General Updates August

Written by
Rebekah Laby
General Updates August

โ€August Has Been a Huge Month for Rave! ๐Ÿš€

Weโ€™re thrilled to share that the rollout of our CRM went incredibly well โ€” we've received fantastic feedback along with some amazing feature suggestions from our users. Thank you all for your support!

Weโ€™re not stopping there. We're currently working on a number of exciting features, including:

  • Email & Calendar Syncing with Outlook
  • Dashboards
  • Client Portal
  • File Management
  • Audit Trails
  • โ€ฆand many more improvements!

These features will be rolled out gradually over the coming weeks and months, so you wonโ€™t have to wait too long.

๐Ÿ”ง Whatโ€™s New Since Our Last Update

Timesheets

โ€Audit Trail added to all timesheet entries, both adding, editing and deleting -Read More Here โ†’โ€

Option to disable break entries- Read More Here โ†’โ€

PDF & Excel export for: All projects with timesheet entries and Overview page Read More Here โ†’โ€

Attachments can now be added to timesheet entries you can also disable this option in Timesheet Branch Settings- Read More Here โ†’

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CRM / Projects

Auto Project Creation Trigger with customisable Project and Enquiry Reference fields - Read More Here โ†’โ€

Client invitations with permission management - Read More Here โ†’โ€

New options to delete Clients/ Enquiries/Projects - Read More Here โ†’

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Project and Company reporting enhancements -

We have added to and update our Reporting feature Read More Here โ†’

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Projects - Schedule

The Building Consent Number is now displayed on both the Schedule pages and the Key Tasks report for quick reference.

The Contract Name is now included in the Project Timelines report.

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Branch Settingsโ€

Additional updates to Branch Audit Trail - Read More Here โ†’

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User Permissions Updated and Explained

We have written support articles for all 9 of our user groups and explained how each one works and what default and optional permissions they have - Read More Here โ†’

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Stay tuned โ€” weโ€™ve got even more great updates coming your way. As always, we love your feedback and are working hard to keep Rave evolving with your needs.

Team Rave ๐Ÿ’™

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