Rosalie Chassat: Good morning, good afternoon, everyone. Welcome to our August product update webinar. Thank you, everyone, for joining us. Today, we will be presenting version 50.6.2, which was just released, like, this morning. So our timing is just perfect.
Rosalie Chassat: My name is Rosalie, I’m Customer Success Manager at Client, and I will be your host today. And as always, we have Yannick. Hi, Yannick, our CEO.
Yanick Abraham: Exciting, yeah, it’s been just out for everybody today, but we’ve been playing around with this release, and it’s quite feature-packed and exciting release, so it should be a good one.
Rosalie Chassat: Yep. And our Customer Success Manager, Isabel, will be answering your questions in the Q&A and chat, as always.
Rosalie Chassat: A little reminder, if you want to make the most of the webinar, just make sure you participate to the polls, use the React buttons, and ask questions in the chat or Q&A, whatever you prefer. Before we move on, we want to do a little poll to get started.
Rosalie Chassat: And get to know who’s joining us today. So, is this your first client webinar? Yes? No, I’m a regular. No, I’ve been to a couple. I’m expecting maybe some people that joined client a couple of weeks ago, and now the summer is over. Maybe we have a couple first-time attendees? Or not?
Yanick Abraham: I’m in.
Rosalie Chassat: Alright, so…
Rosalie Chassat: Perfect. It looks like most people are regular, but we do have a few new faces, so welcome to you if this is your first time, and thank you for answering the poll.
Rosalie Chassat: And let’s move on. Perfect, so what do we have on the agenda for today? We’re gonna… well, Yannick is gonna demo most of our notable new features and improvements from this new version, and then we’ll talk a little bit about our product roadmap and what’s coming up in the next release.
Rosalie Chassat: And then, just to talk about, yeah, the release notes. Because the version we’re presenting today was actually released today, I don’t expect anyone to have already gone through those notes. If you already did, great job, I’d love the motivation, but otherwise, you can always check up our release notes from the community. Isabelle is gonna drop the link to our release notes in the chat.
Rosalie Chassat: And then also, just a reminder, always look for those, red light emoji, as you can see. For this release, there’s 6 upgrade considerations, so that’s quite a lot, don’t be scared. But, just make sure if you’re a system admins to really read through those upgrade considerations. It means you have to actually do something special, too.
Rosalie Chassat: … It’s true.
Yanick Abraham: It’s really just that if you want to benefit from the new functionality, which there’s a lot that we do recommend, so… but if you don’t do something here, it won’t break anything, so you should be good to go.
Rosalie Chassat: Nope.
Rosalie Chassat: Perfect. Okay, so let’s actually get started. So these are our new, notable new features and improvements.
Rosalie Chassat: Most of our new features, you can see, are in the timesheets and related to Resource Planner, and then we also have a small improvement in the workspace, as you can see, and then we have quite a big one, Project Status Report, which is now customizable. We’ll spend a little bit of time on that. And that’s kind of it, so very focused.
Yanick Abraham: Super focused, still a lot to show, and.
Rosalie Chassat: Yeah, yeah, it’s a lot, but it’s both if you don’t have it.
Yanick Abraham: Yeah, yeah, a lot of ideas delivered for the customer, so that project status report, it’s one of the first ideas we picked up from the idea exchange, so exciting about this.
Rosalie Chassat: Perfect. And as we’re gonna start talking about our very first, feature, which is the Salesforce Events Calendar Sync, we just wanted to start with a quick poll, just to know where our people are at. So, is your Google or Microsoft calendar already synced with Salesforce?
Rosalie Chassat: This is just gonna help us, …
Rosalie Chassat: you know, know where you’re at right now. I’ll just leave you a couple more minutes, and I’ll actually share the results for that one. So it looks like, no, most people, the majority of people said, no, it’s not synced, but we do have a couple of customers that have it synced.
Rosalie Chassat: With me.
Yanick Abraham: Yeah, and they changed a little bit the model on the Salesforce side about that sync, so it’s getting more powerful with AI on top, but some of the previous interface we had, some don’t exist anymore.
Yanick Abraham: This being said, it doesn’t matter for this release, it does matter, but for the future I’m gonna demo, it’s gonna be pretty much calendar agnostic, whatever you are syncing to Salesforce or not.
Yanick Abraham: Okay, so, time to go, Rosalie, on the… to demo that first functionality. So, you are… this is our My Timesheet. What we’re going to be looking at, it’s really the calendar integration, so it’s a new component that we’ve dropped.
Yanick Abraham: So far, the best way that we surface information for you to know what you should be logging time on, and you must be familiar with this button, is the copy from schedule, which is looking at your assignment schedule, and it’s bringing you up all the projects or tasks that you’re assigned on, and with our different columns here, you can see, for example, that I’m scheduled 6.6 hours on this specific reporting and scheduling task.
Yanick Abraham: So far, how much hours have been logged, etc. And also, if you want to see the breakdown of those hours across, so that security risk assessment should be on Monday, Tuesday, Wednesday, we have that task component that we trigger. But we know that schedule doesn’t always represent reality, right? So, quite often, you’re gonna be, your calendar is gonna be driving some of your
Yanick Abraham: to-do list, and as your calendar is going to be also driving what you should be logging in your timesheet. So, we’re bringing up this new functionality, that, calendar sync on the My Timesheet UI. Let me just refresh my page.
Yanick Abraham: Real quick, and go back one week.
Yanick Abraham: And we can look, and what we can see in here is that we can see all our different calendar events that we have. Now it’s syncing with the Salesforce calendar, so for the people that have that sync with their Google or Microsoft calendar, you’re going to be able to benefit from it.
Yanick Abraham: In our next release, we’re going to be able to connect to Google Calendar, and the release after is going to be Microsoft Calendar. This being said, this is a representation of your calendar. You can see those meetings in blue that you add, or that you have, and the one in green, it means that it’s been added to your timesheet. So what’s cool with this is, let’s say I had that pre-sales meeting, just to help one of my colleagues, but I need my company, the
Yanick Abraham: me to log even my pre-sales call, so I’m gonna pick up my Acme pre-sales project. As an architect, it’s a non-billable hours, and you can see from the bottom as well that the note has been pre-populated with the name of the event, plus the duration as well has been pre-populated with the length of the event. And just like this, I can easily add this line to my timesheet here on top, and you can see in yellow, because I haven’t saved yet.
Yanick Abraham: But let’s go ahead and just save it, and as soon as I save it, it reverts to green, meaning that now I have my new line of work being tracked and recurred, meaning it’s going to be a lot easier for you to do that conversion. I know a lot of people are tracking with Calendar what they’re doing, they’re looking at their meeting, but now it’s going to be in one simple screen.
Yanick Abraham: Pretty cool, huh?
Rosalie Chassat: Yep, I think during our internal webinar, Yannick, you were really excited about that one and called it a beautiful piece of art!
Yanick Abraham: Yeah, it does look pretty. And if you add to delete, for example, this specific line, and everything follows, right, so the line is going to be delete, reverted to blue.
Yanick Abraham: And we’re gonna bring… this is our first release, we’re gonna add those two connectors I’ve mentioned, so Google and Microsoft, so we’re gonna talk about it again. But also, we’re gonna add functionality, on top, so, first exciting release.
Rosalie Chassat: Yeah, and for those few people that said their calendar is synced, you’ll have a chance to test it out. Let us know, like, if you have any feedback, we’re really geared to, hear from you. So, yeah.
Yanick Abraham: Okay, next one, you might have, seen here, there’s a new button, View Rejected Times, that’s showing with, number 3, so let me go back one week.
Yanick Abraham: And you can see here in my timesheet, I’m just gonna remove some of my components.
Yanick Abraham: You can see here from my timesheet that I have two red cells. And if I over on top of it, there’s a note, meaning put a meaningful note on it, meaning those timesheets have been rejected. You can see from the icon here on the left, too. So they’ve been rejected. I have two of those in this specific timesheet.
Yanick Abraham: But you can also… oops, I have an error, it seems.
Yanick Abraham: So, let me go back now again, very sorry about that.
Yanick Abraham: Okay, so you can see here that I have my, my red lines here, and I have review rejected time, which is number 3. So for those two, I can just go ahead, and instead of having the test, change it to something else.
Yanick Abraham: But I have that button now that I can click. That’s gonna bring you all those three, lines, the 2-1 with test here, with the put a mini phone load.
Yanick Abraham: But also, anyone
Yanick Abraham: other lines that you might have in the past, that’s been rejected. So, for example, in this one, the notice, the customer said, we can’t work on this anymore, I’ve logged 8 hours, so let me switch it to maybe my, my internal project for, …
Yanick Abraham: That’s not here. Let me do a… put it again on my Acme pre-sales, let’s say, and as a non-billable, and then I can just go ahead and resubmit it, resubmit that specific line, to be able to, to track that, that, that new information and that new line, via that rejected button. So, now we’re back to two, those two lines that I need to, resubmit.
Yanick Abraham: This work with our approval process on top, and it does help you really try to figure out if you do have some splits that’s been rejected. So, maybe a quick comment for customers. This works with the split mode of approvals.
Yanick Abraham: Which is enabled by custom settings.
Rosalie Chassat: This is also a good reminder that you should definitely have approval processes set up in client. If you don’t have those yet, please go set it up. It is a best practice. We even have a course, e-learning course, on approval processes. So this, of course, only works if you have that in place.
Yanick Abraham: Perfect. So, this is the approval side of things, and you saw me play with some of the toggles. Now we’ve introduced this toggle as well that’s gonna allow you to remove or show that schedule versus bill information in your timesheet. Before, it was only controlled by a custom settings. Now we are giving you the ability to just toggle it, so
Yanick Abraham: If the custom setting is on, you’re gonna be able to have that button on your page.
Yanick Abraham: And again, those are kind of matrix and columns that we’re bonifying, so…
Yanick Abraham: The timesheet is going to be receiving a lot of love in the next few releases, a little bit on every release, but those control fields are going to be very useful also.
Rosalie Chassat: Yannick, just to mention, to go back to the approval, the splits, we have a question, which, someone is asking, like, will it eventually be possible to review rejected times if we don’t have approvals by split?
Yanick Abraham: This could be a possibility. It’s not on the roadmap yet. For now, it’s enabled by split. Maybe, yeah, we can double-check if there is something already available, otherwise it could be one of the ideas to vote on.
Yanick Abraham: We’re not too far away. We can also just evaluate the effort and see if we can make it easily. But yeah, good point, good question.
Rosalie Chassat: Alright.
Yanick Abraham: Okay, … On the My Timesheet side, if I’m going back to the deck.
Yanick Abraham: It’s a bit, full slide, but if we’re… there’s a few, things that have been delivered, so…
Yanick Abraham: In the last release, when you, if you recall, if you have a full week of vacation of PTO submitted, it was auto-submitting it.
Yanick Abraham: So, this way, there was nothing falling into the cracks, so if you were not there during that week, during your holiday, you didn’t have to come and submit it. So, some customers said that they didn’t want it to be this way by default, so we just added the custom settings to have it on or off.
Yanick Abraham: So, by default, it’s going to be off. If you want to put it on, you can go to auto-submit Timesheet on TO approval, and we’ve introduced that custom settings.
Yanick Abraham: And the other one that we’ve just introduced is that, and I’m not sure if we have some APR folks on the call today, but this is for them, it’s one of their ideas. So the missing timesheet notification, now you can use custom emails template.
