The features introduced in this version increase the suite's flexibility to adapt to several business scenarios, allowing managers to include custom properties on every system.
Version 1.4 also presents a new integrated "contextual help" system to guide new users. Help is now introduced in small, contextual text boxes (guidance widgets) that can be closed by the users after they learn the concepts it explains.
The most important new features introduced:
Custom Properties
Custom Reports
New guidance widgets:
Other Improvements:
Improvement in version 1.5 include enhancement of several tools and small upgrades that simplify application usability. Email module has the greatest improvements, including: mail signatures, file attachments and attaching other types of system objects. Template module was greatly enhanced, enabling users to define template parameters. Drag and drop functionality was introduced to ease moving and copying objects.
Some of the new features are:
Email module improved
Drag and drop
Templates improved
Usability improvements
More features
Security improvements
Improvements in 1.6.2:
Bug fixes in 1.6.2:
E-mail module improvements
Export reports as CSV
Latest activity
And more ...
What's new?
Task Subtypes
For those who have been using custom properties in tasks and found that their possibilities were limited, this solves your needs!
What are Task Subtypes? I'll explain through an example. Suppose you work as a Virtual Assistant and register all your pending tasks in Feng Office. Let's assume that as a Virtual Assistant you do translations and SEO optimization.
For each translations you create a task and want to keep track of:
For SEO tasks, you wish to register:
Using task Subtypes you are now able to adapt Feng Office to your specific requirements. To do it you should complete two simple steps:
Once setup is over, you can start using task subtypes.
When you create a task, you'll be able to define the Task Type. Once you do it, this setting will determine which custom properties you should enter.
Save sent emails on IMAP Server
Listening to our users we decided it was time for sent emails, to be stored on IMAP servers. The direct benefit is that they will be available in the "Sent Emails" folder of other mail clients and devices (i.e. cellphone).
After your Feng Office is upgraded you will see this new panel while adding or editing your mail account:
Once you fill in the details, all emails you send from Feng Office will be stored in your IMAP server in the folder you chose.
If you are an account administrator, you can turn this feature off . Under Administration -> Configuration ->Mailing you should mark "No" for "Enable IMAP Synchronization when Sending Email".
Login using your email
For your convenience as of this release you will be able to log into all Feng Office installations using either your email or your username. This way you can avoid having to remember yet-another-username. It's very simple to use, just input your email and password on the login screen.
Direct URL
In all system objects you will notice that the Direct URL has been added. This URL can be clicked and it will open a new window or tab showing the same object you are viewing. This URL can be copied and pasted for direct use, or used directly from external apps.
And more ...
Other new features include notifications when there are unsent emails, use of quotations for exact search, new task status filters and export all contacts to vCard.
This new version is mostly a bug fixing release with a couple of minor features.
Languages
One very cool milestone has been reached with version 1.7.4: EVX Software is now available in 25 languages (and a few more coming soon).
EVX Software is currently available in:
This achievement was made possible by the extraordinary contributions of hundreds of EVX Software community members around the world.
Bugs fixed
The list of fixed bugs can be read on the release notes. It is not that much fun to list them again, but it is worth commenting that Feng Office robustness, one of the team top priorities (if not "The" top), is greatly improved by this release.
Improved Performance
Performance is another one of the most important characteristics of any information system.
As the number of users and the volume of information stored and managed on our biggest customer accounts increase, some queries start to naturally slow down. Performance issues then become noticeable, and even bothering.
That is why version 1.7.4 includes performance improvements like:
Again, performance is a critical issue for us. Coming versions will also include additional performance improvements.
Improvement on the creation of a New User:
The information required to create a New User has been optimized. Now, instead of the four fields required (name, email, company and user type) you are only required to fill the first two fields.
Also, the layout has been modified to a more user friendly configuration.
Create a New User while you create a New Task:
In the New Task form we have added the option to create a New User. This benefits the user by allowing the action without having to travel to the administration panel.
Improvements on our Wizard:
The Wizard for new users has been improved. Now it helps new users through the process of creating users. Also, some of the texts have been changed in order to optimize user comprehension.
More Security and Confidentiality:
We have improved the implementation of data encryption (SSL - Secure Socket Layer) to further improve the security and secure the confidentiality of EVX Software.
The Summary
EVX Software 2.0 biggest changes lie in its architecture revamp, which brings it another step forward to becoming the ultimate Collaborative Project Management Platform (for thousands of customers, it already is!).
This means a simple installation of EVX Software 2.0 will not look much different from the 1.7.X series (though there are some GUI changes we are still working on - the main one being an easier way to customize the look and feel of the app).
So, without further ado, let's dive into what makes EVX Software 2.0 different.
A Platform
To simplify our messaging, we call EVX Software a Project Management Software.
But if you use EVX Software, you know it is much more than that.
At its core (we'll be talking a lot more about the core from 2.0 and forward) EVX Software is a Collaboration Platform. Much more so with the latest changes.
Information is going to be centered around people, and the way each teams work.
Your team will be able to organize and share the information that they use, the way that they use it, with the tools that better fit their work.
The Plug-ins
The ability to include specific features and behaviors for different teams and businesses' needs is a very desirable one. And EVX Software has always favored the addition of such functionality.
However one of the main issues we had with the previous system was the lack of formal definition and standardization of the Plug-ins system. We had a mixture of Plug-ins and "hooks", which we used for specific cases for specific customers, using different integration techniques.
EVX Software 2.0 core system will be stripped of the consequences of this procedure and will make for a solid and minimalist Platform System.
Multiple Dimensions (for every business need)
Probably the most interesting change in EVX Software 2.0 is the further extension of the Workspaces concepts into 'Multiple Dimensions'.
Workspaces have proved a popular concept amongst the most savvy users of our community. Workspaces can represent a customer, a project, a folder, company division, or any other 'entity' that would contain an important amount of information.
But Workspaces (along with tags) had two limitations:
With the evolution of Workspaces into 'Dimensions', system administrators and integrators will be able to customize EVX Software at each business, calling customers 'customers', projects 'projects', etc.
User Roles
Depending on who you are collaborating with (a customer, a co-worker, a Company Director), you will want to present information differently, prioritizing what matters most to that person. Also, it may be the case you have confidential information that you would not want to disclose.
EVX Software already lets you configure all this for each user, but the administration of it is rather difficult. EVX Software 2.0 will let you pre-configure 'roles' so that you can easily grant the set of access permissions and set the configuration that makes the most sense for everybody.
