Issues Resolved | ||
EM-534 | Fix resale # on Vendor Company Record erroring and preventing pushing to QB if the number is too long | |
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:
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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 | |
EM-1774 | Allow Free Form text in Punchlist Drop Downs if setup in Administrator | |
EM-1780 | Remember the last state of the “Layouts” panel in new grids (minimized vs expanded) | |
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 | |
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 QB1063 | 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-243 | Add a window to create a Company, Contact, and Lead all at once (New -> New Company/Contact/Lead) | |
EM-903 | Print multiple Receivers on one report (Select multiple and hit “Print”) | |
EM-1086 | Allow sending commissions for other users to QB | |
EM-1722 | Allow changing column captions in new grids | |
EM-1733 | Ability to Create Calculated Columns in new grids | |
EM-1745 | Add a “Foreman” drop down to Installation Items | |
EM-1752 | Print multiple Work Orders on one report (Select multiple OR the entire day and hit “Print”) | |
EM-1756 | When attaching a document to a project, refresh the documents module | |
EM-1768 | Redesign Customer Credits and Allow sending to QB | |
EM-1781 | Add Punch List module to the list of windows available to open when opening / completing an Action Item | |
EM-1786 | Add an email field to Drop Down Lists for: Salespeople, Installers, Designers, Project Managers. (Preparation for future functionality). | |
EM-1787 | Add a button for “New Part” in the Inventory module | |
EM-1789 | Allow Export and Importing layouts for new grids, and add functionality for changing the cell Alignment1504 | 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-1451 | Re-design Actions to Perform window as a pop-out instead of a hover-tab | |
EM-1496 | Assigning an Action Item to a User will no longer hide it from the rest of the grid | |
EM-1644 | Re-create / Re-design the Quick Quote window and add to the “New” main menu | |
EM-1696 | Add Asterisks to indicate required fields in the Acknowledgement window | |
EM-1714 | Add designer column to the Backlog in the Today panel | |
EM-1727 | Add Product Category field in Inventory Manager | |
EM-1743 | Add a right for viewing Dashboards (not granted for anyone by default) | |
EM-1755 | Employee Manager changes:
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EM-1761 | Add Rights Profile column to User List in Administrator | |
EM-1763 | Completely redesign the Survey Module | |
EM-1775 | Prevent deleting / marking an option not current if it (or part of it) has been ordered | |
EM-1777 | Allow saving a Form Layout (if granted the particular right) for new forms (not granted for anyone by default) | |
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 | |
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Re-Take Fixes / Additions | ||
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See here for Live Webinar:
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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 |
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