• Added: Customers: New field for sensitive notes
• Honors security level 11 (previously view Cust CC Info)
• This replaces the previous cc info as that wasn't pci compliant
• Store your sensitive information here for the customer.
- Added: Scheduler -> Unassigned WOs: Alternating background colors to help visually separate records
- Added: Scheduler(s): Now shows a calendar icon to easily jump to a specific date
- Added: Find Invoices: Now defaults to only show invoices with a balance (can change in the filters)
- Added: Field Ticket Task: Double clicking on the quantity or price (if they are 0) sets it to the job reference quantity or price
• Fixed: Quote / Job -> Address Ellipsis: Get address from customer using mailing instead of physical address
• Fixed: Errands: Incorrect error message saying a user had a scheduling conflict when they didn't
• Fixed: Errands: Adding add'l workers not allowing you see techs from other branches
• Fixed: Customer tabs moving up / down on the screen as you clicked on different tabs
• Fixed: Paystub import: QB Desktop import opening QB Online import and vice versa
• Fixed: Quote audit log showing price changes when no price change occurred
• Fixed: Task auto pricing not calculating correctly in some scenarios
• Fixed: Customizing grid columns not shrinking smaller than default width
• Fixed: Schedulers: Randomly showing multiple side bars at the same time when resizing the window
• Fixed: Schedulers: Not remembering filters / branch you had set in some scenarios
• Fixed: WO Weekly Scheduler: Saturday WOs wrapping to show on Sunday in some scenarios
• Fixed: Certified Payroll export not exporting if there was a warning. Now let's you confirm you want to proceed.
• Other minor fixes