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:
|
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 |
|
|
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  See here for more information: |
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”)  See here for more information: |
EM-1756 | When attaching a document to a project, refresh the documents module |
EM-1768 | Redesign Customer Credits and Allow sending to QB. See here for more information: |
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  |
|
|
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:
|
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 |
|
|
Re-Take Fixes / Additions | |
NO EM# | Add Paid By Type when sending Payments to QB |
NO EM# | Fix Associated Parts in Quick quote |
NO EM# | Add Rights to Grid Layout for modifying company default grid layouts in new grids |
NO EM# | Assigned to still greyed out within New Action Item form |
NO EM# | Update the Live Update UI |
NO EM# | Allow Planned Delivery Date and Ship Date to both be populated |
NO EM# | Save the state (collapsed vs expanded) of the Ribbon in Follow Ups and Notes |
NO EM# | Incorrect Tax Template loading on existing Vendor Bills for Canadian Dealers |
NO EM# | When opening a lead, drop downs are blank even though there is a value saved |
NO EM# | Vendor Bill Due Date defaulting to Invoice Date |
NO EM# | Prevent errors when saving and opening Employee Records |
NO EM# | Error when saving and processing a quick quote (Pool Companies Only) |
EM-1765 | Show inactive drop down values in drop downs on Project Information as red text |
NO EM# | Fix errors in Haworth Surcharges |
EM-1444 | Update Print Preview Ribbon to new controls |
NO EM# | Add Checkbox to Marketing Campaigns and Groups for “Sync with Marketing Platform” |
NO EM# | Fix issue with checking for paid bills in QB Integration |
NO EM# | Actions to Perform opens an incorrect project occasionally |
NO EM# | QBO Button doesn’t accurately show the connectivity status |
NO EM# | Punchlist Module erroring when an incorrect document type is uploaded as a punch list document |
NO EM# | Add Overpayment feature to Credits: Apply Sales Credit to Customer Invoice |
NO EM# | Saving a lead from a contact results in an error |
NO EM# | Processing a Quick Quote results in an error for Canadian Dealers |
EM-1776 | Add Spellcheck to new controls (Project Scope, PO Mark For, Special Instructions, etc) |
NO EM# | Prevent error on Credits if there is no class selected |
NO EM# | Update Credit Amount to include Tax amount as well: Apply Sales Credit to Customer Invoice |
NO EM# | Prevent error when sending Invoices to Quick Books for some dealers |
NO EM# | Enhance performance of Quick Quotes |
NO EM# | Project Status not updating when checking out an Action Item from the new Actions to Perform |
NO EM# | Prevent opening projects if manager rights do not allow so from Actions to Perform |
NO EM# | Prevent assigning Action Items to users that don’t have the “Perform Actions” right for the Salesperson |
NO EM# | Prevent Quick Books Integration from crashing when hitting certain errors |
NO EM# | Allow decimal places in Credit Amount when a Credit is an overpayment |
NO EM# | Fix error when updating Commission Payments |
NO EM# | Lead drop downs occasionally change to the “Web Default” for that drop down |
NO EM# | Fix error when opening Actions to Perform because nothing is selected |
NO EM# | Fix issue with Corporate Division not being assigned to Project Salespeople occasionally |
NO EM# | Actions Item opens with wrong title when opening from Actions To Perform Grid (Rejecting, Completing) |
NO EM# | Add button to access the “New User Checklist” to “New User Wizard” in Administrator |
NO EM# | OFS Contact submits as Ship To instead of Dealer Contact |
NO EM# | Associated Parts not adding correctly to Quick Quotes |
NO EM# | Error when using Mail Merge for multiple contacts at the same time |
NO EM# | Allow Credit Quantity to have decimals when creating a new Credit |
NO EM# | Add Tax from Credits to Sales Tax Report |
NO EM# | Customer Credits in Quick Books Integration was not accounting for the selected Corporate Division |
NO EM# | Ignore Tax on Credits if “QB Figures Sales Tax” is checked in Administrator |
See here for Live Webinar:
https://youtu.be/qFH7fMakKyI?si=LSDDjwFBqQZs35xPSee here for Live Webinar Slides: