9.19.19

All the information on the Order and System tabs have been combined and added to the Customer tab making it easier to view and get pertinent customer data all in one page.

Our first version of Org Chart is ready. Produce a visual representation of your personnel in hierarchal format. Reference contact information, Roles assigned to the User, and quickly jump to their individual User Record. Tell us what you think. Learn more…

You can now view and manage all Company Work Orders on one page. You can find this page on the Company menu.

Now available is the Company At-Risk page. View and manage all At-Risk entries on this page found on the Company menu.

Several of our lists have columns that are sortable. We have added helpful arrows to show which can be sorted and to indicate the current direction the column is sorted by.

All Paginated Lists will now show the count of items per page as well as a total count of items at the bottom of the list.

We have updated the Global Search to default to search by Customer first.

Check out the newly improved Credit Score card on the Customer dashboard.

We fixed an issue that was not allowing payments to be voided.

Paid invoices were showing up as not paid on the list of invoices. That has been fixed.

You can now have negative amounts on line items on invoices.

We fixed a couple issues on the User List. The filters were causing issues where clearing the filters was sometimes required. We also fixed the bug causing some of the Groups not showing up in the Filters section.

We fixed an issue what was causing users to run the ADT Precheck again that was previously done when going to shell the account.

When shelling with CMS we will now surface a warning when no zones exist to help successfully link an account.

We are now showing DocuSign errors to help the user know what is missing or what the problem is with DocuSign.