Yanick Abraham: You can see here on the left side, there’s another configuration, custom setting that you can change the ID of your email template.
Yanick Abraham: So, if you look on the right side, this is our standard email template. You can clone it, make some change to it, change the image, change the text, and then just take the ID here, and put it in the custom settings, and the missing timesheet notification, the send-to-sender, and the incomplete timesheet notification.
Yanick Abraham: Can be controlled by those email templates.
Yanick Abraham: Cool.
Yanick Abraham: It’s finally deliverable.
Yanick Abraham: Okay, next.
Rosalie Chassat: Nope.
Yanick Abraham: Resource Planning.
Yanick Abraham: So, we, we did add a few, functionality on the resource planner, on the Global Resource Planner, but also on some of the project resource planners. If we were going to our global one.
Yanick Abraham: And let me just go back one month…
Yanick Abraham: We’ve added a few toggles, so… toggles… the intent of this scheduled mode of Resource Planner, it’s really to see what’s been scheduled, mainly in the future, but we’ve added functionality to also see the past very well, so past scheduled utilization, but also actual hours, so we have those toggles.
Yanick Abraham: And now we’re adding more, because, just to control a bit more, the visibility. So, for example, if you focus on those cells here on the left side, July, the bottom part, so if you’re looking, and I’m toggling the IC completed task.
Yanick Abraham: You can see that the total of hours is changing, because in the past, you would only see the open task, because it was for mainly future scheduling. But now, because we want you to see the past, we have those toggles, so you can hide completed project, but you can hide completed tasks now, so this is new in this release.
Yanick Abraham: The other toggle we’ve introduced, and this one, I’m guessing it might be a temporary toggle, but because now you can realign the schedule with what has been work, and also because we’re tracking timesheets split now with the schedule, sometimes it happens that you have some zero-hours schedules in your view.
Yanick Abraham: And by default now, this hide zero hours will be on.
Yanick Abraham: This being said, we have a few customers that take notes on the schedules, so we cannot just hide them forever. We need a way for those customers to be able to see it, so that’s why we introduced that ID 0 hour toggle, but usually, in main scenarios, it should be left on by default.
Rosalie Chassat: And don’t forget, like, all these toggles can be saved as presets, so… As always. As always.
Yanick Abraham: So the next one, let me just use one of those toggles to display my actual hours. So you can see now that I have my hours showing next to my schedule hours, and if I’m opening up my resource, Roxanne Green, now I can see that I have the schedule hours, 16, but now I have my 38 hours.
Yanick Abraham: We can now configure the color of this logged hour. So this is now part of our color configuration, so you can now configure it the color you want, so it’s going to be better for you to just align everything in terms of your color coding for your business.
Rosalie Chassat: Yeah, and on the last release as well, a couple, a few releases ago, we talked about color mapping, and we’ve kept adding new things in there. We actually have an article that we created, and Isabella’s gonna share it in the chat, but it shows you the recommended default value for all the color mapping, that we’ve mentioned, so…
Rosalie Chassat: If it’s still all white for you, or if you’re just looking for…
Rosalie Chassat: Model, just have a look at that, article.
Yanick Abraham: So it’s not… the default was not white, it was aggressive red, aggressive orange.
Rosalie Chassat: Whatever it was.
Yanick Abraham: Okay, the next functionality in terms of the resource planning, is the distribute schedule event lead. So, when you’re planning on the Gantt and in other UI, you could do it, distribute event lead the number of hours, and we brought this functionality back on this specific interface of the planner. So, let’s say I have, my, …
Yanick Abraham: Managed services here, my project managed services. I know I need for the month of October and November, I’m going to need to work 100 hours on this project, so I can just easily create my range of dates.
Yanick Abraham: select that I wanna… I’m gonna work 100 hours, and now I’m not sure about the exact schedule, but I would just want a peanut butter spread that, those hours across those two months. So on an existing task, I can just go ahead and do it. In the past, you could do it when you initially created the task, but you cannot do it on the spot like this.
Yanick Abraham: It does show me 56 hours and 43, because actually what it’s scheduling on, it’s on a week.
Yanick Abraham: basis, so if I’m going back to those weeks in October, let’s say I’m starting October 1st, you’re gonna see that I have 12.20 every week up to the last day of November, with a few hours on Wednesday, Thursday, Friday of the week before, but everything has been split across daily, actually.
Yanick Abraham: So this is the new mode, align, distribute evenly, directly from the, the planner.
Yanick Abraham: Don’t forget as well that those are groups now, right? So you can move groups, you can delete groups, you can unbreak your groups, so don’t forget that the right click is very useful in a lot of places in the software.
Rosalie Chassat: Yeah, like, if your organization is using the resource planner a lot, and you haven’t upgraded since, like, a couple of months, like, go do that. It’s definitely worth it with all the stuff we, like, release every version. Yeah.
Yanick Abraham: Yeah, a lot of change, a lot, still coming, but, those are very, …
Yanick Abraham: Efficient and, tools that’s gonna…
Yanick Abraham: save you a ton of time, but also give you a clearer picture of the reality, future reality.
Rosalie Chassat: Nope.
Yanick Abraham: Okay, …
Yanick Abraham: The next one is the compare. We do add a compare schedule and a compare skills interface, but it was kind of hidden in the…
Yanick Abraham: project resource planner. So now you can see, for example, that in my schedule, I can see that I have this pink project in pipeline that’s been assigned to me for the month of December and January, but actually, I’m planning to be off the entire month of December. I didn’t tell my boss yet, so they scheduled me, so before going to see my bus, probably it’s better to see if somebody is available
Yanick Abraham: available to cover me instead. So now we brought that new icon that you’re gonna find here in the Global Resource Planner, but also in the Project Resource Planner.
Yanick Abraham: So this is gonna be the new way to access to this interface, which brings you all your different project managers in your system that you can, if you recall, filter and add more resources to it.
Yanick Abraham: the effort that’s required for the project we just saw, and then the schedule of your colleagues to see who can do it or not. From the get-go, we see that Tracy can do it, and that’s a neat feature as well, that if you use the remaining availability.
Yanick Abraham: It’s gonna subtract what they had available minus what is required to tell you how much is gonna be left after you
Yanick Abraham: book that resource. So, as you can see, everybody’s tight. I should go see my boss right now to ask for my month vacation, otherwise the team might not be able to tackle this project at all. So, this is what the compare resource does. You were not able to do it from the Global Resource Planner in the past, and now we brought it on the project level of the different assignment
Yanick Abraham: Of your resources.
Yanick Abraham: This is also a pretty cool interface. I didn’t show you skills, I think we showed skills enough in the past webinar, but …
Yanick Abraham: Okay, while we’re still on this…
Yanick Abraham: interface, let’s just go through looking at the filters. So, if you have that filters list, if you recall, there’s different things that you can filter around, so, but there is some value that are lookups, but some are based on pick lists.
Yanick Abraham: And you need to… needed to remember what was those values. Now, when you’re gonna click on some picklist value, you can just select which project you want to see, or if there is, the project status is going to be the same thing. You don’t need to recall what were your projects, but you can just select it from a picklist instead of a, …
Yanick Abraham: trying to search for it. It’s still the case for a lookup value, so accounts, you still need to start and search, but for at least the picklist, it’s simpler than ever to use our filters.
Rosalie Chassat: And we’ve added so many filters in the last releases, so that’s actually good timing.
Yanick Abraham: Yeah, exactly.
Yanick Abraham: I’m always zooming in and out, so that’s why I’m sorry I’m refreshing my interface often. The next one would be to be looking at something outside of the planner, but still that relates to scheduling. So it’s our functionality about
Yanick Abraham: aligning the schedule with logged hours. That’s available from here in one of the buttons. So now we’ve… this UI existed, but now we’ve added the availability to select your date range.
Yanick Abraham: So, if you recall, what this does, it looks at what you’ve logged in terms of hours, and it’s gonna align the schedule hours, and if you were scheduled and you didn’t log any time, it’s gonna wipe it to zero, like we were discussing before.
Yanick Abraham: So… but now you can say that I’m gonna do it, but from the beginning of the project, which is the start date, and I can do it up to today, if I just want to keep my future intact, but I could also wipe it for the future as well, so now you can select it.
Yanick Abraham: Plus, when you’re using the per task, because this was for the entire project, if you want to do it per task, we’re already… we’re going to show you in yellow which… which ones are not aligned in terms of what schedule and what’s got logged.
Yanick Abraham: So, we have that layout that’s gonna help you as well to align schedule versus log.
Yanick Abraham: With the visual representation of those ones.
Rosalie Chassat: Yeah, so what’s new is the color, yeah, the color bit.
Yanick Abraham: Okay, so I think we’ve done pretty much everything on this one, with the highlight mismatch and making gesture.
Rosalie Chassat: Yep.
Yanick Abraham: We’re well on time as well, so we have the workspace left, project status, and then I have an important… you have an important question that we don’t want to know about your social media consumption, so I’m going to make sure that we have some time left for this.
Yanick Abraham: This one is, pretty neat, but very simple. In our global workspace, so let me go back to our workspace.
Yanick Abraham: In the global workspace and every workspace, in the past, there was a few filters that you could right-click and do a few fields that you could right-click and do a filter, so let’s say I just want to see my in-progress or a few of my task type, I can just filter it this way. Now we added the support of checkbox as well, so if you want only to see the billable project.
Yanick Abraham: you’re gonna be able to see and use those filters. You can always clear your filter. There’s an icon here on the left side as well to clear all your filters. But, yeah, we added the support to… for any checkbox,
Yanick Abraham: or Boolean field that you add in the platform, to be able to easily filter through those.
Yanick Abraham: So we also, depending on what you want to do, it might be… give me only the over budget, only the one that have some hours logged, but not hours logged, but overdue. So, you can play around with that new filter.
Rosalie Chassat: Perfect. And I think we’re at our last, very last feature, and for that one, we actually want to do a quick poll that’s going to help us.
Rosalie Chassat: There, so the last feature is about the project status report, so we just want to know, if you’re using it.
Rosalie Chassat: So yes, you’re using it in client, or yes, you’re using it, but you’re doing it some other way outside of client. No, you’re not using it, but would like to. No, you don’t want to use it, or you don’t even know what project status reports are. I think you do, but hopefully everyone does, but… Alright, so that’s kind of the introduction. I’ll pass the baton to you, Yannick, but, it looks like most people said they’re not using it, but they would like to, so hopefully after
Rosalie Chassat: After today’s demo, everyone is gonna be convinced that they should set that up, in client.
Yanick Abraham: And that’s actually why we went ahead and developed this functionality, because people are not using it because there was lack of configuration possible, but now you’re gonna be able to pretty much do everything. And this release, it’s all about the configuration. Next release is gonna be about the look and feel of the PDF, so we’re gonna even increase or beautify
Yanick Abraham: our PDF, … of project status in the next release. So, for this one.
Yanick Abraham: You have a new object now, that’s gonna be called status… Project Status Configuration, so if you open up this new object, it’s gonna be empty when you start, so by… if you don’t have anything, we’re going to use the default value that we were using, in the past, so you don’t have to do anything with that upgrade consideration.
