Page Comparison

Issues Resolved
EM-534	Fix resale # on Vendor Company Record erroring and preventing pushing to QB if the number is too long. Image Removed
EM-1241	Vendor Bills – push relevant info to QB Memo instead of the Bill ID
EM-1724	Refresh Pay Rates in Employee Manager when adding a new rate
EM-1726	Fix error on Vendor Bills in certain cases with Accrued Liabilities enabled
EM-1728	Lead Form fixes: Prevent Drop Downs from getting taller when expanding window size Fix contact drop down not showing Company information When hitting “Save”, don’t close the form Initiate a save when hitting “Convert to Project” If drop downs are set to “Web Default” in the Admin -> Drop Down Lists, take the first one of those and populate the drop downs If a Primary Salesperson is set on the Company Level, auto populate it in the Lead Window when creating a new lead When converting a lead, carry over Probability, Salesperson, and Approx Value to the new Project
EM-1731	Fix Scope Builders in Customer Invoices not saving
EM-1739	Change OFS Web Service to pull Vendor from MFG Code instead of Manufacturer
EM-1748	When revising a PO, update the POID on the BOM Items as well
EM-1757	On New Projects, populate the Corporate Division from the Company Record if populated
EM-1772	Show threads in Notes. Image Removed
EM-1774	Allow Free Form text in Punchlist Drop Downs if setup in Administrator Image Removed
EM-1780	Remember the last state of the “Layouts” panel in new grids (minimized vs expanded) Image Removed
NO EM#	Fix saving of Lineal and Square foot columns in Associated Parts
NO EM#	No longer require an Order for a Project to show up on the installation calendar
NO EM#	Correct Balance within Invoice Module when a Credit is added
NO EM#	Fix “Qty Issued” column in Asset Manager
NO EM#	Fix issues with loading / saving of “Overtime Type” drop down in Employee Manager
NO EM#	Fix error in OFS Web Services if ListEach is $0 (L-Sets)
NO EM#	Allow sending to QB if QBOnline is enabled and there is no path set in User Settings
NO EM#	Auto set the date to “Today” when hitting “Current” in the Employee Time Clock Image Removed
NO EM#	Re-Hire button in Employee Manager now empties the Terminated Date field
NO EM#	Limit “State” in “Add New Employee” form to 2 characters, as that’s what the database expects
NO EM#	Fix error when sending Employees to QB1795	Creating POs by Category
NO EM#	Importing Customers / Contacts from Excel errors / freezes
NO EM#	Importing CAP Studio sifs from 2020 not retaining pricing information
NO EM#	Supervisors for Employees were being duplicated (duplicates removed as well)
NO EM#	Searching Companies looking at View All Projects right rather than View All Companies
NO EM#	Fix Tab Order on Project Information module and prevent Scope from being highlighted by default
NO EM#	When completing install items, they become entirely transparent
NO EM#	Require Project Manager and Designer on Quick Quote if either drop down has more than 1 value configured
NO EM#	Check for errors on line items and finishes on Quick Quote before allowing user to process
NO EM#	Service Parts can not be submitted to Haworth Lynx (Results in Error Processing File Error)
NO EM#	Switch PO# and Customer PO# on Direct Bill Orders for Haworth Web Services
NO EM#	Prevent Error based on the Please Wait window in Project Documents
NO EM#	Red Badge Number for Actions to Perform is Incorrect
EM-1736	Cannot open Mail Merge Templates to edit

