Articles
Database Query (Database) - New Fields Added to Tax Details (17112)
The following fields have been added to the Tax Details Database Query: Credit GL Account ID Account Name Account ID Pathway: Database > Database Query ...
Database (Import) - Import Matrex Scale Tickets Added (17055) [New Feature]
Import Matrex Scale Tickets is a specific import designed for third-party integration. A new import option, 'Import Matrex Scale Tickets,' has been added to the Database module. To import, the following is required: The file must be in CSV f...
Database Query (Database)- New Fields Added to Work Order (17124)
Two new options have been added to the Work Order entity's Database Query: Equipment Volume and Service Note. Pathway: Database > Database Query ...
Database Query (Database) - Updates to Display Fields for Revenue Query (17154,17105) [New Feature]
The following updates have been applied to the Database Query: Account Name 2 and Invoice Date fields were added to the Revenue entity. When adding a filter, the Column field includes search functionality and has also been updated to display...
Database Query (Database) - Fix Applied to Posting Status Code Values (17157)
An issue has been resolved with the Posting Status Code for Work Order queries that prevented the correct display of status code values. Pathway: Database > Database Query ...
Database Query (Database) - New Fields Added to Accounts and Sites Query (17400,17442)
The following fields have been added to the Accounts and Sites Query: Account Status Effective Date Rebate Payment Type Account Warning Note Account Created By User Account Created Timestamp Site Created By User Site Created Timestamp ...
Database Query (Database) - New Query Fields Added to Disposal Record Query (17454)
The following Display Fields have been added to the Disposal Record entity: Weight In Weight Out Pathway: Database > Database Query > Disposal Records (Entity) ...
Database Query (Database) - Updates to 'Work Order Charges' and 'Disposal Records' Entities (17562, 17563)
The following updates have been applied to the Disposal Records and Work Order Charges entities: Disposal Records Service Code Name has been added as a query field. Work Order Charges ...
Database Query (Database) - New Cancellation Entity Added (17603) {New Feature}
In Database Query, a new Cancellation Requests entity has been introduced, enabling it as a basis for creating queries to pull historical cancellation data. Pathway: Database > Database Query ...
Import (Database) - Import Account Notes and Import Site Notes (17618) [New Feature]
Two new import options—Import Account Notes and Import Site Notes—have been added to the Database module. These import options are visible only to authorized users. To support this feature, two new permissions have also been introduced. Review the...
Snoozed Alerts (Alerts) - Updates to Snoozed Alerts (17164) [New Feature]
The following updates have been made to Snoozed Alerts: Snoozed Alerts has been renamed to "Alert History." The Alert History screen has been split into two tabs: Snoozed Alerts : Displays alerts that have been snoozed. Alerts in this section...