Release on January 9, 2020

Company Dashboard Cards are now in V3. Our initial release of these dashboard cards includes: Today Sales (summary) card; Top Sales Reps; and Today’s Appointments for the Company. We continue to work on new Company Cards and your feedback on that is greatly appreciated.

Company Cards, as explained above, as well as all other Dashboard Cards will now have their own Permission Settings. Please make sure to update these on your groups for users to be able to see these cards.

We added a new permission for Sales Tax Exemption Settings in the System Management Permissions category. The new Manage grant allows the user to manage these settings.

We have improved the design for the Company Calendar making it easier to use. We also added the ability to see more than 1 day at a time and easily navigate through those days.

Importing Customers from Alarm.com now includes Business/Commercial names. We also added a Sync function to it that will import updated information on existing customer records.

We have added the ability for you to add your 2-factor authentication ID in the Alarm.com integration settings to connect your account.

The global search now includes Leads. You can now search for Leads by Name, Phone, Email, or ID.

Aside from the Global Settings option to default send receipts on payments, you can now send a receipt on a per payment basis.

When you delete a Work Order, you will now be prompted to select any associated appointments that you would like to delete at the same time.

When creating a Recurring Invoice, the default Payment Method will now be auto-selected.

Searching by account numbers that contain letters was causing issues in the Global Search. That has been fixed.

Using the Previous Address when running a credit check now works with no issues.

User tags are now being saved as User Tags and working as expected.

Alarm.com Add On packages are now updating correctly.

Some Report Notes are now showing in plain text instead of HTML.

Tech Notes are now showing when viewing Appointment details. Likewise, Appointment Notes are showing on Tech Today and Tech at Work.

We fixed a few issues with Invoice Billable Items so now retail prices and tax rates are now correctly populating on invoices, quotes, etc.