September 28th, 2022
New Features:
Extended user impersonation available on the Visit show page
Added alternating background color to form entries that have auto-filled data
List items now pre-populate values based on auto-fill settings
Improved performance of formula values during form entry
New “optimistic” saving of form section list items: No longer necessary to warn when there are unsaved changes
Switching between sections list items will automatically save the information in the background to allow users to switch between list items more fluidly
Additional Updates:
Fixed an issue with “Add all equipment” button not populating the first section row
Resolved an issue with visit completion timesheet integration creating conflicting entries
Fixed performance degradation on form entry list sections while working with multiple list items
September 15th, 2022
New Features:
Increased font contrast on form entries and side navigation
Added support for custom data objects in the visit verification
Added a format-as function for formula fields to display them as date/time
New integration with Vaultmodules.com results
Now available user permission controls for the customer payment terms management
Added a validation check for adding time-off on a day that the user has work assigned
Added action on the visit page to attach a form result as a pdf/image
Added notification profile entries that automatically send work/visit notifications based on parameters of the work
Added page header to summary print-view
Additional Updates:
Fixed issue where timesheet hours were being credited for time off categories that should not have been counting as PTO
No longer showing incomplete forms in the visit summary
August 31st, 2022
New Features:
Added option to the Product usage report to show usage by location
Improved Visit Completion modal
Adjusted highlighting of assigned users on the Scheduler → Calendar to view to highlight consistent with the Week view
Added support for Fleet equipment in the print-view
Added notes and the ability to view visit summaries from the ‘Location Work’ button on the visit page
New feature to format fields based on conditions in a form
Added support for combining items during work import
Additional Updates:
Fixed issue with PDF invoice logo
Fixed issue with work status list on the Work Overview not showing some visits
Fixed issue with showing time-off from the Scheduler Week view when using the ‘Highlight Foreman’ option
Fixed issue that prevented users from re-sorting custom work statuses
Fixed issues with conditions not working properly on the Work Custom fields
Fixed issue with Imports
Fixed issue with editing the Diagram from the visit completion modal
August 17th, 2022
New Features:
New photo gallery view available on visit attachments and on visit summaries
Adjusted visit form entry to show the name of the form in the page breadcrumb
Adjust Certifications expiring filter to support new within option for searching based on a number of days
Added support for saved searches on Invoices
Added support for saved searches on Locations
New feature to schedule export templates
New feature to schedule exports of saved searches
Additional Updates:
Fixed issue with diagram version not capturing properly in some instances
Fixed issue with enabling timesheets configuration
Fixed Visit Verification document missing users assigned to the visit
Fixed issue where forms that were required through a combo-item were not being represented
Fixed an issue with print forms using multiple form entries
August 3rd, 2022
New Features:
Equipment Audit Report - shows changes to equipment within the timeframe of a visit
Added total inventory value when viewing an inventory location
Added filter for work/visits based on customers that are tax-exempt
Added column for default cost to the items import for products
Added new export of items
Added new export for “Invoice Items” which exports all invoice items with separate columns for taxed amounts
Form print-views can now combine data from multiple entries of the same form into a single document
Added support for location municipality in the print-views of forms
Moved user highlighting in the scheduler to its own dedicated button: User filter now only filters by that user and no longer highlights
Added integration of the field timesheets into the visit completion process
Field users will now be able to enter in their timesheet information while completing a visit and it will populate on the timesheet for that user
Additional Updates:
Fixed issue with exporting work items using “within” date filters
Fixed issue with form section validation not being applied properly
Improved/Redesigned FTP resources for easier management in the future
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