SARA 3.26.39
🆕 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
Link a project to a quote
- 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