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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...
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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. ...
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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...
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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...
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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...
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The logic governing the Quantity field in 'Create On Call Order' has been updated to display either null or '1' depending on the service quantity. Null/blank is displayed if the service quantity is greater than "1." "1" is displayed if the servic...
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The tooltip that displays for nearby service locations to a searched location has been updated to include its Service Region and Tax Region information. Pathway: Accounts > Search ...
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The formatting of the email notification that a user receives when a service agreement has been signed has been enhanced. Pathway: Sales ...
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The logic for Credit Card Expiration notifications has been updated to issue notifications in scenarios where a customer was previously on auto-pay with their expired card, but the new active card is not set to auto-pay . Previously, credit car...
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The following updates have been applied to the Account Request Management screen: Date formatting has been updated to display the first three characters of the day of the week. This also applies to the 'Completed On' date. The Account / Site ...