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Previously, when a new contact was added and the account class has Auto Send Portal Invitation on Contact Creation was set to Yes, the portal invitation link was sent, but the Enable Portal Access checkbox remained unchecked in Add Contact, prev...
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The Excel export from Customer Details > Service History has been updated to separate the Sequence and Completion Date/Time into distinct columns. Previously, both values were combined into the same column in the export file. Pathwa...
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The logic for completing Cash on Delivery (COD) scale tickets using the F2 hotkey has been updated to enforce COD payment requirements. COD tickets with charges can still be saved using F2 , but they will no longer complete until payment is recei...
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The search type filter behavior on the Inbound/Outbound screen has been modified to more precisely limit results to the selected filter type. When a specific search type is chosen (for example, Truck ), the entered search text is now compared onl...
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An issue has been resolved that caused an error message to display when attempting to delete or void a non-integrated credit card payment from an inbound service record. Pathway: Operations > Inbound / Outbound > [open service record...
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A new account class type, National Accounts , has been added. When enabled, the National Account type allows recording a vendor rate but does not allow selecting a vendor. This account type is intended for internal or intercompany servicing. Ad...
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An issue has been resolved where daily totals were not updating for outbound loads in the Inbound/Outbound screen. Pathway: Operations > Inbound / Outbound ...
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Cash Tendered and Change Due Amounts Now Tracked in Service Detail Payments (19948) Enhancements have been made to improve cash handling visibility for scale operations by tracking the amount of cash tendered and the change due on cash payments. ...
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Active Dispatch now supports the EMPTY work type action category used for portable toilet operations. Previously, work orders with this category were not recognized. Pathway: Operations > Active Dispatch ...
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An issue has been resolved that caused every-X-weeks service records to duplicate across multiple future weeks after changes were made in Route Management . ...