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The Current tab in Route Management has been updated to use auto-save logic when a route is updated. This replaces the previously available 'Save Routing Change' button. After edits are complete, select the 'Post Routing Change' button and the c...
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The Customer Portal's Service Map has been improved to include both the Service Point and Site Location pins. When hovering over either pin, a tool tip displays showing the inventory information for the service. Pathway: Customer Portal...
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Last Updated: 06/06/2023
in Setup Home Operations Pathway: Setup > Operations > Material Type Material Type identifies the various types of waste collected and is essential for safe transportation and destruction. Add Material Type Field Descriptions Fields Descriptions...
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Previously, posting status information was incorrectly aligned causing it to display under the Exception Reason field instead of under the Posting Status field. This has been corrected. Pathway: Accounts > Search: Work Order ...
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Previously, when attempting to send an email payment receipt from the customer's AR History, the system would stall and not send. This has been resolved. Pathway: Accounts > Search > Accounts ...
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The logic for removing an account from a credit hold status has been enhanced to run on an hourly basis instead of daily. Pathway: Accounts > Search > Accounts ...
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The issue that prevented stop removal from both the Route Dispatch Map and the Services List in Dispatch has been resolved. Route Dispatch Map Create a radius around the locations you want to remove from the route. Right click anywhere within...
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Edit logic has been updated to Service Record Details for service records in a posted or billed status. If the posting status is 'Posted' or the work order billed, the following applies: All fields are disabled for edits Service Record Charge...
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We have fixed an issue that was causing the user's name to not display in the "Created By" field when adding a new credit card to an account. Pathway: Accounts > Search > Accounts ...
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To meet regulatory reporting requirements for New York, two new fields have been added to the BIC Profile tab in the Edit Site screen. Field: Contract Type Selection Options: Written Oral Field: Other Financial Requirements Selection...