Administration release notes

April 29, 2025 (version 25.4.10)

We released the Impersonate feature, which allows you to impersonate (act as) another Phocas user in your organization. This feature is very useful when you need to check the settings or troubleshoot issues in a user account.

February 26, 2025 (version 25.2.5)

We changed the Sync application so that from today the only available version for download is the new self-updating version. The next time you open Sync, you'll get a message to update to this version, but after that, you'll never need to install another version again. We also made some small changes to the installation process:

• You no longer need to select which version (32-bit or 64-bit) of the installer file you want to download. Now, there's only one installer file, and when you run the install wizard, you can select the required version. We also introduced backend checks to ensure you can't install the 64-bit onto a 32-bit operating system, and on 64-bit systems, 64-bit is selected by default.

• The Terms and Conditions section was removed from the install wizard, as it isn't required.

• Previously, when installing the application, some anti-virus or malware software would warn you that it might be risky. As it isn't risky software, we now ensure the new version is signed, so you no longer get the warning message.

• A new Windows scheduled task is now created during the installation process. This task runs hourly and wakes up to check if Sync needs to be updated. This task is required to ensure Sync automatically updates itself. If you remove the task, Sync will no longer update, but you can fix this by reinstalling Sync updater manually. This is different from the scheduled task you create to run the sync on your files.

December 11, 2024 (Version 24.11.18) - general news

Homepage enhancements

Now when you apply one or more filters and sort orders to the grid on your homepage, your selections are retained. This means the next time you view your homepage, it'll look exactly as you left it. This effectively lets you set up your homepage to always display only the items you're interested in.

In addition:

• We introduced a Clear filters option to simultaneously clear all the filters you've applied.

• We changed the filtering behavior, so fewer clicks are required to get the results you're looking for. Now if no options are selected, this is equivalent to all options being selected.

• We changed the style of the tab filter buttons above the grid to make them easier to see.

• We now display the description of items in the grid, where available, so you can quickly determine their contents.

New navigation now turned on for all users

In September 2023, we launched a new navigation menu on the left side of Phocas. Recently, we identified that some users were still using the old navigation method, so we migrated them to the new navigation today. If you’re one of those users, you’ll notice the visual difference. The new navigation brings the following benefits:

• Easier movement between the different Phocas products and sections.

• Resource Centre: Easy access to in-product help and news, new user documentation site, and other learning resources. The old navigation pointed to the old user documentation site, which is no longer being updated.

• Upgrades and service request form: Quick way to contact us about making additions to your site.

• Product feedback form: Tell the development team what you like about Phocas.

November 5, 2024 - general news

We're delighted to announce two exciting items...

Upgrades and services form

A new form, available in the side navigation in Phocas, makes it easy for you to request upgrades and services from within your Phocas site. Your email address is automatically inserted into the form, and you can select from a list of common requests. For example, you might need additional user licenses or databases, or service work, such as ERP migration or training. If you don't see the request you need, simply select the Other option. Then give us some brief information and submit the form. We'll get back to you within a few days with a quote, and then we can get started on your upgrade or service!

New user documentation site

If you're reading this note, you're looking at our new user documentation site! We've moved our user documentation to this new platform and given it a fresh look with enhanced content display and search functionality, along with an easy-to-remember URL: docs.phocassoftware.com

Please update any bookmarks you have to the old site, which will be retiring soon.

6 August, 2024 (Version 24.7.5)

• Following the last release, we made another enhancement to the Configuration page. When you try to save changes that include a validation error, the setting with the error is highlighted in red, so you can quickly identify where the problem is.

• It is now not possible for a user with a Viewer license to have a non-viewer profile.

July 18, 2024 (Version 24.6.5)

We updated the Configuration page with a fresh design that aligns with the pages in our other modules. The settings are now organized into tabs, making it easier to find the ones you need to configure. We also enhanced the data validation behind the settings to prevent you from entering invalid details and introduced more messaging to help you resolve such validation errors.