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Created On: 03/07/2023
in Sales Home Pipelines Pathway: Sales > Pipelines > Pipeline Summary The Sales Pipeline Summary screen displays a snapshot of data reported in the Sales Pipeline (Opportunities and Leads) dashboards . Use the filter options provided to review the data or,...
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Created On: 03/07/2023
in Setup Home Services
Pathway: Setup > Services > Equipment Type For each type of equipment services may include, an Equipment Type record must exist. Equipment types are specific to the Line of Business they are assigned and display in multiple locations inc...
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The last part of the sales CRM workflow involves capturing signatures from both the customer and service provider, verifying the contract was updated to a sold status and the account was updated from 'prospect' to 'active'. Prerequisites: Revi...
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An issue has been corrected that prevented the Default Destination field from populating with the available destinations when Enable Default Destination is set to 'Yes' in Service Code Setup. Pathway: Setup > Services > Service Code; A...
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Created On: 03/03/2023
in Setup Home Operations
Pathway: Setup > Operations > Work Type Event Class Permissions The following permissions are required to add and edit work type event class: Permission ID Permission Name 24 Setup \ Operations ...
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An issue has been resolved that prevented surcharges that use Rate Index % (Setup > Services > Surcharge > Type (field)) from displaying in the Surcharge Group/Surcharge Window. Pathway: Accounts > Search > Customer Service Screen: Si...
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Logic has been updated to the rate fields in Edit Active Service to prevent the default rate from being applied if the Qty, Service Code or Frequency are not changed. Pathway: Accounts > Search > Edit Active Service (Right Click) ...
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Previously, an issue caused values on the Pipeline Summary screen to display as 'NaN'. This has been fixed. Pathway: Sales > Pipelines > Pipeline Summary ...
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Created On: 03/03/2023
in Setup Home Operations
Pathway: Setup > Operations > Work Type Work Type Setup identifies the various service transactions that are performed. When a service is scheduled, the work type that applies displays under the Work Type field on the service record that...
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Previously, an issue was identified in Accounts that allowed inactive account classes to display in the Account Class drop down. This has been fixed. Pathway: Accounts > Add Account; Setup > Account > Account Class ...