Thursday, January 25, 2018

New Feature: Editing Custom Fields

Hello everyone!

Today we are very excited to bring you the latest news: we have enabled the ability for an Administrator,  Web Team Leader and General Manager to edit Custom Field data captured by your employees!

Sometimes employees can make mistakes while they are typing, or you just need to adjust something on a note, an order ID, the price of a sold item, etc. To do this, you need to go to the Reports tab and click the "Custom Field Report". Generate it using the appropriate filters (teams, user or dates, depending on the result you are looking for) and you will get something like this:

Notice the new "Edit" buttons on the right side of the screen. If you click on any of them, you will be able to edit the custom fields for the results you currently have on the screen. This is what the original field values are:

Let's go ahead and change some of the values, we want to change the Name and Position, maybe also use a different Customer Order, and let's say the customer was a bit older than what the employee had reported. Also, this was a really good customer and we give him the chance to pay later, so he wasn't charged today, so we untick the "Was the customer charged?" checkbox:

Notice how you can even adjust numerical values with the arrows to the right, so you have the option to use this to get to your correct value, or type it, however you prefer!

Once you are happy with the changes, scroll to the bottom and click the "Save" button. When you generate the report again, it will have updated the information with the values you just changed:

Hopefully this will make your life easier, it definitely has made it easier for us here at Econz! Give us your thoughts in the comments section in case you have a question or anything you'd like to share.

-- Econz Team

Tuesday, January 9, 2018

Timecard GPS: Switching Between Time Zones

With this new year, new exciting things are coming to our system and one of these is a new feature geared towards employees that work on different time zones.

The way it used to be was that if you switched to a different time zone, the application showed a message notifying you about this and you had to correct the time zone to be able to continue, but we have made it smarter so that you only need to worry about changing time zones and Timecard will adapt to your changes.

Here is how it goes, this is the example profile we'll be using, notice he was set on US/Pacific time:

Here is a screenshot to show that this device has been setup in Pacific time as well and a sample of the History in the Timecard app:

The user had clocked in at 8:00 AM and changed to a different task at 11:20 AM Pacific Time, but if he had to take a flight to the East Coast and were to change the time zone either manually or have the device do it automatically, the next time Timecard GPS is launched, something new will happen:

The device will give you a message telling you that the timezones have been changed and a reboot is required. You can wait for the timer and have the app shutdown automatically or tap on "REBOOT" and the app will restart right then.

Now, if you check your History, you will notice it will be showing the same original punches but on Eastern time:

One important thing to keep in mind is that the web portal will show the punches using the original time the user was setup with, so, as we saw in the beginning, he was set to Pacific Time, so when we generate one of the reports, it will show the punches in US/Pacific to make things consistent:

That's all for now, leave us a comment in case you have any questions!

--Econz Team