Release Notes 7.28.2025

Asset Management

• Real-Time Refresh for Templates
  The Asset Templates grid now refreshes automatically when you return.

• Clean Up Unused Templates
  You can now delete asset templates that have no associated assets

• Smarter Asset Selection
  Invoices now filter out inactive assets when selecting from the list, keeping things clean and current.

• Easier Grid Navigation
  A new “Show Inactive” toggle has been added to the main Assets grid, just like the one in the User list, for faster filtering of active vs. inactive assets.

• Smarter Asset Field Mapping Is Here:

  

  • Map Custom Fields to Standard Fields
    You can now migrate asset attributes like Serial, Model, and Manufacturer from custom fields into standardized fields, making your data cleaner and more consistent

  • Flexible Field Matching
    A new dropdown lets you manually map custom fields to matching standard fields (based on data type), ensuring a smooth transition.

  • Streamlined Asset Grids
    The “Attributes” columns have been removed from the default view and renamed for clarity. You can still add standard fields back as needed.

GL Code

GL Codes on Proposals

 

Changes were made to allow explicit setting of GL Codes on Assignments, as well as introduced the concept of GL Codes to Proposals.

• GL Codes Now Editable on Assignments & Proposals
  Assignments now support GL Code entry during creation and editing, users can choose from a helpful dropdown or type freely. Proposals also get editable GL Code fields with logic to not sync.

• Better Visibility & Reporting
  GL Codes are now visible (and filterable!) on the Assignments, Proposals, and Work Order Overview grids. Proposal data is also enhanced with GL Code visibility in Reporting tools.

User Management

• Multi-Manager Support for Regions
  You can now assign more than one manager to a Region, just like Districts! This gives you more flexibility in team coverage and support.

• Smarter Admin Experience
  The Region Manager field now supports multiple selections, making it easier to add or remove managers as roles evolve.

• Built with Scale in Mind
  Behind the scenes, this change was designed to maintain performance, even for large orgs and reports that rely on Region-level assignments.

Terms of Service Confirmation for Compliance

• To support compliance and enhance onboarding, users will now complete a quick one-time profile check and accept updated terms at login.

Pivot Reports Show Grand Totals for COUNT Aggregator

• Totals Now Display for COUNT-Based Reports
  Previously, grand total rows and columns only appeared when using the SUM aggregator. We've fixed that, COUNT aggregations now also show grand totals, making your pivot reports more complete and insightful.

• Better Visibility of Report Data
  This ensures key totals (like total work orders by priority) are visible even when no Top Axis is set.

User Grid Sorting Restored

Sorting on user grids is working again! A missing code piece has been restored, so you can now sort columns as expected.

SSO Access Issue Resolved

A recent update caused SSO errors for users managing multiple stores. We've fixed the logic to properly validate access using Store Number, restoring expected access and preventing future errors.

Export Enhancements

• Sorting Respected: Exports now honor the sort order set in the UI.

• Row Limit Warning: A new toast message alerts users about the 5,000-row export limit for primary records.

User Creation Fix for Role Selection

The role dropdown on the user creation form now works correctly, even if the timesheets are disabled. You can create any user type without restriction.

Admin User Grid Fix

We’ve corrected an issue where updating users in the admin grid could unintentionally overwrite their organization. The grid now properly retains each user’s original organization ID during updates.

Subcategory Selection Bug Fixed in Problem Setup

When creating multiple problems under the same category, users can now re-select the same subcategory without having to toggle to a different one first. The dropdown now behaves as expected, improving the overall workflow in the Problems setup.

Fixed: Invoice Lists Not Reopening Immediately

Resolved an issue where recently closed Invoice Lists wouldn’t reopen on first click. Users no longer need to select a different list or refresh the Invoices tab, lists now reopen immediately as expected.

“Updated At” Values Not Visible in Projects Tab

Users can now see data in the “Updated At” column within the Projects tab. Previously, the column appeared blank, even when valid timestamps existed. This has now been corrected.

Fixed: Store Time Zone Not Updating via PUT API

The Stores PUT API now correctly updates the facility time zone. Previously, even valid requests (e.g., updating from America/New_York to America/Chicago) failed to reflect changes in both the API response and the UI. This issue has been resolved.

Report Error on NTE Profit Percentage Filter

Resolved an issue where applying a filter on “Work Order NTE Profit Percentage” caused reports to fail with a “request is invalid” error. Filters like “less than or equal to 10%” now work as expected, allowing proper analysis of margin thresholds.