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SARA 3.26.39

Previous releases

🆕 New Features

Privacy view for the organization chart

  • Hide collaborator names and replace photos with default avatars when viewing the organization chart.
  • The privacy view retains the hierarchy, positions, and departments.

Location: Human Resources → Collaborators → Organization chart → Show/Hide Photos & Names
Affected: Human Resources, General Management


Public Kanban boards

  • Share a board through a hashed link that does not require sign-in.
  • Public boards are read-only; viewers cannot edit cards or board content.
  • Show or hide the timeline from board options, including after publication; the shared link reflects the current setting.

Location: Tools → Kanban → Board
Affected: All


Kanban CSV export

  • Export Kanban board data to CSV for analysis.

Location: Tools → Kanban → Board
Affected: All


Kanban summary

  • View a summary of the selected Kanban board, including overall progress and completed and pending cards.

Location: Tools → Kanban → Summary
Affected: All


Completed cards by bucket

  • Choose whether each bucket displays completed cards by default.
  • The setting also applies to the public board.

Location: Tools → Kanban → Buckets
Affected: All


Payroll

  • The complete Payroll module is now available.

Location: Human Resources → Personnel Management → Payroll
Affected: Human Resources, Finance


Work Instructions

  • The complete Work Instructions module is now available.

Location: QA → Documents → Work Instructions
Affected: All


Maintenance

  • The complete Maintenance module is now available.

Location: Maintenance → Maintenance → Maintenance
Affected: Maintenance, Operations


🚀 Improvements

Sort Kanban cards

  • Sort cards within each bucket by date or urgency.

Location: Tools → Kanban → Buckets
Affected: All


Filters in Services and Contracts modals

  • Filter Services and Contracts by status and column in their Properties modals.

Location: Procurement → Properties → Services and Contracts
Affected: Maintenance, Operations


Supplier Purchase Order naming

  • Purchase Orders are now identified as Supplier Purchase Orders (SPOs) in the user interface and relevant documents.

Location: Procurement → Purchase orders → Supplier Purchase Orders
Affected: Purchasing, Finance, Operations


🔨 Fixes

  • The quote list is available again when linking a project created outside the quote workflow to a quote.
  • A CPO upload is no longer required during linking when a CPO is already registered on the project.

Location: Sales → Quotes → Link quote to project
Affected: Sales, Engineering, General Management