Yanick Abraham: If you were not… if you want to start using it, you need to create new records for this, okay? You can see here that I have a few that I’ve created in this example. So, for example, the different project types are, for example, internals, or customer full transparency, and customer limited visibility. So, depending on if it’s an internal project, I have two project statuses.
Yanick Abraham: But for a project type of customer, full transparency, and the limited visibility, you’re gonna be able to pick those, and you decide what you want to show.
Yanick Abraham: Let me zoom out for this one.
Yanick Abraham: So, all those checkboxes, for example, display last week task, so those are all the different components that we already had in the system, so display current week task, but also there is the issue, the milestone, so you can say if you want to see it or not.
Yanick Abraham: But also, you’re gonna be able to define which field set per project type you want to use for your project.
Yanick Abraham: But not only for your project, you’re going to be able to define the field set, so which column you want to see for the project, which column you want to see for the current week task, last week task, the issue, the milestone, and the rest, so you have full control of what you’re showing, in terms of your project statuses.
Yanick Abraham: And the way it works, if we open up one of our projects, that ACME SaaS implementation project, which is defined as a time and expense project, but with customer full transparency.
Yanick Abraham: It’s a billable project. When I’m gonna generate the project status report, based on my configuration, it’s gonna show me a subset of fields, and here at the bottom, it’s gonna show me a subset of groupings or related information, including the milestone, the issue, and the rest.
Yanick Abraham: Yeah, so let’s say, this is… this project is, … actually, we don’t want to do the full transparency with this one, we want to provide only limited visibility, so I can change the project type, and if I’m going back and regenerate that project status report, you’re gonna see now that it’s not
Yanick Abraham: at all the same project status report. There’s a lot less fields that we’re seeing here. We’re only seeing milestone, issue, and risk. We don’t see the current task, so this might be more relevant for a fixed fee project, for example, because you don’t want to show hours, you don’t want to show budget, you don’t necessarily want to show which task you’ve worked on.
Yanick Abraham: But you just want to show overall the different dates, if there is any blocker. So, this is a good example for a fixed fee project.
Yanick Abraham: Okay, all this is going to be also reflected in the PDF. We’ll talk about the PDF in the next release.
Yanick Abraham: So far, so good. I didn’t see any thumbs up. I’m hoping that you guys like the flexibility on this interface. Now, let me show it on a…
Yanick Abraham: an internal project, a non-billable project, because if you recall, I had two project statuses related to internal type projects, so if we’re looking at a project type, it’s internal. So for those two, when you have more than one project status report.
Yanick Abraham: it’s gonna tell you to the one that you have, so we had two, and I can select which one I want to show. So for internal, we’re giving the availability to have a few options, for example. So if I want to show what is a non-billable customer work internal project, I’m going to show the project summary, current week task, and last week task, but not the rest.
Yanick Abraham: Well, if it was a training, or I want to see the training view for the project, I could do it. So this means as well that you can use the status report for internal projects as well. So you can see there’s 3 hours that’s been logged on non-billable customer work, so you can play around with those, those values as well as even for internal projects, but I wanted to show you that interface that allows you to… asking you to pick up
Yanick Abraham: which…
Yanick Abraham: Project status you want to… if you have more than one for a time and expense project, you might have a different version, so your project manager can decide which one to send.
Yanick Abraham: So you’re not limited to only one per project type.
Rosalie Chassat: Which is one of the complaints we had gotten from customers. So now there’s no excuse anymore not to use their project status report.
Yanick Abraham: Is that okay?
Rosalie Chassat: And…
Rosalie Chassat: I can add as well, for those that says they want to set up Project Status Report, in the release note from this version, like, there’s really good release, detailed release notes for the customizable project status report with screenshots and arrows and everything, so it’s really well done. Our product team always does a good job with the release notes, but these ones are particularly very good, so have a… have a look at it.
Rosalie Chassat: Definitely.
Yanick Abraham: Excellent.
Yanick Abraham: So, this is in terms of bigger functionality. This is what we had for this week, this month. Still a lot for only a month, but we also have a lot of other improvements, Ali?
Rosalie Chassat: Yep, so yeah, we have a couple of those that we’ve added in the line. These are all the ones that are also available in the release notes, and you have direct links to all of them as well, and I think the next slide is for the fixes, I’m pretty sure. Yep, there you go. So you have the full list. As always, we won’t go into details, with those.
Rosalie Chassat: And then just a quick poll, just because we want to know which ones were, everyone is most excited about, which feature we presented. So you can just go and quickly, like, select the ones that you’re excited to check out, so coupled with timesheet, coupled with resource planning, we have a little bit…
Rosalie Chassat: have a less complicated poll than usually. And we also want to know if you already upgraded to our latest version, which I’m assuming nobody did yet, because it was released this morning, but you never know.
Yanick Abraham: Very awful.
Rosalie Chassat: really eager people in the webinar. So, I’ll just leave the poll, a little bit there.
Rosalie Chassat: And then we can start talking about the ideas, but I’ll just leave that one on the side.
Rosalie Chassat: All right, so ideas voting and product roadmap. So, as a reminder, as always, we invite you to vote for your favorite ideas. Right now, we have 25 ideas that are up for voting in our community, so it’s, again, very well indicated, but you just need to go in the ideas tab, and you can sort it by the most recent, if you want to see the most recent ones.
Rosalie Chassat: This month, our team actually retained two ideas,
Rosalie Chassat: So, the project import wizard, create project and test template without assignment, and, shocker, another feature, another idea related to project status report.
Rosalie Chassat: So issue list improvements. So, yeah, you may get the hint that we’re trying to improve our project status report from this. So this is what our team has selected from the ideas and will be developing in the coming, weeks or months.
Rosalie Chassat: Alright, and then if we move on to our roadmap, yep.
Rosalie Chassat: So, again, you can access our product roadmap anytime from the community from the roadmap tab. It’s always updated just before the webinar, every month. And there you can see what’s coming up. So, in the little blue rectangle is what’s coming for the next release, which will be around September 19th.
Rosalie Chassat: So these we already talked about in other webinars, the one coming on the next release. They’re all from ideas that were, quite popular. A couple of other things that are coming up, in following release, just in a nutshell, we have optimization with,
Rosalie Chassat: QuickBook purchasing, so we did a little bit in the past release, we just continued our work. Our team is also working on a client Jira app to log time. I don’t know if any of the Jira people are on the webinar. If so, I would expect some, like, thumbs up and hearts, but this is something that comes up from customers.
Rosalie Chassat: The project status report, general look improvements, so Yannick mentioned it earlier, we’re working on that. Last time we talked about, mass update fields in the workspace, which this one I’m really excited about, that’s coming up. And then, of course, the timesheet calendar, Google Outlook, sync, and then more Resource Planner color, improvements,
Rosalie Chassat: Yeah, so we have a little bit from every interface, I think, from there. I don’t know if there’s anything.
Yanick Abraham: We had a question about how many votes does an idea need in order to be implemented. We know, and I’m wondering which one it is, but we know that we have a few ideas on top that have a lot of votes. They will be implemented, but those are more, …
Yanick Abraham: effort-driven in terms of what it requires, so it needs to have a proper timing, to be able to develop those efficiently. So, they are on our mind. We know customer and our CS team are pushing for those top ideas to be developed right away. It’s just we need to find a proper timing, they will be. But, yeah.
Rosalie Chassat: Yeah, but to be clear, like, if one of the top ideas was, like, not that much work for the dev team, for sure it would be implemented, right?
Rosalie Chassat: It just happens to be the ones that are on top. It takes a little bit more time, so…
Rosalie Chassat: Perfect.
Yanick Abraham: There’s another question about prompt-based scheduling. It’s a new, kind of a schedule… it’s not a new scheduling mode, but it’s to remove some conflicts or friction between the planner and the Gantt, or the workspace.
Yanick Abraham: So, meaning that if you move something, we’re gonna prompt you and say, watch out, you’re gonna also… you wanna reschedule, you only wanna reschedule this, so this is a bigger, a bigger one.
Yanick Abraham: So, yeah, there’s a few good ideas as well in this. Plus, I’m not sure if you have another slide about AI, Ozeali, but in the next webinar.
Yanick Abraham: We’re gonna be able to talk a bit more about where we’re going with AI. It’s been on our mind, we haven’t released anything yet, but it’s coming. So we, most likely, next webinar, we’re gonna be about, able to talk about our AI roadmap also.
Rosalie Chassat: Perfect. That’s the… now we’re… yeah, moving on. Yeah, just a little reminder, the next webinar is on September 25th, but now is the time that is very… that’s the moment you were waiting for, Yannick. You want to know about the content from customers? So, if you can just take a couple of seconds, we have a lot of content, we develop a lot of content, this webinar is, like, one thing we do every month, but other than that, we’ve been trying a couple of different things, and we just want to make
Rosalie Chassat: sure, as a team, we put our energy to the right place when it comes to, like, client content. So we want to know three things from you. Where do you want to follow us on social media? So we have, like, a full list, but if you’re eager to follow us somewhere else, just let us know in the chat. So just select what applies to you. We also want to know what would be your preferred format, so do you prefer video, webinar, podcast, blogs, etc.
Rosalie Chassat: Whatever you prefer. And then the last thing we want to know is the content type.
Rosalie Chassat: So, are you looking for customer success stories, how-to, release notes, etc. We’re open to doing all of these, if there are the choices.
Yanick Abraham: Yeah, we’re trying to do all of these, it’s a lot of effort, but I was thinking that before trying to go crazy and build our Reddit page, if there’s no one of our customers on Reddit, maybe, …
Yanick Abraham: or Discord, then maybe we should not be there. But, yeah, looking forward to seeing your results. This is going to help us decide what we want to do content-wise.
Rosalie Chassat: Yeah, and some of these things we’re already doing, and we already have a presence, but some of them is just, like….
Yanick Abraham: We have nothing, so….
Rosalie Chassat: Yeah, would be good to know. So I’ll leave that one on.
Yanick Abraham: Spring.
Rosalie Chassat: And then, otherwise, like, for the webinar, that’s… that’s pretty much it. The next thing will be, like, when you close the webinar window, you’ll have, like, a prompt to fill in, webinar feedback, so we just want to know, like, how we did today, anything we can improve.
Rosalie Chassat: And yeah, we’ll hopefully see you in September. Now, there’s no excuse, summer’s over, so maybe there was a little bit less people in the summer, but we hope to see, like, a lot of you in September.
Rosalie Chassat: And that’s kind of it. Anything else there, Yannick, you want to add?
Yanick Abraham: No, it’s been great, thanks to the team, thank you, Roselli, and thank you for our customer to be here and listening to our new functionality.
Yanick Abraham: Philippe is gonna help you streamline your business.
Rosalie Chassat: Perfect. So I’ll end the recording, but I’ll leave the webinar open if you want to, finish answering that poll that’s very crucial to us.
Yanick Abraham: And Google.