API
Developers rejoice! We are developing an API! This means you will have a way to easily integrate your apps and add-ons onto EVX Software, without having to mess with its core.
This means easier maintainability and extended business opportunities.
The API is still under development, but EVX Software 2.0 has been developed with this requirement as a top priority.
Mobile Access
Last, but not least, EVX Software 2.0 is a better platform for Mobile Access. Mobile Access is still under development, but we will be sharing more news on this... really soon!
So this is it for now. We hope you help us test EVX Software 2.0. All your feedback and comments are more than welcome.
Ah! To download (and remember this is a Beta release... so no production installations please!).
Translations: EVX Software in your language
With the great help of our users, we have greatly improved and updated the following translations:
And we even added a new language! You can now use Feng Office in Indonesian!
Tasks
Tasks are our customer's #1 favorite module. So we are always improving the way you can manage your team's tasks with EVX Software.
Here are some of the improvements we have made throughout the latest releases:
Clients and Projects
Clients and Project data are very sensitive stuff. So new users do not have permission to that information by default. This high level of confidentiality does require EVX Software Administrators to be proactive about Permissions. Now the great news is that permissions for Clients and Projects are much easier to manage.
You can set the permissions for a single client or project by Editing the client or project.
You can also set permissions by defining 'Permission Groups'. Look for the 'Groups' management section in the Administration Panel.
Another very popular request that has made its way into the Client and Project management are the automated formulas for their status.
And yet another popular request to have seen the light: You can prevent users from ever accessing the tasks of their coworkers. This is an additional permission setting that applies to all tasks and all projects. We used to achieve this with sub-folders or sub-workspaces, but this is definitely a faster and more straightforward way of doing this.
Email module improvements
For those of you relying on EVX Software to manage your everyday e-mail, you are going to love the improvements we made. Here are some of the improvements for e-mail:
Reports
Reports have been worked on too. And for this module too, this is only the beginning!
Some notable improvements on the reports:
Calendar
The calendar module has also received some love from our developers.
Here are some of the highlights:
Documents
The biggest improvements done for the Documents are related to the algorithms for searching inside files of types .doc, .docx, and .pdf. Both results quality and performance have been greatly improved.
Overview tab
The 'Overview tab' is a very important control panel for many users; especially project and account managers. While we prepare even more improvements you can now enjoy a much improved performance when loading all widgets.
EVX Software User Permissions
User permissions in EVX Software are very granular (detailed) and thorough. This makes EVX Software very powerful when setting permissions. But it also adds complexity.
We have made many improvements in the way permissions work.
You can now set permissions on Clients and Projects directly when editing them. The permission components have been changed to make this process much easier.
We have also made several bug fixes that prevented deleting and archiving users after they had created information.
And many more permissions system improvements are on the way!
And much more
Here are some more of the many improvements and fixes the team has been adding to these past releases:
The big focus for EVX Software 2.3 has been on user experience (UX) and, as usual, feature improvements requested by our clients and users, and fixing any bugs.
Here are some of the goodies that all users (and especially newcomers) are going to enjoy:
Usability
We are finally doing long-due UX improvements! We have wanted to do this for -literally- years now. And we are only getting started!
This was the first batch of improvements. We will talk with clients and users to see what their thoughts are.
The UX changes are focused on the first encounter with a new EVX Software. Why? After using EVX Software for a 'short' period (which means a couple of hours for most), users tell us they love it. But the first steps are not the easiest. There is some initial set-up work that seems too challenging for some potential new users.
That is the problem we are trying to solve right now.
Improved view for Documents
Bigger!
Internal Documents are now shown in a wider area so that you do not have to scroll that much
Improved reminders for tasks and events.
When people first start using EVX Software, they are not used to being logged in all day (like we are). So they rely on automatic e-mail reminders more.
You now have the choice of having reminders created automatically when you are re-planning an overdue task.
This is a configuration option that you can change at any time.
Simpler to use widgets
The dashboard widgets are currently the first contact of a new user to EVX Software. These are very important because they make the initial impression.
We have made overall improvements to the way they work.
Configuring behavior
EVX Software remembers a lot of the things you configure: the order of the columns and how you sort your lists, the filters and grouping in the tasks module, etc.
We are extending those features to other actions. For example: when you add your first project, workspace, or client - Feng Office will prompt a question of whether you want to start working on it, or if you would rather add a new one.
Double Click Edit for Projects
Another power-user feature has been added for you hard-core users: you can now double-click on a project, client, or workspace (Anything on the navigation panels on the left side) to edit them.
Try it. You will love it!
Improved: Milestones in templates
Task templates are one of FEVX Software's most magical features. So what better than to improve magic?
Milestones are now easier to include on task templates.
Improved reports
Only getting started here too. But you will be happy to learn that:
Spreadsheet exports improved
CSV (Excel) exports of time reports now list the numbers in separate columns, without any text to complicate your spreadsheet work. (it is now easier and faster to handle formulas, make charts, etc.).
You can delete contacts directly from the People tab
You can delete contacts from the People module (button has been readded)
It is back! This was one of the few features that we were missing from Feng 1.
You can now hide users from the People tab
Improved filter in People module, you may hide users for instance
Custom reports: sort by any column
You can now sort custom reports output by all columns (milestones, assigned to, etc.)
Updated Languages
English, Spanish, Portuguese, and Turkish languages updated.
Added some folders to add Slovenian, Serbian, and Croatian in the near future.
EVX Software 2.3.1 builds on top of the 2.3.0 release to add a number of productivity enhancements, several bug fixes, and lots of little details that have been pending for quite a while now.
Group mailing: Phase 1
Clients using the Advanced E-mail module (These are approximately 30% of our clients), frequently remind us of their need to handle e-mailing to a group of users.
We have planned many improvements on this front, and the first one is already out!
When viewing contacts on the people-tab (This tab has to be activated on new accounts, as it is no longer included by default), you can now select (by checking on them) a group of contacts, and an option to send an e-mail to all of them will become available.
More power for task management
You can now select the date range for the tasks listed on the task tab.
This option applies to both the standard view and the Gantt Chart view.
Quick archiving of projects, clients, and workspaces
Projects, Clients, Workspaces, and just about any information space can now be quickly archived and unarchived through the 'Dimensions' management section at the Administration panel.
