Updated Articles

  1. Work Orders - Notifications Not Sending for Work Orders Set to 'In Progress' (16387)

    The problem causing a service notification for certain work types not to be sent when updating the work order's status to 'In Progress' has been resolved. ...
  2. Sales (Maps) - Territory Manager Not Loading Data (16409)

    Previously, when a user filled out the filter fields in the Territory Manager map and selected 'Load Data,' nothing would load. This has been resolved. Pathway:  Sales > Maps > Territory Manager ...
  3. Accounts Screen - Improvement to 'Add Service Note' in Service Additional Fields Screen (16346) [Enhancement]

    The Services Notes section of the Service Additional Fields screen has been enhanced to open a new, separate 'Add Service Note' editor, which improves the process of adding service notes. Pathway: Customer Service Screen > Active Serv...
  4. Dispatch - Sort Updated to Route Sheet Format 7 (16423) [Enhancement]

    Route Sheet Format 7 has been enhanced to display work orders in the sequence assigned in the Services List in Dispatch. Pathway: Operations > Dispatch ...
  5. Dispatch - Route Sheet Format 5 Correction (16419)

    A previous issue was reported for Route Sheet Format 5 displaying the wrong WO# for a site. This has been resolved. Pathway: Operations > Dispatch  ...
  6. Customer Portal - 'Maximum Payment Amount' Field Displayed When Not Enabled (16420)

    Previously, even when the 'Enable Auto Pay Max Amount' setting in System Options Setup was set to 'No,' the option remained visible on the Customer Portal. This issue has been resolved. Pathway:  Setup > System > System Options ...
  7. Database Query - 'Between' Operator Not Working for Timestamp Fields (16417)

    A fix has been applied to the "Between" operator in Database Query that previously caused an error for time and date fields. Pathway:  Database > Database Query ...
  8. Accounts - Site Tax Region Producing HTTP Status 500 Error (16412, 16421)

    An issue that was producing an HTTP Status 500 error has been resolved to the Tax Region field when selecting the red " ! " mark. ...
  9. Add Manual Charge

    Pathway: Accounts > Search > Accounts Manual charges provide flexibility to apply additional fees to a site for reasons such as special requests, extra materials, and miscellaneous expenses. Permissions The following permiss...
  10. Default Bill Group - Setup Not Being Followed For New Added Accounts (16406)

    The default bill group established in the Default Bill Group Setup was not being retrieved when adding a new account with matching Account Division and Account Class. Pathway: Setup > Accounting > Default Bill Group ...