New Articles

  1. Sales Management - Update Reason/Commission Reason Codes (15131)

    Created On: 04/21/2023 in Release Notes Home Release 69 Sales - 69 Release
    Previously, when reviewing sales in Sales Management, when a user wanted to update the Reason Code in the 'Update Reason/Commission' popup editor, (opens upon double-clicking on a sale) a list of reason codes did not populate. This has been fixed. ...

  2. Unapplied Management - Retain Grid Position Upon Returning to Screen (14302) [Enhancement]

    Created On: 04/20/2023 in Release Notes Home Release 69 Accounting - 69 Release
    The Unapplied Management screen has been improved to return the user back to the same location in the list after clicking on the customer and viewing the Customer Service screen.  Pathway:  Accounting > Unapplied Management  ...

  3. Customer Portal - Payment Receipt Timestamp Removed (15145)

    Created On: 04/20/2023 in Release Notes Home Release 69 Customer Portal - 69 Release
    The timestamp that previously displayed after the date on the Portal Payment Receipt has been removed. Pathway:  Customer Portal ...

  4. Rate Update Batch - Column Changes (15132)

    Created On: 04/20/2023 in Release Notes Home Release 69 Sales - 69 Release
    The following changes have been applied in the Rate Update Batch tool: Created Date column has been updated to display the time below the date. Date was also updated to display as a 2 digit year.   Posted Date was updated to display the year ...

  5. Billing - One Time Fee Per Invoice Added as Billing Option (14180)

    Created On: 04/20/2023 in Release Notes Home Release 69 Accounting - 69 Release
    A new late fee billing option 'One Time Fee Per Invoice'  has been added to the Finance Charge Type field in Account Class. Pathway:  Setup > Account > Account Class ...

  6. Accounts - Service Record Disposal Entry Ticket (15099)

    Created On: 04/20/2023 in Release Notes Home Release 69 Accounts - 69 Release
    Previously,  when a user added a disposal record in the Disposal tab, it was not displaying on the work order until the user closed and reopened it. This has been fixed.  Pathway:  Accounts > Search > Accounts ...

  7. Accounts - Invoices Listed On The Receipt (15049)

    Created On: 04/19/2023 in Release Notes Home Release 69 Accounts - 69 Release
    An issue has been resolved that prevented payment receipts from displaying the invoices payment was applied to.  Pathway:  Accounts > Search > Accounts (Customer Service Screen) > AR History ...

  8. Attachments - Count Bubble Not Displaying For Blanket Purchase Orders Tab (15128)

    Created On: 04/19/2023 in Release Notes Home Release 69 Accounts - 69 Release
    Previously, the red bubble count was not displaying for the Blanket Purchase Orders tab and was also not reflected on the paperclip icon. This has been fixed. Pathway:  Accounts > Search > Accounts (Customer Service Screen) > click Attac...

  9. Dispatch - Display of Lunch Hours in Services List (15035)

    Created On: 04/19/2023 in Release Notes Home Release 69 Operations - 69 Release
    An issue has been resolved with the display of lunch hours in the Services List screen. Lunch hours display upon hovering over the site if lunch hours were created. Pathway: Operations > Dispatch > Services List ...

  10. Accounts - Separate Fields For PO Number and Tracking Number (15118)

    Created On: 04/19/2023 in Release Notes Home Release 69 Accounts - 69 Release
    To better track and correct where the PO Number and Shipping Tracking ID populated into work orders in Core (when created in Account Portal) the 'PO Number/Shipping Tracking ID' field has been separated into two fields.  Pathway:  Custom...
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