New Articles

  1. Available Services - All Expected Charge Codes Displaying - (15595)

    Created On: 08/17/2023 in Release Notes Home Release 69 Setup - 69 Release
    Previously within Available Services Setup, the charge code selection was not showing all available charge codes. This has been resolved. Pathway:  Setup > Services > Available Services  ...

  2. User Location - User Drop Down Selections Displaying - (15323)

    Created On: 08/17/2023 in Release Notes Home Release 69 Sales - 69 Release
    A reported issue has been resolved that prevented the user names from displaying in the User drop down if "Hourly Breadcrumb" was selected for the Location Type.  Pathway:  Sales > Maps > User Location ...

  3. Accounts - Statement Email Link Presentation Enhancements (15613)

    Created On: 08/17/2023 in Release Notes Home Release 69 Accounts - 69 Release
    Previously,  an issue occurred on emailed account statements that caused a floating "0" to display under the address. This has been removed. Additionally, Past Due Balance has been corrected to display the past due amount. Previously this displayed ...

  4. Rate Update Batch - Rate Update Batch Details Added Grid View Enhancements (15553, 15565)

    Created On: 08/17/2023 in Release Notes Home Release 69 Sales - 69 Release
    Enhancements have been made within the Rate Update Batch Details that include:   Grid View was updated to include an "Extended" view option. When selected, additional columns such as Account ID, Account Name,  Account Class and Bill Group are ...

  5. Dispatch - Add Ability To Set Default Driver, Truck and Help (15559)

    Created On: 08/17/2023 in Release Notes Home Release 69 Operations - 69 Release
    An enhancement has been made within Dispatch, you can now set or update the default driver, truck or helpers when editing a route record.  If the assigned truck, driver or helpers differ from the route defaults the user now has the ability to select...

  6. Accounts - Edit Service Add Service Charge Saving Over Weight and Over Max Weight Rate - (15581)

    Created On: 08/16/2023 in Release Notes Home Release 69 Accounts - 69 Release
    An issue has been resolved that prevented the rates for Max Weight and Over Max from saving when a service charge was added to an existing active service.  Pathway:  Accounts > Search > Accounts ...

  7. Rate Update Batch - Exclude service from Update Batch If User Manually Edits Service (15633) [Enhancement]

    Created On: 08/16/2023 in Release Notes Home Release 69 Sales - 69 Release
    Rate Update Batch has been updated to display an error if a site included in the batch update has a future services change. Hover over the record to display the tooltip for the error.  Pathway:  Sales > Rate Update Batch ...

  8. New Account/Site Template - Sales Rep Field Added - (15604)

    Created On: 08/16/2023 in Release Notes Home Release 69 Setup - 69 Release
    An enhancement has been made to both New Account Template and New Site Template adding a field for Sales Rep.  Pathway:  Setup > Account > New Account/Site Template ...

  9. Bulk Email - New Filters For Line Of Business, Service Code, and Material (15169) [Enhancement]

    Created On: 08/16/2023 in Release Notes Home Release 69 Database - 69 Release
    The following filter options have been added to the Bulk Email tool for the Site Active Services entity:  Line Of Business  Service Code  Material Type Pathway:  Database > Send Bulk Email ...

  10. Generator Type Setup

    Created On: 08/14/2023 in Setup Home Account
    Pathway:  Setup > Account > Generator Type    The Generator Type Setup screen is used to establish classifications for the different categories of waste producers that a company serves. Permissions The following permission(s) a...
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