Rosalie Chassat: Good morning. Everybody. Welcome to today’s client, webinar or June Webinar. If you can hear us and see us, you can go. Say Hi! In the chat. I will wait a couple more seconds, and then we’ll get started. Once we have a little bit more people in the room. Hi, Yannick!

Yanick Abraham: It was the day very exciting. It’s a big webinar fully packed today.

Yanick Abraham: Yes, I think it’s the most packed of the year. I was personally excited, ridiculous, all right.

Rosalie Chassat: Yeah, I see that every time.

Rosalie Chassat: Alright, okay, let’s get started. So you should see on the screen our presentation deck. What’s new in Client Psa. Today we will be talking about version 50.4 point 4 that was released last week. My name is Rosalie. I’m customer success manager at client, and I’ll be your host today. As always, we have Yannick, our CEO. Hi!

Yanick Abraham: Hello! Again. Hello! Again.

Rosalie Chassat: And we have. Isabel, that’s on the chat today. There to answer any questions you may have during the webinar as always some best practice. Just make sure you participate to our polls. You can use the react button at the very bottom where there’s the heart emoji, or the icon and you can use the chat or the QA. To ask questions. As you wish.

Rosalie Chassat: Before we continue in our agenda, we’ll start with our very 1st question and the poll that we always do. We want to know if we have some new faces today. So is this your 1st client. Webinar. Yes.

Rosalie Chassat: no, I’m a regular or no. I’ve been to a couple of them, so I’ll leave you a couple of seconds. And I think we can move to the agenda. Yes.

Rosalie Chassat: So as I mentioned today’s version 50.4 point 4 that we’re talking about, we will also, towards the end do a little recap about our ideas voting initiative and our product roadmap. So what’s coming up next? And what our team is gonna be working on. And then

Rosalie Chassat: conclusion. And just before we move forward just a little recap on our release notes, we talk about release notes every month.

