Downtime for Release of 1.69 was 10/07/2020 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 trying to email Statements out of the Invoicing -> AR All grid was failing
QuickBooks Transfer
- Resolved issue where transferring Adjustments with a date before the QBO Period Closed date was not correctly updating the date on the Adjustments to the day after the QBO Period Closed date
Administrative
Menu Pricing Guide
- Resolved issue where changing the Add On Discount rate on the Menu Pricing Guide screen would not update existing tasks with the new discount percentage
- Resolved issue where after changing the MPF or Add On Discount rate, the grid did not update until the screen was re-loaded
- Resolved issue where when adding the labor value to a new task, the add on discount was defaulting to 25% regardless of what the actual Add On Discount rate was set to
Customer
Customer
- Resolved issue where trying to email a Statement from the Customer screen failed
- The Address widget will now only show a maximum of 300 addresses
Dashboards
CSR
- Detail grids can now be toggled for the remaining columns on the CSR Dashboard (Close Rate, Outside Close Rate, Call Time (min), Avg Call Time, Completed Jobs, Completed Job Revenue, Avg Completed Job Revenue, Cancelled Jobs)
Dispatch
Routing Setup
- Resolved an issue where sometimes upon using the arrows to navigate through dates on the Availability grid it would cause the Daily Schedule grid to go blank
General
Alerts
- Added column searching and column sorting to the Alerts grid
- The Action button was changed so that when you view the action it doesn't clear it. The only way to clear it out now is to use the Clear button
Ringing Notifications
- Resolved issue where in specific cases multiple blue toasters were appearing when receiving a call
Reports
Reports
- Added a second tab to the 'Sales by Tech' report's Excel file to allow for easier custom sorting or filtering by the user
- Added a new report called 'Job History' which allows you to see a history of all (or specific) jobs/work orders associated with a customer
- The footer link on Invoices has been changed from 'getneighborly.com' to 'neighborly.com'
Setup Franchise
User Defined Values
- Added the 'MPG Update Labor Rate Job Discount ' option to Setup Franchise > User Defined Values > Misc screen. This toggles whether or not the 'MPF' and 'Add On Discount' fields are locked or not on the MPG screen
- Resolved issue where default notifications for Employee email and phone numbers weren't being set according to the Notification Defaults set in the Communication tab
Work Order
New Work Order
- Resolved an issue where using the quick action in the Customer screen to create a new Work Order was sometimes using an inactive address
Work Order
- Resolved issue where inactivating a processed credit card payment was refunding it through the credit card processor
- Resolved issue where a duplicate Work Order tab was being created when clicking on Attachments
- Resolved issue where credit card payments made in SmartWare using Authorize.net were not showing the work order number on the payment information in the Authorize.net dashboard
- Added change to hide the "In-Stock QTY" column on the Work Order Parts grid