%
height350

 

 


 

What's in the next release?

This list is dynamic, and will automatically update with new features and bugs as the next release approaches.

 

 

 

 

iFrame
srchttps://p4pselfserve.phocaspreview.com/Favourite/External/45z27crm7fpwml9jjjg4plvxlm60h9sz
width100%
titleWhat does this look like?
height250

 

iFrame
srchttps://p4pselfserve.phocaspreview.com/Favourite/External/x9mtvwshhl4bd18wztf9dr6qm8hl94h2
width100%
height350

 

 


 

Hide If
special@anonymous

View the roadmap

Or visit Roadmap for a little more detail.

Hide If
special@anonymous
iFrame
scrollingauto
srchttps://app.productplan.com/p/sX44XqIEa10XcJ0n4sRe5bgWEi1K20Gw
width100%
frameborder1
height500