New Features and Updates
Welcome to the ProDesk 24/7 New Features and Updates page!
At ProDesk 24/7, we are constantly working to enhance our platform to better serve your business needs. This page is your go-to resource for the latest features, updates, and improvements that we’ve added to help you optimize your operations, streamline processes, and drive success.
August 2024
New Features and updates
Estimate Requests
Easily manage client estimate requests directly through ProDesk 24/7. This new feature streamlines the process of gathering and responding to client requests, allowing you to provide quick and accurate cost estimates.
Proposal Prefixes
Organize and track your proposals more effectively with our new proposal prefixes feature. This addition allows you to categorize proposals by client, project, or any other criteria that suit your business needs.
Updated UI for Deal Table
We’ve revamped the deal table with a more intuitive and visually appealing user interface. This update makes it easier to manage, track, and close deals efficiently.
Task Waiting Projects
Introducing a new level of control in your project management with tasks that require approval before they can proceed. This feature ensures that all critical tasks are reviewed and authorized, maintaining high standards across your projects.
Auto Clock-Out Feature
Enhance time tracking accuracy with our new auto clock-out feature. This tool automatically clocks out employees who forget to do so, ensuring that payroll calculations are correct and fair.
Automated Shift Roster Scheduling
Save time and reduce errors with our automated shift roster scheduling. This feature automatically schedules shifts based on employee availability and business needs, ensuring optimal staffing levels at all times.
Enhanced Timelog Report
We’ve added specific columns for actual working hours, logged hours, and leaves in the timelog report. This enhancement gives you a more detailed view of employee productivity and time management.
Estimated Time for Tasks
You can now set estimated times for tasks, helping you plan and track project timelines more accurately. This feature ensures that projects stay on schedule and within budget.
Deal Creation in Lead Contact
Simplify your sales process with a new field that allows you to create deals directly within lead contacts. This integration improves efficiency and helps you manage your sales pipeline more effectively.
Milestone Selection Drop-Down
Easily manage project milestones with our new drop-down selection feature. This update simplifies the process of tracking progress and ensuring that all project deliverables are met on time.
Currency Conversion for Bank Transfers
Handle international transactions seamlessly with our built-in currency conversion feature for bank transfers. This ensures that your financial operations are accurate and efficient, regardless of the currency involved.
Ticket Visibility Setting
Control who can view support tickets with our new ticket visibility setting. This feature enhances privacy and security in issue management by allowing you to limit ticket access to relevant team members.
Archive Leave Functionality
Clean up your HR records with the ability to archive outdated or unused leave types. This feature helps you maintain an organized and up-to-date leave management system.
Project Member Selection by Department
Streamline your project management by selecting project members based on their department. This feature ensures that the right people are involved in the right projects, improving efficiency and collaboration.
Half-Day Labels in Attendance Records
We’ve added first-half and second-half labels for half-day attendance records. This update provides more accurate attendance tracking, particularly for employees who take half-day leaves.
Monthly and Yearly Leave Types
Manage your leave policies more flexibly with the introduction of monthly and yearly leave types. This feature allows you to tailor leave management to the specific needs of your organization.
Department and Designation Addition in Employee Tab
Easily categorize employees by department and designation with our new options in the employee tab. This update simplifies HR management and improves record-keeping.
Clear Button for Unassigned Tasks
Keep your task management system organized with a new clear button to remove unassigned tasks. This update helps you maintain focus by clearing out tasks that are no longer needed or relevant.
Lead Filter in Deals Tab
Improve your sales management with a new lead filter in the deals tab. This feature allows you to track and manage deals more precisely based on lead status or characteristics.
Offline Payment Pending Confirmation
Ensure accurate financial records with the new pending confirmation status for offline payments in client invoices. This update helps verify payments before they are finalized in the system, reducing errors and discrepancies.
Service Invoicing
Expand your invoicing capabilities with the ability to create invoices that include services. This feature allows for more detailed and accurate billing, particularly for service-based businesses.
Unassigned Tasks Count in Project Task Tab
We’ve added a count for unassigned tasks in the project task tab, making it easier to track and assign tasks as needed. This feature helps ensure that all tasks are accounted for and managed effectively
Purchase Products in Invoices According to Inventory
Ensure accurate invoicing with the ability to add purchase products to invoices based on inventory levels. This feature reduces the risk of overselling and ensures that your invoiced items reflect your available stock.
Editable Unit Price in Orders
Gain more flexibility in pricing with the ability to edit unit prices in orders. This update allows you to better handle discounts, promotions, or negotiated prices.
Task Update Notification Refinements
We’ve improved task update notifications to specifically indicate task status updates. This enhancement provides clearer communication to team members about task progress.
Milestone Name Added to Task
The milestone name is now displayed alongside tasks, providing better context and tracking of how tasks align with overall project milestones.
Export Option in Deal Reports
Easily share and analyze deal performance with a new export option in deal reports. This feature enhances your ability to track and manage deals outside of the ProDesk 24/7 system.
Lead Owner and Permission in Lead Contact
Enhance lead management with the new lead owner designation and permissions feature. This update ensures accountability and privacy by clearly defining ownership and access rights.
Pop-Up for Deal Status Change
Receive immediate alerts with a new pop-up feature when a deal status changes from WIN to LOST. This feature helps you respond quickly and refine your sales strategies.
Language-Specific Email Notifications
Improve communication across diverse teams with language-specific email notifications. This update ensures that all employees receive communications in their default language, reducing miscommunication and enhancing engagement.
Stay Updated
We’re committed to continuously improving ProDesk 24/7 to better meet your needs. Be sure to check this page regularly for the latest updates and new features. If you have any questions or need assistance with any of these features, our support team is here to help.
Have Suggestions?
If you have ideas for new features or improvements, we’d love to hear from you! Please contact us at [suggestions@prodesk247.com].
