|
DATE
|
MODULE /
FORM
|
DESCRIPTION
|
RELEASE 1.8.800.34 11/10/2015
|
|
11/10/2015
|
Job
Manager
|
Filtering
for jobs by 'Incomplete' will now return all incomplete jobs, including those
with an invoice previously posted.
|
|
11/4/2015
|
PO Manager
- Vendor Part import
|
Import
files missing the ItemNo column will no longer
trigger the message “The data types varchar and text
are incompatible in the equal to operator”. Instead the more user-friendly message
will be included: “Could not add pricebook part: ItemNo, Description, and Price are required”.
|
|
11/2/2015
|
User
Groups - Payables
|
Reorganized
checkboxes to better reflect their function
|
|
11/2/2015
|
Activation
Renewal Message
|
Updated the
message to be more clear and accurate.
Message
now informs user of how long the Acknowledge option will silence the message.
|
|
11/1/2015
|
Vehicle
Manager
|
The
different views will now refresh automatically when a relevant change is made
to another view.
When
creating a new vehicle record, the user must save or cancel the record before
clicking to a different line. The explicit save action is necessary for the
form to fully apply the updates to the database preventing the illusion that was
saved when it was actually was not.
|
RELEASE 1.8.800.33 10/23/2015
|
|
10/21/2015
|
Job Form
|
Corrected
behavior of changing Equip, Warranty, or Agreement fields. Corresponding
internal ID field will be properly updated when selecting from the locaqtions’s equipment list or cleared when changing
otherwise.
|
|
10/21/2015
|
1099-MISC
forms
|
Updates to
1099-MISC and 1096 forms for 2015.
|
|
10/16/2015
|
AP
Transaction Report
|
'Vendor No'
lookup button is now available.
|
|
10/14/2015
|
Sales
Tracking Report
|
Report can
now be filtered by Job Number and/or Quote Number
Report can
now be sorted/grouped by Job Number and/or Quote Number
|
|
10/13/2015
|
SWAPI
|
Added AgreementType, AgreementID, ContractNo, ClaimNo, ContractPlanTypes, WorkDone
(for job's current invoice), WorkSuggested (job's
current invoice), WarrantyType, WarrantyID,
UnitType, UnitID, UnitAge to JobQuery
request.
|
|
10/12/2015
|
Job
Permits Report
|
Job
scheduled date now appears on the report
Report can
be grouped by or sorted by job scheduled date
Report can
be filtered by job scheduled date, including when the Permit Required
checkbox is checked.
|
|
10/08/2015
|
Sales
Tracking Report
|
Eliminated
occurrences of split detail lines when exporting to XLS data file.
|
|
10/08/2015
|
Agreement
Manager
|
The
Agreement Manager will refresh after changing payment information on an
invoice opened from the Periodic Invoices view in the Agreement Manager
|
|
10/07/2015
|
Purchasing
(PO) Manager, Receivables Manager, Payables Manager
|
When
searching in a field with only the wildcard symbol %, all records will now be
returned, rather than only those records containing information in that
field. To return only those records
containing information, use two wildcard symbols back to back, e.g. %%.
|
|
10/06/2015
|
Open
Receivables, AR Transactions, Open Payables, AP Transactions reports
|
Allocations
will now appear in ascending order by date
|
|
10/5/2015
|
Communication
Dashboard
|
Fixing a integer overflow bug that can cause the Communication
Dashboard Refresh to shut down if the workstation was not rebooted for 49.7
days.
|
|
10/01/2015
|
Piece Rate
Assistant
|
Corrected the
figures on the invoiced panel so that they would display the extended sale
totals and not the unit price.
|
|
9/28/2015
|
Invoice
Scorecard, Job Scorecard , Job Scorecard (plus projects) Reports
|
Scorecard
reports can now be filtered and grouped by Salesperson for the job.
|
RELEASE 1.8.800.32 10/2/2015
|
|
10/1/2015
|
AR Invoice
|
Sometimes
when posting an AR invoice with a payment included, the system would make
incorrect allocations. Instead of
allocating the payment to the invoice, an allocation might have been created
to some other item in the customer's receivables. This could have occurred if
Billing Account History (F4) was opened for the customer and filters set
prior to posting the invoice.
