-
An issue has been resolved that was causing Work Order Format 3 to display an incorrect timestamp than the Service Record. Pathway: Accounts > Customer Service ...
-
The logic for the "Payment Required" calculation in the Electronic Signature screen has been updated for both scenarios: calculating recurring services without taxes and surcharges, and calculating recurring services with taxes and surcharges. ...
-
The following enhancements have been made to the AR Payment Batch screen: Search and Add Accounts/Sites To search and add accounts and sites to the batch, an 'Add' icon has been introduced. Additionally, the search can also be initiated by selec...
-
The following keyboard shortcuts that previously used the Command (Cmd) key in Mac have been updated to use the Option (Opt) key: Mac Opt + Shift + S = Search Opt + Shift + C = Create Account Opt + Shift + O = Order Processing Opt + Shi...
-
An issue has been resolved where default rates were not considering the effective date. Pathway: Setup > Services > Default Pricing > Service Code ...
-
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 ...