New
-
- AT-RISK CARDS
Easily see your At-Risk entries due today, your recent At-Risk entries, and a summary of your At-Risk entries on the new dashboard cards now on your User Home.
- AT-RISK CARDS
-
- DASHBOARD CATEGORY ICONS
In anticipation for different category cards on the User Home, we have added an icon on the cards that indicate which category the card information pertains to. These icons are located on the top right corner of the cards and expand to show what the icon represents.
- DASHBOARD CATEGORY ICONS
Enhancements
-
- UPDATED ADD EQUIPMENT
There are now more ways to Add Equipment to a customer record. You can now add a single item, multiple items, copy from package, or copy from invoice.
- UPDATED ADD EQUIPMENT
-
- ORG CHART
Org Chart uncategorized users are now visible on mobile.
- ORG CHART
Fixed
-
- DOCUSIGN
Completed DocuSign envelopes are now locked and no longer editable.
- DOCUSIGN
-
- ALARM.COM INTEGRATION
We fixed a bug with our Alarm.com Integration that caused issues when trying to enable the connection.
- ALARM.COM INTEGRATION
-
- INVOICE BILLABLE ITEMS
We noticed that the Is Taxable option for an Invoice Billable Item was missing so we went ahead and added that in.
- INVOICE BILLABLE ITEMS
-
- INVOICE PAYMENT
When creating an Invoice, you can now go to make a payment on the invoice and the amount will now pre-populate to the full amount due on the invoice.
- INVOICE PAYMENT
-
- ADT WARNINGS ON IPAD
Some ADT warnings were not showing up on iPads so we fixed so that they now show up.
- ADT WARNINGS ON IPAD
-
- EQUIPMENT PACKAGES
When adding an equipment package the quantities were not being added correctly. We have fixed the issue so all quantities will correctly be applied where selected.
- EQUIPMENT PACKAGES
-
- USER FILTERS
The Filters on the User List are now working.
- USER FILTERS
-
- INVOICE FROM ORDER TEMPLATE
Selecting the option to pre-populate an Invoice when applying an Order Template was not showing the Invoice unless you refreshed the page. We have fixed this so it now shows up without having to refresh.
- INVOICE FROM ORDER TEMPLATE
-
- INVOICE ON IPAD
Invoice sliders are now functional on iPads.
- INVOICE ON IPAD