Portal Update 3.0.2.9

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• Added: Scheduler: Can now turn off WO Info on hover in the options section of the scheduler filters for Horizontal and Vertical views


  • Added: Find Contacts: Now filters as you type a phone number instead of after you tab out to make it easier to find when on the phone with a customer


• Added: Find Customer: If filtered down to one result, pressing the 'Enter' key now auto selects (if in select mode) or opens that customer


  • Added: Find Tasks: If filtered down to one result, pressing the 'Enter' key now auto selects (if in select mode) or opens that task


  • Added: Job -> Project Info Tab -> Print List Button: Easily print all invoices or invoices & FTs for the job + all COs


• Added: Find Jobs: Now loads up to 2x faster

• Fixed: Scheduler: Shop time section taking up a lot of space displaying WO info. Now just shows 'Shop Time'

• Fixed: Scheduler: Horizontal & Vertical Views: Dragging WO over date not refreshing the scheduler to see where you have space to reschedule / drop it

• Fixed: Quick To being disabled if emailing quote from find quotes

• Fixed: Creating a new alert not honoring the user's nick name in the created notes section

• Fixed: Find Jobs / Find Quotes sales rep column not honoring the user's nick name

• Fixed: Incorrect warning when saving an add'l worker on an FT when they were driving a different vehicle than the lead

• Fixed: Setting Errand as 'Time card approved' not correctly updating the underlying clock in record correctly

• Fixed: WOs: Selecting a tech not in the list not showing all branches to pick from

• Fixed: Notes report not printing

• Fixed: Field Ticket Tasks: Now updating inventory values correctly when adding parts in the office FT view

• Fixed: WO & FT Flow: WO Search not working correctly in some scenarios

• Other minor fixes