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An enhancement has been made the the Weight In and Weight Out fields to allow up to 4 decimals for the UOM. Pathway: Operations > Dispatch ...
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Created On: 03/25/2024
in Accounts Home Services
Pathway: Customer Service Screen > Active Services (Section) The service linking feature is included in version 72, which is scheduled for release in spring 2024. This article focuses on linking site services. When an active ser...
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Functionality has been added to enable the linking of site services. When an active service is added to, or already exists on an account, supplementary services like a "locking bar" can be included and associated with it. Upon linking services, a ...
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Rate fields have been enhanced to support four decimal points in the following screens: Default Pricing \ Charge Code (depicted in example image) Available Charge Codes Account Default Rate Pathway: Setup > Services > Default Pr...
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When an account with a single site is updated to a "Bad Debt" status, the logic has been updated to prevent the Site status from being changed to "Bad Debt." Furthermore, "Bad Debt" is no longer an available status in Site Status History. ...
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Calendar visibility has been enhanced for days with multiple events and user views at a site. Key improvements include: User views If more than one user has viewed the site, a total count of user views will display. Hovering over the count w...
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The following changes have been applied to permissions: Permission 92 (Override Work Order Charge Rate) was a duplicate of permission 336 (Edit Charge Code Rate for Work Order) and has been removed. Permission 326 has been renamed from "Mo...
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The logic for the notification icon indicating when a customer has viewed the invoice has been updated. The email icon will turn green (indicating the invoice has been read) under the following circumstances once the invoice is viewed from: The...
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The logic governing the Quantity field in 'Create On Call Order' has been updated to display either null or '1' depending on the service quantity. Null/blank is displayed if the service quantity is greater than "1." "1" is displayed if the servic...
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The tooltip that displays for nearby service locations to a searched location has been updated to include its Service Region and Tax Region information. Pathway: Accounts > Search ...