Downtime for Release of 1.66 was 7/08/2020 from 9:00 PM - 11:00 PM (EDT). Downtime is to allow for the new version update to be applied to SmartWare
Accounting
Invoicing
- Resolved issue where finalizing Reviewed work orders set the time stamp using UTC time rather than local
QuickBooks Transfer
- Improved performance when selecting different views on the QuickBooks Transfer page
- Resolved issue where credit card payments processed through the SmartWare UI did not appear in the QuickBooks Transfer screen
Administrative
Employees
- Resolved issue where trying to print an employee's time sheet from the Employee Time Clock panel would generate a duplicate file
- Resolved issue where more than one Device record could be marked as active
- Added Communication Log tab to the Logs panel. This will show any communications sent to the employee through SmartWare
Calendar & Tasks
Calendar & Tasks
- Resolved issue where on some occasions the pop-up from hovering over a task would remain even after navigating to another screen
Communication
Phone Monitor
- Resolved issue where comments and completed reasons would sometimes disappear until they were entered a second time
Customer
Customer
- When adding a new Contact, Contact Type is now a required field
- Resolved issue where it was possible to inactivate primary phone numbers and email addresses
- Resized the Tasks panel so it's in alignment with the other panels
- Removed 'Campaign Phone' as an option when adding contact communication info
- Added capability to create a follow-up To Do task on the calendar from the Contact Log when the Contact Topic is Complaint. Click the
(create ToDo) button to create a To Do task, or click 
(view ToDo) to see the existing To Do task
Dashboards
Management
- The Employee Events widget now has a time frame of the next 30 days rather than the current week
- Resolved issue where the Service Analysis widget showed 0% for Recall jobs regardless of whether or not there were call back jobs in the time frame
- Added additional columns to the Complaints widget to be able to include information from the To Do tasks that can be tied to Complaints in the Contact Log. New columns are Status and Due Date, as well as an
(edit) button to edit the calendar task
Dispatch
Dispatch
- Resolved an issue where on some occasions Work Orders could not be dragged on the dispatch calendar
Routing
- Made minor improvements to the performance of the router
Material
Cores & Returns
- Added
(edit part) button to the Cores & Returns grid Options column. Clicking the button will open up the Part Detail screen for that part
Locations
- The Inventory Detail panel will now include the location name in the header
Reports
Reports
- The Sales by Postal Code report has been re-sized so that all columns fit on a single page
- Added new Monthly Sales Comparison report. This report will compare the monthly sales for the past 12 months with the monthly sales of the 12 months before that. The report can be run for a single territory or all territories
- Added new Top Customers report. This report will show the top customer by sales for a selected date range. Criteria are the start and end date, territory, customer type, and number of customers to show
- Added new Zone Analysis report. This report will show jobs and revenue by zone for a selected date range. The report looks at work orders that are Tech Completed or higher
- Added new Work Order Cancellation report. This report will show work orders cancelled in the selected time frame and the cancel reason selected. The summary page gives a quick overview of the number of work orders cancelled, the percentage by reason, and the subtotal on the cancelled work orders. Subsequent pages list all the work orders individually
Work Order
New Work Order
- Added
(show contact notifications) button to the New Work Order form under the Notifications grid. Clicking this button will add notification options for any contacts the customer has - Resolved issue where if a new contact was created on the New Work Order screen, the contact's communication info wasn't available in the notification options
Work Order
- Resolved issue where invoices would show the third party biller's name under both the billing address and job address
- Added a feature under Payments so that users are now able to edit the memo section of posted payments
- Resolved issue where when adding a kit part to a work order, only the note on the kit part was being shown. Now all notes for parts in the kit will be shown if they exist
- Added
(show contact notifications) button to the Work Order Notifications panel. Clicking this button will add notification options for any contacts the customer has - The Work Authorization and Work PO Number fields are now unlocked for all job statuses
- Added new option called "Contacts"; this option will load the customer contact grid where existing contacts can be viewed and edited and new contacts can be added
- Added the Description column back in to the Work Order Notifications grid
Work Order Search
- Resolved issue where searching for work orders within a specific date range would also return work orders from the day after the end date if their current status had a time stamp of midnight