New Articles

  1. Search (Accounts) - New Search Type Added (16638) [New Feature]

    Created On: 04/19/2024 in Release Notes Home Release 72 Accounts - 72 Release
    A new Search Type 'Account ID' has been added to Accounts Search and will perform an exact search on Account ID or Old ID. Pathway:  Accounts > Search > Account ID ...

  2. Billing (Accounting) - Blocklisted Email Address Logic Added (16663)

    Created On: 04/19/2024 in Release Notes Home Release 72 Accounting - Release 72
    Email invoicing in Billing has been updated to ignore/skip blocklisted email addresses.  Pathway: Accounting > Billing ...

  3. Cancellation Requests (Accounts) - Logic Updated to 'Assigned To' Field (16680) [New Feature]

    Created On: 04/19/2024 in Release Notes Home Release 72 Accounts - 72 Release
    The 'Assigned To' field in the Create Cancellation Request has been updated to only display a list of users with permissions 162 (Add Cancellation Request) or 163 (Edit/Delete Cancellation Request). Pathway:  Accounts > Cancellation ...

  4. Line of Business (Setup) - Updates to Setup Screen (16667) [New Feature]

    Created On: 04/19/2024 in Release Notes Home Release 72 Setup - Release 72
    The following changes have been applied to the Line of Business Setup screen: Profitability tab renamed to 'Productivity and Profitability' Route Calculation field renamed to 'Route Profitability Calculation' Work Order Calculation renamed to...

  5. Quotes and Contracts (Accounts) - Forms Getting Cut Off at Bottom (16684)

    Created On: 04/19/2024 in Release Notes Home Release 72 Accounts - 72 Release
    An issue has been resolved that prevented a user from being able to scroll to the bottom of contracts and proposals.  Pathway: Accounts > Customer Service Screen > Order, Quotes and Contracts

  6. Customer Service Calendar (Accounts) - Portal Login Time Displaying Incorrectly (16653)

    Created On: 04/18/2024 in Release Notes Home Release 72 Accounts - 72 Release
    An issue has been resolved that caused the incorrect time to display in a tool tip indicating the last login time for portal users. Pathway:  Accounts > Search > Accounts > Calendar ...

  7. AR History (Accounts) - Applications To Invoice Screen Updates (16626) [New Feature]

    Created On: 04/18/2024 in Release Notes Home Release 72 Accounts - 72 Release
    The following enhancements have been applied to the Applications To Invoice screen: An 'Applied Date' column has been added to show the date of the AR application. A 'Running Balance' column has been added and will sort in ascending order...

  8. Rate Update Batch (Sales) - Variance Column Sorting Corrected (16648)

    Created On: 04/18/2024 in Release Notes Home Release 72 Sales - Release 72
    An issue has been resolved that prevented the Variance column in the Site Service Rate Update Batch screen from being sorted in ascending or descending order.  Pathway: Sales > Rate Update Batches ...

  9. Context Help - Enhancements Made To Context Help (16590) [New Feature]

    Created On: 04/18/2024 in Release Notes Home Release 72 Home - Release 72
    The following enhancements have been made to the organization of Context Help (question mark icon). Release Notes  The most recent version's release notes will display at the top of the Context Help screen. New or updated features will d...

  10. Disposal Activity (Operations) - Rename Screen and Tabs & Duplicated Records Fix (16363, 16683) [New Feature]

    Created On: 04/18/2024 in Release Notes Home Release 72 Operations - Release 72
    The Disposal Location Usage Screen in Operations has been renamed to 'Disposal Activity' and the Usage History tab was changed to 'Activity.' In addition, a fix has been applied to prevent the duplication of disposal locations in Disposal Activity...
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