FCS Enhancements (December 04, 2019)

FCS Enhancements (December 04, 2019)

Development:

23 System Updates

Key

Area

Summary

FE 149

Errors

Fix for Products that were NOT included in the Opportunity Report: Products will now be included to ensure consistency in reporting on Opportunities, throughout the system.

FE 150

Errors

Fix for New Property Records: Resolved an issue regarding adding new Property Records with the same information as the Company Record.  Now, when adding a property with the same contact information as the Company, all the information will transfer over.

FE 151

Errors

Fix to Service Profitability Report: Resolved an issue where deleted dispatches appeared in the Service Profitability Report.  Now, deleted Dispatches do not appear in the Service Profitability Report.

FE 152

Errors

Fix to RTM Properties: Added encoding/decoding to RTM notes so that they can be saved without losing any text after the '&' symbol.

FE 155

Errors

Fix to the Powerboard Default Day: Before this update, after a specific time of the day, the PowerBoard would default its view to the next day, instead of remaining on the current day.  In addition, it would not allow users to get to the current day by using the backward and forward arrows. Now, the PowerBoard will always default to the current day and the user is able to access all days by using the navigation arrows.

FE 156

Errors

Fix to the "Today" Button: The "Today" button will now always take the user back to the current day after navigating forward or backward in time on the PowerBoard.

FE 160

Errors

Fix to the "Override Dispatch Date with Resolved Date (PDF)?":  This functionality will now work as intended; the resolved date will replace the dispatch date on the service invoice PDF.

FE 161

Errors

Fix to the Repair Cost Input: The correct value will now always populate into the Repair Cost input while adding a deficiency in the mobile app instead of "NaN" (not a real number) which was occurring in some cases.

FE 162

Errors

Fix to the "Residential" Client Record: Instead of going straight to the first property of a client record marked as "Residential" the user will now be navigated to the client level, if there is more than one property under the residential client, so that the user can select which property to go to. Prior to this fix, users were unable to access some residential properties if there were multiple under one residential client.

FE 164

Errors

Fix to Property Note Timestamps: Prior to this update, the Timestamps on the Property Notes were incorrect by 5 hours.  The Timestamps on Property Notes have been corrected and are working properly.

FE 165

Errors

Fix to the Inspection PDF Timestamp: With this fix, the correct Timestamps are now visible on Inspection PDFs.

FE 166

Errors

Fix to Opportunity Status Timestamps: Non-admin users no longer can automatically change opportunity status timestamps when editing an opportunity.

FE 167

Errors

Multiple fixes for Material Values: Fix to stop material values from resetting when not appropriate, material values (quantity, cost, etc...) will now calculate properly or stick with a user defined value if they override it.

FE 168

Errors

Fix to Measurement Values: line items will no longer disappear after making a change to measurement values.

FE 169

Errors

Fix to Materials List Field Conditions: The materials list will no longer disappear after making changes to the field conditions or any other values on the page.

FE 171

Errors

Multiple Fixes for Material Values: Material values will not reset unless appropriate, material values (quantity, cost, etc...) are now calculating properly.  In addition, if the user overrides the field, it will default to the user defined value. 

FE 172

Errors

Fix to Documents Tab Variable: In the documents tab when using the variable "{PROPERTYROOFSIZE}" the value was not always accurate, or it would not pull in at all. This has been fixed so that this variable will always be the value of the sum of the area of all roofing sections on the property.

FE 175

Errors

Fix to the Opportunity Pop-up Window: Prior to this update, if an opportunity list was extensive, the Pop-up window for deleting an opportunity would not appear in a visible place on the screen. With this update, the Pop-up will always be visible, regardless of the list size.

FE 176

Errors

Fix for "AIA Schedule of Values Setup" Link: Removed the link directing users to the "AIA Schedule of Values Setup".  This link located in the admin operation settings page was non-functional and confusing for users.

FE 154

Functionality

Update to Multiple Day Service Tickets: Multiple day service tickets on the PowerBoard will no longer need to be covered by other tickets.

FE 163

Functionality

Update to Deleting Production Jobs: When a user deletes a Production Job from an Opportunity, it will no longer be permanently deleted from the database and instead will be hidden. In addition, deleted Production Jobs now appear in the "OPM Delete Log" so users can recover them as needed.

FE 174

Functionality

Enhancement for Mobile PowerBoard Users: Users are now able to scroll within the PowerBoard, utilizing iOS devices.

FE 170

Optimization

Enhancement to Page Layout: Updated the page layout and modal window formatting, to better fit the page.

 


 

Production:

2 System Updates

Key

Area

Summary

FE 153

Reporting

Update to the "Production Detail" Report Link: Update to improve user navigation within the "Production Detail" Report.  Prior to this update, the user would be taken to the latest Production Job added to the property, rather than the Production Job they clicked on from the "Production Detail" Report.  Now, when a user clicks on a Production Job from the "Production Detail" report, the user will be taken to the Production Job they selected.

FE 173

Reporting

Enhancement to OPM Daily Emails: New lines are now included in the comments section of the daily OPM emails, instead of just being one long line of text.  Allowing any returns (newlines) the user puts in their comments to be reflected in the email.

 


 

Reporting:

1 System Update

Key

Area

Summary

FE 177

Record Lists

Enhancement to Tax Group Display: All tax groups lists and drop downs now appear in alphabetized order instead of in the order that the tax groups were added.

 


 

Sales:

1 System Update

Key

Area

Summary

FE 157

Opportunities

Update to Sales Buttons: Previously, the button layouts for adding/editing an Opportunity or an Activity were very different. The buttons have been updated to be consistent with each other.

 


 

Service:

3 System Updates

Key

Area

Summary

FE 158

Invoicing

Update to Previous Service Invoice Enhancement:  The Nov 5th release allowed users to utilize a description field for labor lines on Service invoices. The value for the description was defaulting to "Serviceman" and this default value was removed.

FE 148

Work Order Management

Major Enhancement: Service Dispatches can now be generated from an Opportunity, linking the Sales and Service Modules together.

FE 159

Work Order Management

Enhancement to Service Dispatch Settings: Updated text in Admin Service Dispatch Settings from "Override Dispatch Date with Resolved Date (PDF)?" to "Replace Invoice Sent Date with Resolved Date on the Invoice PDF?"

Have more questions? Submit a request

0 Comments

Please sign in to leave a comment.
Powered by Zendesk