New Articles

  1. Account Requests - Logic Updated for Text Notifications (15173)

    Created On: 05/10/2023 in Release Notes Home Release 69 Home - 69 Release
    Logic was updated to Account Requests to send a text message notification to the Sales Rep on the account when a request is received from the Customer Portal. A text message is also sent to any user a request is reassigned to. This follows similar t...

  2. Service Code - Work Type Event Class Cleared Out Upon Save (15212)

    Created On: 05/09/2023 in Release Notes Home Release 69 Setup - 69 Release
    An issue has been resolved in Add/Update Service Code that was causing the Work Type Event Class field to clear out when the Enable Routing field was updated and saved. This has been fixed.  Pathway:  Setup > Services > Service Code   ...

  3. Dispatch - Modifications to Route Format 2 (15187) [Enhancement]

    Created On: 05/08/2023 in Release Notes Home Release 69 Operations - 69 Release
    Route Format 2 has been updated to include a list of Stops and Quantity based on Equipment Type.  Pathway:  Operations > Dispatch ...

  4. Context Help - Improved Sort Logic (15162)

    Created On: 05/06/2023 in Release Notes Home Release 69 Home - 69 Release
    Sort logic has been updated in Context Help   ( green  '?'  icon )  to display Help documentation first followed by Release Notes. Context Help limits  to only display documentation and release notes related to the screen being viewed. ...

  5. Accounts - Work Type Set to 'Create One Service Record Per Qty' Issue Resolved (14472)

    Created On: 05/06/2023 in Release Notes Home Release 69 Accounts - 69 Release
    Previously, work types set to create one service record per quantity continued to create only one service record for all quantities. This has been fixed.  In Work Type Event Setup, if ' Create One Service Record Per Qty ' is set to Yes ,...

  6. Service Code - New Weekly Bill Group Frequency (14918) [Enhancement]

    Created On: 05/05/2023 in Release Notes Home Release 69 Setup - 69 Release
    Bill group frequency and service frequency rules have been updated to accomodate a weekly billing cycle. Review the Setup and Logic listed below. Setup: Setup > Accounting >   Bill Group > Frequency field Added Weekly and Every 4 Wee...

  7. Dispatch - Edit Route Record Downtown (15189)

    Created On: 05/05/2023 in Release Notes Home Release 69 Operations - 69 Release
    Logic has been updated to the Reason Code drop down field, in the Add Downtime editor, to only display reason codes designated as 'Down Time'.  Pathway:  Operations > Dispatch ...

  8. Route Management (Current tab)- Import and Export Buttons Require 445 Permission (15197) [Enhancement]

    Created On: 05/04/2023 in Release Notes Home Release 69 Operations - 69 Release
    Permission 445 ( Import/Export Current Routes From Route Management)  has been added to Permission Setup to restrict user access to the Import/Export features on the Current tab of the Route Management screen (Operations). Import/Export buttons are ...

  9. Available Charge Codes - Charge Codes Not Sorting Alphabetically (15190)

    Created On: 05/04/2023 in Release Notes Home Release 69 Setup - 69 Release
    The Available Charge Code Setup screen has been updated to sort charge codes in alphabetical order. Pathway:  Setup > Services > Available Charge Codes  ...

  10. Dispatch - Error When Sending Notifications (15106)

    Created On: 05/04/2023 in Release Notes Home Release 69 Operations - 69 Release
    Previously, an error was returned when attempting to send route notifications. This has been fixed.  Pathway:  Operations > Dispatch
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