New Articles

  1. Accounts - Logic Updated for Posted/Billed Service Records (15222)

    Created On: 05/18/2023 in Release Notes Home Release 69 Accounts - 69 Release
    Edit logic has been updated to Service Record Details for service records in a posted or billed status. If the posting status is 'Posted' or the work order billed, the following applies: All fields are disabled for edits Service Record Charge...

  2. Customer Portal - Account Sort Order Updated (14903) [Enhancement]

    Created On: 05/17/2023 in Release Notes Home Release 69 Customer Portal - 69 Release
    Account sorting logic has been updated for all account drop down lists in the Customer Portal to sort by Account ID. Pathway:  Customer Portal  ...

  3. Customer Portal - Tracking Numbers Updated in Recent Services and Service History (14921)

    Created On: 05/17/2023 in Release Notes Home Release 69 Customer Portal - 69 Release
    Previously, when viewing Recent Services and Service History, the tracking number was only partially displayed. Logic has been updated to increase the character display to 18 characters.  If a tracking number is longer than 18 characters, hover yo...

  4. Send Bulk Emails

    Created On: 05/16/2023 in Database Home
    Pathway:  Database > Send Bulk Emails The Bulk Email screen is used to send large email campaigns to a select customer group using group filters. This tool requires the selection of a Notification Template. Notification templates are create...

  5. Accounts - Edit Service Record From Posted Back To Pending (15217)

    Created On: 05/15/2023 in Release Notes Home Release 69 Accounts - 69 Release
    Previously, an issue occurred  that prevented a user from reverting a work order's status back to Pending  once it was posted.  This has been fixed. Pathway:  Accounts > Search > Work Order/Invoice/Reference/PO ...

  6. Sales - Corrected Error Related to 'Reason Code %' Commission Rule (15195)

    Created On: 05/12/2023 in Release Notes Home Release 69 Setup - 69 Release
    Previously, an error was produced when attempting to save Commission Rule Parameter 'Reason Code %' if the Contract Term Months field did not have an entry. This has been fixed to be an optional field. Pathway: Setup > Sales > Commis...

  7. Site Inventory - Add/Edit Truck Field Updates (15241) [Enhancement]

    Created On: 05/11/2023 in Release Notes Home Release 69 Accounts - 69 Release
    The following changes have been applied to the Add/Edit Truck screen in Site Inventory: Speed UOM  has been removed. Volume Capacity and Weight Capacity along with their UOM fields are no longer required to save. Pathway: Ac...

  8. Document Formats - Naming Updates (15200)

    Created On: 05/11/2023 in Release Notes Home Release 69 Setup - 69 Release
    The Proposal Type Setup screen in Setup > Document Formats > Type has been renamed to 'Document Type Setup'. Naming was also updated to the customer service documents to relate them back to the setup screens.  Pathway:  Setup > Docume...

  9. Billing - Link To Auto-Pay Batch Not Display Batch Record When Clicked (15185)

    Created On: 05/11/2023 in Release Notes Home Release 69 Accounting - 69 Release
    An issue has been resolved in the Billing screen that prevented the auto-pay batch from displaying when the batch link was selected from the Auto-Pay section.  Pathway:  Accounting > Billing ...

  10. Dispatch - Disposal Location Field Not Displaying all Available Locations (15216)

    Created On: 05/10/2023 in Release Notes Home Release 69 Operations - 69 Release
    An issue has been resolved that prevented the Disposal Location field from displaying all the disposal locations available to the route's division. Pathway:  Operations > Dispatch > Double Click on Route  ...
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