-
An issue has been resolved that prevented proposals and contracts from automatic approval, even when the "Automatic" option was selected in the Document Type Setup. Additionally, in "Update Document Type," the "Automatic" approval selection option h...
-
The following enhancements have been applied to the Search screen: 1. Keyboard-friendly: Each search field on the Search screen supports keyboard entry and responds to the tab key. Upon typing in a search field, the system will generate a lis...
-
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 ...
-
Created On: 03/25/2024
in Accounts Home Services
Pathway: Customer Service Screen > Active Services (Section) This article focuses on linking site services. When an active service is added to, or already exists on an account, users can link additional services such as a "locking ba...
-
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 ...
-
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...
-
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. ...
-
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...
-
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...
-
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...