May 11th, 2022
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1 min read.
New Features:
- New user assignment feature: Now supports ‘Foreman’ and ‘Helper’ as separate relationships in the work visit
- Custom process for automated invoice exporting for Peachtree accounting system added
- Now supporting notes on customer contacts with an invoice target group
- Now able to insert a customized field with text or as a reference to another field
- Added support for attaching notes to a visit summary
- When viewing visit summary, new option to select what you want to be visible in the summary (compatible with automatic file transfer protocol)
- Adjusted behavior for conditional form sections so that they may be skipped instead of showing the users the section information
Additional Updates:
- Fixed bug with applying form filters
- Fixed bug to show the correct form fields when editing/adding equipment within a form entry
- Fixed bug to widen acceptable decimal format
- Equipment value references now set properly on sites with new equipment
- Users now able to edit the target group of a note
- Fixed bug that prevented users from saving entity/user/inventory locations when using location custom fields
- Fixed bug to address filter by customer on the ‘unscheduled’ list in the schedule pages