New Articles

  1. Dispatch - Map Routes Button Not Loading Stops With NULL Route ID (16088, 16089)

    Created On: 12/08/2023 in Release Notes Home Release 71 Operations - Release 71
    Previously, if the route ID was null (blank) in Dispatch, the following issues occurred:   The Map Route button did not load stops that didn't have a route assigned to them. This has been fixed. In the Weekly by Route view, clicking on the count...

  2. Division Group Setup - External ID Added To Setup (16100) [Enhancement]

    Created On: 12/08/2023 in Release Notes Home Release 71 Setup - Release 71
    An enhancement has been made to the Division Group Setup screen to include an External ID field.  Pathway:  Setup > System > Division Group ...

  3. Dispatch - Division Selection Now Allows Selection of Division Groups (15947) [Enhancement]

    Created On: 12/07/2023 in Release Notes Home Release 71 Operations - Release 71
    An enhancement has been made within the Division drop down selection to include the selection of Division Groups. When a group is available, the group name is displayed in bold, and the divisions within the group are indented with dashes. ...

  4. Accounts - Linked Items Now Display with 'Email Invoice with PDF Attachment' (16070) [Enhancement]

    Created On: 12/07/2023 in Release Notes Home Release 71 Accounts - Release 71
    "Email Invoice with PDF Attachment" has been improved to included linked items such as tickets and images.  Pathway:  Accounts > Search > Accounts ...

  5. Autopay Management - 'Day of Month' Added to Export File View (16033) [Enhancement]

    Created On: 12/07/2023 in Release Notes Home Release 71 Accounting - Release 71
    The Export file from the Autopay Management screen has been corrected to include the 'Day of Month' column. Pathway:  Accounting > Autopay Management  ...

  6. Tax Summary Report - Ability To Filter By Period Date Range (16081) [Enhancement]

    Created On: 12/06/2023 in Release Notes Home Release 71 Reports - Release 71
    'Period From' and 'Period To' parameters have been added to the Tax Summary report to allow filtering the report using a date range.  Pathway:  Reports > Standard Reports > AR > Tax Summary ...

  7. Reason Code Setup - Addition of Active Field (15997) [Enhacnement]

    Created On: 12/06/2023 in Release Notes Home Release 71 Setup - Release 71
    A new 'Active' column has been added in both the Add and Edit Reason Code screens, as well as the Reason Code Setup screen. To modify the active status of a reason code, double-click on the corresponding row, and the Edit Reason Code editor will be ...

  8. Dispatch - Multiple Days Not Showing Correct Order (16087)

    Created On: 12/04/2023 in Release Notes Home Release 71 Operations - Release 71
    Previously, an issue occurred in Dispatch when viewing routes for multiple days—days were not displayed in the expected order by date. This issue has now been resolved. Pathway:  Operations > Dispatch  ...

  9. Document Format - Fields Removed From Proposal Document Fields (16003)

    Created On: 12/04/2023 in Release Notes Home Release 71 Setup - Release 71
    In Document Format Setup, the list of available field options for Proposals has been updated to exclude the following fields: site.division.logoURL salesRep.photoURL Pathway:  Setup > Document Formats ...

  10. Route Management - New Sequence Numbers Not Applied Upon Import (15932)

    Created On: 12/04/2023 in Release Notes Home Release 71 Operations - Release 71
    An issue has been resolved that was preventing new sequence numbers from being imported back into Route Management. In addition, the following improvements have been made: The logic for CSV header handling in the import file has been enhanced to...
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