Articles
Site Details (Accounts) - Tax Code Not Validating (15624)
An issue that caused errors when validating tax regions for certain addresses has been resolved. Pathway: Customer Service Screen> Site Details ...
Site Details (Accounts) - Site Not Found Error Resolved (19354)
An issue has been resolved that caused a 'Site Not Found' error when an edit was made to the Bill Group field. Pathway: Customer Service Screen > Site Details ...
Service Record (Accounts) - 'Display in Customer Portal' Not Respecting Account Class Setup Setting(19343)
An issue was identified where, if a driver marked a stop with an exception and attached a photo, and the account class setting Default Work Order Photo – Display in Customer Portal was set to Yes , the service record incorrectly showed Display i...
Work Orders (Accounts) - Updated to Work Order Format 2 (19407)
Work Order Format 2 has been updated to display both the route number and the driver’s name. ...
On Call Orders (Accounts) - Update to Information Displayed on Screen (16496)
The Create On Call Order screen has been updated to include the following information as it applies: COD - Payment Required Business Hours The Edit Service Record screen has been updated to include the following information as it applies:...
Service Record (Accounts) - Field logic update in 'Create On Call Order' (19459)
The Requested By field that appears when creating an on-call work order has been updated to allow a maximum of 50 characters . If the character limit is exceeded, the Create button is disabled. Pathway: Customer Service Screen > C...
PO Numbers (Accounts) - Logic Updated to PO Number Field (19542)
ChatGPT said: ChatGPT said: The PO Number fields have been updated to support entries of up to 50 characters , resolving a billing issue that previously occurred. PO number field updates were applied to the following areas: Serv...