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A recent update has been implemented to incorporate the Emergency Response Message into the standard manifest format. This message can now be included by entering it in the 'Emergency Response Message' field found within the Transporter Setup. ...
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A prior issue that prevented the processing of rate update batches, causing them to remain in an "In Progress" status, has been resolved. Pathway: Sales > Rate Update Batches ...
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Previously, when a rate was modified using Rate Update Batches, the Change History for a service on an account did not reflect the updated rate. This has been resolved. Pathway: Accounts > Search: Accounts > right click on a service and...
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A new "Optimization Override" field has been added in the "Start Route Optimization" feature of Dispatch. This field allows users to override both the Line of Business route optimization settings and RouteSmart's route optimization settings. If the ...
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Last Updated: 06/13/2023
in Setup Home Operations Pathway: Setup > Operations > Transporter The Transporter Setup page is used to add all the transporting options needed to complete Services. Add Transporter Field Descriptions Field Descriptions Name Re...
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The following enhancements have been applied to payment processing for accounts: A printer icon has been added to the left of each invoice to preview and print. An Apply check box has been added for each invoice. When checked, the Pay ...
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Previously when printing a proposal for an account that included a No Charge Qty, the No Charge Qty was not displaying when the proposal was printed. This has been resolved. Pathway: Accounts > Search: Quotes & Contracts ...
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Rate Update Batch has been updated to display 'selected' behind the selection value at the bottom of the screen to indicate the amount of records currently selected. Previously, 'pending' displayed after the value. Pathway: Sales >...
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Previously an issue occurred with the Credit Hold Notification Template that prevented it from sending when an account was placed on credit hold. This has been resolved. Only the billing contacts for an account will receive a notification when a cr...
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Previously, customer accounts with credit card fee disabled were still being charged when processing using Auto Pay. This has been fixed. Additionally, 'Exclude From Credit Card Fee' has been renamed to 'Exclude From Payment Processing' in the E...