Improvements and fixes that were on the top of the wish lists
The most important developments are related to new and more advanced access permissions settings. One of the new features is the added possibility of creating tasks -or any kind of object, be it a document, note, event, etc.- without classifying them on any project, client, or workspace and still having them shared with your colleagues! This is especially useful for new installations and new users who do not have a defined project yet, and simply want to manage a few tasks or keep track of a few documents.
Another improvement that many of our clients, as well as newcomers, are asking for is to share Projects, Clients, and Workspaces in an even easier way.. and we have indeed taken note of this request!
From now on when you go to the Overview tab, you will notice the following change in what we call the People widget, showing the users who have access to the project, client, workspace or folder.
Lets take the example below:
We have a project called Shift the Present and we would like other colleagues to access it quickly.
If you click on Add Person Here, you will then be prompted to either add someone from your Team who does not have permissions (such as Sara Roberts in this case) or you may then add a new non-existing user to the system... and voila!
This will definitely save you some time!!
On the other hand, people with thousands of projects and clients being managed in one Feng Office system let us know their concerns about the performance when loading the system. Therefore we have also worked on this and polished the system performance, now it gets to load even faster than before! The same goes when you get to have hundreds of users and new permissions must be reassigned: everything works faster!
Speaking of which, the performance has also been greatly enhanced in the Search engine!
Now you can find your information even faster than before!
Another big development is a setting to allow new users with Management and Executive roles to be granted access to new projects by default. New Feng Office accounts will have this setting on. The goal is to have newcomers start working with new users and new tasks faster, without having to learn and assign permissions right from the start.
Another great release from our development team!
EVX Software 2.4 has seen the light, with lots of new features, and improvements, and thanks to the patience of our beta-testing users tons of bugs squashed!
One EVX Software for all: Simpler installations
One of the very cool features that were added was the choice to enable 'objects' on any part of the system. This is useful for first-time users or installations with only a single project. It allows for an even simpler version of EVX Software where you don't create a project or workspace... nada! You just start adding tasks documents and notes.
Only after you have more than one project, client or workspace you start to classify information.
One EVX Software for all: Sophisticated installations
The opposite behavior as the one described above is, sometimes, the right way: to restrict having unclassified information.
On bigger teams, where the organization of the information is essential to keep order and ensure efficiency, it is a good idea to prevent having information 'out of context'. Put another way: if people start entering notes, documents, or tasks without a specific location -project, client, workspace-, pretty soon that 'root folder' becomes too crowded and unorganized.
That is why there is a configuration setting that enables you to decide whether or not to allow objects on 'root-level'.
Templates
Yay! Hurray! Finally!
EVX Software's best-kept secret just got better!!!
Templates are incredibly powerful and the users that were able to create them love them and the increased efficiency they bring.
But the challenge was in creating them. The process was complex and at times a bit confusing.
So what are the big news? Well now templates are much easier to build. Check the online documentation on templates as we will be updating it this week.
Performance improvements
System performance is one of those items that is always high on our strategic list.
The dev team is committed to keep on working on performance until the system is faster than the eye... and then some more... But there is so much we want to do!
Anyway, we have started to do some heavy work on system performance as well; since our biggest clients keep on growing and their Database and File count keeps getting bigger and bigger. And they want Feng Office to be super fast.
This time it was the turn of e-mail composition, system search, and some Ajax components.
More to come on the next release!
Reports
As mentioned in posts of earlier 2.X releases, reports are one are were we wanted to add lot of improvements. These release was not the exception and the dev team made a few little improvements.
Some were greatly overdue, like the inclusion of the address, phones, webpages, and IM columns for the custom contact reports, displaying the estimated time along with the actual executed time in the time report.
Others, like having EVX Software remember your selection on the time report was one of those suggestions we got from several power-user-clients.
Improvements on the Gantt Chart too
With almost every new release the development team has been giving some love to the Gantt Chart, improving it constantly. Two of the improvements on this release are a wider (and extensible) column for displaying the task "title" and a more accurate way of displaying the time on tasks (showing the sum of the estimated time of the tasks instead of time between the start and end date of a set), which is the way 'estimated time' is summed on the list view.
1- System performance:
We know performance is critical for people using EVX Software for a long while and with tons of information. Therefore we kept on improving it (and will keep on doing so!) even further:
1.1- Whenever you want to create or edit an object, the loading view will respond almost instantly!
1.2- Loading objects (emails, documents, notes, etc.) is much faster than before!
1.3- Normal search and advanced ones got much more enhanced!
1.4- When typing a new email, you no longer have to wait for all the contacts to load in the background if you have over 1.000 contacts (otherwise this would still be fast).
You just need to type 3 letters and the contact will be shown immediately!
2- Multiple Files Upload support:
Yes!! You did not misread!! EVX Software is at last able to support multiple file uploading! This will save you (and us!) lots of time whenever documents must be uploaded either to be sent in an email or to be kept somewhere in the system.
To achieve this, when selecting the files, you just need to press the Ctrl or Shift keys to select more than one at once.
3- Reports Module has been tuned as well:
The reports screen has been widely cleared! Now they are easier to understand, and time reports also support custom properties related to tasks (just like in the old days)
Not only that... We have worked on a new Advanced Reports plugin for those using the Professional or Enterprise Edition.
We will make a new blog post about this later on.
4- Documents notifications have been empowered:
You may now change the notification subject when working on a document, plus, you may also decide whether the document will be attached to the notification or not so that you can avoid having to log in to the system and download the file.
5- Security:
We indeed consider having safe and secure systems is of utmost importance, therefore we have been investigating even further in this field and some protocols and functions were improved a little bit in order to increase security even more!
6- Easier way to declassify information:
EVX Software supports lots of ways to classify or declassify information
Now we have added a new one! If you would like to declassify information you may drag and drop it to the View all option on the left, instead of accessing it, editing, changing where is it at, and saving the changes.
7- Bugfixes:
There are several issues that have been fixed! You may look for the list on the readme file of the 2.5 final version.
1- Dashboard Settings:
Were you wondering how to see only your events and tasks instead of everyone how to move a widget to your right in your Dashboard, or maybe even how to get rid of it?
If that is so... you may now do it!
You just need to Edit your account preferences and access the Dashboard optionssection.
