What's New
Region & Districts - Ability to Delete
Regions can only be deleted if all associated districts have been removed, the facility manager is unassigned, and there are no references in any markup, product pricing, budget, or default tables.
Districts can only be deleted if all associated stores have been removed, the district manager is unassigned, and there are no references in any markup, product pricing, budget, or default tables.
If you try to delete a region or district and they are still associated with any of the listed items above a pop up will appear listing out the items that the region or district are still associated with.
Why it’s Great:
It's great because it allows you to maintain a clean and organized region and district grid, removing clutter by eliminating those you no longer use.
Assignment Grid - Work Order Status Now Available
You will now see the work order status as a default column in the assignments grid. This will now prevent you from having to flip between the work order grid and the assignment grid to see the work order status.
Why it’s Great:
This update allows you to work faster and smarter, as well as streamline your workflow.
Preventative Maintenance - Displays Only Active Programs and Stores by Default
The preventative maintenance program and store grids will now only show active programs by default. If you would like to see all programs or stores whether they are active or inactive use the toggle in the upper right to see all.
Why it’s Great:
This update is great because it declutters the view by showing only active programs by default, saving users from having to build lists to filter out inactive ones. A simple toggle in the upper right allows quick access to all programs or stores if needed.
Client Records - Notes has been Added
You can now add notes to your client records. The notes in the client record have the same functionally as the notes on the vendor record.
Why it’s Great:
The addition of notes to the client records allows you to send messages directly from the client record or add internal notes that will be time stamped and track who added the note.
Workflow - Confirmation for Unsaved Changes Added
If you have made updates to fields on the following objects without saving and you try to update the workflow you will receive a prompt letting you know you have unsaved changes.
- Bundles
- Invoices
- Projects
- Quotes
- Vendors
- Work Orders
API
- Follow-up date and follow-up reason are now available through the Work Order Endpoint
Imports
- Assets: Asset Tag column added to the import template
- Default Client NTE: Currency column added to the import template - If left blank, currency will default to USD
- Default Vendor NTE: Currency column added to the import template - If left blank, currency will default to USD
Bug Fixes
API
- Budgets: API GET, POST, and PUT responses now return as an integer
- Client Invoice: When updating the description, duplicate invoices are no longer created
- Projects Tasks: API GET, POST, and PUT responses now return as an integer
- Subcontractor Creation: Active field has been removed from request body
- Subcontractor Invoice Line Items: GET and POST APIs now adhere to the data types specified in the API
Imports
- User: Updated the Language column to accept both code or value in the dropdown. Example: code “en” or “English”
Integrations
- QuickBooks: Events are now properly showing in the Integrations Key Grid
- ServiceChannel: We now support GPS coordinates for visit check-outs
- Integration2 Key Grid: The filters and search are now working properly
Mass Manage
- Fixed the color of the checkmark to display as green when checked
Reports
- Multiple Relative Dates filters can now be used in reporting
Selectables
- Work Order Class: Work Order Class Description field is now set as required. The error message reads "Make sure all information is provided!" if left blank
Surveys
- Survey Template: Type-ahead in dropdowns now works
User Grid
- Updated the Username column and added Contact Email as a hidden column