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The 'Birthdate' field in the Add Contact screen has been removed. Pathway: Accounts > Search > Accounts ...
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An enhancement has been implemented in the Route selection drop down menu when creating an on-call order or editing a service record. Now, it displays the name of the default driver for the route alongside the route name. Pathway: ...
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Sorting logic has been implemented for the Start Date column in the Pending tab of the Route Management screen. Pathway: Operations > Route Management ...
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The Account Class filter in AR Aging Management has been enhanced to offer users the flexibility of selecting multiple account classes. Pathway: Accounting > AR Aging Management ...
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In the Billings Settings section of Add Site, for accounts with 'Bill By Site' enabled, the 'Bill to Selection' field will automatically default to 'Invoice Mailed to Account Address.' Pathway: Accounts > Add/Edit Site ...
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Last Updated: 05/03/2024
in Setup Home Setup - Other
The following article details the setup to define and limit what charge codes are added to different types of work orders. Permissions The following permissions apply: Permission ID Permission Name 24 Setup / Opera...
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Last Updated: 04/27/2024
in Setup Home Account Pathway: Setup > Account > Appointment Type Appointment Type Setup is used to create a list of appointment types a user can select from when creating an appointment for an account. Permissions The following permissions a...
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Last Updated: 04/26/2024
in Setup Home Setup - Other Pathway: Setup > Operations > Holiday Schedule Utilize the Holiday Schedule tool to create, schedule, and update holiday dates. Scheduled holidays appear on all customer calendars and the customer portal. The tool consists of two secti...
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Last Updated: 04/26/2024
in Setup Home Account Pathway: Setup > Account > Source Source Setup controls what displays for selection in the Source drop down field when a new account is created. Source identifies how an account originated and may help in future marketing and sales campaig...
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Last Updated: 04/26/2024
in Setup Home Account Pathway: Setup > Account > Generator Type The Generator Type Setup screen is used to establish classifications for the different categories of waste producers that a company serves. Permissions The following permission(s) a...