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Logic has been updated to the 'Sold By' field in service contracts to display a list of all active users who do not have permission 305 (Assignable as Driver) and permission 328 (Assignable as Helper) associated to their user account. ...
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An issue has been resolved that prevented trucks added to a site's truck inventory from populating in the Inbound/Outbound search results. Pathway: Operations > Inbound/Outbound ...
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Created On: 02/01/2024
in Accounts Home Account Menu Pathway: Accounts > Customer Service Screen > + Menu > Clone Site and Services The Clone Sites and Services tool simplifies the process of adding new sites by cloning the configurations of an existing site, including its associated ser...
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The option 'Clone Site and Services' has been added to the account menu drop down. To use this feature, users must have permission 453 (Clone Site and Services). Review the Clone Site and Services article to learn more about how to use this feature...
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Calendar and Rate History in the Customer Service screen have been updated to display the Rate Update Batch and the Rate Update Batch Note upon hover. ...
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Created On: 02/01/2024
in Accounting Home Billing Pathway: Accounting > Billing This article outlines the process of processing and posting a billing batch. Before proceeding with billing, it is recommended to review the Pre-Billing workflow article to avoid any billing errors. The Pro...
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An 'Enable Completion Note Entry' check box has been added to the Mobile tab of the Add/Update Line of Business screen. By selecting this option, drivers will be able to include a completion note along with the service record. Pathway: ...
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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 ...