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An issue has been resolved that prevented the division logo from printing on the services calendar in the Customer Portal. Pathway: Customer Portal > Current Services > select Print Calendar > select Print Icon ...
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Odometer UOM has been added to Truck Setup to support non-US distance UOMs. A selection here affects how the Start/End fields display in the Mileage Window in Dispatch (Route Productivity view > double click on the Truck / Mileage value). ...
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Logic has been updated to the Batch screen to clear the search value and the search result upon entry of a payment Amount and Type. Pathway: Accounting > AR Payment Batch ...
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Last Updated: 04/05/2023
in Sales Home Pipelines Pathway: Sales > Pipelines > Pipeline Summary The Sales Pipeline Summary screen displays a snapshot of data reported in the Sales Pipeline (Opportunities and Leads) dashboards . Use the filter options provided to review the data or,...
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A 'Bill Zero Amount' billing setting has been added to Service Code setup. Options for this setting include 'Yes' or 'No'. Pathway: Setup > Services > Service Code Version: 68 ...
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Last Updated: 04/04/2023
in Sales Home Pathway: Sales > Contract Expiration Contract Expiration is a loss prevention tool used by sales to monitor customer contract expiration dates. The Contract Expiration screen is divided into two grids; the top grid displays a summary of co...
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Values displayed under the Invoice Adjustment Limit and Adjustment Approval Limit columns of the Role Setup screen have been modified to display as currency. Pathway: Setup > System > Role Version: 69 ...
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An issue has been resolved in Route Setup > Add Route that prevented the Default Truck drop down field from displaying a list of trucks until after the used had saved the route. The following selections must be made for trucks to display: Di...
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User Setup screen sort logic has been updated to sort by ID upon open. Pathway: Setup > System > User Version: 69 ...
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The payment receipt's format has been updated to display the Account ID under the Payment Date. Pathway: Accounts > Search > AR History (Customer Service Screen) Version: 69 ...