(Release Date: March 6th, 2018)
- Job Management Updates:
- Added – Additional Security privileges for accessing General Notes
- Added – If two users update the same job, system prompts a message that changes have been applied
- Fixed – Issue on desktop when renaming files caused duplicates copies to appear in web
- Fixed – If general notes are removed in desktop they will also remove in web
- Fixed - Auto folder creations to not appear in contacts/companies tab
- Fixed – Issue where “Next” option was not working in logs & attachments.
- Fixed – When selecting timecard rounding seconds are no longer included
- Fixed - Security on employee to lock down only rates table
- Fixed – Issue with replying to emails in log notes
- Fixed – Job counts in control center No Paid/Complete buttons
- Fixed - Control Center not displaying the correct (#) of Job for selected status
- Fixed - Workflow triggers with ZIP or COUNTY as info criteria
- Fixed - Workflow triggers when duplicating job
- Fixed – Error message display when Job Sub Type is cleared after Past Due Trigger is entered.
- Restricted - Customer; Vendor & Internal types from showing in relationship dropdown
- Report Update:
- Added - Referral & Paid Job by Referrer option to sort by Employee, Type & grouping By Employee
- Xactanalysis Integration
- Fixed – Importing issue when estimated have an ampersands in customer name
- Moisture Mapper Integration
- Added - Filter closed/lost jobs from un-linked list in the moisture mapper import screen
- Restricted - Sync With Moisture Mapper for closed/lost jobs unless previously linked