Relate Product Support Centre

DRIVE CRM Product

What’s new?

DRIVE Version 2.1 Build 149 is now available to download. This update includes a number of improvements to Timesheet Monitoring and Billing.

Download the Latest update :
Download DRIVE Update

DRIVE Version 2.1 Build 146 is now available to download. This update includes a number of improvements to Reports, Mail Merge and Billing.

Download the Latest update :
Download DRIVE Update

For a full set of release notes please click the link below;
Download Release Notes

bullet list DRIVE Version 2.1 Build 80 is now available to download. You can find this in the Downloads section.

Included in this update;

bullet list Improvements in Performance of Workflow

New Reports added in the Sales & Marketing section. They are: Marketing Analysis Report and Status of Prospects Report.

bullet list We have implemented the following change in Bank Reconciliation Report. The filter Reconciled/ un-reconciled/ all transactions only relates to the detailed section of the report. The front page always be displaying all transaction.

bullet list We have improved Detailed Information of the following reports where Columns having no records in the detailed information will be automatically suppressed: Aged Debtors (By Nominal Cost Centre)

  • Client Aged Debt
  • Client Aged WIP
  • Aged Creditors
  • Aged Debtors
  • Quotes Report
  • Staff Holiday Leave Detail Report

bullet list We have added columns Settlement Days, Due Date in Purchase Invoice Listing Report where Due Date = Invoice Dates + Set Days.

We have added TOIL calculation for previous year and display of the TOIL in Staff Holiday Leave Details Report.

bullet list New merge fields added in Client and Contact Mail merge in Word. The fields added are Other 1 & Other 2 in the Mail Merge are: – Other1_Address1, Other1_Address2, Other1_Address3, Other1_Address4, Other1_City, Other1_County, Other1_Country etc. same fields also added for Other2.

bullet list New Merge fields added in Bill Templates, Nominal code fields from 11 to 20 added.

bullet list We have implemented sorting options in Bills and Credit Note Allocations report for the fields Bills Raised Drafted By, based on Drafted By when raising the Bill

Time & Expesne Recording
This Document will cover;

  • Creating Timesheets
  • Creating Expenses
  • Time & Expense Reporting

Dashboards
This Document will cover;

  • Defining the Dashboards
  • Dashboard Access Rights
  • Dashboard Calculations

DRIVE Version 2.1 Build 80 is now available to download. You can find this in the Downloads section.
Included in this update;

  • Improvements in Mail Merge when using the Client Document Path selection.
  • Other Information fields are now limited by Access Rights through the View menu option.
  • Weekly Timesheet Report now handles weeks that split over the year end.
  • Client WIP Reconciliation Report now has a new Recovery column available.
  • Client & Contact D/B: When closing a client there will be an option to close all jobs associatied with them.
  • Email: Send & Receive window size increased to show Account Names