Wednesday 3rd December 2008

myworkspace has released some more great functionality as part of our November 2008 release.  As well as continually driving innovation to provide you with one of the most comprehensive integrated business management systems, we also actively listen to your feedback. 

*** Most Popular Enhancement ***

Request Webservice - if your website is not managed within myworkspace, there is now a 'webservice' that allows your website developer to send request/opportunity/enquiry form data directly into myworkspace using email and XML.  Also works with your online shop ... have your orders created live with no rekeying of sales data!  Ask your developer to speak to us to find out more.

Following is a summary of the other major enhancements for this release:

CRM/Business Management

1. MailGuard Spam Filtering - MailGuard is a web-based spam filtering system to avoid unsolicited emails from clogging your inbox.  myworkspace has now integrated MailGuard for your protection ... for full details, go to mailguard.com.au OR existing system administrators can go to My System Profile ---> My Messaging Profile where there is a link to find out more about the service as well as a link to the Application form.  MailGuard is also web-based so managing your spam settings is easily accessible!
   
   
2. Help and Print icons - the Help and Print icons have been moved out of the blue Tools 'cog' icon and put on the top of the vast majority of forms throughout myworkspace. Within My Profile you can select to move them back to being in the Tools cog icon, however the default is for them to show at the top of all forms.
   
   
3. Events - have you checked out our Events management system lately?  A number of changes have occurred in this update  ... we have updated the subject and body of the emails that get automatically sent out and the Event online registration process has been streamlined.  When the attendee pays for the event by credit card, the system will automatically create the invoice and send the receipt to the customer.  In the Attendee Management screen, when you click on a particular attendee you can now see not only their invoices, but their registration order details as well.
   
   
4. Online Shop - as part of the Event update above, on payment of an order via credit card the invoice and receipt are automatically created and emailed.
   
   
5. Firefox - on forms that have check boxes and a Select All / Unselect All option (ie Bulk email Recipients, Manage Event Attendees, Unsent Invoices, etc), these buttons are now functional within a Firefox browser. 
   
   
6. Customer Orders - you can now associate orders to a Project, including the ability to filter orders by Project on the Customer Order Quick Search.
   
   
7. Express Customer Orders - when entering a customer order via Express (PDA version of myworkspace), the sales person is now defaulted to be yourself.  Express also allows you to add in a purchase order number as well as a delivery date.
   
   If you use Areas in your business (eg regions, profit centres, etc), the ability to look up the area using a tree style lookup is now available in Express ... click on the Find button and then click on the + or the folder icon next to an area to view the sub-areas. Once you have found the area click on the actual Area title to select. 
   
   
8. Express - My Contacts - there is a new link in Express which shows only the contacts that you are the relationship manager for. This is called 'My Contacts'. 
   
   
9. Document Categories -  you can now specify a default Network Group/Knowledgebase that ALL documents within a particular folder get automatically associated to (rather than having to link each document individually). This is done from the 'edit folder details' screen. If you do not want a document to belong to that Network Group / Knowledgebase anymore you need to move it into another folder ... you cannot remove an individual document in these cases. You can, however, link extra Network Groups / Knowledgebases for any document.

Financials

1. Invoice - If you forward date an invoice (ie set it to a date in the future) by more than 30 days, on "save" of the invoice you will get a message warning you.
   
   
2. Profit & Loss - the Profit & Loss can now be compared not only between two or more date periods but also two or more areas (eg profit centres).
   
   
3. Automated Overdue Reminder Emails - it is now possible to set a flag on the business &/or person contact records to specify that you do not wish the automated overdue reminder email to be sent to that particular customer. If you haven't heard about automatic overdue account reminders, go to My System Profile ---> My Financials Profile, then select the 'Automation' tab.
   
   
4. Bank Transfer - you can now do a quick search on a Bank Transfer from the Search area at the top of the screen, as well as quickly add a bank transfer via the 'New' menu.
   
   
5. Bank Statement Imports - when importing a bank statement you can now match a transaction to an already created Bank Transfer
   
   
6. Business & Person Contact Records - on the Financials tabs, there is now the ability to enter in the default GST Type for expenses and invoices created for that contact.
    

 *** Blast fom The Past ***

One of the most widely used enhancements from recent updates is the ability to create your own 'tab' on a contact record ... tailor the fields you want displayed so you can profile your contact database exactly as you desire.  Quickly do the same for any 'request' form you want to display on your website ... and populate that information straight back in myworkspace with no re-keying of data.  Call us to ask how!

Upcoming feature ...

2009 will see myworkspace go multi-currency and multi-lingual ... great for businesses who trade internationally!  Keep an eye out for more details.

Have any business associates who you feel should be using myworkspace ... why not refer them!