Filter Email Notifications by User - 6 February 2019
When a user is in the email notifications folder, they will see a new filter which allows them to filter by user.
Introducing Essensys Credits - 23 January 2019
The new essensys Credits system allows Operators to sell credit packages to customers, which they can use instead of cash when making purchases from the organization. Please see the dedicated guide for more details this feature.
Improvements to Mass Updates to Products - 23 January 2019
When using the quick update button to update products, if the user chooses an option which is a Lookup List, (i.e. Retainer Product), there is now an option to select 'Not specified' so users are able to bulk remove values from these fields.
Invoice Line Ordering Improvements - 12 December 2018
For more seamless invoices Operate now groups similar services together.
Use Invoice Numbers without Adding a Prefix - 20 November 2018
It is now possible to add invoice numbers to Operate without adding a prefix. The prefix field can therefore be left blank and the number will be implemented.
New Feature Showing Where a LeadDADI Lead Came From - 20 November 2018
Operators can now see where their leads came from. Within the leads records there is now a field called “Original Email To”, which can accept multiple emails. This will list the email address which the prospect has initially contacted.
New Spsce Aggregator - Croissant - 7 November 2018
Operate's Space Publisher feature now contains a new aggregator: Croiisant. This can be used to list Operate meeting spaces for booking on this aggregator. The feature is available to all Operate customers.
New Financial Exports - Yardi and Access Dimensions - 7 November 2018
Operate can now create export .csv files for two new financial applications: Yardi and Access Dimensions. These can be installed from under Settings > Integrations.
Licence Modifications - 24 October 2018
We have modified the license page to be more clear, so that users do not incorrectly use the system, When an end date on a license is modified you will be presented with a pop-up asking you to confirm whether you would like to update the charges associated with the license. Also when you extend the license, you will then be asked to check your charges on the license.
Double Booking Notification - 24 October 2018
Operate will present a warning and inform you when a booking is being made in the calendar while another user is creating the same booking.
Email Opt Out Field - 6 September 2018
When the ‘email opt out’ field is updated in a Contacts record, all Contacts with the same email address will be updated accordingly meaning that the Contact lists are GDPR compliant.
Opportunity Contact Date - 6 September 2018
Operators can now view the last date recorded/most recent contact date in the activity history within an Opportunity record meaning they can track when a prospect has last been contacted so they can stay on top of opportunities and prospects.
Email All Invoices / Credit Notes - 22 August 2018
Operators are able to email all invoices/credit notes meaning users will not need to email each one individually.
New Currency - 22 August 2018
We have introduced United Arab Emirates Dirham (AED) the currencies accepted.
Improvements to Licence Approvals - 22 August 2018
After a licence has been approved, if it is edited or changed then it will now require re-approval ensuring a more secure process around editing licenses.
Enhanced Payment Processor Logging - 26 July 2018
We have added further logging for the payment processors so we can track what’s happening with payments. When a payment is made via the portal it’s details will be displayed in Accounts Receivable within Operate.
Credit Note Prefixes - 4 July 2018
Members of your accounting teams are now able to put different prefixes for both Credit Notes and Invoices, so as to keep them separate. For example when you drill down into locations you can add a field to the location.
Email Fields - 19 June 2018
Operate can now handle email addresses with special characters, meaning international users can enter their email addresses. The platform also now accepts email addresses that include +1, +2. In addition to this, users can now store more than 1 email address within Licenses and also within Accounts > Billing Details > Invoice Email.
Unmerge Licences - 19 June 2018
In the event that a user accidently merges licenses we now provide the ability to un-merge licenses.
GDPR - 23 May 2018
We have made some changes to Connect, Operate and the Community Portal in accordance with The General Data Protection Regulation (GDPR). To learn more about these changes please read our GDPR articles for Connect, Operate and the Community Portal.
Booking Confirmation – 25 April 2018
After making a booking you will be able to edit and customise the booking confirmation form as you like. Simply click on the template and edit the form.
Template Editor – 11 April 2018
The template editor now has a convenient print preview feature. This should alleviate the pain of guessing where page breaks naturally occur. It does not provide a preview of what the mergefields translate to, but does provide a very accurate illustration of how your document would appear once printed on paper or attached to an email as a PDF document. Mergefields are replaced by sample data.
You are now able to include headers and footers to your documents. This feature also allowed us to implement the ability to include page numbers. ‘Page number’ and ‘Total pages’ are now available within the ‘Standard Fields’ merge fields section to drag/drop into your header or footer.
Licences - 19 March 2018
We have improved Operate's performance when it comes to managing licenses that extend over a long period of time. We have implemented a filter that lets you select specific years on Licence items, when the billing period exceeds 25 months.
