Articles
Work Order (Accounts) - Work Order Not Generated When Adding a New Service to a Contract (18123)
An issue that prevented work order creation when adding a new service to a contract has been resolved. Previously, if a service not already established on an account was added, the system failed to trigger the delivery work type event. P...
Customer Service (Accounts) - VIP Priority Sites (18297) [New Feature]
A new 'VIP' priority indicator has been added to the Add/Edit Site screen to designate service locations with VIP status. When selected, this indicator will appear on the Customer Service screen, in Dispatch on the Services List, and on the driver...
Site Truck Inventory (Accounts) - Edit/Save Logic Updated (17891)
Previously, editing a truck from the Site Inventory screen triggered a full refresh of the account and related fields after each save, causing the screen to blink and making it difficult to edit multiple fields within the popup. Logic has been updat...
Orders, Quotes and Contracts (Accounts) - Proposal/Contract Price Change Doesn’t Recreate Service Record (18154)
An issue has been resolved that prevented service records from being generated when processing a price decrease through a contract. ...
Contacts (Accounts) - Contact 2 Selection Defaults to Primary Billing Contact 1 Upon Save (18192)
When assigning a contact as Primary Billing Contact 2, the system was incorrectly saving them as Primary Billing Contact 1. Pathway: Accounts > Customer Service Screen > Contacts ...