New Features
EM-243Add a window to create a Company, Contact, and Lead all at once (New -> New Company/Contact/Lead). 1504	Allow for Invoicing by Line Item New pop-out grid on the left to select line items to invoice Still allow for traditional invoicing (Progress vs Final, not individual line items) See here for more information: https: New Company Location (Customer and/or Vendor) Create New Lead	EM-903	Print multiple Receivers on one report (Select multiple and hit “Print”). //emanageone.atlassian.net/wiki/x/BIDWhQ
EM-1794	Update Scope Builders and allow HTML on Reports: Option / Phase Description -> Show on Quote Quote Footer / Header / Alternative Summary -> Show on Quote Action Items General Instruction on Installs -> Show on Work Order See here for more information: Receiving Using Scope Builders (Saved Text)
EM-1086	Allow sending commissions for other users to QB	EM-1722	Allow changing column captions in new grids. Image Removed 1792	Ability to Create Calculated Columns in new grids Image Removed Add new Shipment Notification grid in Haworth Web Services See here for more information: Enhanced Grid User Interface in e-manage\|ONE	EM-1733	Haworth Shipments
EM-1797	Changes to User Settings in Administrator: Allow selecting a custom duration to force change passwords (instead of fixed at 3 months) Checkbox to Force a user to change their password upon next login Add “Logged in Status” column to User Grid Add “Log Out User” to User Grid See here for more information: Enhanced Grid User Interface in e-manage\|ONE Additional Security Features in User Record
EM-1745	Add a “Foreman” drop down to Installation Items Image Removed	EM-1752	Print multiple Work Orders on one report (Select multiple OR the entire day and hit “Print”) Image Removed 1807	Add Email Automations: New Automation Configuration Window in Administrator Automatically populate Contacts, Email Templates, Email Signatures on: Quotes Purchase Orders Invoices See here for more information: Automations Step 11: Scheduling
EM-1756	When attaching a document to a project, refresh the documents module	EM-1768	Redesign Customer Credits and Allow sending to QB. 1809	EM-1789	Allow Export and Importing layouts for new grids, and add functionality for changing the cell Alignment Image Removed Add new Cost Reconciliation Grid under Finance menu to assign Journal Costs and Credit Card Charges to projects / orders after they have been created. See here for more information: Apply Sales Credit to Customer Invoice
EM-1781	Add Punch List module to the list of windows available to open when opening / completing an Action Item Image Removed
EM-1786	Add an email field to Drop Down Lists for: Salespeople, Installers, Designers, Project Managers. (Preparation for future functionality). Image Removed
EM-1787	Add a button for “New Part” in the Inventory module Image Removed
Journal Costs
NO EM#	Ask e-manage (BETA) See here for more information: Ask e-manage (BETA)

User Interface / Experience Enhancements
EM-14511818	EM-1644	Re-design Actions to Perform window as a pop-out instead of a hover-tab Image Removed
EM-1496	Assigning an Action Item to a User will no longer hide it from the rest of the grid See here for more information: Project Action Items
Re-create / Re-design the Quick Quote window and add to the “New” main menuthe “Add New Zip Code” window for Customer / Contact / Lead window See here for more information: How to Use Quick Quotes
EM-1696	Add Asterisks to indicate required fields in the Acknowledgement window
EM-1714	Add designer column to the Backlog in the Today panel Image Removed
EM-1727	Add Product Category field in Inventory Manager
EM-1743	Add a right for viewing Dashboards (not granted for anyone by default) Image Removed
EM-1755	Employee Manager changes: Auto refresh grid on changes in Employee Record Make overtime type required Add Saved banner Move notes to separate tab Reformat the bottom portion of the Main Info tabs
EM-1761	Add Rights Profile column to User List in Administrator
EM-1763	Completely redesign the Survey Module Image Removed
EM-1775	Prevent deleting / marking an option not current if it (or part of it) has been ordered Image Removed
EM-1777	Allow saving a Form Layout (if granted the particular right) for new forms (not granted for anyone by default) Image Removed
EM-542	If “SIC / Acct ID” is populated in Vendor Company Record, send to QB with Vendor Bills
NO EM#	Allow Multiple Corporate Divisions to be selected in the Collections Window

