New Articles

  1. Service Agreement (Sales) - Email Notification Updated For Signed Service Agreements (16526) [Enhancement]

    The formatting of the email notification that a user receives when a service agreement has been signed has been enhanced. Pathway: Sales ...
  2. Credit Card Expiration - Logic Updated (16415) [Enhancement]

    The logic for Credit Card Expiration notifications has been updated to issue notifications in scenarios where a customer was previously on auto-pay with their expired card, but the new active card is not set to auto-pay . Previously, credit car...
  3. Account Request Management - Screen Enhancements (16476) [Enhancement]

    The following updates have been applied to the Account Request Management screen: Date formatting has been updated to display the first three characters of the day of the week. This also applies to the 'Completed On' date. The Account / Site ...
  4. Dispatch - Improvement to Display of Map Pins (16487) [Enhancement]

    The colors of pins on maps have been enhanced to provide better contrast. Pathway:  Operations > Dispatch ...
  5. Route Management - Performance Improvement to Pending Routes Map (16488) [Enhancement]

    Loading performance has been enhanced for the Pending Routes Map, which is displayed when a site is selected from the upper grid in the Route Management Pending screen. The Route Management Pending screen includes additional changes that will be r...
  6. Billing - Site Name Added to Location Column in Pre Billing Report (16518) [Enhancement]

    In the Pre-Billing Analysis screen, the site name has been added to the location column. Pathway: Accounting > Billing > Pre-Billing (right click on a batch) ...
  7. Setup - Screens with +/- Action Buttons Replaced with Toggle Switches (16283) [Enhancement]

    In several screen locations, the +/- action buttons, which previously served dual purposes for adding and removing actions while also indicating their current state, have been replaced with toggle switches. Pathways : Multiple locations ...
  8. Dispatch - Enhancements to Fuel Record Screen (16430) [Enhancement]

    The Fuel Record screen in Dispatch has been updated with the following enhancements: An attachments icon now displays next to the attachments column, enabling users to upload attachments to the fuel record. Users have access to a view/download...
  9. Sales (Setup) - Logic Updated to Percentage Paid (16478) [Enhancement]

    In Commission Plans Setup, the Contract Term Months field has been enhanced to support a maximum value of 72. Pathway: Setup > Sales > Commission Plans ...
  10. Route Management - Sorting Feature in Route Summary Screen Was Not Sorting (16481)

    An issue affecting the Route sort feature in Route Summary (Current tab of Route Management screen) has been resolved. Pathway: Operations > Route Management > Current (tab) ...