When emailing printed documents (e.g. Billing Summary) to a customer, the document is now attached as a PDF file instead of being embedded in the body of the email message.
Added the ability to disable the following built-in customer fields:
"Account Manager" can now be disabled.
"Customer Type" can now be disabled.
"Description" can now be disabled.
"Industry Type" can now be disabled.
"Notes" can now be disabled.
"Service Manager" can now be disabled.
"Technician" can now be disabled.
"Website" can now be disabled.
Contact: "Notes" can now be disabled.
Contact: "Job Title" can now be disabled.
Location: "Notes" can now be disabled.
Location: "Zone" can now be disabled.
Added the ability to mark the following built-in customer fields as required:
"Description" can now be required.
"Notes" can now be required.
"Website" can now be required.
Contact: "Notes" can now be required.
Contact: "Job Title" can now be required.
Location: "Notes" can now be required.
Added the ability to set default values for the following built-in fields on customer records:
"Customer Type"
Location: "Name"
Location: "City"
Location: "State"
Location: "Zip"
Location: "Country"
Added new columns "Service Manager" and "Technician" to the "Customer List".
Added new column "Service Manager" to the "Contact List".
Added "Unscheduled" as a filtering choice in the "Scheduled For" filter on the "Service Request List".
Redesigned the Customer Overview page and the form used to create & edit customers.
Minor usability improvements to the "Settings" tab.
Add "Tax Code" as an importable field when importing customer records. Will also update an existing customer's tax code if the customer being imported already exists.
Fixes
Fixed: Clicking on "Location" column on Customer > Equipment page causes list to reload as empty.
Fixed: "View Map" doesn't work for newly added addresses.
Fixed: When emailing a signed Billing Summary to a customer, the signature is missing. [This issue is fixed by the new PDF file attachment feature listed above.]