NewReleases

Release Monday Dec 28th 2021

Features/Changes:

1. Added notice on the Manage Discounts and Fees page about editing records and how changes affect orders.
2. Added payment status field to the orders report excel export.

Bug fixes:

1. Filters on the timesheets report and time off request pages will be automatically applied when linking from the payroll report.
2. Fixed issue with inventory order stock notification emails not showing item names or descriptions.
3. Now properly alerting on warning when trying to send an inventory order email without any addresses.
4. Fixed empty job costed date field on the orders report excel export.
5. References to suppliers are now correctly wiped from service catalog and order records when a supplier is deleted.
6. Corrected time zone conversion issue on the timesheets report which resulted in some punches being off depending on the user timezone.
7. Gracefully handling empty revenue amount and goals which caused the total revenue gauge on the DMR report to break.
8. Improved general query performance when calculating a unit's Cost to Date field.
9. Fixed an interface issue on the Manage Compensation Requests page which caused bulk delete counter be used multiple times causing errors.
10. Disabled ability to modify other client data on an archived call like units, unit extras, unit photos, recordings, etc.
11. Fixed issue with clients page which would incorrectly query on archived client addresses causing confusing results.

Release Monday Dec 20^th 2021

• Technicians and Sales Representatives can now see and click on all the history for a customer.
• Changed tax labels: Include was changed to Use Tax and Separate was changed to Sales Tax.
• Added age of unit auto calculations. By entering the Install or manufacturer date on a unit it will now convert it to display the age of the unit.
• Added functionality to be able to delete Inventory Locations. The location must be empty.
• Added filtering on calendar and job dispatching page to remove ThermoGrid support admin users.
• Added Delete function on the Manage Inventory Locations page to allow locations without any inventory to be deleted.
• When adding a new job on the calendar added pagination to client list.

 

Bug fixes

• Resolved odd reactivity issue with calendar getting stuck on morning hours and not jumping to a job's start date time.
• Service Request blocks on the calendar page now have their descriptions cut to 100 characters to prevent issue with view details not being visible.
• Bouncing between "All" and "My" events on the calendar will no longer cause the events to be invisible on the calendar.
• Fixed bulk updates with Compensation Requests that were calendar type when changing calendar event related data.
• Corrected syntax issue on the Scheduling Portal Widget code snippet.
• Fixed navigation issues with links in new tabs on the client information page.
• Admins can now "un-select" a Primary Job Type for users on the Manage User Accounts page.
• Fixed issue with creating membership and using recurring rule that would sometimes cause errors.
• Clicking Edit Units on a client membership will now properly populate multiple units of the same time in the drop downs.
• Fixed Unit Extras summary section not showing data when swapping between addresses on the client addresses page.
• Fixed issue that would delete all service catalog Tags if any were untied from specific images.
• Client name now properly updates in the breadcrumb when changing clients on the call and order client info pages.
• Fixed error when trying to delete a voicemail text prompt record.
• Fixed the Track Callbacks dropdown on the DMR settings page not populating when in edit mode.
• Orders report now properly handling "Any" or "All" filter options on complex queries.
• Now calls that are archived can no longer have file attachments added to or removed from them.
• Fix extra comma in csv exports on the Unit Cost and Equipment Age reports.
• Corrected an issue that could drop some user permissions until the user logged out and then back in.
• Editing a Marketing Campaign now works properly instead of creating a new copy.
• Fixed edit issue that stripped token data from the document until the page was reloaded.
• Ensure long email lists are properly spaced.
• Corrected UI issues and on the Manage Inventory Locations page.