In there, you can play with different options as shown below:
2- Comments Widgets:
On the other hand, taking the opportunity to change our Dashboard a bit, some people were desperate to have a widget including the latest comments, so we added an initial version of it:
3- Languages updates:
Some EVX Software users helped us out by providing us with some updates of the texts in the French, Italian, and Turkish languages respectively.
Please bear in mind this help is always welcome as we are not fluent in all of the available languages. If you would like to help us out, just drop us an email to contact@evxsoftware.com
4- Faster way to input your Web Documents:
Since EVX Software is compatible with Google Docs and other online documents, we have introduced a new and faster way to "upload" these aforementioned documents:
5- Performance
As usual, performance kept on improving and now many things take less time to load! The good news is that there still are many enhancements to be applied in this area!
6- Bug fixing
Many small issues were fixed. For a more detailed list, we suggest looking into the Release Notes of the source code.
1- A faster and easier way to manage Tasks:
The time you require to perform actions is very valuable, so the faster you can perform them, the better. The Tasks module is by far our most popular one, therefore we wanted to improve it a little bit further so that you can save more time!
From now on you will be able to easily select the Client, Project, Folder, Workspace, or Tag for the tasks at the very moment of its creation or edition, without the need to go for the full-form screen (which takes some more time):
2- An easier way to manage Time Entries:
Just as we improved the Tasks Module usability, we also applied similar changes in the Time Module, making it easier and more convenient to classify your time entries with the sole purpose of saving you time.
3- A faster and easier way to update documents:
Again, saving time is something we consider very important, so if you would like to update a new document, you will now be able to do it with fewer clicks and less idle time as shown below:
4- Task dependencies compatibility with Templates:
Templates are fantastic: they help you to reflect processes and workflows within the system. With them not only you save time whenever you need to create sets of tasks, but you also ensure that every step is followed, without missing any.
On the other hand, EVX Software Professional Edition and Enterprise Edition have Task Dependencies to prevent you or your colleagues from completing one task until its previous task is completed. However, there was no compatibility with Templates... until now! Creating templates with dependencies makes them even more powerful, so we strongly suggest giving this option a go by editing the Templates you already have:
5- Projects, Clients and Tags can now be colour-coded:
Many of our clients who are using Workspaces, and colour coding them, have been asking us to include this feature in the Clients and Projects section thus making it easier and faster to distinguish information.
So, by popular demand, now not only Clients, Projects, and Folders are compatible with this feature, but also Tags!
You simply need to edit the Client or Project in question and select its color:
6- Improved IMAP compatibility:
EVX Software Integrated Email Module (Email client) supports both POP3 and IMAP email accounts. However, IMAP ones were not really that compatible until this Feng Office version. Today onwards you can mark your emails as read or unread in Feng Office and have them marked this way in your mail server so that all of your devices are synchronized!
7- Multiple tasks drag & drop enhancements:
Even though there already is one way to classify multiple tasks at the same time, we have improved the system so that the drag & drop method within tasks works for multiple tasks (and not one by one as it did) when you Group by Clients and Projects, Workspaces, Tags among the different options.
8- Many other improvements:
This version also includes many other improvements but not as major as the aforementioned, and since we do not want you to fall asleep while reading this article, you can get in touch with your EVX Software Account Executive for further information.
1- Improved Overall Performance:
Time is the most valuable asset in your workday, so the faster you can execute your processes, the better outcome you will have.
We've improved the overall performance of the system, making it so it loads and executes processes faster than ever before! Some of the main functions affected by this upgrade are:
2- More Gantt Chart improvements!
We released a brand new Gantt Chart not too long ago, with many new improvements and features!
Well... we continued working hard on it, and have added even more improvements that make it more practical to use
3- Fully renovated New Contact form:
We've renovated the New contact form, so that you can input all of your contact's information in a much more practical way!
Some of the most significant changes are:
4 - Birthdays!
Many of our clients have asked about birthday reminders for EVX Software, because let's face it, who doesn't love a birthday message on their special day?
Well now that you can input your contact's birthdays on their detail information, you will also be able to view it on your calendar so you can wish them a Happy Birthday!
5- Further improvements:
This version also includes many other minor improvements, but since we don't want to make this post long and dreadful, you can contact your EVX Software Account Executive at any time for further detailed information.
The EVX Software team is extremely excited to announce that all the hard work of over a year is finally going to see the light.
EVX Software 3.0 is almost here!!
We know many of you have been expectant of this new version, which pushes a big redesign of our graphic interface.
It is our belief that this is the best EVX Software we have ever produced and that both new and current users will love the many improvements and enhancements.
Let's go through some of the most remarkable improvements that make EVX Software 3.0:
1. User interface, experience, and looks
The graphic user interface has changed, and it has changed a lot!
Everything is cleaner and clearer so that non-essential information does not distract or overwhelm users, making it faster to find that key piece of data you are looking for, saving you even more time.
The overall user experience has been refreshed as well, making the system easier to understand and use (specially for beginners). Now implementing EVX Software for the first time in your organization, or adding a new user to your existing Feng Office system will have a much faster learning curve for your users. They will be able to get up and running with the system in much less time.
2. New 'Getting Started' wizard
In the past, the initial experience for new (unfamiliar) EVX Software users (especially a first-time Administrator) was a little overwhelming.
What can this system do?
Where do I find things?
What should I do first?
Those are the most common questions that new users ask themselves on their first encounter and something that the system wasn't answering by itself.
With the new 'Getting Started' wizard we aim to answer those questions from the start, making the initial encounter with Feng Office a much more intuitive one.
3. User creation and management:
Creating and managing users has never been simpler! The new user form in EVX Software 3.0 is much easier to fill out.
And you have two simple, yet powerful choices:
This way you can have your colleagues accessing the system right away, with no delays, or give limited and controlled access permissions to external collaborators and clients.
4. Overview widgets
The Overview widgets are very useful so that you can quickly know the status of everything (Your tasks, events, other people's activities, new documents, etc.).
The widgets have been improved to look better and be easier to manage, so that they display the information you want when you want it!
5. Task management
The new task list makes your task management quicker and simpler than ever before. The new interface and features here make your working day even easier and faster as it allows you to control all of your actions without needing to be all over the place to manage what needs to be done.
By adding a profile picture, you can now immediately establish who is assigned to that task, and be able to stay on top of your team members and identify and assist those that require help or have many due tasks.
6. Time management
It is very important to know how much time you and your colleagues have spent on a task or project so
that you can then calculate these expenses. The easier it is to track these times, the better and more accurate information you will have!
