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An enhancement has been made to display scheduled holidays on the account's calendar. Holidays are added in Setup > Operations > Holiday Schedule . If a date includes more than one holiday, only the first holiday will display on the calendar in the...
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The Sales Rep drop down field in the Add/Edit Proposal screen has been updated to display the Sales Representative's title after their name. Pathway: Accounts > Search (Accounts) > Accounts (screen) ...
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Previously, an issue prevented the search feature in the Transfer Services tool from returning any results. This has been fixed. Pathway: Accounts > (Search Accounts and Select) > (Click Plus Icon and Select Transfer Services) > (Click Sea...
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Multiple modifications have been made to the AR History screen in the Accounts module. Modifications include: The Print icon has been replaced with a Statement drop down selector that includes options: Print Statement Email Statement Pri...
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Phone number formatting has been updated to accommodate non-US phone numbers. To change the format, click on the flag drop down and select the country the format should follow. This drop down selection displays for all phone number field locations. ...
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Previously, an issue was occurring when using the Edit Service Record tool switching between Parent and Child Work Orders. The issue has been fixed so now when the child work order is opened the parent closes and when the parent work order is opene...
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The Quotes and Contracts section located on the Accounts screen has been renamed to 'Orders, Quotes, and Contracts'. Pathway: Accounts > Search > Account (screen) > Section: Order, Quotes, and Contracts ...
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'Billing Phone' and 'Fax' entry fields have been moved to separate rows in the Edit Account screen. Pathway: Customer > Search > Customer Account screen (Right click edit account) ...
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Active Services View A new ' Broker w/ Properties' view has been added to the Active Services drop down. This view displays much of the same information as the ' Broker' view option, but does not include Start Date, End Date or Contract Expirati...
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Previously, an issue with the Contact field prevented users from assigning and closing tasks created by incoming text messages. This has been fixed and the following logic was updated for the Contact field: Contact is no longer a required field. ...