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V11.0.35.0 Release Notes
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April 18
th
2022 11:59pm
New Feature: Workflow Incomplete Permission:
Added additional ability within security roles, Roles -> Jobs -> Job -> Allow Workflow Incomplete. This new security option allows users the ability to mark a Workflow Incomplete.
Proven Jobs - Workflow Incomplete Security
New Feature:
Encircle File Import Configuration:
Users now have the ability within Settings -> Company Settings -> Integration to define a folder path for imported Encircle Photos and/or Documents.
Proven Jobs - Encircle File Import Configuration
New Feature:
Franchise Royalty Report:
Franchise Royalty Report includes option to deduct program referral fees, by defining the Referral Fee GL Account within Settings -> Company Settings -> Integration, select Referral Account.
Proven Jobs - Royalty Franchise Report - Referral Fee Deductions
New Feature:
Employee Contact Classification:
Within the Log Note create/edit page, development has added a feature to classify internal contact by utilizing the wrench icon.
Proven Jobs - Log Note Creation Employee Contact Classification
New Feature: PO Number / Job Look-Up:
The PO Number field has been added and is now available within the Job Look-Up screen. To add navigate Settings à User Settings -> Jobs -> Select Configure Job Lookup Columns
Fix:
Remove Add Cancelled date security permission as this is no longer being utilized.
Fix:
Modification to “Open Work Order” report default is set to “Yes” on Show All Open WO Parameter.
Fix:
Change to “Sales By Employee Type” report to use fiscal year instead of calendar year.
Fix:
Change in Timecard Approval set up screen to the order using arrow up or down was not saving.
Fix
: Update to “Open Work Order” to fix incorrect calculations.
Fix
: Voided or Deleted Invoices/Payments not syncing to Proven CRM job outstanding/paid value.
Fix
: Workflow not triggered when date was updated from Proven Jobs Mobile -
Fix
: Workflow Trigger on Job Attachments: When using Trigger of Job Attachments on Image upload, system was utilizing image upload date, not date image was taken.
Fix
: “Invoice QuickBooks” report displaying invoices on deleted jobs.
Fix
: Paid Jobs bubble in Control center, total count was including closed jobs.
Fix:
Block editing franchise user on individual franchisee database
Fix
: Log notes from multi-sequence job workflow do not all sync over to CRM
Fix
: “Incentive detail” report showing incorrect cost/revenue.
Fix:
Estimated Revenue and Paid Invoice sync from Proven Jobs to Proven CRM
Fix:
Issue with updating Schedule invite within Calendar from “All Day Appointment” to “Non-All Day” Appointment was not reflecting in Google Calendar. (Time Zone Related)
Fix:
Change to the to-do due date, Due Date field should not have any relation with the company setting schedule End Time that is defined within Settings -> Company Settings -> Jobs
Fix:
When duplicating attachments, retain original creator and timestamps.
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