One new way to empower this is through being able to add your worked hours directly from the task list view, without having to spend extra time to access the task itself.
7. Searching and Filtering
The average employee spends 40% of their working time looking for information. That was before they had a collaboration and knowledge base platform that integrated and organized it.
What if you could significantly reduce that time to 10% or less?
That is what EVX Software helps you achieve.
Given that increasing efficiency, saving time (and thus saving money) is of the greatest value to all knowledge workers; not only did we improve the search engine to work more efficiently - but we have also introduced a new and faster way to search all your objects, including documents, notes and emails.
8. Further improvements
These are only some of the many major changes we are making for EVX Software 3.0. There are many more forthcoming improvements we will soon implement, so we can make the EVX Software user experience the very best.
All of the improvements in EVX Software 3.0 and upcoming versions aim for the user to feel more comfortable, guided, and familiar with the system, so that all users know they can rely on EVX Software to benefit and help their own, their managers, and their team's day-to-day work.
Upcoming EVX Software 3.X series will be adding (among other improvements): Given that increasing efficiency, saving time
What does "ready" mean?
That EVX Software 3.0 is ready means that we have been using the pre-beta, beta, RC, and RC2 versions internally for over 2 months now, that over 1.000 beta testers have been testing it for the past two weeks, and that all known major and critical bugs have been fixed.
It also means that it is - in the opinion of most of the beta testers - a significant improvement over versions 1.X and 2.X.
Most importantly, it means that it will be much easier for new users, Administrators and end-users, to get started and quickly familiarize with EVX Software.
Also of great importance, it means that we have achieved the ultimate level of foundation that will allow the Development Team to build upon it without having to worry about framework impact. All the pieces of the platform are now in place.
New and improved
Having gone through several studies with new EVX Software users, we identified many elements of the initial approach for new and unfamiliar Feng Office users that could be significantly improved. With this data and a lot of design and tests, we implemented a brand new Getting Started Wizard.
The goal was to make the initial experience with EVX Software a much more intuitive one.
The new wizard guides the users through the initial configuration and first data input, making them feel comfortable at every step and realize the time-saving benefits from the very beginning.
Implementing Feng Office for the first time in your project teams, or adding a new user to your existing EVX Software system, will yield a much faster learning curve for your users.
The new design, usability enhancements, and new features make your working day easier and faster, as they allow you to control all of your project's tasks (or even all your projects) with powerful dashboards and reports, knowing at all times the status, what needs to get done, by whom, and when.
Data entry, task completion, comments... all can be achieved with fewer clicks and intuitive actions.
All of the improvements in EVX Software 3.0, and the upcoming versions, aim for the user to feel more comfortable, guided, and familiar with the system, so that everyone knows they can rely on it to benefit and help their own, their managers, and their team's day-to-day work.
Does this mean EVX Software has achieved all its goals?
Far from it!! EVX Software has a lot of improvements on its Road Map. Too many - in fact - it would be ridiculous to comment here on even a fraction of what we have planned, but, for the curious ones, a few of them have been commented on here.
Some of you will notice that some of the forms have been changed to modal forms. Since it would have delayed the release of 3.0 considerably, we decided to postpone the change of all the system forms to the new format until a bit later in the future.
New button styles. Changes in text alignment and sizes. New input boxes. These are but a few examples of little improvements that will be coming in the near future.
Other (bigger) improvements, like new features and even new modules, will also be making their way in the upcoming weeks and months.
And now that we have the ultimate platform for the upcoming improvements, you will see them coming at a much faster pace!
Pushing tasks forward?
Ideally speaking one would not have to reallocate resources, set new deadlines, and move around all of the carefully planned tasks. However, this usually is not the scenario that most Managers experience and tasks inevitably have to be moved forward from time to time!
If you are familiar with this situation, we have great news! There is a new helpful feature we have built that will save you lots of time whenever this happens as you would simply need to input how many days and/or hours you would like to push your tasks forward.. and voila!
Do notice this doesn't automatically push forward subtasks and dependencies as many could find this confusing, but you can select as many tasks and subtasks as you want and "mass push" them in one go.
Are you one of those wishing for more flexibility in the Status formulas?
EVX Software lets you manage Projects', Clients', and Prospects' statuses. One can do so manually or through automatic formulas to make things easier and faster.
What has been improved here is the possibility to:
Would it not be faster to have contacts created whenever you add a new Client or Prospect to the system?
Most definitely! That is why from now on, you can choose whether you want to create a new contact - be it a person or an organization - with the information you are already inputting so that you do not have to do it twice.
Do you ever wonder whether documents could be shown differently?
Until now when listing documents in EVX Software, one would have to get used to our way of showing information. What we mean is that if you have a folder "A" with subfolders, whenever you stand on "A", you would then not only see documents that belong there but also documents that belong to its subfolders, unlike the traditional view in Operating Systems.
We believe our way is usually more helpful, but sometimes it isn't. Therefore we worked on a new configuration option which lets you choose whether you have one view or the other!!
Do you have colleagues who should have permission to add new Projects but who should not be allowed to edit existing ones?
Depending on how you run your business or organization, sometimes you want your colleagues to access some clients, projects, or other users, but not have the ability to edit them. At the same time, you may also wish for there to be a special permission that allows your team members to edit some of them, but not all, and also to add child nodes (be it a folder, client, project, etc.).
Well, we took these situations into consideration, and from now on there is a whole new level of permissions, making the system even more flexible than before!!
Would it not be great to know if my emails are being opened?
Yes!? We would love that too! That way one can know whether emails are being caught up in our recipients' spam folders and not opened, or when working on a customer acquisition campaign you would want to analyze which subjects worked out and which ones did not.
The good news is that we have already released a prototype of this feature showing how many times the email has been opened, the IP address of the person who opened the email, and when they did so! However, please bear in mind it is not yet fully compatible with all of the email servers out there.
Enhanced Workflows
Many of you value EVX Software Templates a lot. They make work much more efficient and save tons of time. We love and use them a lot too - so we decided to improve them some more.
You may now set up different kinds of flows upon task completion such as the ability to create a task and set its start and due date upon a task completion.
For example, let's say that after you complete an initial task to "Do A", you want to "Do B".
So, if you complete the task Do A today, the task Do B has to be automatically created, starting today, and ending in 3 days from today.
This way you can define processes and no longer have to have all the tasks created at the start of your process and then have to worry about adjusting dates. It makes for a much more fluent and efficient flow.