Rosalie Chassat: What’s really important to know is, we have those different emojis. But we want to bring your attention on this red light. Emoji. This means that there’s upgrade consideration for this feature. So every time on the left side, you see the emoji, it means there are some little notes that say, okay, you need to turn this on to configure this for your users to see it. So if you’re an Admin you should definitely do a quick search control F to search all the upgrade consideration before you upgrade to the next version.

Rosalie Chassat: That is my recommendation on top of joining all the webinars. Of course, all right. It looks like today. We only have regulars. So that’s great welcome back everyone.

Yanick Abraham: Rowing, hi! Everyone.

Rosalie Chassat: All right. Okay, so in terms of new features and improvements. Today, what we wanted to talk, it’s really interesting. This month. We have a lot of those features that actually came from our ideas initiative. So back in March, we published on our community like 20 ideas for you to vote on. You guys voted the next month in April, we said, Okay, there’s those 7 ideas that we’re putting on a roadmap. We already developed one.

Rosalie Chassat: So if you remember, there was the remember, all toggles from my timesheet. But this release we’re releasing 6 things that were voted by you guys. So our product team works really fast. That’s what it means. And what it also means is you should definitely keep voting and keep submitting. Feature requests the second block. You see here, these are all ideas that are coming from customers as well. So that’s the light bulb

Rosalie Chassat: but we just brought them straight. So you did a feature request, and you we put them straight into the roadmap, and then the last portion still really important features. That we know are gonna be relevant to you. But that came from our team. But yeah, so that’s all we’re gonna be talking about today. And Yannick, shall we? Get started with our 1st block about Workspace and tasks.

Yanick Abraham: Absolutely. So a few things here. So let me just switch back.

Yanick Abraham: Okay, this. And let’s look into client perfect. So yeah, there’s a lot a lot to show today. So I’ll go into the details of the task indicator first.st So

Yanick Abraham: this is our workspace. I’m gonna now just toggle our new column, which is a task indicator, for now you can trigger it from that toggle menu in the workspace, and then you can see we have a new column showing that’s providing you a lot of relevant information in terms of how your tasks are built. If they are overdue.

Yanick Abraham: and we’re going to be looking at those icons here on the left side. So 1st it’s a column that you can move around, and as you can, as usual, save in your presets.

Yanick Abraham: But let’s look at the details and what it does. So first, st when there is some coloring, it means there’s something important in this case. There is some logged hours. So if I click on it, it’s going to bring me to the time section of the task panel. If there’s a checklist like this. It means there’s some checklist item, and they’re not completed when you’re completing them. They’re going to turn green. So now they’re not blue anymore.

Yanick Abraham: There’s a file attached. This means there’s a file attached, and you can see there’s a big indicators here. They’re the circle. They’re red. This means that your tasks are overdue. So we added a new overdue indicator. So this way you can easily see what’s overdue.

Yanick Abraham: Pretty cold right.

Rosalie Chassat: Yeah, yeah. And I think, did you talk about the milestone indicator? Yeah.

Yanick Abraham: No, I didn’t talk about the milestone. Let’s look at the legend from here, and we can talk about it right from here. So there’s milestone indicator, for now it’s only showing pink if it’s a milestone and green when it’s completed, meaning that it’s not overdue. The overdue indicator also show next to the the milestone itself.

Yanick Abraham: Yeah.

Yanick Abraham: So this is that new task indicator columns. So you can have everything at once. And in the same kind of line of thought. We also added an overview fields that you can add in that list view, and it’s going to show. And this is. Usually it’s not used to be used in that grid, but mainly as well in terms of maybe automation. You want to do so when you have that formula turning to true, it means that those tasks are overdue. So you have to

Yanick Abraham: work with it. So again, those that overdue column or new field that’s been added to the package, so you can use it and show it in the grid, or use it for other purposes.

Rosalie Chassat: I love the task. This task indicators I know personally, manually. I know we were adding the checklist Emoji in the task name to indicate that there was a checklist. And now we don’t have to do that anymore, saving us some time. So I love it.

Yanick Abraham: So now we have those 2, I’m gonna jump right into them. So workspace Csv export so based on the column that you have here minus that task indicator column. But now, when you export to Csv, it’s gonna follow the exact same fields that you you’re showing in the grid. So that Csv that got downloaded.

Yanick Abraham: we can show my. So here you can see that those columns represent the columns that I had in showing here in my grid, even the one that are underneath. So this information is coming over. So this is small improvement that we did for that exports to Csv. If you need to export those passwords.

Yanick Abraham: and then the tooltips. So this is, I’m going to show you the purpose of this. Maybe it’s a feature. It says the improvement is very small. It’s that grayed out difference between the darker one and grade one. So I’m not sure if you’ve been using this. But there’s an arrow. So if you want to notify someone that is assigned on a specific task, you can press this. It’s going to send a neat email, and it’s going to tell in that email that okay, you’ve been added to this.

Yanick Abraham: And there’s a link to directly to this task in a project, details about the dates, the role, the assignment. Even so, you can. The assignee or the person on your team can know and can easily access it. The improvement is that even if you don’t have an email address associated with your resources, then it’s now it’s grayed out, and it shows you that there’s an error messages.

Yanick Abraham: But I thought I would point out, and the end result of that cool thing. So when you’re adding someone on a task, you can just press that icon. And it’s gonna send an email like I just showed you.

Rosalie Chassat: Yeah, before, people just didn’t know why it wasn’t working because we didn’t have any message showing. So okay.

Yanick Abraham: And this is something that our customers should be using those notification when you’re assigned to a new task. It’s very useful.

Rosalie Chassat: Yep.

Yanick Abraham: Okay. So looking at agenda, I think we’re going through very well. The next item is my deadline. We’re continuously improving our tools to make sure that the visibility is as as good as it gets. So if I’m going to my homepage.

Yanick Abraham: and I’m looking at my deadlines. I can see that I have a few tasks overdue, and there’s a neat calendar view with my deadline before the sales height was very high, meaning that you had to scroll a lot. So we just compressed it. So it’s a lot easier to use again. And as always, you have that right side panel that you can easily be

Yanick Abraham: resurrected to your, to your specific task and the description, and you can log your time so that Deadline Calendar view some some small improvement with the width, but it helps in usability.

Yanick Abraham: we’re using that functionality.

Yanick Abraham: Perfect

Yanick Abraham: cool. Then. Let’s jump into my time sheet again. It’s improvement. My time sheet we’ve did some

Yanick Abraham: We’ve been adding some features, but now we’ve played a little bit more with the actually let me go back to my homepage. We’ve played with the the responsiveness on the Timesheet. So when you have a lot of data in the past, and it was even more obvious in in that home page. When you were dropping it, you always add the scroll bar at the bottom

Yanick Abraham: because of the way it was built, and the way that depending on how many columns, because all this, it’s customer base, right? Every customer can have different column in here. But now it’s a lot better formatted and responsive like I said. So let’s say I’m copying from my schedule. Now. I can see that even if I have a lot of data in here. It’s the right side. You can see. Well the number of hours on the left side. Nothing is

Yanick Abraham: shrink, heater. And now you can see as well that if I’m adding the weekends, you can see now that I can still see the value as well. So everything has been reduced. So now it’s a lot easier to work with that time sheet, and when it’s time to add a new role as well, the the different behavior has been a little bit improved across the different way of selecting projects or selecting a task in the platform. So

Yanick Abraham: and it’s gonna adjust your window size as well, right?

Yanick Abraham: Yeah, exactly. And it. This was a previous improvement that it remembers the the different toggles. But yeah, we’re trying to make it easier to use and a bit more responsive.

Rosalie Chassat: Nice

Rosalie Chassat: and I think the next one is pretty related. Timesheet Mass. Approval. We don’t talk about that that much on our webinars. I do know. I just wanted to sneak it in that we have a e-learning course about approval processes. So we’re just gonna drop the link in the chat in case you’re curious. But that was just a little segue we did make 2 improvements, and those 2 improvements was interesting. They’re coming from ideas for my customers as well. So specifically asked by you guys. So yeah, Nick, let’s talk about them.

Yanick Abraham: Yep. So let’s go in the mass approval interface so and let me search for

Yanick Abraham: I’m gonna look for all, approved timesheet, and I’m gonna go back. Let me remove this.

Yanick Abraham: So one of the 1st thing is adding that new task search Icon. So within a project, let me. Let me search for I can see I have a lot of records. If I’m looking at all my approval, let me filter out by that specific project. And now I can even select by task. So if I want to just look at one specific task, or if I want to add a few tasks you can add those tasks and then search.

Yanick Abraham: So now it’s going to return. Only the line item that fits those criteria. In this case it’s only returning me that delivery task.

Yanick Abraham: So that’s the 1st improvement, that task search box. But then here, this is the other main one, and this is going to save a ton of time to our approvers. If you have the proper settings of approving hours, you are going to be able to even change the time comments. So let’s say, there’s a typo, and you need to change it. Or there’s more that you need to add.

