What's New
Reordering Columns on Lists Now Applies to Sub Menus with Filters
When applying filters in the work order sub menus within facility, vendor, or asset records, the grid columns will now automatically align with your saved list configurations.
Why it’s Great:
You’ll no longer need to manually adjust columns when reviewing the work order grid. This streamlined feature will save you time and make exporting data quick and effortless.
Assignee Column added to the Proposal and Invoice Grids
You can now include the assignee column in your invoice or proposal grids. This column is hidden by default, so you’ll need to manually add it.
Why it’s Great:
With the assignee column visible, you can instantly see who is assigned to a work order without having to open it or apply filters. This feature saves you time and makes it easier to filter by assignee when exporting data to a spreadsheet, eliminating the need to create separate reports.
Vendor/Internal Visibility Option for Notes
You now have the flexibility to choose Vendor/Internal visibility for your notes. This feature allows you to share important information with internal employees, technicians, and providers while ensuring it remains hidden from store managers.
Why it’s Great:
Streamlines communication by ensuring only the relevant parties are included, reducing confusion and potential miscommunication.
Bug Fixes
API
- Project Tasks: Integer and boolean values now return correctly
Dispatch Calendar
- Month Filter:Unassigned work orders can now be assigned when viewing the dispatch calendar by month
Facilities
- Creating Facilities: The save button is now disabled after the first click when creating new facilities to prevent duplicate entries
Grids
- Work Order Sub Menus: The row expander in the work order grids for facilities, vendors, assets, and client records now properly displays data in each field
Integrations
- Fexa to Fexa: The incurred toggle value now maps correctly when invoices or proposals are sent to the operator’s site
- Quickbooks Desktop: The updated integration now prevents duplicate export requests
Invoices
- Creating Line Items: Internal technician users can now create line items
Performance Snapshot
- Assignments Count: The assignment and recalled assignment values now calculate accurately
Users
- My Info:The menu is now hidden for users without permission to update user profiles
- Notes: Inactive users no longer show in search for email dropdown
Vendors
- Duplicate Vendor Popup: The vendor duplicate check now populates correctly when creating a new vendor if there is a potential match