New Articles

  1. Standard Reports – Report Title Added to Top of Screen for Standard Reports (13985) [Enhancement]

    Created On: 01/23/2023 in Release Notes Home Release 66 Reports - 66 Release
    An update has been made to all reports in Standard Reports to display the title of the report at the top of the screen. Pathway: Reports > Standard Reports  ...

  2. Accounts (Service Record) - Option to Add Photos and Attachments on Invoices (14264, 14265) [Enhancement]

    Created On: 01/23/2023 in Release Notes Home Release 67 Operations - 67 Release
    The option to include photos and attachments on an invoice has been added to the Service Record. If a photo or attachment was marked 'Include With Invoice,' a 'Yes' will display in the field under the  Include With Invoice column. To change this se...

  3. Billing - Multiple Enhancements to the Billing Screen (14092) [Enhancement]

    Created On: 01/23/2023 in Release Notes Home Release 66 Accounting - 66 Release
    The following enhancements have been made to the Billing  screen: The Date field has been modified to display as ' Invoice Date' . A new column: 'From-To Date', has been added to display the Bill From Date and Bill To Date for the invoice. ...

  4. Dispatch - Route Notifications Expanded to Include Text (14213) [Enhancement]

    Created On: 01/23/2023 in Release Notes Home Release 66 Operations - 66 Release
    The following changes have been made to the Email Notification tool in Dispatch and Services List: Email Notification has been renamed to Route Notification (Dispatch) or Service Notification (Services List). The notification has been expanded...

  5. Dispatch - Rounding Logic Updated to Disposal Rate Field (14045)

    Created On: 01/23/2023 in Release Notes Home Release 66 Operations - 66 Release
    The  Disposal Rate  field in the  Edit Disposal/Ship Record  screen   has been updated to round to four decimal places. Pathway: Operations > Dispatch > (Edit Disposal/ Ship Record) ...

  6. Accounts (Service Records) - Count Was Not Displaying for Attachments Tab (14286)

    Created On: 01/23/2023 in Release Notes Home Release 67 Accounts - 67 Release
    Previously, an issue was preventing the banner count from displaying on the Attachments tab for the Service Record. This has been resolved. In Addition, the account's calendar has been updated to display a paperclip icon on the date an attachment wa...

  7. Setup (System) - New Keypaths Added to Vendor Notification Templates (14034) [Enhancement]

    Created On: 01/23/2023 in Release Notes Home Release 67 Setup - 67 Release
    The following Keypaths have been added to the Vendor Work Order Notification template and Vendor Service Change Notification template: Workorder.ponumber login.usr.email login.usr.name login.usr.title site.name2 Pathway: ...

  8. Accounts (Service History) - Display of Site Service History Records (14468)

    Created On: 01/23/2023 in Release Notes Home Release 67 Accounts - 67 Release
    Previously, an issue was preventing the Service History grid from displaying correctly for sites containing larger amounts of records. This has been resolved. Pathway: Accounts > Search Accounts - Service History section ...

  9. Operations (Dispatch) - New Column Added to Dispatch Screen and Logic Updates to Exceptions Column (14396) [Enhancement]

    Created On: 01/23/2023 in Release Notes Home Release 67 Operations - 67 Release
    A new 'Do Not Service' column has been added to the Dispatch screen and includes stops with the following status codes: Not Serviced, Cancelled and Do Not Service. The Exceptions column has been updated to only include stops with the following stat...

  10. Release Notes Home

    Created On: 01/23/2023
    Welcome to your new space Use it to create something wonderful. To start, you might want to: Customise this overview using the edit icon at the top right of this page. Create a new page by clicking the + in the space sidebar, t...
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