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Import Matrex Scale Tickets is a specific import designed for third-party integration. A new import option, 'Import Matrex Scale Tickets,' has been added to the Database module. To import, the following is required: The file must be in CSV f...
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Review the enhancements made to the Driver Timeline screen in Dispatch, as well as some of the updated views within Dispatch. Additional Items Added to Menu Options New selection options include: Set Driver Log In / Out Upon sel...
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Warning Message Removed Previously in AR Payment Batch, a warning message would display if the searched account did not match the batch's division. With this update, the warning message has been removed. ...
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In an account's Waste Profile, the 'Add Attachment' popup has been updated to remove the 'Type' selection box. Pathway: Accounts > Photos, Attachments, Purchase Orders and Waste Profiles ...
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An issue has been resolved in the Customer Portal that prevented the credit card fee from being calculated into the payment total. ...
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The option to add an active service to a site is restricted if the site's status is: Inactive Prospect Vacant Exempt The option to add an active service to an account is restricted if the account's account class is 'Vendor,' or the acc...
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The Edit Service screen has been updated to always display the Service Days selection boxes, except when the frequency is set to on-call. Pathway: Accounts > Contracts and Proposals ...
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Enhancements have been made to track the user who created a refund request. This information can be viewed in the History tab of the new Edit Refund Request popup window, accessible by double-clicking the refund request in the Customer Service scr...
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Last Updated: 10/09/2024
in Operations Home
Pathway: Operations > Active Dispatch The Active Dispatch screen enables dispatch operators to manage routes more efficiently. Users can utilize drag-and-drop functionality to assign unassigned work orders to routes, transfer assigned wo...
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In the Add/Edit Active Service screen, if 'Frequency' and 'Days' did not match, the Save button was inactive without an explanation. The logic has been updated to display a message indicating that the Frequency does not align with the number of se...