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The error users were encountering in Process Auto Apply has been resolved with the recent logic updates. Additional improvements were made that include a 'Success' message when a small job completes, and a separate message informing them that "Auto ...
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A new Health Score view option has been added to the Dispatch screen. In addition, when viewing routes in Standard and other views, a color coded Health Score status indicator displays next to each route. Hovering over the indicator will display par...
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A new screen 'Exception Analysis' has been added to the Sales module in Core. Exception Analysis is used for internal sales purposes to review accounts that have had repeated service exceptions and identify if a new service, or change in service, s...
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Last Updated: 06/23/2023
in Sales Home Exception Analysis Pathway: Sales > Exception Analysis The Exception Analysis screen is used for internal sales purposes to review accounts that have had repeated service exceptions and identify if a new service, or change in service, should be offered. ...
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Invoice Format A has been modified to exclude the AR Aging Buckets from view for bill-by-site accounts. Pathway: Accounts > Search > Accounts ...
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An Enhancement has been made to the Route Productivity view in Dispatch to allow users the ability to record truck mileage when a mileage record does not exist. To support this, new 'Start Time' and 'End Time' fields were added to the Add Mileage e...
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Last Updated: 06/22/2023
in Sales Home Leads Analysis Pathway: Sales > Leads Analysis The Leads Analysis screen provides sales managers the ability to sort and review lead data in multiple formats. This screen consists of two grids: the upper grid provides a summary of leads and the lower ...
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Format improvements have been applied to the Core format document used for Destruction Manifest. ...
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The previous issue that prevented the removal of credit hold status from accounts without past due invoices has been resolved. Pathway: Accounts > Search > Accounts ...
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A new 'Origin' field has been added to Add Account , and Add/Edit Site to record. If the account is created with an origin assigned, the Origin field will auto populate in the Add Site screen when a new site is created. Pathway: A...