Web release notes - January 2023

• Resolved an issue that prevented custom reports from being enabled. (CN 03260700 / PS-37936)
• Resolved an issue that prevented new reports from being created. (CN 03260737 / PS-37937)
• Resolved an issue that caused users to receive duplicate emails. (CN 03261021 / PS-37938)

• Resolved an error that appeared when running a custom report. (CN 3260618 / PS-37933)

Search panel - Text fields PSW-I-331

In the Search panel, the search terms now apply to text fields, lookup fields, memo fields, and custom fields. It also applies to company and contact fields, including assignments, courtesy copies and meeting attendees. Note that search is limited to items that you have access to.

Search panel text field

PCOs -Search filters PSW-I-687

TC1 version

You can now filter PCOs by their PCO items.

PCO search filters

Users - Account details PSW-I-216

TC1 version

In the Users list, you can now see whether users have completed the signup process, as well as when they last signed in.

User List - Additional Columns

Contract Invoices - Contract Value This Period

TC1 version

To reflect the changes up to the cost period associated with the invoice, the summary heading for the contract invoice now displays the Contract Value this Period amount instead of the Current Contract Value amount.

• Resolved an issue where existing meeting minute Start and End times from the list view did not match the Start and End times in the form view. (CN 03210163 / PS-37109)
• When entering red text in the meeting minute description field, if you chose to auto-correct a word, it deleted the entire word or the row of words. This error occurred with any text color except black. This issue has been resolved. (CN 03225419 / PS-37156)
• When comparing drawing sheets in the Drawings module, blue lines and dashes appeared when zooming in. This also caused the drawings to no longer be aligned. This issue has been resolved. (CN 03225101 / PS-37167)
• Resolved an error that appeared when zooming in and comparing drawing sheets on the Drawings module. (CN 03228052 / CN 03238707/ PS-37168)
• Resolved an issue where the Link menu icon was not clickable when attempting to link a File Library item to a record. (CN 03234896 / PS-37311)
• The description of a URL link that was added to a record's comment was not displayed after the comment was sent. This issue has been resolved. (CN 03226459 / PS-37313)
• Resolved an issue where the Budget module header summary was not displaying the full values. (CN 03234771 / PS-37320)
• All meeting minute detailed reports have been updated to allow the meeting name and date field to grow as necessary. (CN 03214448 / PS-37386)
• When creating a new project in a portfolio that uses Trimble Connect, the name of the Trimble Connect project did not appear in the Project Settings > General page. This issue has been resolved. (CN 03240063 / PS-37417)
• Resolved an issue where punch item reports were not including all the linked drawings. (CN 03242275 / PS-37486)
• Resolved an issue where the drawing calibration tool was not working as expected. (CN 03246269 / PS-37561)
• Resolved an issue where the 'Linked to ERP' field was displayed on company records Info panel. (CN 03251770 / PS-37738)

• Resolved an error that appeared when running ad hoc reports. (CN03249070 / PS-37613)