Monday, January 23, 2012

Extra Contractors in Zoning

We recently had a customer request a better way to track multiple contractors in the Zoning Screen. So now if you want to want to track more than just one contractor per Zoning permit, you can click on the Extra Contractors button which brings up a new screen that lets you add an unlimited number of secondary contractors to a permit. If you also have the Contractor Module installed you can use the Contractor Link option for the extra contractors which makes it easy to later report on the activity of any given contractor. The Zoning Document screen now has a new check box that reads "Include Extra Contractors." Clicking on this box makes the database housing the extra contractor names available for inclusion in any document. Including the extra contractors requires special formatting of the fields pulled from the Zoning database as well as a group section to print the extra contractor names. I'll post an example of such a document on the Downloads page of our main web site.

Advanced Filter Delete Option

The Advanced Filter screen can be accessed from just about every report screen. It allows users to create custom reporting criteria. It has always had the option for users to save their favorite filters for easy re-use in the future. Previously, however, there was no way to delete obsolete saved filters. A new "Delete Filter" button resolves that issue. It works pretty much as you would expect. You load a saved filter for review and if you no longer have a need for it click on the "Delete Filter" button to delete it. Because the Advanced Filter screen is used by so many applications, I had to decide how to handle the security level needed to allow deletes. I settled on using the Property security access level to determine whether a user has permission to delete advanced filters. So in order to use this new feature you must have a Property security level of 1.