New UI round-up: v12.166

Owned by Fiona Hardy, created
Last updated: Jun 06, 2023
2 min read

This guide has been reviewed against our global client base and classed as relevant to all regions

As part of the new user interface (UI) project, in 12.166 the following screens have been redesigned to bring them in line with previously redesigned screens:

Supplier quote details (on works order)

The supplier quote details screen, seen when adding quote details on a works order, now uses the new UI format - all existing functionality exists but with a refreshed look and feel

From works order:

  • Status should be set to Pending quote - in Contractor Quotes panel, double-click Add

  • The supplier quote details screen is displayed and uses the new UI

More details on adding a works order and dealing with supplier quotes is available here:
Create a new works order

Developer staff picker (for development site office)

The developer staff picker screen, seen when adding staff details on a development site office, now uses the new UI format - all existing functionality exists but with a refreshed look and feel

From Development and Land Sites screen:

  • Right-click development and select Site office details
    The redesign of this screen is currently in progress and will be seen in a new version of AgencyCloud soon

  • The site office details is displayed - in the Site staff section, click and choose
    Select staff from developer
    This UI was updated to the new design in an earlier version

  • The Select Staff screen is displayed and uses the new UI - this screen displays the staff members added to the developer company record

    • Tick the required staff members and click Accept

More details on adding & using development functionality is available here:
Developments & new homes

Related articles

Â