January 2025 Updates – What’s New in TrackoField?

New year, new upgrades!

TrackoField’s field force management software is kicking off 2025 with some exciting updates in January. All just to make field workforce management smoother than ever.

From smarter task handling and custom sales order forms to better approvals and real-time GPS alerts, we’ve got you covered.

Explore what’s in store and get ready to work smarter with TrackoField!

Major TrackoField’s Updates in January 2025

Update 1 – Enhanced Custom Fields in “Tasks” & “Customers”

Just to ensure better alignment with organisational needs, we now have improvised custom fields in tasks and customers.

For instance, you will find a new field such as “Field dependency” in both the customer and task module. This will help businesses refine their entries for better clarity.

Update 2 – Added Customer Approval Field

Visit “Company profile”, then click on the “Approval” tab, there you will see a new field named “Customer Approval Field” now visible. In its drop-down, you get:

• “None” option, where you can disable the approvers.
• “Custom” option, where you can customarily select the approver.
• After these two, you will see numbers, giving you the option to set the number of approvers you want in the customer approval process.

Benefit – This helps make the approval hierarchy more foolproof and efficient.

Update 3 – Introduced Custom Forms on Sales Orders

Now there are custom fields in “Sales Orders” too.

💡How is this helpful?

When a field executive logs an order, they often need to add extra details—like the distribution center, hub, preferred delivery date, or SPOC number. To simplify this, we’ve introduced a Custom Forms module, allowing them to capture all necessary information seamlessly within the sales order process.

Update 4 – Improved File Upload Functionality

Now you can add multiple images without removing the existing ones. If you simply want to remove a single image rather than all of them, you can do that effortlessly.

Benefit – This is the best way to speed up your process and ensure no delays.

Update 5-  Managers Get GPS Off Notifications in Run Time

A notification is now sent to the Reporting Manager if a Field Executive turns off their GPS. Now they won’t have to wait and review reports for the time when the GPS was turned off. 

Benefit – This feature redefines the supervision level and ensures timely intervention/action.

What’s the Latest in the Task Management Module?

• Large task records and Excel downloads will now show status updates on the “Download Status Report” page instead of a delay loader on the task screen.
• Task reports will display the old manager’s name for tasks created before a Field Executive’s manager is changed. New tasks will show the new manager’s name.
• Added provision for creating custom fields in the Customer module with similar settings as the Task module.
• Applicable custom fields set by the manager are now displayed during task creation for Field Executives.
• Support for custom fields has been added to the HR module with a new “HR” tab in custom fields. Fields created here will appear on the HR creation page.
• Added support for custom fields in the Manager module with a “Manager” tab. Fields created here will appear on the Manager creation page.
• Implemented pagination in the Task module to limit displayed records, similar to the Customer module.
• Incorporated newly added custom fields in Excel downloads for Task List and Task Reports.
• Enabled a 6-month custom date range filter and sorting for Task List and Sales Orders, allowing max up to 50,000 records to be downloaded in Excel.

What’s the Latest in Custom Fields?

• Enhanced Custom Fields with new field type properties: Barcode, File Upload, and Signature, exclusively for the Task module.
• Added custom field settings for managers to define field properties such as Placeholder Text, Min/Max limits, Sub-labels, Field Dependency, and Field Validation.
• Introduced mandatory file extension selection for File Upload fields in custom forms and custom fields.
• Applicable custom fields set by the manager are now displayed during task creation for Field Executives.

What’s More in Sales & Customer?

• The search box in the Sales Order module now works with the functionality to search by “Order ID.”
• Notifications have been added for customer approval requests.
• Now there is an option to upload separate logos for the application and billing details.
• The approval trail for customer requests is now visible in the Customer Module, showing approval status and levels.
• Customer ID is displayed on the edit page of the Customer Module, which is consistent with the web application.
• Pending customer approval requests will be canceled when the manager for a Field Executive (FE) is changed, aligning with the behavior for orders, expenses, and travel/conveyance.

What’s the Latest in the Attendance, Overtime & Payroll?

• Decimal value input is now allowed for salary components with percentage-based calculation types.
• Field executives can cancel overtime requests while they are in the pending state.
• Updated the mobile Attendance Dashboard to align with the web version, ensuring consistency in status displays such as “Weekly Off.”
• Enhanced the Team module by adding info icons to options like Geo-Verified Attendance, Visually Verified Mark In/Out, and Task Document Uploads for better usability.

What’s More?

• Forms filled by field executives will now be visible in the Sales Order Report.
• Added the ability to create new customers directly from the task creation modal.
• Country code functionality simplifies phone number handling.
• Integrated OpenStreetMap (OSM) layer across Dashboard, Customer, Geofence, Task, and Distance Report modules in TrackoField.
• Added a new parameter to Customer API for the mobile end to support customer creation from the task module.
• Country code is added to customer creation and edit pages in the Customer Module, similar to the web application.
• Dependent fields in custom forms now follow the order specified in company profile settings.
• Multi-selection dropdown functionality aligns with updated settings: Single selection is shown when multi-selection is disabled.
• A dropdown arrow was added to the country code field for a consistent experience with the web application.

Stay tuned for more exciting updates to the TrackoField Employee Tracking App.