Please note: This will be good for some cases, like service management, but might not be the best way to manage a project if you need to have all the dates for all tasks visible for the project, like in a construction project. Here is how the variables look like in this example:
On the other hand, one can also set conditions for task completion, meaning that the system will not allow users to complete a task if there are empty fields. For instance, a task cannot be completed if it has no description or any other field you select.
Custom fields for your Projects, Clients, Folders, and Workspaces
As many of you have already noticed, EVX Software powerfulness comes from its flexibility and extensibility. This is something we are very proud of, and to continue in this line of work, besides being able to add custom fields to your tasks, documents, events, contacts, and other objects, you are now able to add custom fields anywhere else (On what we call 'Dimension-members').
This means that you will have the opportunity to integrate and manage even more information than before, have it organized the way it fits your organization best, and therefore save even more time.
You see, it is all about efficiency.
Improved Projects List
The project list could have used improvements. So we did them.
Improved Clients List
Similar to the Projects List, it is now much easier to manage your clients and also leads and prospects.
New: Invoicing module
Yes! You can now manage and print invoices from EVX Software. Other than just printing them, it will make your life easier to manage which invoice has been paid for and which one has not.
Google Calendar sync updated and improved
EVX Software used to have a working synchronization with Google Calendar. When Google changed its API a few months ago we had to make some amendments on our side. They took longer than we hoped for, but it is done! A big upside is that Google has made Calendar Sync safer than before, but our Design Team took the opportunity to improve our side's user experience too.
Considering 'Non-Working days' for task management
When pushing tasks or creating tasks from templates, sometimes one would like to skip weekends or non-working days such as national holidays, bank holidays, and company holidays. This way you would avoid having tasks on a Saturday, Sunday, or any other day where no one in your organization is supposed to be working.
Resizing of the left panel (and better memory)
This one is actually a re-introduction of a feature lost in an architectural change. But many of us missed it dearly. Now you can resize that panel to best fit your screen and the average length of your data. You can of course still hide it completely, and re-open it with the little arrow on the top.
Not only that, but it will now remember your choice the next time you enter the system. Isn't that a beauty?
Resizing columns on the tasks list
This one is also a pretty cool improvement. You can resize each of the columns of the tasks list. As much as you want. Even wider than your screen, if necessary.
Some users need a very basic version of the tasks.
While others (Project Managers) may need more details in their task list.
Separate dimensions columns on the tasks list
Another neat improvement on the new tasks list. You can now choose whether you want to see the dimensions (clients, projects, workspaces, providers, tags) all together (the 'old way') or each one in a separate column.
New power-lists
Long due, the new and improved lists for "dimensions": clients, projects, and workspaces, are now available.
Project Portfolio Managers, Account Executives, and General Managers will all appreciate the value, power, and flexibility of the new lists for clients, Projects, and Workspaces.
Professional Edition: Custom properties for Clients, Projects and Workspaces
Professional Edition users can now define custom properties for Clients, Projects, Workspaces, and on any other active high-level dimensions.
This new and powerful feature enables great flexibility for recording and managing a large volume of data for the main business entities.
After entering this information you will be able to list, sort, group, and report on clients, projects - et al based on the new attributes.
When defining the custom properties you can now sort them (more easily), select whether or not the field is mandatory, and enter default values.
Here is an example of how custom properties can look like in a client:
New custom property of type 'user'
Custom properties are getting more and more useful and powerful.
One type of custom property we didn't yet have was 'user', which allows relating a user in any role for any type of object (even to clients, projects, workspaces, etc).
So this way you can have a "project manager", "project supervisor"," task observer" or "document validator"... possibilities are endless!
(Oh, and wait to see what we are cooking for version 3.4)
Professional Edition: description field for all entities
The 'description' field used to be available for projects and workspaces only. We transformed it into a default-custom property and is available in all entities (including of course clients and folders).
Professional Edition: Non-working days
Thanks to one of our new clients we now have more advanced management for non-working days (holidays).
This increases the automation and efficiency of the management of tasks, enabling the automatic "push" of tasks to fall into working days only.
Custom properties: more power for your data
One of the most loved power features of EVX Software is the ability to create custom properties to extend the default set of data that can be registered with any object on the system.
Documents, tasks, contacts, events, purchase orders, invoices, expenses. Even projects, workspaces, folders, and clients... everything in Feng Office can have as much data as your organization needs!
What is more amazing and powerful is that this information is not just a data record. It is data you can work with. You can list, sort, and filter information using this data.
You can make better and more useful reports. Easily and efficiently.
With the new features and improvements on custom properties, lists can now be sorted and grouped using your custom properties. Data entry can be optimized by placing the properties in the right position, select whether they are mandatory or not, and be placed in different sections of the form.
Custom properties are an essential tool for EVX Software consultants and administrators setting up a business solution. It is not just an enhancement. It is an essential piece for building the best platform for a business.
*Note: you need to request a special plugin to be installed on your account to be able to try custom properties on dimensions.
Object sub-types: Even more power for your data
The latest addition to the EVX Software set of building blocks is object sub-types.
Object sub-types are, in fact, the last piece of the puzzle that allows EVX Software to be the most flexible Business Process Collaboration platform out there.
We just talked about how every object can have its own custom properties. For example, you can add a special field for a task (for example, an ID used by another system, a special category that is business-specific, etc). But what if you need different types of tasks? Or documents?
This is very common in processes that require a lot of data gathering.
You can have a document for a type of process that requires a number of meta-data being recorded (Example: measuring a field, preparing a case, gathering info for a job order, entering who gathered it, etc).
Each type of document (Or tasks, or notes) will have its own set of fields.
And this is what Object sub-types allow.
You should try it. You will be amazed at its power.
*Note: you need to request a special plugin to be installed on your account to be able to try this.
Better filters and search
Searching for specific information is now easier thanks to a cool new feature.
Want to narrow down the search for archived, trashed canned, and overview lists objects? No problem, just do it with the new Object Type Filter.
Advanced billing
You can now define different hourly rates for different types of work, clients, projects, and service types... even for the same person!
Also, you can define independent rates for price (for billing purposes) and costs (for expenses).
Not only can you make financial reports out of the different rates for your projects, clients, project portfolios, etc. You can also generate the invoice and/or expenses associated to that work. Magic, eh
*Note: We call this the "Advanced Billing" module, as we decided to still support the more basic Billing features available on the Community Edition.