Re-Take Fixes / Additions
NO EM#	Add Paid By Type when sending Payments to QB
NO EM#	Fix Associated Parts in Quick quote
NO EM#	Add Rights to Grid Layout for modifying company default grid layouts in new grids
NO EM#	Assigned to still greyed out within New Action Item form
NO EM#	Update the Live Update UI
NO EM#	Allow Planned Delivery Date and Ship Date to both be populated
NO EM#	Save the state (collapsed vs expanded) of the Ribbon in Follow Ups and Notes
NO EM#	Incorrect Tax Template loading on existing Vendor Bills for Canadian Dealers
NO EM#	When opening a lead, drop downs are blank even though there is a value saved
NO EM#	Vendor Bill Due Date defaulting to Invoice Date
NO EM#	Prevent errors when saving and opening Employee Records
NO EM#	Error when saving and processing a quick quote (Pool Companies Only)
EM-1765	Show inactive drop down values in drop downs on Project Information as red text
NO EM#	Fix errors in Haworth Surcharges
EM-1444	Update Print Preview Ribbon to new controls
NO EM#	Add Checkbox to Marketing Campaigns and Groups for “Sync with Marketing Platform”
NO EM#	Fix issue with checking for paid bills in QB Integration
NO EM#	Actions to Perform opens an incorrect project occasionally
NO EM#	QBO Button doesn’t accurately show the connectivity status
NO EM#	Punchlist Module erroring when an incorrect document type is uploaded as a punch list document
NO EM#	Add Overpayment feature to Credits: Apply Sales Credit to Customer Invoice
NO EM#	Saving a lead from a contact results in an error
NO EM#	Processing a Quick Quote results in an error for Canadian Dealers
EM-1776	Add Spellcheck to new controls (Project Scope, PO Mark For, Special Instructions, etc)
NO EM#	Prevent error on Credits if there is no class selected
NO EM#	Update Credit Amount to include Tax amount as well: Apply Sales Credit to Customer Invoice
NO EM#	Prevent error when sending Invoices to Quick Books for some dealers
NO EM#	Enhance performance of Quick Quotes
NO EM#	Project Status not updating when checking out an Action Item from the new Actions to Perform
NO EM#	Prevent opening projects if manager rights do not allow so from Actions to Perform
NO EM#	Prevent assigning Action Items to users that don’t have the “Perform Actions” right for the Salesperson
NO EM#	Prevent Quick Books Integration from crashing when hitting certain errors
NO EM#	Allow decimal places in Credit Amount when a Credit is an overpayment
NO EM#	Fix error when updating Commission Payments
NO EM#	Lead drop downs occasionally change to the “Web Default” for that drop down
NO EM#	Fix error when opening Actions to Perform because nothing is selected
NO EM#	Fix issue with Corporate Division not being assigned to Project Salespeople occasionally
NO EM#	Actions Item opens with wrong title when opening from Actions To Perform Grid (Rejecting, Completing)
NO EM#	Add button to access the “New User Checklist” to “New User Wizard” in Administrator
NO EM#	OFS Contact submits as Ship To instead of Dealer Contact
NO EM#	Associated Parts not adding correctly to Quick Quotes
NO EM#	Error when using Mail Merge for multiple contacts at the same time
NO EM#	Allow Credit Quantity to have decimals when creating a new Credit
NO EM#	Add Tax from Credits to Sales Tax Report
NO EM#	Customer Credits in Quick Books Integration was not accounting for the selected Corporate Division
NO EM#	Ignore Tax on Credits if “QB Figures Sales Tax” is checked in Administrator

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Zip Codes in e-manage\|ONE
NO EM#	Add Order Type to Collections
NO EM#	Add Subcontractor to Users Grid & Performance Enhancements See here for more information: Partner Setup
NO EM#	Add new User Activity Dashboard in Administrator See here for more information: Additional Security Features in User Record
NO EM#	Add Project Manager and Designer to Project Info report
NO EM#	Add Employee Type to QB Integration -> Send Timesheets
NO EM#	Add Project Type to Actions to Perform grid
NO EM#	Add button to Punch List Module to print single Punch List Report See here for more information: View Project Punch List Report
NO EM#	Ability to right click on a Punch List Image in the PL Module & Download See here for more information: View Project Punch List Report

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Versions Compared

Old Version 13

New Version 14

Key

Issues Resolved

New Features

User Interface / Experience Enhancements