Popular Articles

  1. Site Details - Add Site Inventory (15097)

    Last Updated: 04/14/2023 in Release Notes Home Release 69 Accounts - 69 Release
    Previously, an issue caused an error message to be produced when attempting to add and save a Site Inventory record. This has been resolved. Pathway:  Accounts > Search > Accounts (Customer Service Screen) > select Display Inventory ...

  2. Accounts - Creating On Call Order and Route Selection is Changing to Destination (15100)

    Last Updated: 04/19/2023 in Release Notes Home Release 69 Accounts - 69 Release
    An issue has been resolved in the Create On Call Order screen that caused the Route drop down to change to 'Destination' if the selection from Order Type allowed disposal entry.   Pathway:  Accounts > Search > Account (Customer Service S...

  3. Dispatch - Edit Route Record Downtown (15189)

    Last Updated: 05/09/2023 in Release Notes Home Release 69 Operations - 69 Release
    Logic has been updated to the Reason Code drop down field, in the Add Downtime editor, to only display reason codes designated as 'Down Time'.  Pathway:  Operations > Dispatch ...

  4. AR History - Email Receipt (15261)

    Last Updated: 05/24/2023 in Release Notes Home Release 69 Accounts - 69 Release
    Previously, email payment   receipts and   refund  receipts in   AR History were labeled as ' Credit Card Receipt Email ', regardless of the actual transaction type. This has been renamed to 'Email Receipt'. Pathway:  Accounts > ...

  5. NavuNav (Android) - Unable to Exit Contact List (15795)

    Last Updated: 09/20/2023 in Release Notes Home Release 70 NavuNav
    The issue that prevented users from using the back button to exit the Contacts screen has been resolved. Pathway: NavuNav > [Select] Contacts Icon ...

  6. On Call Orders - Service Code Resets When Scheduled Date Updated (15953)

    Last Updated: 10/24/2023 in Release Notes Home Release 71 Accounts - Release 71
    Previously, if a user created an on call order, and changed the Schedule Date after the Service Code field was populated, the service code is removed. This has been resolved. Pathway:  Accounts (Customer Service Screen) > Create On Call...

  7. Invoice Format Improvements for Format 12 (16059)

    Last Updated: 11/28/2023 in Release Notes Home Release 71 Accounts - Release 71
    The position and placement of the recipient address for invoice Format 12 has been improved to display within an envelope's window dimensions. Pathway:   Search - Invoice ...

  8. Dispatch - Sort Updated to Route Sheet Format 7 (16423) [Enhancement]

    Last Updated: 02/28/2024 in Release Notes Home Release 72 Operations - Release 72
    Route Sheet Format 7 has been enhanced to display work orders in the sequence assigned in the Services List in Dispatch. Pathway: Operations > Dispatch ...

  9. Billing (Accounting) - Logic Updated to Email Notifications (16645, 16659)

    Last Updated: 04/22/2024 in Release Notes Home Release 72 Accounting - Release 72
    An issue has been resolved in Billing Batch that prevented email notifications from being sent to Billing Contact 2 on an account. Performance has also been enhanced when opening the Notification Summary screen for batches containing a high volume...

  10. AR Payment Batch (Accounting) - F5 Refreshing Screen For Windows Users (16930)

    Last Updated: 06/20/2024 in Release Notes Home Release 73 Accounting - Release 73
    Previously, when using the F5 shortcut to open the Search Accounts/Sites in the AR Payment Batch screen on a Windows system, the F5 key would also refresh the page. This issue has been resolved so that the page no longer refreshes when the F5 shor...
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