Shift key function for list selection
Looking for a more agile way of selecting list items? The shift key function for bulk selection is finally here!
Other improvements and fixes
Other improvements and fixes featured in version 3.4 include:
It's hard to summarize everything that happened in these past 2 years.
The whole story is more fit for a book than for a blog post.
In the meantime here is a quick recap of the most relevant and high-level topics/news I'd like to share today:
Check out the latest version and give us your feedback!
If you want EVX Software for your business or professional organization and would like to check out the Professional or Enterprise Editions, please contact us and we'll gladly do a personalized demo for you (Note that we are requesting you submit email accounts with your business domain. Because of ever-increasing demand on our time, we are currently ignoring 99% of requests coming from generic email addresses).
Oh, and to answer some of the most recent FAQs:
Most notably, version 3.7 now supports PHP7.
There are many more improvements over previous versions. See this post from October to learn about the highlights of the latest upgrades, and the changelog section of the readme file if you are curious about the new features and technical details of what is new from version 3.6, besides PHP 7 support.
IMPORTANT NOTES
Please note that, while thoroughly tested, there are many underlying changes in the code. So if you are upgrading from an older version, it is very important that you follow the upgrade procedure strictly and back up your information.
The EVX Software team is pleased to announce the release of the latest version of the Feng Office Platform! Our latest version includes features most frequently asked for by our customers and reflects our continued commitment to supporting your key business needs.
Enterprise Edition
Settings and Customizations
NEW SYSTEM-LEVEL FEATURES THAT ADD FLEXIBILITY TO HOW YOU USE FENG OFFICE
Enterprise Edition
Time Tracking
IMPROVED PROJECT ACCOUNTING AND BILLING FUNCTIONALITY
Billing Calculation Improvements
New Dimension: Labor Categories
New Dimension: Rate Schedules
Timeslots can be assigned ‘hour types’ for accurate calculation of overtime
Timesheet Approvals
Enterprise Edition
Invoicing
OUR NEW INVOICING MODULE IS FOCUSED ON MAKING IT EASY TO AUTOMATE YOUR BACK-OFFICE
Automated Invoice Generation
Easily filter and select the timeslots you want – and generate an invoice in one click.
Using our new billing dimensions (labor categories and rate schedules ensure accurate, rapid invoice creation. You can use different rates and different formats – even for a single client.
Professional Edition
Notifications
CUSTOMIZE AND MANAGE THE WAY THE SYSTEM MANAGES NOTIFICATIONS
Notification Manager
The new notification manager provides you with complete control over the email notifications generated by the system. Now you can:
Enterprise Edition
Expenses
OUR NEW AND IMPROVED EXPENSES MODULE MAKES IT EASIER TO TRACK DIRECT, NON-LABOR PROJECT EXPENSES
Product Types
Expense Receipts
Usability Improvements
Reporting
OUR POWERFUL CUSTOM REPORTING ENGINE HAS JUST GOTTEN BETTER!
Enterprise Edition
Boolean Logic in Reports
Use “AND”, and “OR” expressions to create powerful custom reports to gain deeper insights into your business.
Professional Edition
Timeslot Reporting
Add contact or project-related properties as columns and group reports by these properties.
Professional Edition
Automated Project Numbering
Flexible format project numbering that can now be used in reporting at the beginning of each project name.
Enterprise Edition
More dashboard improvements
BEAUTIFULLY ELEGANT NEW DASHBOARD UI WITH SUPER POWERFUL WIDGETS
New Projects Widget
The new Projects widget gives you the fastest overview of your most important projects, and their status, and an instant gateway for drilling down into more details for those that require your attention.
Project financials and earned value
Over 10 new, interactive widgets give you real-time visibility into your project’s financials, budgeted vs actual work, and the status of budgeted vs actual expenses.
Information exactly how you want it
You can completely customize how your project dashboards present information. Up or down, left or right, prominently visible or hidden. You can configure your dashboards any way you want.
Enterprise Edition
Dimensions
NEW, POWERFUL DIMENSIONS
Roles
We are constantly developing new dimensions. We have over 30 available dimensions, each with its own functionality, that can be configured on your Enterprise Edition installation.
Every organization has different roles – and in many cases, this is important information that you want to relate to your tasks, timesheets, and documents.
By linking tasks to this new dimension you can now group and/or filter tasks per role, allowing you to gain a very useful, quick look at your workload per role. This is a great functionality for managers, specially for resource management work.
Enterprise Edition
Financials
OVERTIME, PAYROLL REPORTS, PAYROLL INTEGRATION, AND MULTIPLE CURRENCIES
Overtime and payroll integration
We developed two new, highly configurable plugins, that automatically calculate overtime, double overtime, lunchtime, and other differential work-payment rates for payroll.
Several states (such as California) and countries have laws and regulations that dictate special treatment for overtime work.
The new features allow the system to automatically calculate and split the time when timesheet records indicate that a worker has exceeded their regular work hours on a day, week, or a month.
The plugin also supports the configuration and special treatment of lunch hours, special work, double overtime, time off, and other records that might have a differential rate.
Currency Settings
New currency configuration options that will allow you to define how currencies are displayed across all financial modules in the system.
Professional Edition
Reporting
NEW, MORE POWERFUL REPORTS, AND A NEW LOOK
Project Reports Plugin
New customized reports for project managers that include:
More powers for your reports
New System Permissions
MORE SPECIFIC ACCESS RESTRICTIONS
Enterprise Edition
Billing and cost access
With the new billing and cost access restrictions, you will be able to hide all of your company’s financial information from the users who do not need to see it
Professional Edition
Timeslots Access
These new permissions will allow you to define:
Enterprise Edition
Approval workflow plugin
Using this new plugin you will be able to define, per user:
Enterprise Edition
Time and Expenses UX improvements
TIME AND EXPENSE TRACKING MADE EVEN EASIER
Drag and drop classification
Did you make a mistake and enter your timeslots in the incorrect project? No problem, with our brand new drag-and-drop interaction, you will be able to select a set of timeslots or expenses and re-classify them accordingly by dragging and dropping them to the correct place.
Professional Edition
Document Management
MORE POWER TO YOUR FENG OFFICE DOCUMENTS
Add YouTube videos to your documents
With EVX Software’s new YouTube plugin, you can easily add videos to your documents, and watch them inline.
