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Previously, an issue occurred with the "Add Task" feature, where all users were displayed in the drop down list for "Assigned To," contrary to the expected behavior of only displaying users with permission 347 (Assignable to Tasks). This has been r...
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An issue has been resolved that was preventing data from loading in the following Sales Maps: Sales Rep, Territory and Revenue Per Cubic Yard. Pathway: Sales > Maps > Sales Rep/Territory/Revenue Per Yard ...
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An issue has been resolved when emailing photos from work orders, which previously caused the contacts available in the drop down to show from the first account viewed. Pathway: Accounts > Search > Accounts ...
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The logic for the Destination field in Outbound work orders has been enhanced to restrict options according to the division linked with the Disposal/Ship Location and Site. Pathway: Operations > Inbound/Outbound > Outbound (tab) > S...
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A 'Not Applicable' option has been added to the list of options for the Default Payment Method field. This is the default selection for imported accounts that have a blank/null AP Default Payment Method. Pathway: Accounts > Account Deta...
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Sales Results Net New Pathway: Reports > Analysis > Sales Results Net New The Sales Results Net New screen has been updated to include a Reason Code column. If the user has permission 392 (Edit Reason Code in Sales Results and Histor...
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The Disposal Records Query has been updated to include the disposal records associated with a site. The following fields were added: Site Name Site Address Line 2 Site City Site Zip Site State Site Address Line 1 Pathway: Databa...
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Auto Pay Improvements Auto-Pay requirements have been updated on the customer service screen. Enhancements include additional information about the payment type for both At Billing and Scheduled Day auto-pay methods, as well as red text expiratio...
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Site Surcharge Pathway: Accounts > (Site section) > Select Surcharge Group (Note - a surcharge group must be assigned to display) The following changes have been applied to the Site Surcharge Rates window: The Type column has been relocated...
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The Service History screen in the Customer Portal has been enhanced to allow users to select and print manifests for multiple work orders. Pathway: Customer Portal ...