Updated Articles

  1. Operations - Phone Field Formatting Updated (14826)

    Formatting to phone fields in both the Add and Update Disposal / Ship Location  editors   have been updated.  Pathway: Setup > Operations > Disposal / Ship Location ...
  2. Operations - View Link Added to Disposal/Ship Location Setup (14843)

    A 'View' link option has been added to the Disposal / Ship Location Setup screen to view a signature if one has been attached. Signatures are attached in the ' Add Disposal / Ship Location' or 'Update Disposal / Ship Location' screens. ...
  3. Service Record - Charges Tab Relocated (14865) [Enhancement]

    The Charges tab on the Service Record has been moved to the first position in the Service Detail tab set.  Pathway: Accounts > Search > Work Order ...
  4. Analysis Reports - Added Columns to 'Sales Results Net New' Report (14802) [Enhancement]

    Upon export to Excel, the following columns were added to the Sales Results Net New report: Proposal Format Contract Term Months Contract Renewal Term Months Old Rate Per Cubic Yard New Rate Per Cubic Yard Columns were added to the Sales Re...
  5. Customer Service - Services Grid Updates (14799) [Enhancement]

    The Service History grid on the Customer Service screen has been updated with the following: The Qty field has been renamed to 'Service Qty'. A new column, 'Charge Qty' has been added . Pathway: Accounts > Account (Customer Service Scr...
  6. Format 13 Postcard Removed from Core (14837)

    Format 13 (postcard) has been removed from the core product and will now be available as a custom install.
  7. AR History - Print Memo Format Updated (14783) [Enhancement]

    The following enhancements have been applied to the Print Memo format: Column header formatting updated to all caps. Total column renamed to 'Amount' and currency symbol added. Currency symbol added to values displayed in the Total row. Descr...
  8. Accounting - Adjustment History and Pending Approval

    The following enhancements have been added to the Pending and History tabs in the Adjustment History and Pending Approval tool.  Pending Tab Edit link added to edit the credit amount request. When Edit is selected the Invoice Adjustment screen di...
  9. AR History - Option to Email Credit Memo Available (14782) [Enhancement]

    Email has been added to the right click options for Credit Memos. Notification Template setup is recommended but not required to use this feature. If no template is created, the Credit Memo will be attached to the email with a basic subject an...
  10. Add Site - Unable to Add a New Site (14769)

    Previously, an issue was found that prevented a site from being created upon save and 'Continue' selected from the Duplicate Accounts screen. This has been fixed.  Pathway: Accounts > Accounts Screen  ...