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Previously, users could apply a communication filter to the Calendar in the Customer Details screen by selecting the Communication check box. This has been updated to a drop down selection with specific types of communication to...
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A new key path has been added to the proposal notification template. When Propsal is selected for the template Type 'gained or lost competitor 'is an available option in the Key Path list. Pathway: Set Up > System > Notific...
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Created On: 01/23/2023
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Previously, the logo on the payment receipt was getting cut off when printed. This has been fixed by moving the logo to the right corner of the page and account information to the left corner. Pathway: Customer > Cust...
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An issue has been resolved that was preventing service charges from displaying correctly when additional services were added to a service agreement. Pathway: Customer > Account (search) Articles: N/A
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A new Key Path has been added to the Proposal notification template type. When Proposal is selected for the template Type, 'gained_or_lost_competitor' becomes an available option in the Key Path list. Pathway: Setup > Sys...
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Previously, an error was produced siting 'No eligible contacts found' even though the preview section was populating results. This has been fixed. Pathway: Database > Send Bulk Emails Articles: N/A
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Previously the Service Region / Surcharge Group / Tax Region cleared when a matching Map Area is not found . Now when you select your template it automatically populates those areas as expected. Pathway: Customer > Add Acc...
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Created On: 01/23/2023