Yanick Abraham: you’re gonna be able to change it right away. You won’t need to go on 2 other levels to go change, so we can change it right from here when you have the proper rights as soon as you’re gonna approve it or submit it. It’s gonna save it.

Rosalie Chassat: Yeah, and this is super useful. If you if you have those comments shown on your customer invoices. If that’s the case, then those comments are really important. So if that’s your case in your organization this yeah, very time, saving and relevant, I think I saw

Rosalie Chassat: hang on.

Yanick Abraham: I guess that’s why they they asked for that feature right? So saving time, making a bit more, being a bit more efficient.

Rosalie Chassat: Yeah. And speaking of yeah, for a next feature, aligning schedule with logged hours, this may ring a bell, because earlier in the year. We did release this feature, but it was just a initial step, so we released it from the task panel. You were able to do that. And now in this new release, we just like expanded this concept. There’s more ways to do it. It’s faster. So that’s what we wanna specifically talk about hopefully, more people are gonna be using it as well. So yeah, let’s dive into it.

Yanick Abraham: We have. This is the the core. One of the 2 biggest.

Rosalie Chassat: Yep.

Yanick Abraham: Piece to demo today. So this one, there’s a bit more juice. So let me show you

Yanick Abraham: in this specific project the use case and again, it’s to be able to reports better for on our different projects. So let me go back in time on that specific project where some people assign on several tasks, and when you’re using a client for scheduling hours.

Yanick Abraham: sometime you schedule before, and they deliver after, as you can see here. So Bailey was scheduled some hours at the beginning of January, but he wore them only in Feb.

Yanick Abraham: Same for Ben Gray. But there was a little bit of overlap. We can see what those resources here they were before being scheduled. So, depending on how your project is living. This is some possible situation. But now, to make sure that you are aligned with the number of hours log versus what you have to schedule or to schedule we offer that functionality. So

Yanick Abraham: I’m gonna go go back in my project. So the functionality start here with the

Yanick Abraham: but then align schedule with logged hours. So we add this. Usually I’m gonna show you later on. If we have time that we have that button that you can, you can reschedule on the task panel. But now you have that ui. So if I’m sticking here, it’s gonna reschedule for the entire project based on that date range before you were able to only do it per task or per resource. So now you can do it for the entire project, or we’re gonna start with this. Now you can do it per task.

Yanick Abraham: So if I’m doing my developer task and I’m saving it now, it’s going to change my scheduling pattern

Yanick Abraham: and let me see if everything has been updated properly, and now you can see that everything that was scheduled prior got wiped out to 0. Then the logged hours got matched with the schedule hours.

Yanick Abraham: And this is it. Now I’m gonna be. If I’m looking at my variance between actual schedule versus estimate, it’s gonna be 0. So I might need to have some added schedule value. So now I can reschedule in the future some some some resource.

Yanick Abraham: Okay? So this was for that specific developer task that we add. But I could have done the same but for the entire project. So if I’m going back to my my screen, and maybe, though.

Yanick Abraham: I press it.

Yanick Abraham: I didn’t press like a button.

Yanick Abraham: so if I stick here, then I can select, for example, I want to wait. Stop on today’s date, it was already default. So everything that’s going to be scheduled in the future. I want to re keep the scheduling pattern, but I just want to wipe the the past, starting from the earliest date, and then it’s going to do exact same thing. So if I’m going back to my project, all those might take a few seconds, but all those will be realigned again like this. So now you’re clean in terms of schedule. So

Yanick Abraham: the the previous way of doing it. It was from here on the task panel in the schedule time. You could do it via that button just by selecting date. Now we made it available higher level, and is it callable by flow? Is this this release for its next.

Rosalie Chassat: No! That would be the next one.

Yanick Abraham: The next month. So and then it’s this gonna be able to be called by flow as well.

Rosalie Chassat: What’s different as well is the now with this release it’s not only the project owner that can do that. It’s everyone that has access to the project. So that’s another change. As well. Good to know.

Yanick Abraham: Let me just check my note real quick. Yeah.

Rosalie Chassat: Instead of what?

Yanick Abraham: For the other functionality on the resource planner. We had a filter by project type, and I’d weekend. So let me open up the global planner so and switch now to the the view.

Yanick Abraham: So the D view in the past you always add Saturday, Sunday. We’ve added a new toggle to hide weekends. So now it’s gonna do exactly what it says. It’s going to hide the weekend in my view. So I don’t see Saturday Sunday anymore. So that’s a new toggle again. You can save

Yanick Abraham: 1st thing, then on the filtering side of things we added a new project type. So, depending on what list you have in our demo environments. Very simple. There’s only 2 values, customer and internal, but depending on your project type, you can filter based on those project types. So again, bonafide the way that you can search and filter this planner. And now you can see that all in the your presets.

Yanick Abraham: So you don’t have to say it, so I know.

Rosalie Chassat: Every webinar you can expect us to talk about a new resource planner, Filter, and preset.

Yanick Abraham: Not talking about preload anymore, but.

Rosalie Chassat: That’s good.

Yanick Abraham: And that’s

Yanick Abraham: yeah. The next thing on that planner let me go back in the week View. If I’m switching, for example, and I’m looking at schedule now, but I want to look at availability. We’ve color coded this availability with our old color scheme. So in this release the color coding is fixed. It’s gonna be brought back in the configuration page as every other color in the next release.

Yanick Abraham: But you can see now that in red it’s really the people that this is the availability availability. Right? So if you are available for the hours, it means, or 27 h, it means that you have a lot of work that can be done, and then you can see that. Who’s the sweet spot? Who’s really need some attention? So again, to try to bring to your attention, who really need to be staffed

Yanick Abraham: so we’re gonna be adding functionality as well, such as when we are looking at the schedule level, you can define the range rate of coloring. There’s gonna be bearing back in a future release as well in terms of availability plus the colors. Selection that can be. We’ll be able to change

Yanick Abraham: again, trying to make your life easier.

Yanick Abraham: Anything to add on this resource, planning.

Rosalie Chassat: No, I think that’s that’s fine, and I’m sure there’ll be more intuition to everything we talked about next month.

Yanick Abraham: Okay, this one is a bit more brain intensive. So it’s prepayment. And again, depending on your use case, maybe you already doing prepayment. But you’re capturing some of those value in your accounting system or an excel sheet. Maybe you got implemented with our one of our custom package we had in the past, and even in Dracua we’re implementing a prepayment package.

Yanick Abraham: But now the prepayment is being included in the system. And just to define what is a prepayment. We’re going to open up our project here. So you see, we have an implementation project. This one is a time and expense, and we’re going to ask for 50% prepayment, meaning that before the project starts we’re going to ask for half of the cash

Yanick Abraham: for this project. And then every time we’re going to invoice the hours we’re going to deduce from that prepayment, and that the percentage deduction you deduce and

Yanick Abraham: empty the prepayment at the beginning, with all the invoices, or you make it last and deplete only a percentage of it. Every invoice. This is the concept of what a premat prepayment is, and it’s working on top of everything else. We have.

Rosalie Chassat: Yeah, and I just want to pull to ask quickly if you guys were doing prepayments or not. It looks like some people are doing. Some people are not doing. And so I think it’s half half at this point. So it’s still relevant to show it, I think. And then,

Yanick Abraham: Yeah, absolutely. And it’s a really good feature, because it helps with deferred revenue and accounting bit. So this is what it is the the prepayment module. So from here, from a project, and you can call it from a flow as well, so you can do it from directly from an opportunity, or from a proposal you can create a prepayment

Yanick Abraham: net 30 or net. 60. This is more terms. Conditions. Prepayment is really taking cash before the service is being rendered so, meaning that I owe you the cash because I didn’t deliver hours yet. So and then I’m going to deplete

Yanick Abraham: that cash that you gave me before before I’m executing the work.

Yanick Abraham: So it’s based the prepayment functionality. I was answering a question from. There’s a expected revenue on the project. So this is where the this number originate from. Then you can see what is the percentage prepayment you want to take. So we’re going to take 50%. And on each invoice. After that, we’re going to apply 50% of that prepayment to that invoice, meaning that at the end we should be at 0.

Yanick Abraham: So just by doing this, it’s going to create that prepayment object. You can add those prepayment object in your related list on the project.

Yanick Abraham: and you will see later on on the account, too, and you can see that there’s a project building lines and a project billing that got created for that amount

Yanick Abraham: mean. And then that we have that information of of related to that prepayment. We’re gonna come to it later. And when it’s time to generate that invoice. You can just go ahead and do your standard, generate, invoice generation process.

Yanick Abraham: And we even added, like a prepayment options to search for. So it’s gonna show me all the prepayment that can need to be invoice. So that’s that one year for 6, 2, 1

Yanick Abraham: that amount of dollars. So now I created that invoice that invoice can be considered a standard invoice and needs to be sent to the customer. So we have that prepayment of 50%. I can preview the invoice with the exact same information. You can modify that line item. But if I’m going back to my

Yanick Abraham: close sometime, just a second.

