Articles
Customer Service (Account) - Photo in Highlights Section Not Displaying Upon Hover (16968)
Previously, within the Highlights section on the Customer Service screen, images did not display as expected when the user hovered their mouse over the image icon. This has been resolved. Pathway: Customer Service Screen > Highlights ...
Accounts - Keyboard Functionality Improved Across Multiple Screens (16884, 16885, 16624)
To improve keyboard compatibility, minor changes are being made to various screens. These changes include adjustments to fields with drop-down time entry selections and numeric fields that previously used +/- arrows. In the image example a...
Generate Invoice (Accounts) - Performance Improved to Preview Invoice (16906)
The performance of the Preview Invoice screen has been improved. This update resolves an issue where the amount displayed on the Preview screen differed from the amount generated on the generated invoice if it included a prorated service. ...
Create Account (Accounts) - Account and Site Custom Properties Moved (17085)
Within the 'Create Account' screen, Account Custom Properties and Site Custom Properties have been relocated to the bottom left of the screen. Pathway: Accounts > Add Accounts ...
Add/Edit Account (Accounts) - Broker Group Field Added (17084) [New Feature]
A new Broker Group field has been added to the Add/Edit Account screen. To enable this field, the following setup is required: In Setup > System > System Options , under the Account tab, 'Require Broker Group For Broker Account Class Type' mus...
Account Status (Accounts) - Internal/External Collection Status Options Added (17081) [New Feature]
Two new status options, 'Internal Collections' and 'External Collections,' have been added to the Account Status drop down menu. To apply either status, the following requirements must be met: In Setup > Accounting , a new 'Collection Group / A...
Add/Edit Contact (Accounts) - Additional Contact Option for Invoice & Past Due Notifications (17099) [New Feature]
Edit Contact has been updated to include the option to allow a non-billing contact to receive invoice and past-due notifications. For this, the following requirements must be met: This field only displays IF 'None' is selected for the Billing ...
Proposals (Accounts) - Updates to Proposal Pre-Authorization and Support for Terms Addendum and Surcharge Rates (16922, 17060, 17082) [New Feature]
Proposals can now be configured to require either a single pre-authorization or two pre-authorizations before being sent to a customer. Additionally, the Proposal screen has been updated to include settings for Terms Addendum and Surcharge Rates. ...
Cancellation Request (Accounts) - Edit Cancellation Request Updates (17104) [New Feature]
Two new tabs have been added to the Edit Cancellation Request screen: A History tab has been added to track changes to cancellation requests, including updates to the assigned personnel and the current stage of the request. A Linke...
Accounts - Display Title and Department After User Name - Affects Multiple Screens (17152) [New Feature]
An update has been implemented across multiple screens with user dropdown lists, now showing the user's title and department next to their name. ...
Account Request (Accounts) - Inactive Request Types Continue to Display for Selection (17196)
Logic has been corrected to request types to restrict what is available to only active types. Pathway: Accounts > Search > Accounts ...
Customer Service Screen (Accounts) - Label Update for Wallet/Default Payment Method (17197)
Previously, when the 'Payment Methods' label in the Customer Portal and an account's AR History was updated to 'Wallet', the change unintentionally impacted other areas where the label was used. Any unintended changes have now been corrected. ...
Transfer Service (Accounts) - Transfer Service Rate/Rate Per Unit Fixed (17203)
Previously, when transferring a service, the Rate and Rate Per Unit were being multiplied together instead of being directly copied, which resulted in incorrect rates for the transferred service. This has been resolved. Pathway: Accoun...
Accounts - Work Order Transfer Services Flipped (need help with title) - (17296)
Previously, an issue was occurring with entering a Disposal Ticket to a Work Order, the Transport Method was not available for selection. Now an enhancement has been made to change the order of the fields within the disposal ticket to now be, Fac...