Web 4.73 Update soon deployed on your account

4.73

Android 2.22 Update soon available on Play Store

A new version of our mobile application for Android devices will soon be deployed!

This Android 2.22 Update is about standardization of the field labels of the login page and the possibility to change password. We update regularly to provide you with a better experience with ProgressionLIVE dispatch software.

Android 2.22 Update

This update will be deployed starting May 30, 2019.

Standardization of the field labels of the login page

In order to facilitate the login process between our different platforms, we have standardized the field labels of the login page.

Thus, on the Android application, we changed the name of the field “Username” for “User,” just as on the web interface or the iOS application.

Then, the “Server,” “User” and “Password” labels are now inside their respective fields.

Possibility to change password

We’ve also added two new options to improve password management on mobiles.

First, we added an option, “Forgot your password?” on the login page (see image above), allowing you to reset your password without going through your administrator. You will then be prompted to enter your email and you will receive a link to reset it.

Secondly, we added an option in the action menu (3 dots) of the Android application, “Change password” (see image below). Thus, by clicking on this option, you will be prompted to enter your old password and choose a new one afterwards.

Note that your device must be connected to the internet to reset or change your password and that it must contain at least 6 characters, including a letter and a number.

Bug fixes

We have fixed various bugs.


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iOS 1.57 Update soon available on App Store

A new version of our mobile application for iPhone and iPad will soon be deployed!

This iOS 1.57 Update is about standardization of the field labels of the login page and the possibility to change password. We update regularly to provide you with a better experience with ProgressionLIVE dispatch software.

iOS 1.57 Update

This update will be deployed starting May 30, 2019.

Standardization of the field labels of the login page

In order to facilitate the login process between our different platforms, we have standardized the field labels of the login page.

Thus, on the iOS application, we changed the name of the field “Username” for “User,” just as on the web interface or the Android application.

In addition, we changed the name of the login button from “Connection” to “Log in.”

Then, the “Server,” “User” and “Password” labels are now inside their respective fields.

Possibility to change password

We’ve also added two new options to improve password management on mobiles.

First, we added an option, “Forgot your password?” on the login page (see image above), allowing you to reset your password without going through your administrator. You will then be prompted to enter your email and you will receive a link to reset it.

Secondly, we added an option in the “Status” menu of the iOS application, “Change password” (see image below). Thus, by clicking on this option, you will be prompted to enter your old password and choose a new one afterwards.

Note that your device must be connected to the internet to reset or change your password and that it must contain at least 6 characters, including a letter and a number.

Bug fixes

We have fixed various bugs.


If you wish to stay informed of the latest ProgressionLIVE updates and news, subscribe to our newsletter.

Web Update 4.72 of ProgressionLIVE

Web 4.72 Update soon deployed on your account

A new web version of ProgressionLIVE will be released soon!

This Web 4.72 Update  is mainly about standardization of field labels on the login page and previewing an email template before sending it. We update regularly to provide you with a better experience with ProgressionLIVE dispatch software.

Web 4.72 Update

This update will be deployed starting May 26, 2019.

Standardization of field labels on the login page

In order to facilitate the login process between our different platforms, we have standardized the field labels of the login page.

Thus, on the web interface, we changed the label of the field “E-mail” for “User,” since it is possible to log in with an email or phone number.

In addition, we changed the label of the login button from “Submit” to “Log in.”

Then, the “User” and “Password” tags are now inside their respective fields as placeholders.

In short, the labels of fields and the button on the login pages (Web, iOS, Android) are now identical.

Previewing an email template before sending it

In our latest Web 4.71 Update, we introduced a first phase of our new feature allowing the creation of email templates. Thus, we are now deploying our second phase to previewing an email template before sending it to the recipient…

Preview when creating

In the email template creation window, we added a preview icon. This icon, located in the upper right corner of the message window, allows you to view the email template based on a task number.

So, when you click this icon, you must enter a task code in the “Code” field and click on the “Preview” button. For example, by choosing the AS000044 task, ProgressionLIVE will generate a preview of the email template with the dynamic properties of the task, if any.

Preview before sending to the recipient

In a task, it is also possible to preview an email when clicking on the button “Send by email.” Indeed, it allows you to see the content of the email before sending it to your customer. You can modify it according to the specific needs of the customer or task.

Bug fixes

We have fixed some bugs.


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Web Update 4.71 of ProgressionLIVE

Web 4.71 Update soon deployed on your account

A new web version of ProgressionLIVE will be released soon!

This Web 4.71 Update  is mainly about displaying an unread priority comment when opening a task and creating email templates to send to the client from a task. We update regularly to provide you with a better experience with ProgressionLIVE dispatch software.

Web 4.71 Update

This update will be deployed starting April 22, 2019.

Displaying an unread priority comment when opening a task

On November 1st, we deployed a new feature to display a priority comment when opening a task on our mobile application.

So, at the great request of our users, we are now deploying the same process for our web interface. Indeed, it will now be possible to create a priority comment and it will appear at each opening of the task as long as the button Mark as read is not clicked.

