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The User Activity screen has been updated to better highlight activities with associated details. Clicking on an activity will display its details in the lower grid of the screen. Pathway: Accounts > User Activities ...
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The Period drop down in the Invoice Adjustment screen has been updated to show only the current period and the previous period, provided the previous period remains open. Pathway: Customer Service screen > AR History > [right-click on] ...
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The following updates have been made to Snoozed Alerts: Snoozed Alerts has been renamed to "Alert History." The Alert History screen has been split into two tabs: Snoozed Alerts : Displays alerts that have been snoozed. Alerts in this section...
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Created On: 01/08/2025
in Accounts Home
Service bundles are predefined groups of services tailored to specific geographic regions, ensuring customers see only the options available to their location. These bundles streamline the selection process and enhance user experience. Service bun...
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The following enhancements have been applied to the Services List screen: Left and Right-Click Enhancements Left-click anywhere within a row (that is not a link) and it will cause the selection of the row. Right-click ...
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The following division billing address information has been added to Account Statement notification template options: division.billingaddress.line1 division.billingaddress.line2 division.billingaddress.city division.billingaddress.state divisi...
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Previously, tiered pricing for a service code was cleared during a site service rate update batch if the service code for the site was modified. This issue has been resolved, and tiered pricing will remain visible and unchanged. Pathway...
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Created On: 01/07/2025
in Setup Home Services
Charge code tiered pricing is a flexible pricing strategy designed to offer varying pricing levels based on the quantity associated with a charge code. Setup for this pricing feature begins with configuring the charge code and is then further defi...
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Created On: 01/07/2025
in Database Home
Pathway: Database > Import > Import Account Notes; Import Site Notes The following article captures the requirements of importing account and site notes. Required Permissions The following permissions are required to acces...
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Two new import options—Import Account Notes and Import Site Notes—have been added to the Database module. These import options are visible only to authorized users. To support this feature, two new permissions have also been introduced. Review the...