Updated Articles

  1. Customer Service (Calendar & Services Grid) - Photo Icon Visible for Any Service Record with Photos (15203, 15204) [Enhancement]

    Last Updated: 05/10/2023 in Release Notes Home Release 69 Accounts - 69 Release
    Previously, when a service record included a photo, the photo icon only displayed on the Calendar and in the Service History grid for Exceptions. Logic has been updated to display the icon for all service records a photo has been uploaded to. ...

  2. Dispatch - Disposal Location Field Not Displaying all Available Locations (15216)

    Last Updated: 05/10/2023 in Release Notes Home Release 69 Operations - 69 Release
    An issue has been resolved that prevented the Disposal Location field from displaying all the disposal locations available to the route's division. Pathway:  Operations > Dispatch > Double Click on Route  ...

  3. Proposals - 'Disposal' Label Renamed (15206) [Enhancement]

    Last Updated: 05/10/2023 in Release Notes Home Release 69 Accounts - 69 Release
    The 'Deposit' field in the Settings tab of Proposals and Agreements has been renamed to  'Payment Required At Customer Signature'.  Pathway: Accounts > Search - Quotes and Contracts ...

  4. Account Requests - Logic Updated for Text Notifications (15173)

    Last Updated: 05/10/2023 in Release Notes Home Release 69 Home - 69 Release
    Logic was updated to Account Requests to send a text message notification to the Sales Rep on the account when a request is received from the Customer Portal. A text message is also sent to any user a request is reassigned to. This follows similar t...

  5. Bill Batch - Send Notification Logic Updated (15159)

    Last Updated: 05/10/2023 in Release Notes Home Release 69 Accounting - 69 Release
    The following logic has been updated to the tabs on the Billing screen: Pending and In Process - The 'Send Notifications' right-click option has been restricted to only display for batches in a Posted status. History - The 'Resend Notifications' ...

  6. Accounts - Disable Service Location Map For Sites That Aren't Geocoded (14278)

    Last Updated: 05/10/2023 in Release Notes Home Release 69 Accounts - 69 Release
    A change has been made to disable the Service Location Map button in Service Agreements for sites that are not geocoded. Pathway:  Accounts > Search > Accounts > Service Agreements ...

  7. Service Code - Work Type Event Class Cleared Out Upon Save (15212)

    Last Updated: 05/10/2023 in Release Notes Home Release 69 Setup - 69 Release
    An issue has been resolved in Add/Update Service Code that was causing the Work Type Event Class field to clear out when the Enable Routing field was updated and saved. This has been fixed.  Pathway:  Setup > Services > Service Code   ...

  8. Customer Portal - Added Default Option For Service Record Photos (15176)

    Last Updated: 05/10/2023 in Release Notes Home Release 69 Customer Portal - 69 Release
    A update has been made to Account Class Setup to include an option to automatically display service photos on the Customer Portal. The default setting for this option is 'Yes'. Pathway:  Setup > Account > Account Class; Customer Porta...

  9. Accounts - Work Type Set to 'Create One Service Record Per Qty' Issue Resolved (14472)

    Last Updated: 05/09/2023 in Release Notes Home Release 69 Accounts - 69 Release
    Previously, work types set to create one service record per quantity continued to create only one service record for all quantities. This has been fixed.  In Work Type Event Setup, if ' Create One Service Record Per Qty ' is set to Yes ,...

  10. Rate Update Batch - Calculation For Months At Current Rate Incorrect (15129)

    Last Updated: 05/09/2023 in Release Notes Home Release 69 Sales - 69 Release
    Previously, the 'Months At Rate' calculations in Rate Update Batch were not calculating correctly. This has been fixed. Pathway:  Sales > Rate Update Batch  ...
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