New Articles

  1. User Help - Feature Overview Added as Documentation Option (14317, 14319) [Enhancement]

    A new Feature Overview option has been added to the Documentation self-help tool. Select this option to access a list of all available feature overview videos in documentation. To view an overview, or a series of overviews, select 'View' from the...
  2. Notifications - Snoozed Alert Notification (14631)

    Previously, when a snoozed alert was deleted it wasn't immediately removed from the alert or the alert count. This has been resolved. Pathway:  Notification Icons > Snoozed Alerts ...
  3. Accounts - Sales Rep Drop Down Field Updated (14184) [Enhancement]

    The Sales Rep drop down field in the Add/Edit Proposal screen has been updated to display the Sales Representative's title after their name. Pathway: Accounts > Search (Accounts) > Accounts (screen) ...
  4. Operations (Dispatch) - Selection Views Added to Customer Service History and Updates to Dispatch Views (14479) [Enhancement]

    The following changes have been made to the   Dispatch and Customer Service History tools: A view selection has been has been added to the   Customer Service History section of the Accounts screen. Selection options here are similar to what is av...
  5. Accounts - Functionality Updated to Send Email/Text Notifications for Order Creations (14518) [Enhancement]

    Previously, Work Type's with the "Order Creation" notification template were only sent for On Call orders. This has been updated to send 'Order Creation' Work Type notifications for an extra pickup, delivery or removal associated with a new service,...
  6. Operations (Route Management) - Screen Performance Enhancement (14192) [Enhancement]

    A change was made to the Route Management screen to improve the load performance. Pathway: Operations > Route Management ...
  7. Account Calendar - Holiday Schedule Displays on Account Calendar (13983) [Enhancement]

    An enhancement has been made to display scheduled holidays on the account's calendar. Holidays are added in Setup > Operations > Holiday Schedule . If a date includes more than one holiday, only the first holiday will display on the calendar in the...
  8. Bulk Update - Results of Auditor Update Were Not Displaying as Expected in Account Information(14079)

    Previously, when the Bulk Update tool was used for Auditor information changes, the change was not displaying in either the Edit or View options for an account. This has been fixed. Pathway: Accounts > Search (Accounts) > Account Sc...
  9. Operations (Dispatch) - Route Labor Summary Edit Hours Fields (14272) [Enhancement]

    An update was made to the Route Labor Summary tool available in Dispatch ( 'Crews' grid view) to allow editing of the Scheduled Hours and Actual Hours fields. Pathway:  Operations > Dispatch >  ...
  10. Dispatch (Service Notifications View)- Sent Column Link Updated (14117)

    Previously, an issue prevented results from populating after a link was selected from the Sent column of the Dispatch screen. This has been resolved. Pathway: Operations > Dispatch ...