Integrations:
- Zoho Widget Financial Default Change
- Parallax improved the current Zoho widget to let organizations dictate and set default billing models vs having a Default T&M. This change provides greater flexibility at the customer level whenever needed and avoids the wrong Financial Type being set.
- Timesheet Import Capability
- Salesforce Premium Platform
- Parallax has developed an expanded and enhanced Salesforce experience by opening up data and mapping options along with more custom fields and mapping options.
Core:
- Add capacity alerting to project shaper employee drawer in Total Assignments row for consistency and greater visibility.
- Date Picker has been redesigned to be more intuitive and consistent within Date Range selections within Parallax
- Change Alerts brought in to notify users whenever unsaved changes were made before leaving the page
- Assignments View navigation changed allowed the left view menu bar to be pulled in and providing greater movability from Assignments View to other Parallax features without closing the page.
- Added a client listing page in Settings allowing Parallax users to see all CRM & Timesheet listings as well as their corresponding IDs which will assist with removal of duplicate client data or mis-matched deals.
Reporting/Insights:
- Reviewed insight reporting to ensure terminology and information was consistent and updated where needed.
- Archived Customers - Display archived customers in reporting
- Terminology Update: Changed Full Time to Employees