Updated Articles

  1. Leads Analysis

    Last Updated: 06/22/2023 in Sales Home Leads Analysis
    Pathway:  Sales > Leads Analysis The Leads Analysis screen provides sales managers the ability to sort and review lead data in multiple formats. This screen consists of two grids: the upper grid provides a summary of leads and the lower ...

  2. Operations - Destruction Manifest Document Updates (15386) [Enhancement]

    Last Updated: 06/22/2023 in Release Notes Home Release 69 Operations - 69 Release
    Format improvements have been applied to the Core format document used for Destruction Manifest. ...

  3. Accounts - Credit Hold Removal (15326)

    Last Updated: 06/21/2023 in Release Notes Home Release 69 Accounts - 69 Release
    The previous issue that prevented the removal of credit hold status from accounts without past due invoices has been resolved. Pathway:  Accounts > Search > Accounts ...

  4. Accounts - New Origin Field Added to Create Account and Add/Edit Site (15137) [Enhancement]

    Last Updated: 06/21/2023 in Release Notes Home Release 69 Accounts - 69 Release
    A new 'Origin' field has been added to Add Account , and Add/Edit Site to record. If the account is created with an origin assigned, the Origin field will auto populate in the Add Site screen when a new site is created. Pathway:  A...

  5. Accounts - Term Field Updates for Prepayments (15242)

    Last Updated: 06/20/2023 in Release Notes Home Release 69 Accounts - 69 Release
    An enhancement has been made to the Term field in Add/Edit Account for prepayments. When the Prepaid option is selected for an account, the Minimum Prepaid Balance field becomes available and requires users to enter a balance greater than '0'.  ...

  6. Billing - Future Rate Increase Field Added to Billing Screen (15307)

    Last Updated: 06/16/2023 in Release Notes Home Release 69 Accounting - 69 Release
    The Billing screen under Results now includes the 'Future Rate Increase' feature for affected accounts and sites following a rate update batch. By clicking the displayed number, users can access a list of customers included in the batch. Additionall...

  7. Standard Reports - New AR Reports Available (14778) [Enhancement]

    Last Updated: 06/16/2023 in Release Notes Home Release 69 Reports - 69 Release
    Two new report types have been added to AR Standard Reports. Aging Details To A Date  Aging To A Date Reports Added Pathway:  Reports > Standard Reports > AR > Aging Details To A Date ; Aging Summary To A Date ...

  8. Disposal Detail - Logic Updated to 'Ticket #' Column (15096)

    Last Updated: 06/16/2023 in Release Notes Home Release 69 Reports - 69 Release
    An enhancement has been made to include both internal and external ticket IDs within the disposal summary under Ticket #. Pathway:  Reports > Standard Reports > Operations > Disposal Detail ...

  9. Account Class - Option to Disable Adding Stored Payment Method Added (15239) [Enhancement]

    Last Updated: 06/15/2023 in Release Notes Home Release 69 Setup - 69 Release
    A new field 'Disable Adding Account Payment Method'  has been added to the Credit Card/ACH section of the Portal/Payment Processing tab. When enabled, the ability to save payment methods in AR History and the Payments tab of a work order will be d...

  10. Bill Group - New Frequency Added (15237)

    Last Updated: 06/15/2023 in Release Notes Home Release 69 Setup - 69 Release
     A new  'Anniversary 30 Day' option has been added to the Frequency field in Add/Edit Bill Group.  Pathway:  Setup > Accounting > Bill Group ...
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