Invoice emailing can now be directed to the billing contact or to the location being invoiced
Phone number grouping (home/work/mobile/fax) now available when adding contact phone numbers
Diagrams are now being controlled with versions so diagrams will be captured at their specific version during visit completion
Restricted the use of “Show on summary” to only be available to admin users
Added configuration for automatically sending work summary notifications (may be configured differently between customers)
Inventory Location Labeling: can now attach labels to inventory locations
Added support for file attachments when attaching form history to locations
Adjusted visit summary automatic file transfer protocol (FTP) upload to trigger on work closing instead of visit completion
Additional Updates:
Fixed bug where default values would cause form data to be seen as modified
Fixed bug with the inventory locations pages not paginating properly
Fixed an issue occurring while editing inventory locations with the address blank
Fixed import/export template form to properly show errors when submitting the form
Fixed radio and checkbox elements to show focusing styles so users know when they are being focused
Fixed various issues with the Work quotes:
Now able to zero out prices, update prices on created quotes, create work that properly registers the price of items from the quote, fixed issue with unpublishing work quote would not complete, fixed items to show their category on published quotes
Added feature to automatically calculate generated field types (formulas and read-only types) on work import
Adjusted highlighting of assigned work in the schedule pages: If a user is assigned as the foreman they are now highlighted purple and helpers are highlighted yellow
On the schedule pages: the counts at the top of the day now reflect all work the user is assigned to and not just the work being shown by the filters
New link in the scheduler week view to open the visit in a new tab
Added a new ‘Add all equipment’ option while entering form-data for a multi-list section that is linked to equipment
New permission to allow users to enter forms on a visit
Added ‘contains’ filter to check a condition based on the value containing a value
New ‘Save & New’ function while entering customer equipment to allow users to enter multiple pieces of equipment
Added diagram element groups and sorting: Diagram elements can now belong to groups and be sorted
Added an option to manually set fleet numbers
Adjusted equipment imports to allow users to import equipment to inventory locations
Added a form history import that can be used to record previously recorded form results without having to complete full form entries
Additional Updates:
Corrected editing process of an invoice contact: Now all invoice changes are saved automatically on a timer.
Fixed a race condition on the unpublishing of an invoice that would leave the progress bar up even though the process had completed
Invoice totals now display properly on excel invoices
Fixed issue with the service item select dialog that would cause the items to keep scrolling at the end of the list
Fixed an issue with the custom fields on work not updating properly
Added new condition group for services that allows users to have fields based on which services are attached to the work
Re-designed the forms list on the Visit page to organize the forms into groups
Added new feature for equipment that allows you to restrict access to equipment data based on the user’s role
Changed Work/Visit State filter to no longer require that country be selected
Adjusted the scheduler pages for Field users so that the default is filtered to their work regardless of whether they have permission to view other users work
Adjusted error handling on new release to help prevent the ‘hard refresh’ solution to fix the browser cache
Added an option to the print-view forms to show a user’s initials
Added an option to the print-view forms to optionally replace instead of always replacing the standard form (Default will still be to replace the standard form)
Added new option to the forms auto-list for creating combinations of unique values only
Additional Updates:
Fixed issue where location equipment lists were being truncated
Fixed issue with form requirements error messages not matching the correct form
Fixed issues with the ‘Previous work’ modal not reloading properly when navigating between visits; also renamed to ‘Location Work’
Fixed bug with form importer that would cause fields to be missing from the import
Fixed issue in the form print-views that would not show values of ‘0’
Fixed issue with the inventory location form not showing errors for missing address data
Fixed bug with removing users from the scheduler using the action menu
Fixed bug with formula conditions not evaluating properly on fields with options