Updated Articles

  1. Lead Source

    Last Updated: 08/23/2023 in Setup Home Sales
    Pathway:  Setup > Sales > Lead Source The Lead Source Setup screen includes a pre-populated list of lead sources that are used to identify how a lead originated when it is created for a potential sale. Additionally, this screen offers the f...

  2. Manifest Consolidation - Manifest Not Printing Details (15653)

    Last Updated: 08/23/2023 in Release Notes Home Release 69 Operations - 69 Release
    An issue has been resolved that prevented the summary of waste from printing on the Consolidation Manifest.  Pathway: Operations > Manifest Processing > Manifest Consolidation > right click - Print Manifest ...

  3. Rate Update Batch - Exclude service from Update Batch If User Manually Edits Service (15633) [Enhancement]

    Last Updated: 08/22/2023 in Release Notes Home Release 69 Sales - 69 Release
    Rate Update Batch has been updated to display an error if a site included in the batch update has a future services change. Hover over the record to display the tooltip for the error.  Pathway:  Sales > Rate Update Batch ...

  4. Disposal Detail

    Last Updated: 08/22/2023 in Reporting Home Standard Reports Disposal Reports
    Pathway:  Reports > Standard Reports > Operations > Disposal Detail Run the Disposal Detail report to review an itemized breakdown of total disposal costs for a customer within a specified date range and the selected filter parameters. De...

  5. Bulk Email - New Filters For Line Of Business, Service Code, and Material (15169) [Enhancement]

    Last Updated: 08/22/2023 in Release Notes Home Release 69 Database - 69 Release
    The following filter options have been added to the Bulk Email tool for the Site Active Services entity:  Line Of Business  Service Code  Material Type Pathway:  Database > Send Bulk Email ...

  6. Dispatch (Services List) - Productivity View Added (14163) [Enhancement]

    Last Updated: 08/22/2023 in Release Notes Home Release 68 Operations - 68
    A new "Productivity" option has been added to the view drop down on the Services List screen in Dispatch.   Pathway:  Operations > Dispatch ...

  7. Accounts (Service Record) - Update to Add State ID to Source Location Tab (14899) [Enhancement]

    Last Updated: 08/22/2023 in Release Notes Home Release 68 Accounts - 68 Release
    An enhancement has been made to add State ID to the Source Location tab in the Service Record. In addition, the Source Location search box has been expanded to include the ability to search by State ID. Pathway:  Accounts > Search > A...

  8. Reports (Standard - Disposal Detail) - New Parameters Added (15327) [Enhancement]

    Last Updated: 08/22/2023 in Release Notes Home Release 69 Reports - 69 Release
    Two new parameters "Weight Summary Unit" and "Volume Summary Unit" have been added to the Disposal Detail report as required fields. In addition, the "LOB" parameter has been modified to display as "Line of Business."  Pathway:  Reports ...

  9. Customer Portal - Logic Update to Display of Total Due (15144) [Enhancement]

    Last Updated: 08/22/2023 in Release Notes Home Release 69 Customer Portal - 69 Release
    Logic has been update to the Account Balance Due that displays in the Customer Portal to exclude the Unapplied Payments/Credits amount. Pathway: Account Portal > Make a Payment ...

  10. Inactivity Daily Rental Fee Setup

    Last Updated: 08/21/2023 in Setup Home Services
    The following article details the process of setting up an inactivity rental fee to charge on-call services with. Each section outlined below is a required part of setup and includes a description and link to the full documentation it relates to. ...
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