|
|
10/01/2015
|
SW21Keys/Caller
ID
|
Since
1.8.800.26, when launching Successware21, a bug in SW21Keys was causing a
caller ID popup with an empty phone number.
|
|
9/30/2015
|
Job
Notifications Service
|
Prevent
multiple copies of Job Notifications Service from running at the same time in
the same instance of SuccessWare21.
|
|
9/29/2015
|
Email
Communications
|
Revised
several error messages to be more accurate and informational.
|
|
9/29/2015
|
Call
Center, send to GPS
|
Job
Instructions containing uncommon ASCII characters will no longer cause
"GPS Failure: Fleetmatics returned request
status FAILED" failure when sending to Fleetmatics. The error information being returned by Fleetmatics was "<error_desc>Description
cannot be more than 200 chars</error_desc>".
|
|
9/17/2015
|
Reports -
A/R Aging, A/R Transactions, and Open Receivables
|
Added
department column to all reports (when including invoice level detail for the
A/R Aging and Open Receivables)
Fixed bug
that allowed 'Post Date' label to show on reports when including Total Only
or Customer Summary
|
|
09/15/2015
|
Job Form
|
In some
situations, when attempting to add a job, the error "Cannot insert the
value NULL into column..." could have occurred.
|
|
9/14/2015
|
AR Sales
Tax Report
|
Invoice
information will no longer split between pages.
Reports
exported to file will no longer have intermittent rows with split/shifted
data.
|
|
9/11/2015
|
Purchasing
Manager – Import Vendor Parts
|
'Counted'
checkbox must be checked before 'Valued' or 'Serialized' can be checked
Line items
on imported parts lists will not import if that line has 'Valued' or
'Serialized' checked but 'Counted' is not.
|
|
9/10/2015
|
AP Item
Distribution Report
|
When
printing and using the expanded detail option, detail records will no longer
split between pages.
When
exporting to file, detail records will no longer be split between rows
intermittently.
|
|
9/8/2015
|
Comm Center
|
Messages may
now contain apostrophes without causing the truncation or loss of data when
messages are being split for delivery to text devices.
|
|
9/8/2015
|
Job Happy
Check Report
|
Report now
displays and exports location email address.
|
|
9/4/2015
|
Marketing
List Export
|
Phone
extensions can now be exported
|
|
9/3/2015
|
Jobs
Permit Report
|
Report is
now able to be filtered by City
Report is
now able to be filtered by ZIP Code
Report may
now be sorted and grouped by City and ZIP Code
|
RELEASE 1.8.800.31 9/2/2015
|
|
9/1/2015
|
SWAPI
|
In JobPunch command, If the apprentice for a specific
assignment was made different from the technician's normally assigned
apprentice, when the technician punched his dispatch time, the apprentice was
being reverted back to his standard apprentice.
|
|
8/31/2015
|
Purchasing
Wizard (Purchasing Manager)
|
"Missing
right quote" exception will no longer occur when a warehouse number
contains an apostrophe.
|
|
8/31/2015
|
Inventory Transfer
(Inventory Manager)
|
"Missing
right quote" exception will no longer occur when using a warehouse
number for the To Warehouse that contains an apostrophe.
|
|
8/27/2015
|
Pay Bills
(Payables)
|
Added
Vendor No column to grid
Changed the
caption for the Vendor Name column from VendorName
to Vendor Name (include the space character)..
Widened
the form to accommodate new column and continue to display all columns
through "disc to take"
|
|
8/26/2015
|
Purchase
Order
|
When
sending an eOrder, if the user sending the eOrder had a space character in their username,
generation of the email would fail with the error 'function XMLDataset()
generated an empty tag".
|
|
8/20/2015
|
SW21Keys
|
When using
SW21Keys with command line parameters two extraneous slash characters were
getting appended onto the submitted DNIS.
|
|
8/19/2015
|
SWAPI
|
In JobPunch command, SWAPI will now verify that the call
date for the assignment being punched matches the date of the job punch. A mismatch in the dates could have occurred
if the call/assignment was rescheduled to a different date after the
technician had received the assignment on his device. When allowed to go through, the assignment
and time card entry would be on different dates causing various problems in
SW21 which would require technical support intervention in order to correct.
