Improvements for Projects in ROOK Connect Software A new functionality and a new Quick Action icon has been added to your software. Gantt Chart: A Gantt chart is a project management tool assisting in the planning and scheduling of projects of all sizes, although they are particularly useful for simplifying complex projects. Project management timelines and tasks are converted into…
Improvements for Contacts in ROOK Connect Software Reports tile -> Contacts subtab There is a new “Synced Contacts History” report This report will display a table of all sync history We did not previously store this history, so this will only applying after this Ticket gets pushed live The table includes: Before Sync – Displays the two contacts synced together…
Improvements for Staff Management in ROOK Connect Software With ROOK Connect software you’ll ensure that every employee under your management is clear on what is expected of them and their role in the workplace. We have made new improvements to the Staff Management Tab. To access this go to Staff Tile and click on the Staff Management sub-tab on the…
by: Dulce Herbst-Aylesworth Improvements to the Checklists Tile in ROOK Connect Software Checklists are tools used to better organize your assignments and to verify, easily, your most important tasks. They have been designed to reduce errors and ensure consistency and completeness in carrying out a duty. Checklists Tile There are now two new sub-tabs available to be turned on. Staff…
Improvements to the Action Slider in ROOK Connect Software On the Action Slider Tasks, the Pin icon should pin the board now how it gets pinned to the sidebar in the Tasks tile – this is a quicker way to access all your tasks & task boards. Any pinned/unpinned Task Boards should reflect the Tasks tile sidebar and Action Slider…
Improvements to the Admin Review in ROOK Connect Software This new styling configuration will show the View Eyeball Icon next to the Ticket Number – This also works with Field Tickets, Activities & Events. This new configuration that will allow the Summary Icon (from its own column) to be added to the function column outside the Pandora’s Box. The View Eyeball…
ROOK Connect Application Program Interface (API) and File Transfer Protocol (FTP) systems allow our software to seamlessly connect with others. With integrations, partners, API's, FTP's, tunnels and import/export features, there's a variety of ways that ROOK Connect can support your business interfacing with third parties.