Enterprise Edition
Reporting
NEW, MORE POWERFUL REPORTS
New Budget report
Produce detailed project budget reports based on labor and expense estimates.
Easily export into PDF and send it over to wow your customers.
Invoicing History report
Keep track of your invoicing history per project and compare against your project budget, so you know exactly where you stand.
Export it to PDF or Excel with just one click.
System Permissions
ENHANCED CONFIGURATIONS FOR YOUR PROJECTS
Project Phases Permissions
Do you have a completed or on-hold project you do not want users to track time and expenses against? Leverage your project phases dimension and define what can be done in a project through its whole lifecycle.
Expenses Approval Workflow
The new approval workflow plugin now supports expenses. You can now define:
Enterprise Edition
Time and Expenses
TIME AND EXPENSE TRACKING MADE EVEN EASIER
Redesigned Expenses Entry
The new and enhanced expense entry offers:
Recalculate Billing Button
Made an error and configured an incorrect billing category in the system billing settings? Do not have time to go over old-time records and correct?
Now this can be corrected with just one click.
Professional Edition
Invoicing
MORE POWER TO YOUR INVOICES
Invoice Templates
Do your invoices have different formats, depending on the client?
No problem!
With the new invoice templates plugin you will be able to easily set up all of these different templates and use them per client, or even per project.
Enterprise Edition
Reporting
NEW, MORE POWERFUL REPORTS
Project Billing Report
Produce detailed project billing reports based on labor and expense entries.
Easily export into PDF and send it over to wow your customers.
Project Budget Status Report
Keep track of your project budget and get a clear picture of where your project stands today, compared to its original budget.
Export it to PDF or Excel with just one click.
Widgets and Dimensions
MORE POWERFUL OVERVIEWS
Dimension information
Do you want to easily identify which projects have recent activity in your overview? Or which clients have overdue tasks? With just a couple of clicks, you will be able to define which dimensions you want to have displayed on the different widgets across the Overview panel.
New dimension: Job Phases
While the Enterprise Edition allows unlimited dimensions, custom dimensions save a ton of time.
The new Job (or Project) Phases dimension will allow you to:
Enterprise Edition
Invoicing
MORE POWER TO YOUR INVOICES
Batch Invoicing
The new batch invoicing feature will allow you to:
Bulk cancellation
This new option will allow you to select several invoices and void them all at once, with just a few clicks.
Invoicing
MORE POWER TO YOUR INVOICES
New feature: Invoice layouts
Tailor your invoices with enhanced layouts, ensuring professionalism and consistency
New feature: Fixed-fee invoices
Invoice based on task’s quoted price for your fixed fee projects
Revamped: New invoice templates
Invoice layout is now separated from invoice logic so you can easily (with HTML/CSS knowledge) choose the look and feel for your invoices depending on different business needs:
New features: More invoice template choices
Expenses module
OUR NEW AND IMPROVED EXPENSES MODULE MAKES IT EASIER TO TRACK DIRECT, NON-LABOR PROJECT EXPENSES
New feature: Quick add of actual expenses
Expedite expense management with quick and intuitive expense entry.
New features: More invoice template choices
You can now define as many budgeted expenses templates as you need. Using it along with task templates, allows you to automatically create all tasks and budgeted expenses for any new project saving your project manager a lot of their time.
Projects dimension
EASILY HANDLE PROJECTS WITH FIXED FEES
New feature: Fixed fee projects
Choose if you are billing that task based on a Quoted price or Time and Materials (T&M):
QuickBooks integration
IMPROVED QUICKBOOKS ONLINE AND DESKTOP INTEGRATION FUNCTIONALITY
Revamped: QuickBooks Online integration improvements
Full integration with QuickBooks online out of the box.
Synchronize:
Revamped: QBD export
Export your Feng Office data ( time, expenses, and invoices) directly into your QuickBooks Desktop just following a simple few steps.
ESSENTIAL
Time tracking
EFFICIENTLY TRACKING TIME
New feature: Timesheets weekly view
Simplify time tracking with a convenient weekly view of timesheets.
New feature: Forecast vs. actuals report
New feature: Project budget by tasks report
Revamped: Better logs history
We’ve enhanced the logs history feature by introducing a view history option for more elements within the system. Now, you can track and review changes in expenses, time entries, and emails with greater clarity and detail.
New Feature: Vendors widget
Introducing the Vendors Widget in our overview! Now, you can easily access and view the list of your vendors or suppliers, providing you with a convenient snapshot of your business relationships.
Revamped: Microsoft connection
With the implementation of Microsoft’s new authentication method, our integration seamlessly supports calendars and email. Experience a smoother and more efficient connection with the revamped Microsoft integration.
Revamped: Overtime calculations module
In the time entry module, the system automatically calculates employee time based on your local regulations, ensuring accurate payroll processing and simplifying time management. This provides greater flexibility in managing and tracking hours worked and payroll time.
New Feature: T-sheets connection
Building on the improvements in overtime tracking, you can now sync seamlessly with T-Sheets. This integration ensures accurate tracking of hours worked and enhances overall time management capabilities.
New Feature: Support the same payment methods as configured in QBO
A valuable addition to our QuickBooks integration! Support methods for expenses are now synchronized, enhancing the accuracy and completeness of your financial records.
Revamped: Import tool improvements
We’ve expanded the capabilities of our import tool by adding more available fields for importing legacy data. This enhancement provides users with greater flexibility and options when migrating data.
Revamped: Mobile version improvements
Experience a more feature-rich mobile version with additional fields now available. Stay productive on the go with improved access to essential information on your mobile device.
EVX Software Invoice Module and Other Improvements!
PHP 8 Compatibility
EVX Software now fully supports PHP 8, ensuring seamless performance and compatibility with the latest PHP version. Embrace the latest advancements in PHP technology while enjoying the powerful capabilities of EVX Software.
Billing module enhancements
We have improved one of the modules that delivers the biggest impact on our clients: The Billing module.
Among other improvements, we have released an Invoice Status Widget for the Overview panel that helps you understand the status of invoice payments, showing on one screen the Open/Active invoices, pending, and other statuses. This will allow you to have a glimpse of the whole business on one screen.
Contact us to learn more about the improvements we have made and how they can help you streamline your business invoicing process.
Performance and Stability
We continue to improve the stability and security of EVX Software, with several performance improvements and bug fixes.
User Experience improvements