Issues Resolved | |
EM-1228 | Forwarding Action Items does not carry over Documents and Replies |
EM-1732 | Non Payment Reason drop down list in Collections Window does not populate |
EM-1736 | Cannot open Mail Merge Templates to edit |
EM-1795 | 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 |
NO EM# | Prevent error on Customer Credits if there is no relevant Tax Account to a line item. |
EM-1228 | Forwarding Action Items does not carry over Documents and Replies |
EM-1736 | Cannot open Mail Merge Templates to edit |
EM-1795 | Creating POs by Category |
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New Features | |
EM-1504 | Allow for Invoicing by Line Item
See here for more information: https://emanageone.atlassian.net/wiki/x/BIDWhQ |
EM-1794 | Update Scope Builders and allow HTML on Reports:
See here for more information: Using Scope Builders (Saved Text) |
EM-1792 | Add new Shipment Notification grid in Haworth Web Services |
EM-1797 | Changes to User Settings in Administrator:
See here for more information: Additional Security Features in User Record |
EM-1807 | Add Email Automations:
See here for more information: Automations |
EM-1809 | Add new Cost Reconciliation Grid under Finance menu to assign Journal Costs and Credit Card Charges to projects / orders after they have been created. |
NO EM# | Ask e-manage (BETA) |
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User Interface / Experience Enhancements | |
EM-1818 | Re-design the “Add New Zip Code” window for Customer / Contact / Lead window |
EM-1802 | Allow moving Documents to different Service Agreements |
NO EM# | Add Order Type to Collections |
NO EM# | Add Subcontractor to Users Grid & Performance Enhancements |
NO EM# | Add new User Activity Dashboard in Administrator |
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 |
NO EM# | Ability to right click on a Punch List Image in the PL Module & Download |
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