Contrax Release Notes

Added the ability to cancel expired contracts. Previously you could only cancel active or pending contracts.

• Cancelled Contracts
• Expiring Contracts
• Revenue Per Employee (RPE)
• Revenue by Period

Performance improvement for larger organisations.
Initial dashboard now loads faster for organisations with large numbers of Partners, Sales people and Contracts.

Fixed an issue where 90 day renewal notification cards were not displaying in the Dashboard at exactly 90 days. The 90 day toal was showing however the individual cards were not displaying correctly.

Added an option to cancel a contract. When you cancel a contract you have to provide:

• Cancellation date
• Reason for cancellation

• Created a separate Renewals Workflow.
• Clicking Renew Contract now initiates a multi-step workflow. 
• Added Renewals as a Menu Item




• Webhooks have been enhanced for renewals. This means that you can now trigger workflow activities in other systems, such as your CRM. i.e. an approaching renewal can trigger a webhook which then creates a Maintenance Renewal Opportunity in your CRM. 
• We have flows built for GoHighLevel ** and any CRM based on GoHighLevel, such as our own AccountManager.cloud
• You can easily create similar flows for any CRM which supports webhooks
• Enhanced display of Revenue Per Employee (RPE) figures with USD calculations, in addition to local currency. This simplifies comparison with industry values.

** This is an affiliate link and I will receive a commission if you make a purchase through this link.

• Resolved issue with Revenue Per Employee (RPE) graph not displaying correctly
• Resolved issue with RPE calculations

• Add additional filter capabilities the the Contracts Table for:
• Customer
• Products
• Attachments
• Sales Account Manager 
• Add Print capabilities to the Contracts Table, includes filters if applied
• Calculate Average Contract Value for the tenant and include this as a comparison in the Contracts Detail pane
• Add ability to import a CSV list of customers
• Add a status page at https://status.contrax.cloud
• Enable the Master user to set the currency symbol for the tenant. $ (USD), £ (British Pound), € (Euro), and R$ (Brazilian Real) 
• Updated the schedule for expiring contract email notifications to be weekly, rather than daily
• BETA - add webhook capability for contract notifications

• Resolve issues with contract notification settings
• Fix various translation errors

• New accounts now get a 14 day free trial subscription
• Change the layout of the login screen to improve the tab order
• Standardise the colours on Audit pages

• Fix the formatting of the printed version of the audit trail
• Resolve translation issues
• Resolve formatting issues on Mobile
• Password validation message on login screen fixed

• Added an Incorrect login credentials message to the login screen. Incase the user account or password are incorrect
• Enabled password checker during account creation to check the password is not on a list on known hacked passwords
• Updated minimum password length to 10 characters
• Enforced complex password requirement
• Add Contract audit log capabilities for:
• Individual contracts 
• The tenant as a whole
• Integrate Support system and Knowledgebase
• Added a sort capability to the Contracts table headers. You can now click on the headers to sort the contracts by the different criteria

• Changed the contract row background colour to reflect the upcoming renewal status

• Add scheduled process to update contract status 

• Update email message for new Team Member invitations

• Ensured synchronisation between contract dashboard and contract table

• Add Responsible account Manager to Contracts