Yanick Abraham: if I’m going back to my prepayment here. If I now look, there’s an

Yanick Abraham: another balance that the invoice got created. So now you can see that my balance amount is 6,212 and 50 cents for that specific project. Okay? And and it can works on the account level.

Yanick Abraham: Now, I’m executing the project. This got paid. I’m executing the project. I’m logging some hours, so you can see I’ve logged 2 h. Okay? And then I’ve got those hours got approved. So now I can generate my invoice for those hours. So instead of just a prepayment, I’m gonna look for everything. So you can see that here I have 2 h for 400 bucks that are available for invoicing. So let me create that invoice.

Yanick Abraham: And now what I’m going to do is I’m going to apply the prepayment to that invoice. So for now that customer OS 400. But we said 50% should be coming from the prepayment right. So we have that button you can drop on the invoice. Apply prepayment. You’re going to show you all the prepayment you have available under that specific account

Yanick Abraham: you can select it. It’s telling you information. So the balance is still that amount. This current balance is for 400. The suggested amount is minus 200, because it’s 50%. You could manually change it if you wanted to. I’m going to leave it this way. So now what it does it create an invoice additional item for that negative value, meaning that now the customer only owe $200.

Yanick Abraham: And if you preview the invoice, Pdf, you have that information that’s gonna be shown as well. So the customer can know, and we even show the balance of the prepayment to the customer. So he knows exactly what’s left in this prepayment bank.

Yanick Abraham: I’m up pretty cool right.

Rosalie Chassat: Yeah. And I think this is one of those like, remember, this, webinar is being recorded, and we have Timestamps as well. So if you have someone on your team that you may not be the one generating the invoice and doing all that, but you can definitely send them the link to the webinar, and they can rewatch this. And we have this all in details as well in the release notes, and of course, once you get down to it. You can always email our support team as well. But this is a really cool, cool feature.

Yanick Abraham: So it. It’s cool for accounting people.

Rosalie Chassat: There’s some functionalities like the Workspace. We know most people are using it. This one maybe not so much. But still, very, I think, yeah, finance people. If we had a full room of them they would be really excited.

Yanick Abraham: And the concept is that that prepayment object which is a new object in the system, the prepayment object, really capture all that information, all that audit trail. So you can see now that I have my fixed fee item on one side, or the initial billing, the and everything that create that debit and credit, and you can see that I have that balance amount as well with all the detail of what depleted it. So, and this prepayment you can drop it on your account as well. So if, for example, I’m going to.

Yanick Abraham: I think it’s clear around that I did so if I’m going on the account play around. I can see as well that I have my project, but I also have my different prepayment. If you add more than one, you can capture all prepayment from within the account as well when they’re linked and shown.

Rosalie Chassat: Perfect.

Yanick Abraham: Good.

Rosalie Chassat: Hey!

Yanick Abraham: So that was the prepayment part the other one could have been as well as very excited. But I’ve decided. Just use screenshots. So we have expenses in our system. So our customer know that we have expense and expense line. There’s multiple. We can track that. We even have a a mobile app that you can take a picture of your receipt.

Yanick Abraham: But and then you can invoice those back to your customer. You can reimburse your employee and track that information. But we were, and you can invoice for it like, I said, but there is no nothing created on the accounting side on the quickbooks side at least.

Yanick Abraham: and we added on 0. So now the idea is that those expense can be sent to quickbooks.

Yanick Abraham: They’re gonna be created as a bill. The object call Bill or the concept call bill on the quickbook side. And then we’re gonna have Bill, our our lines that’s gonna be created based on the lines we have as well. So then you can do whatever you need on your side. So maybe paying your employees. Maybe there is some

Yanick Abraham: some other thing you need to do with those information on the accounting side. You can do it. So that’s 1 way. So creating bills the other way, it’s coming soon. So if you have a credit card and those create expenses, and you want to push those to client. This is, I think, in the roadmap, as we will see

Yanick Abraham: later on. It was a.

Rosalie Chassat: Yeah. And quickbooks is the platform that most of our customers is using. So I know we had a lot of requests for this one so really glad if you’re one of those customers that ask for us. Please go upgrade and test it and give us your feedback, because, as we mentioned, we have more coming.

Rosalie Chassat: Yeah.

Yanick Abraham: And thank you, Zabel. As I was saying, it’s for 50 dot 5, the other side of that transaction. Usually you will use one or the other. Not necessarily both. So if you have, if it’s the other side side process, that you’re doing, then you go. It’s gonna be 50.5.

Yanick Abraham: Okay? So I’m a small idea based on the next one is project status report. It’s small for now. But this is one of the area that a lot of ideas you voted for, and that we’re making a lot of improvement in the next release. It’s it’s related to that project status.

Yanick Abraham: So let me open up my project and press that project status button. So when you’re sending it now, you have the possibility to include a logo and then that logo is gonna be shown here on the top right of your project status in. So this is really and it’s coming from the organization logo. So the in your organization object client object.

Yanick Abraham: and it’s going to be showing the next few releases. We’re going to revamp pretty much everything related to project statuses. The idea that you voted for was really to have a different project status type based on the different project type. Plus, we’re going to revamp the look and feel the control you have of what’s being shown.

Yanick Abraham: So it’s exciting in terms of what we’re building. We’re looking at development every week with the Dev team. So this is coming to as well, for now it’s that logo that can be added.

Rosalie Chassat: Yeah. So any excuse that we’re hearing from customers as to why they’re not using the project status report. We’re just trying to put those into the product until there’s no more excuse, and everybody’s.

Yanick Abraham: There’s nothing left.

Rosalie Chassat: That’s the end goal.

Yanick Abraham: And then another one. That’s gonna a lot of option. A lot of things have been asked by the customer in terms of the surveys, and we’re trying to be very quick and proactive on this. So let me open up my survey builder

Yanick Abraham: and let pick me. Let me pick this specific survey. So you add the possibility to create the csat question before. The only thing is that those labels they were fixed.

Yanick Abraham: So now you can see that you can edit the labels of your csat, and it’s also working with whatever scales you’re putting, you’re going to be able to label your Csat requirements. There’s another small improvement we did with spacing as well. The Emoji is coming very soon. So again, we’re improving those surveys and the ease of use, the different type of question.

Yanick Abraham: So yeah, please use it. Tell us your feedback.

Rosalie Chassat: And that concludes we talked about a lot of different functionalities that concludes our most notable ones.

Rosalie Chassat: I just put a poll like we do all the time, because our product team is very curious to know of all the features and improvement we mentioned today, which ones I know. There’s a big list, but which ones caught your attention more. Which ones are you more excited to try? And then we want to know if you’re gonna be upgrading to this version.

Rosalie Chassat: As well. And then on the screen as always. After the presentation, we’re we’re sharing the presentation deck. We have direct link to every one of those that we talked about, and then on the next slide, Yannick, if you move 2 slides well, if we go to the.

Yanick Abraham: Yeah. I went back. Sorry. Give me a sec.

Rosalie Chassat: But yeah, so you have the list of the other improvements as well, and tweaks and fixes and direct links to all

Rosalie Chassat: the release notes, because we don’t have time to talk about all of these. So.

Yanick Abraham: Release. Yeah.

Rosalie Chassat: There’s a lot of stuff I think the most the most popular ones. Yeah, we still have some people voting. But yeah, all right, I’ll I’ll leave a little bit more time. I think the list is maybe a little bit too long. But the timesheet and resource planner, so that makes sense, because the financial we’re not getting as many thumbs up. But then I guess we don’t have a room full of financial people today.

Yanick Abraham: But it’s normal, because probably it’s they’ve been solving this problem another way before. But now, if they have more complex model, or then you can absolutely use prepayment. But yeah.

Rosalie Chassat: I’ll close off the poll. Thank you for answering, and then for the next section, we want to talk a little bit about our ideas, voting and product roadmap. So in terms of ideas, voting just curious with thumbs up or emoji. If anyone has been voting for ideas in this past month this month our team has retained 2 ideas, these ones. This means that you voted. These were super popular.

Rosalie Chassat: and then they’re going to be developed. They’re already added to the roadmap and as you see, our team works fast, so in like 2 release, you should see them in the product. So the 1st one enhance estimate cost at completion.

Rosalie Chassat: Oh, yeah, that’s to take into consideration logged hours. Yeah, Nick, right?

Rosalie Chassat: I think that’s the one that.

Yanick Abraham: Yeah, there’s a few calculation, and it’s been 2 that have been selecting. But we’ve been adding several other as well. And there’s more ideas that we’re developing. We were just not in that voting process but I think this one is gonna be very useful also like shifting all the tasks. It’s so well needed functionality.

