Current emanage|ONE Release Notes

Issues Resolved
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

New Features
EM-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://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: Using Scope Builders (Saved Text)
EM-1792	Add new Shipment Notification grid in Haworth Web Services See here for more information: 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: Additional Security Features in User Record
EM-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
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. See here for more information: Journal Costs
NO EM#	Ask e-manage (BETA) See here for more information: Ask e-manage (BETA)

User Interface / Experience Enhancements
EM-1818	Re-design the “Add New Zip Code” window for Customer / Contact / Lead window See here for more information: 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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Current emanage|ONE Release Notes

Issues Resolved

New Features

User Interface / Experience Enhancements