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Active Services View A new ' Broker w/ Properties' view has been added to the Active Services drop down. This view displays much of the same information as the ' Broker' view option, but does not include Start Date, End Date or Contract Expirati...
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Modules and notification icons have been reorganized to display as follows: The Dashboard module has been relocated to display under the Reports module. Notification iconsspecific to a user's system have been moved to the left side of the ...
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The Billing Inactivity Fees screen has been updated to include a print option. Select the print icon and the invoice will open in a new tab in PDF format. An error screen displays if print is selected and no invoice was created (indicated if Invo...
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The employee name field in the Labor tab has been updated to include the employee's title following their name. Pathway: Operations > Dispatch ...
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Previously, if a Service Code had Default Destination enabled, the Destination/Origin field in the 'Create On Call Order' screen was required in order to save. Logic has been updated to remove the requirement and also allow for editing or clearing o...
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An enhancement has been made to the description for Payment Reversals/Transfers/Refunds to properly display the Reversal Type: Payment Reversal, Payment Transfer, Chargeback Reversal. Payment Refund. Pathway: Accounts > Search > Accounts >...
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The Transfer Transporter field located in Setup > Operations > Route (double click to open) and Operations > Dispatch > Edit Route (double click to open) has been moved to the Manifest Consolidation screen in Operations. To access the field, right...
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'Billing Phone' and 'Fax' entry fields have been moved to separate rows in the Edit Account screen. Pathway: Customer > Search > Customer Account screen (Right click edit account) ...
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Phone number formatting has been updated to accommodate non-US phone numbers. To change the format, click on the flag drop down and select the country the format should follow. This drop down selection displays for all phone number field locations. ...
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The Worker Calendar has been updated to display the note added in the Worker Availability Exception upon hovering over the exception in the calendar. Add a Worker Availability Exception: Click on the + icon to open tool. Select the Typ...