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The logic for removing an account from a credit hold status has been enhanced to run on an hourly basis instead of daily. Pathway: Accounts > Search > Accounts ...
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The Customer Portal's Service Map has been improved to include both the Service Point and Site Location pins. When hovering over either pin, a tool tip displays showing the inventory information for the service. Pathway: Customer Portal...
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Previously, when attempting to send an email payment receipt from the customer's AR History, the system would stall and not send. This has been resolved. Pathway: Accounts > Search > Accounts ...
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To meet regulatory reporting requirements for New York, two new fields have been added to the BIC Profile tab in the Edit Site screen. Field: Contract Type Selection Options: Written Oral Field: Other Financial Requirements Selection...
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We have fixed an issue that was causing the user's name to not display in the "Created By" field when adding a new credit card to an account. Pathway: Accounts > Search > Accounts ...
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Previously, posting status information was incorrectly aligned causing it to display under the Exception Reason field instead of under the Posting Status field. This has been corrected. Pathway: Accounts > Search: Work Order ...
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Created On: 05/26/2023
in Accounts Home Account Menu Pathway: Accounts > Search: Account > Account Menu > Send Email In the account menu drop-down of the Customer Service screen, the Send Emai l feature allows users to directly email account contacts or others for reasons regarding their...
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Created On: 05/25/2023
in Setup Home Sales Pathway: Setup > Sales > Competitor Use the Competitor Setup tool to enter competitor details that can be used in lead and prospect tracking dashboard tools. Add a New Competitor When new competitor information is added, i...
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The issue that prevented stop removal from both the Route Dispatch Map and the Services List in Dispatch has been resolved. Route Dispatch Map Create a radius around the locations you want to remove from the route. Right click anywhere within...
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AR History has been updated to include the option to email or print payment refunds. Using the same method as other payment receipts, right-click on the desired payment refund and select either Email or Print Receipt . Pathway: Acc...