If the billing period exceeds 25 months, Operate will only show the list of charges applied within the current year and will allow you to select subsequent years using a filter.
Click here to learn more about this feature.
Report Scheduling - 30 January 2018
It is now easier to see which reports have been scheduled in Operate. Now, if you receive a scheduled report, you can easily see who scheduled it, when it was last sent, and when it is next due to be sent.
See this article for more detail.
eSign History - 19 December 2017
It is now easier to track your eSign licences with the new eSign History feature.
Once your licence has been sent, you can see the status of each of your recipients and see at a glance whether they have viewed or signed the licence.
Click here to find out more about eSign and how it can help you get your licences signed and contracts closed quickly and seamlessly.
Improvements to your Bill Run - 24 October 2017
No more waiting around for your Bill Run to complete!
You can now leave your Bill Run to process in the background and Operate will alert you on screen, and by email, when it has completed. This will allow you to start your Bill Run and leave it to run while you get on with other tasks.
We have also made some speed improvements to the Bill Run so if you do choose to stay on the page while the Bill Run takes place, you should notice that it now completes more quickly.
Learn more about your Bill Run here.
Introducing eSign - 5 October 2017
We're happy to introduce our new eSign feature in Operate. You can send send, sign and store your licences automatically and seamlessly. Operate eSign is fully integrated with Operate. You can now avoid the manual, time consuming tasks involved with sending licences so you and your team can focus on delivering a great experience..
- Send your licences via eSign directly from Operate
- See your stored licences automatically against your customer's Accounts
- Unlimited templates
See here to find out more about eSign and how to activate it today!
Zapier - 25 September 2017
We have added Charge Sheets events to our essensys Operate Zapier app. The added events are:
- New Charge Sheet - Triggers when a new charge sheet is created.
- Update Charge Sheet - Triggers when a new charge sheet is updated.
- Delete Charge Sheet - Triggers when a new charge sheet is deleted.
- Create Charge Sheet - Creates a charge sheet.
- Update Charge Sheet - Updates a charge sheet.
API Reference - 4 September 2017
We have launched a new and improved version of our Operate API Reference. The essensys Operate API enables easy integration with other systems to enhance existing capabilities or build custom applications. Essentially it is there for anyone who wants to integrate with or build on top of the Operate platform e.g. a custom mobile app or integration.
The reference can be used to answer many questions for developers but it is important to understand it is a living document and will continue to change and grow. A Knowledge Base article regarding the API Reference can be found here.
Zapier - 4 September 2017
We are happy to announce that our Operate Zapier app is now officially live.
Our customers now have the ability to create workflows between Operate and hundreds of other apps.
Checklist - 16 June 2017
We have introduced a new Checklist to help our new Operators get started.
A Checklist icon will appear in the top right of your navigation if your organization has joined Operate recently.
Within the Checklist, you will see several items listed, and you can see in real time which areas still require some set up or configuration.
To the right hand side, you can see more detail about the item you're viewing, and find links to our Knowledge Base for more information.
If you don't want to use the Checklist, select you can select Hide Checklist. Note that this will remove the Checklist icon from your navigation.
If you want to turn your Checklist back on, just go to Settings > General/Getting Started, and select Checklist.
You will be taken back to the Checklist, and it will be available in your navigation once again.
Introducing a new home page - 12 June 2017
A new homepage dashboard is now available for you to try out, which displays some key status updates from across your Organization.
We have made the new dashboard available as a Beta, so you can try it out and still return to your original homepage. Just select 'Click here' in your navigation bar to switch between your views.
See here for information about new dashboard and the details displayed. We would love to hear your feedback!
Introducing our integration with Zapier - 18 May 2017
You can now integrate Operate with thousands of apps, including Slack, Hubspot, Trello, Mailchimp, and a host of others using Zapier.
This integration will help you to streamline workflows for yourself and your whole business. For instance, you can:
- Send a slack update to you and your team when a new Lead is created
- Create a new Lead in Operate when a Deal is qualified in HubSpot
- Keep your mailing lists up to date - when someone unsubscribes from Mailchimp, you can update their subscription settings in Operate
And many more.
See here for more information.
Mandatory fields now clearly highlighted - April 11 2017
Required fields across Operate are now indicated with an asterisk symbol (*) so you can easily see which details on the page need to be filled in before saving.
More intelligent List Views - April 3 2017
List views are now more intuitive, and will remember the view you had selected in your previous session. For example, if you had last selected to view 'Accounts with a balance' on the Accounts page, this view will still be selected when you next return to the page.
Navigation Improvements - March 27 2017
We are always working to improve your Operate experience, and from today you will notice some enhancements to the overall usability and speed while navigating around Operate.
You will also see an improvement when searching in list views - you can now filter results in real time instead of entering and submitting search term and waiting for your results.