New Articles

  1. Accounts - Work Order Per Unit Rate 0.00 Not Saving (16155)

    The issue with the Per Unit work order charge rate has been resolved. Specifically, if a user changed the rate from a previous amount back to the default rate of $0.00 the change did not stick. Pathway:  Accounts > Search > Account...
  2. Sales Results Net New (Analysis) - Screen Enhancements (15875)

    The f ollowing changes have been applied the the Sales Results Net New screen: Filter  labels have been relocated to display above the filter they are associated with.   A new  'Based On' filter has been added with 'Effective Date' and '...
  3. Bulk Update - 'Exclude From Past Due Notification' Target Field Option Added (16128) [Enhancement]

    The Bulk Update feature now includes a new Target Field option: 'Exclude From Past Due Notifications'. Pathway:  Database > Bulk Update ...
  4. Route Management - Route Count Added To Pending Tab (16136) [Enhancement]

    An enhancement has been made to the Pending tab in the Route Management screen to display a Count at the top of the screen. Pathway:  Operations > Route Management ...
  5. Inbound/Outbound (Operations) - Edit Disposal/Shipment Screen Includes Internal Ticket Number (16103) [Enhancement]

    A change has been made to Edit/Disposal Shipment to display the Internal Ticket number at the top of the screen. Pathway:  Operations > Inbound/Outbound > Select Service Record ...
  6. Accounts - Unable to Process Payment Using Credit Card On File (16139)

    The issue preventing users from processing payments with the payment method on file and hindering the calculation of the total amount in the Post A Payment screen has been resolved. Pathway:  Accounts > Search > Accounts ...
  7. Accounts - Service Notification Manifest Hyperlink Not Displaying (16121)

    Previously, when the Work Status of a work order was changed to 'Service Completed,' the notification email sent did not include the manifest hyperlink. This has been resolved. Pathway:  Accounts > Search > Accounts ...
  8. Active Dispatch - Screen Updates (16077) [Enhancement]

    The following screen improvements have been applied to the Active Dispatch screen: User adjusted sizing of the split screen (Map vs Route List) will save when the user exits and re-enters Active Dispatch. Truck name has been added to display belo...
  9. Active Dispatch - Count Tally Added to Unassigned Work Column (16122) [Enhancement]

    The Unassigned Work column in the Active Dispatch screen has been updated to include a count tally in the banner. Pathway: Operations > Active Dispatch ...
  10. Accounts - Account Name Display On Invoice Statement (16129)

    The issue causing the cut-off of account names on the invoice statement has been resolved. This affected accounts with longer names. Pathway:  Accounts > Search > Accounts ...