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 QB |
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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). See here for more information: |
EM-903 | Print multiple Receivers on one report (Select multiple and hit “Print”). See here for more information: |
EM-1086 | Allow sending commissions for other users to QB |
EM-1722 | Allow changing column captions in new grids.  See here for more information: |
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 Alignment |
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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:
https://youtu.be/qFH7fMakKyI?si=LSDDjwFBqQZs35xPSee here for Live Webinar Slides: