Here are the latest updates from Fieldguide as of January 23rd, 2023.
Use the table of contents below to jump to each section - or feel free to watch our quick update video below!
Several of these updates were reviewed in last Thursday's Feature Release Webinar (January 19th, 2023)
To see all of our recent releases over the last month, join our Monthly Feature Release Webinar!Click here to enroll to the series.
January 2023 Feature Release Recap
Click here to see all of the exciting content from January's Feature Release Webinar!
Private Requests
Users can now limit visibility of a request to the Client Owner(s) assigned to the request. This allows ONLY for those specific users to see the request.
Add a User to Multiple Engagements at Once
We've improved the experience for adding a user to multiple engagements at once.
Select as many engagements by checking the box next to the available engagement
To select a range of engagements, click on the first engagement, then use SHIFT+CLICK on another engagement to capture all engagements between the two selected engagements.
Unlink a Request from the Sheets View
Users can now unlink a request right from the Sheets view. (Previously, the request would have to be opened, put in edit mode, and then the rows unlinked from here.)
Control Library: Defaults to Most Recent Client's Controls
When accessing the Control Library outside of an engagement, it now defaults to the Controls of the last Client whom you were working on.
Coming Soon: Left-Hand Navigation
Our development team is working hard on improving the primary navigation experience in Fieldguide. Here's a sneak peek of the left-hand navigation pane that will replace the top navigation bar. Let us know what you think!
To see all of our recent releases over the last month, join our Monthly Feature Release Webinar! Click here to enroll to the series.(If you’ve enrolled in the past, you’re signed up for all future sessions!)