Portal Update 2.0.7.3

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  •  Major Change: New Security Level: 91 - View User Log Notes (Previously User Log required 34-Access to sensitive data)


  • Added: More -> Users -> Modify User -> Add'l Info Tab: Apprentice

     • Specify a start and end date for the apprenticeship


  •  Added: Quotes & Jobs -> Rate of Pay: New Rate of Pay setting for apprentices

     • User must be set to 'Apprentice' in order to use this rate

     • Field ticket date must be between the apprenticeship start and end date


  •  Added: Find Quotes -> Modify Quote: Stage Option

          • Define Quote Stages under More -> List Management -> Quotes, Jobs, and Invoices -> Quote Stages


  •  Added: Customer Stats now includes quote stats as well as invoice / payment stats


  • Added: Full Field Ticket view to match the desktop

     • Some GPS integrations have not been migrated yet but everything else has been moved over

 


  • Added: WO & FT Flow & Find Field Tickets: View All FT For Job


Added: Jobs -> Payroll Tab: Cert. Rpt: New option for the 2025 Federal WH-347 form

 


Added: Users -> User Preferences: New option to forward a receipt email and have it auto create the receipt in CenPoint

     • Makes adding receipts much easier, espeicially for office people driving around

     • More options coming soon to auto create jobs, quotes, and bills from emails!

 

  • Added: Device Settings -> Language: Now supports French


  • Added: More -> Company/Branch Info -> Modify Branch -> Misc. Tab: Show Advanced Options under Accounting section

  • Fixed: GL Code starting balance erroring out if setting before saving a new gl code

  •  Other minor fixes