Proven Jobs
News
October
10
Subscribe
Log in
Archive
FAQ
Proven Job Management and CRM Release Notes
0
Comments
Proven Job Management
V11.0.12.0 Release Notes
Update - When a Related Relationship is added to one customer, that customer will now automatically be added a Related Relationship on other customer record as well; therefore, the related relationship is created in both records.
Update - In User Settings > Configure Job Lookup Columns - the completed percent field has been added as a selectable column.
Update - A column was added to the Actual Cost Report to show the amount of time equipment is on a job by "day".
Update - Users can not longer create parents in Proven Job Management if linked to Proven Desktop
Update - Limit job relationship to one per type for PSA Desktop syncing types
Update – Integration-> Xactware: XactAnalysis (XA) job notes imported from a linked XA assignment will now reflect “Sync System” as the employee opposed to the name of the employee that linked the XA assignment in Proven Job Management (PSA Web).
Report - Time Card Sign Off Report - A data set called "NOTE" was added to allow for customization. "NOTE" refers to the description note captured on a timecard.
Fix - AR NSF returned payments now to sync to Proven Job Management from Proven Desktop
Fix - Customers, Payments and Invoices from Quick Books that sync to Proven Job Management will now sync to Proven CRM automatically
Fix - The vendor contact notes are not longer being duplicated when syncing from the Proven Desktop.
Fix - On a past due workflow when the action is selected - when a date is required and an exception note is entered, the date will now save to the job.
Fix - Salesperson is no longer being removed from the Contact in Proven Job Management when syncing from the desktop.
Fix - Contact methods no longer being removed from Proven Job Management by the sync from Proven Desktop i.e. Extension.
Fix - Time Card Date Range filter has been fixed.
Fix - When approving timecards where the employee name is the same as final approval, the timecard can now be approved.
Fix - If job relationships are removed in Proven Job Management, they will now update the job in Proven CRM.
Fix - Policy Holder Address is now syncing to PSA Desktop
Fix -Timeline will reflect special characters in name i.e. O
'
Toole
Fix – Integration -> Xactware -> Import: An error message will now populate if no job is selected from the drop-down list prompting the user to make a selection.
Fix – Integration -> Xactware: The import of the XactAnalysis assignment will no longer overwrite/replace the existing Loss Description on the job in Proven Job Management (PSA Web) unless the checkbox is applied to do so.
Fix - When addresses are syncing over from customers and contacts in Proven Job Management they will automatically fill in the default address in Proven CRM
Newer posts >>
PageList
FAQ
Release Notes
Month List
2022
November
(2)
September
(1)
June
(1)
May
(1)
April
(1)
March
(2)
February
(7)
January
(3)
2021
July
(2)
March
(1)
2020
December
(1)
July
(2)
May
(1)
April
(1)
February
(6)
January
(1)
2019
December
(1)
November
(3)
October
(5)
August
(1)
June
(2)
April
(3)
March
(1)
February
(3)
January
(2)
2018
December
(3)
November
(4)
October
(4)
September
(5)
August
(2)
July
(4)
June
(1)
May
(2)
April
(4)
March
(2)
February
(2)
January
(2)
2017
December
(2)
November
(1)
October
(2)
September
(1)
August
(1)
Category List
Blog (2)
PSA (3)
Release notes (10)
TagCloud
© 2024 Canam Systems
Powered by
BlogEngine.NET