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A 'Service Description Display' drop-down field has been added to the Mobile tab of the Line of Business Setup screen. Pathway: Setup > Services > Line Of Business ...
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Within the 'Create Account' screen, Account Custom Properties and Site Custom Properties have been relocated to the bottom left of the screen. Pathway: Accounts > Add Accounts ...
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Last Updated: 07/25/2024
in Setup Home System Pathway: Setup > System > Reason Code The Reason Code Setup screen includes the reason codes used in different areas of the product to identify the purpose of an action. For instance, reason codes are used for on-call orders to identify wh...
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An issue has been resolved that prevented the loading of the Bill Batch Summary screen in Billing Analysis Window. Pathway: Accounting > Billing ...
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The following enhancements have been made to the Service Region Setup screen: Addition of a Division filter. A CSV export option was added. Addition of Search. Pathway: Setup > Services > Service Region ...
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Last Updated: 07/24/2024
in Setup Home Operations
Pathway: Setup > Operations > Route Route Setup establishes the routes used for servicing sites. Active routes display in Dispatch and Active Dispatch once a service record has been assigned. Permissions The following pe...
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In the Add/Edit Route, users can now specify default trucks and drivers for each day of the week. Additionally, a Default Description field has been added, allowing users to include a label that will appear in parentheses after the route name in Dis...
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The date format on the Recent Activity and Sales Rep homepages now includes the year. Pathway: Homepage ...
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A new default setting, 'Per Invoice Fee', is available in the Account Class setup screen that will be visible on the Customer Service screen and in Edit Account when configured. Account Class Setup - Finance Charges and Other Fees New Def...
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Last Updated: 07/23/2024
in Setup Home Operations
Pathway: Setup > Operations > Work Type Event Class Permissions The following permissions are required to add and edit work type event class: Permission ID Permission Name 24 Setup \ Operations ...