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The tooltip that displays for nearby service locations to a searched location has been updated to include its Service Region and Tax Region information. Pathway: Accounts > Search ...
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To improve keyboard compatibility, minor changes are being made to various screens. These changes include adjustments to fields with drop-down time entry selections and numeric fields that previously used +/- arrows. In the image example a...
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An update has been implemented across multiple screens with user dropdown lists, now showing the user's title and department next to their name. ...
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Enhancements have been made to Customer Service, AR History, Permissions, and other areas to expand rebate check prepayment, providing better support for refund scenarios. Customer Service Screen In the Menu dropdown, 'Rebate C...
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An issue has been resolved that allowed the Expiration Credit Card Notification to be sent to emails of inactive accounts. If an account is inactive it will no longer receive the notification. Pathway: Accounts > Search > Account ...
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Last Updated: 08/23/2023
in Setup Home Sales Pathway: Setup > Sales > Lead Source The Lead Source Setup screen includes a pre-populated list of lead sources that are used to identify how a lead originated when it is created for a potential sale. Additionally, this screen offers the f...
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Logic has been updated to the Per Unit Rate field for Manual Charges and Active Services to allow users to enter a 7 digit rate. Previously, anything over 999,999 was not supported and an error message would display. Pathway: Accounts >...
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Previously, the tax verification process did not acknowledge taxes with a 0% tax rate and showed them as missing in the Tax Results screen. Logic has been updated to recognize the 0% tax rate as an "Exact" match. Pathway: Accou...
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The following changes have been applied to the Create Invoice screen and the permission it includes: The 'Create Invoice' screen has been renamed to 'Preview Invoice.' The permission logic for the 'Generate Invoice' button has been updated. If ...
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Payment receipts have been modified to include the Authorization Code below the Payment Method. Pathway: Accounts > Search > Account (Customer Service) > AR History Release Version: 69 ...