Issues Resolved | |||||
EM-1063 | Increase Description field when importing items from a SIF or XML (500 → 1500) | ||||
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. | ||||
NO EM# | Exporting Grids to Excel opens in Excel 97-2003 (.xls vs .xlsx) | ||||
NO EM# | Deliver To on Quote creation populating incorrect company | ||||
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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. | ||||
EM-1830 | Add a new grid for MFG Pricing Requests under Project → History | ||||
EM-1832 | Add Note field to Project Order Items, and Customer PO to Invoices | ||||
NO EM# | Ask e-manage (BETA) | ||||
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User Interface / Experience Enhancements | |||||
EM-1658 | Allow Documents to be uploaded in the background | ||||
EM-1709 | Add PO# to Receiver Report name when saving | ||||
EM-1802 | Allow moving Documents to different Service Agreements | ||||
EM-1818 | Re-design the “Add New Zip Code” window for Customer / Contact / Lead window | ||||
EM-1833 | Update UI for User Record in Admin | ||||
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 | ||||
NO EM# | Add SPA (Contract Type) to Quote Settings → MFG Pricing Requests | ||||
NO EM# | Add Report Logo Settings to New User Wizard | ||||
NO EM# | Add Planned Delivery Date to Receiving Module top grid | ||||
NO EM# | Add Contract Type to Project Quots tab in BOM | ||||
Re-take Bug Fixes & Changes as of 11/8/2024
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NO EM# | Fix error if no Project contacts when opening Quote Settings | ||||
NO EM# | Quote Settings opens to wrong tab (Alternative Scope instead of main page) | ||||
NO EM# | Email Signature not auto-suggesting as you type | ||||
NO EM# | Fix error when emailing receiver report | ||||
NO EM# | Fix errors with Approx Value on Lead | ||||
NO EM# | Fix drop downs on some windows no longer expanding (ex. Action Items) | ||||
NO EM# | Fix Installation Item defaulting to "Control" instead of a proper color | ||||
NO EM# | Change font on new HTML controls to Segoe UI 7.85 by default | ||||
NO EM# | Fix QB Receivable not being checked if the user uses QBO and never used QB Desktop | ||||
NO EM# | Fix Assigned PO not sending to Lynx on Direct Bills (sending Customer PO Twice) | ||||
NO EM# | Fix importing SIFs into the BOM with $0 values | ||||
NO EM# | Fix Quote occasionally printing with blank pages (need to re-save quote settings on affected quotes) | ||||
NO EM# | Fix sub-windows always opening on Primary Screen regardless of where EM is open | ||||
See here for Live Webinar:
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