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TrebleHook Release Notes
The following release notes cover the changes made to the TrebleHook CRM platform.
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Release 24.101
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Departments
Departments is a new object that can be used to identify different business units that may exist inside a company. Employees can be linked to specific departments and projects can also be linked to specific departments for easier management.
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Phases
New fields added to Phases to be used with ERP integrations.
- Receivable Balance
- Receipts
- Billed Amount by Accounting Date
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Release 24.100
Release 24.1 contains a variety of enhancements and updates to the TrebleHook platform.
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User Management
The newly launched TrebleHook Administration Lightning Application streamlines administrative tasks by centralizing key features like User Management, License Allocation, and New User Requests. Previously buried under the ‘Set Up’ section, these functions are now more accessible, significantly reducing time and clicks for a more efficient management experience.
- User Management: Enables administrators to activate or deactivate users, and reset passwords directly, bypassing the ‘Set Up’ area. This is the default view in the tabbed page layout.
- License Allocation: Allows administrators to create new user accounts and assign Treblehook Licenses, when available.
- User Request: Facilitates requesting new user accounts in scenarios where licenses are exhausted, prompting administrators to provision additional licenses and create the account on behalf of the customer.
- Exceptions and License Requests: Provides a platform for administrators to review automation and custom app logic errors (Exceptions) and access a list of license requests generated from the User Request feature (3).
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Exceptions Log
The Exceptions Log component displays a concise list of error entries, captured through error handling mechanisms set up by administrators and developers in their automation processes and within the specific customer org. By default, this list is organized and displayed with records sorted by each entry.
See the full notes for more information.
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OpenAsset Integration
TrebleHook now integrates seamlessly with OpenAsset. This new feature enables customers using both TrebleHook and OpenAsset to link the two systems for synchronized data sharing. Users can identify related projects in OpenAsset directly from TrebleHook and access metadata of assets stored in OpenAsset.
Additionally, various data fields can be synchronized from TrebleHook to OpenAsset, eliminating the need for duplicate data entry. The integration also allows for the creation of new OpenAsset projects directly from within TrebleHook.
See the full notes for more information.
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Ajera Integration
TrebleHook now offers integration with Ajera, enabling seamless synchronization of data from Ajera to TrebleHook. This integration allows TrebleHook users to access Ajera data, create reports and dashboards, and merge select information from both systems in a unified view. Initially, the integration supports syncing of Accounts, Contacts, Projects, and Phases to TrebleHook.
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Phases
Various fields have been added to Phases to provide the ability to sync data from an ERP system such as Ajera.
- WIP Hours
- WIP
- Vendor Invoiced
- Total Contract Amount
- Spent
- Hours Worked
- ERP PhaseID
- Description
- Cost Labor
- Cost Burden
- Cost
- Billed
In addition, there are now two different record types for Phases to differentiate between something that is proposed and something that is now contracted. Each record type can have a different layout, showing only the relevant fields.
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Proposal
Two new record types were introduced to Proposals to differentiate between proposed pricing and contracted/actual pricing that may be coming in from an ERP integration.
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Accounts
A new field has been added to Accounts to identify the data source if the record was created due to integration.
- Origination Source
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Contacts
A new field has been added to Contacts to identify the data source if the record was created due to integration.
- Origination Source
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Projects
A new field has been added to Contacts to identify the data source if the record was created due to integration.
- Origination Source
- Project ID
- OpenAsset Project URL
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Permission Sets
New permission sets have been introduced to align with upcoming Salesforce changes in Profiles/Permissions management. This transition from relying solely on profiles to using permission sets enhances our ability to customize user permissions with greater precision.
- TrebleHook Viewer – used to apply view only rights on TrebleHook objects
- TrebleHook Starter – used to apply access only to Projects and no other related object in TrebleHook
- TrebleHook API Integration User – used for the API license type for integrations
- TrebleHook Contracts
- TrebleHook Billing Rate Admin – used to give access for a customer to manage their billing rates
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[/et_pb_text][et_pb_text _builder_version=”4.23.4″ _module_preset=”default” global_colors_info=”{}”]Release 24.100[/et_pb_text][/et_pb_column][/et_pb_row][/et_pb_section]
