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Created On: 10/18/2024
in Customer Portal Home
Explore the key setup areas that influence the performance and usability of the Customer Portal. System Options Setup Pathway: Setup > System > System Options > Customer Portal (tab) Configurations made in System Options are univ...
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An issue has been resolved in the Customer Portal that prevented the credit card fee from being calculated into the payment total. ...
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The option to add an active service to a site is restricted if the site's status is: Inactive Prospect Vacant Exempt The option to add an active service to an account is restricted if the account's account class is 'Vendor,' or the acc...
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The Edit Service screen has been updated to always display the Service Days selection boxes, except when the frequency is set to on-call. Pathway: Accounts > Contracts and Proposals ...
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Enhancements have been made to track the user who created a refund request. This information can be viewed in the History tab of the new Edit Refund Request popup window, accessible by double-clicking the refund request in the Customer Service scr...
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A new Refund Request feature has been added to both the Customer Service screen and the Accounting module. Details about this feature, including setup, are outlined below. New Permissions Pathway: Setup > System > Permiss...
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Review the enhancements made to the Driver Timeline screen in Dispatch, as well as some of the updated views within Dispatch. Additional Items Added to Menu Options New selection options include: Set Driver Log In / Out Upon sel...
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An enhancement now supports the 'Every 2 Weeks' billing frequency, automatically creating the next billing cycle batch once the current one is marked 'Completed.' Pathway: Accounting > Billing ...
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Automatic Credit Hold Removal has been reverted to process only during the hour defined in the Account Class settings. Pathway: Setup > Account > Account Class > Status Management (tab) ...
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In the Add/Edit Active Service screen, if 'Frequency' and 'Days' did not match, the Save button was inactive without an explanation. The logic has been updated to display a message indicating that the Frequency does not align with the number of se...