In summary, a priority comment is visible to all users who open the task as a result of its creation, until it is marked as read.

Create a priority comment

Web Update

  1. In a task, click the Comments tab
  2. Click Add
  3. Check the High priority box
  4. Write your message in the Comment field
  5. Click Save

Displaying the comment

Web Update

  1. By clicking Mark as read, the message will no longer be displayed for any user.
  2. Clicking Close will discard the message, but it will reappear when the task will be re-open.

Creating email templates to send to the client from a task

We have developed a new feature that allows you to create email templates. You can, from a task, send an email with or without the PDF and attachments, depending on the template you have created.

You can change the text formatting:

  • – Change the font and its color;
  • – Text in bold, italic, underlined or highlighted;
  • – Enlarge or reduce the size of the font;
  • – Align text to left, right or center;
  • – Insert a hypertext link;
  • – Create a numbered or bullet list;

You can also add fields from the task:

  • – Name and address of the client or location;
  • – Code, type and state of the task;
  • – Date of creation and last update of the task;
  • – Summary and description of the task;
  • – Name of the human resource;
  • – Date and time of the appointment;
  • – Subtotal or total of the task;
  • – Dynamic properties and custom fields to the task type;
  • – etc.

WARNING: The Configuration section may only be accessible to administrators and should be used with caution! Changing a setting in another section may cause your account to malfunction. Fees may apply to restore the situation. If you have any questions about an item from Configuration section, please contact our technical support.

Creating the email template

  1. Access the Configuration menu
  2. Click Mail Templates
  3. Click Add
  4. Enter the name of your template in the Name field (without spaces, hyphens or special characters)
  5. Enter the subject of your email in the Subject field
  6. Enter your message in the Template field
  7. Click Save

Association of the model with the type of task

  1. Access the Configuration menu
  2. Click Task types
  3. Double-click the type of task you want to associate the email template with
  4. Select the desired email template from the drop-down menu in the Mail Template field.
  5. Click Save

Sending the email to your customer

  1. In a task, click Send by email
  2. Enter the email address (es) to which you want to send the email in the Sent to field. (comma-separated)
  3. Check, if necessary, the boxes to include the PDF or attachments of the task
  4. Click Send

In case of reply from your client

It is important to note that if your customer replys to your email, it will be sent to the main email address of the account. It is possible to modify it by contacting our technical support.

Bug fixes

We have fixed some bugs.


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Android 2.21 Update soon available on Play Store

A new version of our mobile application for Android devices will soon be deployed!

This Android 2.21 Update is about finding a value in dynamic properties when scanning a product’s barcode. We update regularly to provide you with a better experience with ProgressionLIVE dispatch software.

Android 2.21 Update

This update will be deployed starting April 18, 2019.

Finding a barcode in dynamic properties

Before this update – when adding an item to billing via barcode – the scanned value was searched for in the code, product name and description respectively.

Now, when scanning the barcode of a product, the value will be searched for in its dynamic properties (custom fields), after checking the other three fields mentioned above.

Bug fixes

We have fixed various bugs.


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iOS 1.55 Update soon available on App Store

A new version of our mobile application for iPhone and iPad will soon be deployed!

This iOS 1.55 Update is about finding a value in dynamic properties when scanning a product’s barcode. We update regularly to provide you with a better experience with ProgressionLIVE dispatch software.

iOS 1.55 Update

This update will be deployed starting April 18, 2019.

Finding a barcode in dynamic properties

Before this update – when adding an item to billing via barcode – the scanned value was searched for in the code, product name and description respectively.

Now, when scanning the barcode of a product, the value will be searched for in its dynamic properties (custom fields), after checking the other three fields mentioned above.

Adding a route icon when a dynamic property is an address

When a dynamic property is detected as an address type, an icon will appear opposite to open a third-party route application.

In order to be detected as an address type, a dynamic property must have been configured with keywords such as: civic, street, city, apartment, province, country, and so on.

Bug fixes

We have fixed various bugs.


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Web Update 4.70 of ProgressionLIVE

New Web Update 4.70 of ProgressionLIVE

New version of our web platform of ProgressionLIVE !

This Web Update 4.70 is mainly about adding a data loss alert if a task is already dispatched. We update regularly to provide you with a better experience with ProgressionLIVE dispatch software.

Web Update 4.70

This update will be deployed starting March 24, 2019.

Data loss alert if the task is already dispatched

Have you ever modified a task when it was already dispatched to your employee on the road? If so, your changes may not have been synced to your employee’s mobile device. They may have even been crushed by the latter, because of the priority of mobiles in such a context.

That’s why we have added a warning at the top of each task when the task’s state is between states 200 and 600 (exclusively). State 200 means that the task is dispatched and state 600 means that the task is completed. In summary, this warning disappears when the task is progressed to state 600.

In short, the warning will be as follows: “Warning! This task is currently dispatched, changes will not be automatically synchronized and may be overwritten by (Human Resource).”

