New Articles

  1. Import User (Database) - New Import Feature Available (16879) [New Feature]

    Created On: 06/19/2024 in Release Notes Home Release 73 Database
    A new Import User option has been added to the Import tool in the Database module. Review the documentation linked to this article for file format requirements and other logic.  Pathway:  Database > Import > Import User Article: ...

  2. Add Lead (Accounts) - Ability to Clear Optional Fields Added (16923)

    Created On: 06/17/2024 in Release Notes Home Release 73 Accounts - Release 73
    An enhancement has been made to the Add/Edit Lead screen to allow users the ability to clear optional fields. Pathway: Accounts > Search > Accounts  ...

  3. Rate Update Batch (Sales) - Postal Code Added To Extended View and Export (16919)

    Created On: 06/17/2024 in Release Notes Home Release 73 Sales - Release 73
    Rate Update Batch has been updated to include a Postal Code column in the extended view for both the Service Charge Rate and Service Rate Update Batch screens, as well as in the export. Pathway: Sales > Rate Update Batch ...

  4. Notification Template (Setup)- New Template Added (16820) [New Feature]

    Created On: 06/17/2024 in Release Notes Home Release 73 Accounts - Release 73
    A new notification template 'Account Request Notification' has been added as an option to the Type drop down. The Account Request Notification  is sent to contacts who have their Account Request Notification setting set to 'Email' or 'Text Message...

  5. Bill Group Setup - Logic Changed To Minimum Invoice Amount Field (16843)

    Created On: 06/14/2024 in Release Notes Home Release 73 Setup - 73 Release
    The logic for the Minimum Invoice Amount field has been updated to trigger a past due notification if an individual invoice is past due by the specified amount. Previously, the system considered the total Accounts Receivable (AR) Aging for a site ...

  6. Database Query (Database) - Fields Added To Display Fields List (16927)

    Created On: 06/14/2024 in Release Notes Home Release 73 Database
    An enhancement has been made to add new fields to the Active Services Query selections. The following fields were added: Vendor Name, Vendor Rate, and  Vendor Site ID. Pathway:  Database > Database Query  ...

  7. Notification Template (Setup)- Inactive Templates Still Appearing Available For Use (16870)

    Created On: 06/14/2024 in Release Notes Home Release 73 Setup - 73 Release
    An issue has been resolved that allowed inactive notification templates to display for selection when sending out notifications such as emails. Pathway: Setup > System > Notification Template ...

  8. Document Format Setup (Setup)- Error Received When Adding New "Form" Format Type (16902)

    Created On: 06/13/2024 in Release Notes Home Release 73 Setup - 73 Release
    Previously, when adding a new Document Format using Form Type "Form" and attempting to save it, an error message would appear preventing saving. This issue has been resolved. Pathway: Setup > Document Formats > Format ...

  9. Invoice Notification Monitoring (Accounting) - Screen Enhancements (16921) [New Feature]

    Created On: 06/13/2024 in Release Notes Home Release 73 Accounting - Release 73
     An enhancement has been made to the Invoice Notification Monitori ng screen to include a Type column and Type filter.  Pathway:  Accounting > Invoice Notification Monitoring  ...

  10. Role Setup (Setup) - Add/Edit Role Screen Gets Stuck in Continuous Reloading (16904)

    Created On: 06/13/2024 in Release Notes Home Release 73 Setup - 73 Release
    Previously the Role Setup screen was getting stuck in a reloading loop after adding/editing a Role. This has been resolved. Pathway:  Setup > System > Role ...
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