10.29.2018

We continue to work hard to improve our software as we also work hard to complete V3. Working together with our customers to focus on their needs and feedback has allowed us to make needed improvements and additions. This includes improving the Create Customer Wizard by adding a few helpful steps. We also added the ability to apply policies directly to the user. This, plus more. See below for details on this release. Check it out and let us know what you think.  

• • CREATE CUSTOMER WIZARD – UPDATED
    We added a few helpful steps to the Create Customer Wizard. Payment Methods, Work Order, and Schedule can now be completed as part of the creation of a customer. Also, at the end of the wizard you can now go directly to the shelling window with pre-filled data. All this will make it easier to get a customer created and shelled in a seamless process. Learn how…

• • USER POLICIES
    We added the ability to apply policies to the user and / or override group policies on a per user basis. Learn how…

• • REORDERD LISTS
    We have changed the order on lists such as Notes and Tasks to show the newest item at the top of the list.

• • TAGS ON EVERY CUSTOMER PAGE
    Customer Tags will now be easily available as we added them to the top of every screen on the customer record. Learn how…

• • CUSTOMER DASHBOARD
    We have made some general improvements to the Customer Dashboard such as allowing notes to be opened directly from the customer dashboard. Learn how…

• • PRECHECK
    We fixed an issue with the Precheck button where it was not resetting when a the account was unlinked.

• • SCROLLING
    We fixed an issue that was causing problems with scrolling.

• • INSTALLED DATE TIME ZONE
    We removed the time zone from displaying on the Install Date on a customer record.