Indeed, if a modification to a task is performed while it is already dispatched, but not completed, the data entered on the web interface will not synchronize automatically on the mobile device of the associated human resource. In addition, the latter could overwrite this information by modifying the task directly on his mobile.

However, it is important to know that this information banner only serves to notify the dispatcher or administrator that the task is already dispatched. Thus, it will still be possible to make changes to the task, but the risk of data loss will be present.

Disabling associated recurrences if a client or location is disabled

Depending on the configuration of your account (by your project manager), it will now be possible to disable the recurrences associated with a client or a location at its deactivation.

Thus, by agreeing to update the recurrence or recurrences associated with a client or a location to its deactivation, this causes the change of the end date of the recurrence for the current date.

However, each ProgressionLIVE account has three (3) possible configurations for this new feature. Indeed, your project manager can set the Ask, Auto or Never configuration.

  • Ask: ProgressionLIVE will always ask you if you want to disable the associated recurrence (s).
  • Auto: ProgressionLIVE will automatically disable the associated recurrence (s). Also applicable to import or sync with your accounting system.
  • Never: Will not ask you if you want to disable them and will not disable them automatically. They will remain active unless you manually disable them.

Please note that the associated recurrences will not be automatically reactivated when the client or location is reactivated. You will have to reactivate them manually. You must contact your project manager or technical support to modify this configuration.

Bug fixes

We have fixed some bugs.


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Official launch of our new website

Designed to optimize your productivity

ProgressionLIVE is proud to present its new website with renewed design and content that has been completely redesigned and enriched. Realized by our marketing team, the new progressionlive.com is distinguished by its sleek modern design that follows the latest trends in the web and by its optimization for search engines.

The new ProgressionLIVE website is for small and medium businesses that want to eliminate paper forms to maximize productivity. Thus, with a more intuitive and user-friendly configuration, users will have easier access to relevant information about our dispatch software.

Among other things, we changed the navigation of our menu to highlight ProgressionLIVE’s features and blog. We also added a button to make an appointment for a presentation of the software by an expert. Enhanced and added features include:

  • The addition of the packages on our homepage for a quicker visualization of our service offer in a transparent way;
  • The addition of video testimonials from our customers;
  • Adding a contact form on our homepage so you can write to us faster;
  • An update of the members of our team;
  • An update of our partners;
  • The addition of an easily accessible Features page, which presents the ProgressionLIVE features in detail;
  • Adding a “Blog” page in the menu, displaying our blog posts;

In short, our new website is more intuitive and allows you to get information about ProgressionLIVE faster. This redesign will improve the user experience of visitors on our website, while allowing you to optimize your productivity.

Looking forward to receiving your comments,

 

The ProgressionLIVE Marketing Team

 


 

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New iOS 1.40 Update on Apple Store

New version of our iOS mobile app on Apple Store !

This ProgressionLIVE iOS 1.40 update is mainly about adding some features. We update regularly to provide you with a better experience with ProgressionLIVE dispatch software.

Update iOS 1.40

Refresh a task

Some users have asked to be able to force a task or list of time entries of a task to refresh on their iPhone or iPad. Thus, we added a function to force their synchronization by dragging down on their device.

The “Item Types” popup is hidden if there is only one type of item configured

When adding an item to an invoice and there was only one type of item configured, the “Item Type” popup was displayed and one item type had to be selected . However, this popup is out of date in a such situation, as the item should be redirected directly to the item type in question. We therefore disabled the display of this popup in accounts of customers who only had one type of task. (See picture below)

After: If several types of tasks are configured, this popup appears, otherwise it is hidden.

Showing tasks with / without icon

Some ProgressionLIVE users wanted the ability to show or hide icons in the task list. So we added the configuration “Show icons in the task list” which, by default, is disabled. Thus, the icons will not be displayed until it is activated. (See picture below)

The icons are displayed to the left of the task with the background color of the task status.

Ability to add an attachment from the library

Some users have expressed interest in adding an attachment, such as a photo, directly from their cell phone photo library. Thus, we added a “Photo Library” button in the attachment list. (See picture below)

The add button “Photo Library” is at the bottom of the screen, in the center.

Added a “+” button in the bottom bar of the search engine of the product catalog

IOS mobile app users can now create a non-product-related item from the Product Finder (Catalog) window. (See picture below)

The add button “+” is located at the bottom of the screen on the right.

Direct time entry

In previous iOS versions, time entries had to be done by specifying a start time and an end time. However, some users wanted to be able to enter a number of hours into a time entry without having to set a start and end time. We have therefore decided to comply with this request by allowing a direct time entry.

Changes to the labels of an item

Prior to this update, ProgressionLIVE users saw the description of an item act as the product name on an invoice. Indeed, the name and the description of the items should correspond respectively to the name and description of the products. For example, we changed the label “Description” of an item to “Name”. In addition, we added a “Description” field. In short, this new feature of ProgressionLIVE reduces confusion in drafting and interpreting invoices.

Bug fixes

We have fixed various bugs.


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