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Release Notes - 2014-12-15

What's New

  • 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.]
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