New Articles

  1. Transfer Service - Service Transfers Not Processing (15809)

    Created On: 09/19/2023 in Release Notes Home Release 70 Accounts - 70 Release
    An issue has been resolved that prevented the successful processing of Service Transfers.  Pathway: Accounts > Customer Service Screen > Menu - Transfer Service ...

  2. Edit Service Contract - Delivery/Removal Not Matching Service Change With Equipment Change (15736)

    Created On: 09/19/2023 in Release Notes Home Release 70 Accounts - 70 Release
    Previously, in the Edit Service Contract screen, when a service change involved changes to the equipment, the Order Processing screen did not display the Delivery Work Order, and a Delivery Work Order was not generated for the service being added/ed...

  3. Accounts - 'Apply Finance Charges' Logic Updated (15757)

    Created On: 09/19/2023 in Release Notes Home Release 70 Accounts - 70 Release
    Logic has been updated to 'Calculate Manual Finance Charges and Late Fees' to correctly reference the 'Apply Finance Charges' option in an account's settings. If 'Calculate Manual Finance Charges and Late Fees' is configured, and the account does no...

  4. Report Format Setup - 'View' Hover Logic Updated (15785)

    Created On: 09/19/2023 in Release Notes Home Release 70 Setup - 70 Release
    The logic has been modified to 'View' with regard to which file types appear upon hovering. When a user hovers their mouse over 'View,' only a preview for image file types will be shown. Pathway: Setup > Report Formats  ...

  5. Pipelines - Hyperlink Added to Sales Opportunities if Contact Exists (15784) [Enhancement]

    Created On: 09/18/2023 in Release Notes Home Release 70 Sales - 70 Release
    The Pipeline Opportunities Dashboard now includes a new "Contact" column. If a contact is identified on the proposal,  the contact's name will display as a hyperlink in the Contact column. When selected, the 'View Contact' screen screen displays wit...

  6. Analysis Reports - AR Analysis Report Updated (15771) [Enhancement]

    Created On: 09/18/2023 in Release Notes Home Release 70 Reports - 70 Release
    A new "Type" column has been added to the 'AR Analysis Details - Payments' screen, which indicates the type of payment received. To access this screen and review payments for a specific month, select an amount from the Payments row. Pathw...

  7. Accounts - Warning Message Popup Logic Updated (15767) [Enhancement]

    Created On: 09/18/2023 in Release Notes Home Release 70 Accounts - 70 Release
    If a site includes a warning message, the popup logic has been updated to prevent the message from reappearing on the screen after user-initiated manual refreshes and system-generated refreshes. Pathway: Customer Service Screen (Account...

  8. AR History - Applied Date Column Removed (15759) [Enhancement]

    Created On: 09/18/2023 in Release Notes Home Release 70 Accounts - 70 Release
    The 'Applied Date' column has been removed from the Applications From Payment screen. Pathway: Customer Service Screen (Accounts) > AR History ...

  9. Edit Account - Screen Enhancements (15766)

    Created On: 09/18/2023 in Release Notes Home Release 70 Accounts - 70 Release
    The 'Edit Account' screen has been updated to display in two separate tabs: "Account" and "Settings." This enhancement has also resolved the issue of the 'Update Account Custom Settings' gear icon being pushed off the screen. Pathway: Ac...

  10. Work Order Payments Report

    Created On: 09/17/2023 in Reporting Home Standard Reports AR
    Pathway:  Reports > Standard Reports > AR > Work Order Payments The Work Order Payments report provides a comprehensive breakdown of each work order that is associated with a payment transaction. Only work orders that have a payment transac...
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