Update

November 16th, 2023

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1 min read.

Added

  • Location Name Field. (Custom Field has now been moved to a Primary field on the Location)
    • Now searchable from Locations, Work→List and Work→Visits pages.
  • Moved Location Name and Number fields into the filter group ‘Location’ for the Work search pages. (Previously Location # was in the ‘Customer’ filter group)
    • Now visible on Work Show, Visit Show, Customer Profile → Location Tab, Customer → Locations, Work Quote/PDF, Schedule Popup window and Schedule map
    • Added new column to location import/export.
  • Refactored and streamlined Activity logs for Work/Quote/Visit/Invoice

Changed

  • Form Entry Dates will now be displayed as visit date for entries attached to a visit.
  • Location Equipment sorted by Type, equipment number.
  • Custom Field Library options now retain ordering applied by the user during edits.
  • Field Availability list of users is now ordered by Foreman first then the helpers (alphabetically).

Fixed

  • Fixed an issue that displayed the customer group field while editing contacts.
  • Fixed issues with Work Activity not being logged when using the bulk actions from the Work → List page.
    • Status changes from the Work → List page will now properly log the changes to the work activity.

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