• Added: Job / Quote: Custom Required Fields
• Limited Required Fields (text boxes only) have been around for a few years but were not honored on the portal / mobile apps
• You can now set custom required fields for:
• - Text boxes (i.e. Job Desc or Custom Job Fields)
• - Drop downs (i.e. Lead Source or Sales Rep)
• - Dates (i.e. Tentative End Date)
• - Number fields (i.e. Lat/Long)
• To make a field required:
• 1. You must be a system admin
• 2. Open a job
• 3. Shirt + Right Click on the field you want to make required and choose 'Make required for this branch'
• 4... There is no 4, that's it!
• If all custom required fields are not all entered on a quote, you cannot print the quote or send it as a link
• If all custom required fields are not all entered on a job, you cannot create a work order
- Added: Job Quick Add: Option to Send Auth. to Proceed link after saving the job
- Added: Job: Tentative End Date field to help with project management
- Added: Job -> Work Orders: You can now add new job tasks directly from the Work Order screen
- Added: More -> Data Utilities -> Move Job To A Different Branch
- Added: Main Screen Menus bars now load as full screen options (still open as menus if you have popups open)
- Added: New Tab Option (only available on desktop view)
- Fixed: Field Ticket: Select a tech not in the list not working
- Fixed: Various stability improvements
- Other minor fixes