NewReleases

Release Monday Dec 20^th

 

• 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.
• Bug Fixes – See a full list of the bug fixes and features.

 

 

all the

The following changes are checked out on sandbox ready for testing.<u5:p></u5:p>

 

deploy/2021-12-20<u5:p></u5:p>

 

Features / Changes:<u5:p></u5:p>

1. - Tweaked the client history page so techs can now see all the client history if they should have access.<u5:p></u5:p>
   1. (mobile app would need to make the same changes on their side)<u5:p></u5:p>
2. - Relabeled "Include" and "Separate" tax types into "Use Tax" and "Sales Tax".<u5:p></u5:p>
   1. (mobile app would need to make the same changes on their side)<u5:p></u5:p>
3. - Added Unit serial number and an auto-calculated age of system field using the install date for units on the related order, call, and client address pages.<u5:p></u5:p>
   1. (mobile app would need to make the same changes on their side)<u5:p></u5:p>
4. - Added filtering on calendar and job dispatching page to remove thermogrid support admin users.<u5:p></u5:p>
   1. (mobile app would need to make the same changes on their side)<u5:p></u5:p>

5. - Added Delete function on the Manage Inventory Locations page to allow locations without any inventory to be deleted.<u5:p></u5:p>
6. - When adding a new job on the calendar added pagination to client list<u5:p></u5:p>

 

Bugfixes:<u5:p></u5:p>

1. - Attempt to resolve odd reactivity issue with calendar getting stuck on morning hours and not jumping to a job's start datetime.<u5:p></u5:p>
2. - Service Request blocks on the calendar page now have their descriptions cut to 100 characters to prevent issue with view details not being visible.<u5:p></u5:p>
3. - Bouncing between "All" and "My" events on the calendar should no longer cause the events to be invisible on the calendar.<u5:p></u5:p>
4. - Fixed bulk updates with Compensation Requests that were calendar type when changing calendar event related data.<u5:p></u5:p>
5. - Corrected syntax issue on the Scheduling Portal Widget code snippet.<u5:p></u5:p>
6. - Fixed navigation issues with links in new tabs on the client information page.<u5:p></u5:p>
7. - Admins can now "unselect" a Primary Job Type for users on the Manage User Accounts page.<u5:p></u5:p>
8. - Fixed issue with creating membership and using recurring rule that would sometimes cause errors.<u5:p></u5:p>
9. - Clicking Edit Units on a client membership will now properly populate multiple units of the same time in the dropdowns.<u5:p></u5:p>
10. - Fixed Unit Extras summary section not showing data when swapping between addresses on the client addresses page.<u5:p></u5:p>
11. - Fixed issue that would delete all service catalog Tags if any were untied from specific images.<u5:p></u5:p>
12. - Client name now properly updates in the breadcrumb when changing clients on the call and order client info pages.<u5:p></u5:p>
13. - Fixed error when trying to delete a Twilio voicemail text prompt record.<u5:p></u5:p>
14. - Now gracefully handling errors with marketing campaigns where schedules are attempted to be put in the past.<u5:p></u5:p>
15. - Fixed the Track Callbacks dropdown on the DMR settings page not populating when in edit mode.<u5:p></u5:p>
16. - Orders report now properly handling "Any" or "All" filter options on complex queries.<u5:p></u5:p>
17. - Now calls that are archived can no longer have file attachments added to or removed from them.<u5:p></u5:p>
18.  
19. - Fix extra comma in csv exports on the Unit Cost and Equipment Age reports.<u5:p></u5:p>
20. - Correct an issue that could drop some user permissions until the user logged out and then back in.<u5:p></u5:p>
21. - Editing a Marketing Campaign now works properly instead of creating a new copy.<u5:p></u5:p>
22. - Fixed edit issue that stripped token data from the document until the page was reloaded.<u5:p></u5:p>
23. - Ensure long email lists are properly spaced.<u5:p></u5:p>
24. - Corrected UI issues and on the Manage Inventory Locations page.<u5:p></u5:p>