Rosalie Chassat: Yeah, I think that’s 1 that people had find the little workarounds. But they were not super satisfactory. So definitely for people as well that are creating projects when they’re in the pipeline. So before the deal close, they have a lot of a date change, and that one will be

Rosalie Chassat: very relevant, I think.

Rosalie Chassat: so perfect. And then we added 4 new ideas, because every month we add new ideas to vote for. So these are brand new. So if any of these spark interest after today, you can go and vote for them. But to split timesheets across calendar months. So yeah, if you have a week that has 2 months in there. Then you can have these split, which was not possible before, and I know the manual workaround is not great.

Rosalie Chassat: So that’s definitely gonna save time for everybody. Enhance vendor invoicing filters and display option just again to simplify if you’re using those just making your life easier project visibility and resource. Planner, yeah, another one of those filters slash view that we’re adding to make it easier and flexible work. Schedule. I think that one is if yeah. Right now, if you’re a resource, you can only have one work schedule. So you’ll have the possibility to have more than one.

Yanick Abraham: This is gonna be very popular, and there’s already some votes on this one. But this is really the case, like during summer. I’m gonna have a different work schedule. Then I’m gonna come back and I’m gonna be full 40 h. And then in December I’m gonna so being able to handle those use cases. So yeah, please go vote to make sure that it is relevant. And we should invest time because this gonna be quite a project to develop. So we wanna make sure that you guys will be using this if we go ahead and develop it.

Rosalie Chassat: Perfect. Yeah. And as a reminder, this is where you go, if you want to vote. So you log into our community, you do need to have a login. If you don’t have a community user, you can just ask a support team will create one for you. And then you can sort by recent. If you want to see all the new ideas at the top or popular, if you want to see the most popular ones and just vote again for them. And any of the ideas that are the winning one. You’ll see a medal and then eventually we move those to the roadmap

Rosalie Chassat: which bring us to our next section. Actually the roadmap. So you can see what I was mentioning earlier on the left side. You have some of those that have the medal, which means they won the vote. And now they are directly put into

Rosalie Chassat: into this space, and if you scroll all the way down as well. You can see our previous release, and you’ll see there’s some of those that have the medal as well.

Rosalie Chassat: and if we look at our next release. Actually, that would be coming in July 11.th So that’s like 3 weeks from now, something like that. 4 weeks from now. There’s quite a lot of interesting things, so if we just go through them quickly, the 1st one for the I put them in a different order. But we have something in the workspace for supporting locale and currency, for currency and date fields in the grid. I think you were quite excited about that one Yannick.

Yanick Abraham: Yeah, it’s a visibility again. So being able to support locales or currency fields and numbers are going to be a coma separated. If your local is set up this way. So yeah, visibility.

Rosalie Chassat: Yeah. And then in the timesheet, we have a couple of things. So keyboard navigation right now, that’s not really possible. So we’re trying to make it maybe a little bit more similar, like the Workspace. My timesheet full week time off auto submitted and approved. That was an idea that one. So those weeks that you’re just not working just automatically submit those and approve them. So it’s

Rosalie Chassat: skipping some steps, saving you some time missing time sheet notification to use email template. That was an idea that one as well. Pretty straightforward prepayment invocable by flow. I think that’s the one. I confused. But yeah, right now, it’s not possible. It’s gonna be possible. So it’s a second iteration product status report. Yannick, you talked about it. There’s just more in the in the side of configurability that is coming.

Rosalie Chassat: Hi!

Rosalie Chassat: Like that survey as well. I think you mentioned it so, emoji type and

Rosalie Chassat: a little bit more customization again. And the yeah, I think the last one is the next release. Yeah. Yeah. Api, to recalculate the.

Yanick Abraham: This one. This one is great, though, and this one is exciting. So we’re adding, at the bottom of the my time sheet, we’re gonna we’re gonna add the Ca calendar. So either this 1 1st one is a salesforce calendar. But it’s gonna be connected to a Google calendar and Microsoft Calendar. So you’re gonna be able to add your meetings easily as a line in your timesheet. So this is an awesome functionality of the 1st release of it. That’s coming a bit more later on. But it’s gonna be very useful.

Rosalie Chassat: Yeah, that that last one is coming like in 2 months, but all the other ones should be in the next release. And then I just launched a quick poll. We’re curious to know which one you’re most excited about, and then we can confirm once it’s released. If we deliver it on that. But which upcoming functionality you’re most excited about. So we included a list that I just mentioned, so you could take a couple of seconds to answer. Oh, did I not launch it? I just launched it. Okay.

Rosalie Chassat: all right, perfect and then, moving on to our conclusion, we have a couple of things we wanted to mention today. And actually, I’m seeing that I’m just gonna end this poll. I’m gonna go to the next one. Sorry about that.

Rosalie Chassat: Okay, back? Good. Okay. Sorry. Alright. So in conclusion, every time we talk to you about all the different resources that we have.

Rosalie Chassat: We have a lot. We have made some changes in the past months as well. We’ve tried different ways to share our content with you. Different media, different frequency, different audiences. So 1st question that I just wanted to ask everybody was. And now we have a poll. Sorry for that. Have you seen slash interacted with any of our social media activities since our last webinar. So in the past few weeks that could be, you.

Yanick Abraham: Very curious about this we’re doing trying to create a lot of content and different medium media. But I’m not sure if you you see it or not.

Yanick Abraham: But yeah, very curious about this.

Rosalie Chassat: Yeah. So so far, we have 60% that say, yes, and 40% that say, no, they haven’t seen it. So all right, today we’ll tell you more about it. I guess.

Yanick Abraham: Yeah. So the idea is that we’re creating a lot of content as well. And we’ve

Yanick Abraham: I want to show you, for example, what we’re doing now for our some of our feature spotlights. So first, st if you go on our website, you can send the resource. We even have our monthly newsletter. Now that is available. So if you want to just get there and see it, they’re e-learning as well

Yanick Abraham: you can. As I know we wanted to mention about the next webinar. So if you just go on client.com in the resource menu, you can see when are the next one, so you can register for the July webinar. It just got added. So we’re not taking any summer break. We’re just gonna do it a bit later in the month.

Yanick Abraham: But what I wanted to show you. It’s a feature spotlight, for example, we’re trying to do one for every release. So this is for 50.4,

Yanick Abraham: and we’re trying to serve every type of content you might need so screenshot short description, a longer description, several screenshot.

Yanick Abraham: we even now have a podcast episode. So if you want to take a stab at, listen to this, it’s very impressive. Those podcasts i’m going to tell you the truth, there is some magic that’s been generated by AI. But it’s very relevant. I really like those. So please take a take a listen and tell us what you think, plus. We’ve added, FAQ, we sometimes have videos, videos are a bit longer to produce. But sometimes we have video format. So

Yanick Abraham: this is another question, not sure if we’ve queued it as a a poll. But like which media do you consume the most reading video is it, is it podcast kind of curious. So if you wanna ping me on separately, curious to see what you prefer in terms of consuming your content.

Rosalie Chassat: Yeah. And I think events and webinars that covered the July webinar. If originally, when we released all the dates, you sign up to all the webinars. You need to go again and register for the July one, because it did not exist before. So for those guys that are coming every month. Just make sure you register to that one and the other thing we wanted to mention. I don’t know if you saw it, but in the resources. Tab. There’s the new section for Newsletter that was not there before.

Rosalie Chassat: So our newsletters. I don’t know if you’re receiving it. If you’re not. You can send us a message on the chat. We can add you to the mailing list, but every month we send a newsletter. But you can also see those on our website. So if you’re not finding them anymore in your mailbox, and you have some free time to read, you can see them all there, and if you click on a newsletter as well, then you’ll be able to sign up from there directly. You can share that link with a colleague as well.

Rosalie Chassat: And these recap a lot of things that happen product wise at client.

Yanick Abraham: And if you do see our our social media, if you could like it, or if you can repost, it would be appreciated. This means a lot, and it brings more visibility. So yeah.

Yanick Abraham: we would appreciate, if you can like, or repost or reshare our content.

Rosalie Chassat: And give us feedback, like if there’s things you like and don’t like. So we know what type of content to do more.

Yanick Abraham: Can subscribe.

Rosalie Chassat: Alright. Yeah, you can consult our full presentation deck at the end, as always, I will be sending a follow up email. That includes lots of information from today, some resources. And then after today, we also add a dedicated page about this webinar that includes the recording podcast slides all that cool content. So make sure to look out for this email should be sending it

Rosalie Chassat: tomorrow or Monday. The latest. And hopefully. I hope to see you on the next webinar. Otherwise, if you can take a couple of seconds to just answer our webinar feedback.

Rosalie Chassat: Poll, or slash survey. And did I miss anything? Yannick.

Yanick Abraham: Good right on. Time.

Rosalie Chassat: We’ll see you next month again.

Yanick Abraham: Thank you very much, Jose. Thanks everyone.

Rosalie Chassat: Bye-bye.

Yanick Abraham: A good summer.

Rosalie Chassat: Alright!