|
|
8/20/2015
|
AR Open
Receivables Report
|
Added the
Service At, Item Date, and Post Date columns to the text / XLS data file exports
and corrected column order to match the report column order
|
|
8/20/2015
|
AR
Transactions Report
|
Added the
"Comment" column to the text / XLS data file exports and corrected
the order of the columns in exported files to match the report column order
The Print
To FIle button was missing from the report
interface form.
|
|
8/20/2015
|
AP
Transactions Report
|
Added the
"Comment" column to the text / XLS data file exports
The Print
To FIle button was missing from the report
interface form.
|
|
8/19/2015
|
SWAPI
|
Added
Instructions memo to JobQuery
|
|
8/18/2015
|
Inventory
- Item Value Correction
|
If the
item total value when attempting to do a value correction was exactly -1,
posting of the value adjustment would fail with the error 'debits <> credits'.
|
|
8/13/2015
|
General
|
On
application startup, if an error occurred while performing an auto backup of
application custom settings, the application would shut down. The application will now continue after
displaying a message.
|
|
8/6/2015
|
Pay Base
Import to Payroll
|
Fixed bug
that was preventing the import of negative pay base wages into payroll
miscellaneous wages.
|
RELEASE 1.8.800.30 8/4/2015
|
|
7/31/2015
|
SWAPI
|
When using
apprentices, sometimes when the mentor tech submitted his dispatch time (JobPunch) the apprentice would fail to get updated with
the dispatch time punch.
|
|
7/31/2015
|
SWHttpServAdmin
|
Added a user
warning confirmation dialog when updating SWAPI via the SWHttp
Service Administrator. This procedure
should normally not be necessary since SWAPI updates automatically when SuccessWare(r)21 is updated.
|
|
7/30/2015
|
Pricebook
|
If using
the PM Matrix for pricing task detail and the last entry in the PM Matrix had
no maximum limit, items falling in that price category were not getting the
proper markup when recalculating prices for tasks in the category.
|
|
7/23/2015
|
Call
Center (Dispatch)
|
Active
employees terminating in the future were showing on the dispatch board beyond
their termination date allowing calls to be assigned to them after their
termination date.
|
|
7/22/2015
|
Call
Center (Dispatch)
|
Added a
Tech Hint Option, "Hours paid (all employees)", that will allow the
dispatcher to see hours for all employees, including office staff, on the
dispatch board.
|
|
7/22/2015
|
Receipt /
Vendor Invoice
|
Occasionally
a rounding error in the received quantity would cause a zero inventory transaction
to post, which would result in a failure when it was attempted to adjust the
receipt / invoice later on. The adjust would fail with the message 'quantities of zero
not allowed for inventory transactions'.
|
|
7/22/2015
|
AR Invoice
|
Clearing out
the tax code will now clear out the tax percentages and any calculated tax
from the invoice.
|
|
7/22/2015
|
Item Value
Correction
|
If any of
the warehouse quantities were less than zero, the item was not ending up with
the correct final average value. Some
of the inventory transaction values would be put into inventory overage (ICAdjOver) instead, and were being omitted from the
inventory value calculations.
|
|
7/8/2015
|
Main
Toolbar
|
When
restoring previously saved settings, if the saved button size setting was
different from the current toolbar setting, some of the toolbar buttons were
not getting changed back to the correct size.
-Immediately
save the backdrop setting and the toolbar button size and alignment settings
to the registry as they are changed (same as adding or removing custom
buttons already does).
|
RELEASE 1.8.800.29 7/2/2015
|
|
6/26/2015
|
Utilities
|
When
running utilities menu background processes in SuccessWare21 will be shut down
to prevent database connections from interfering with utility tasks.
When
launching the Database Maintenance utility, SuccessWare(r)21 will be shut down in order to prevent any potential
database connections from interfering with database maintenance tasks.
|
|
6/26/2015
|
QuickStart
|
Fixed
"Field 'EmployeeCode' is of an unknown
type" error when trying to enter the employees screen in QuickStart.
|
|
6/24/2015
|
SWAPI
|
Added
additional fields to the JobQuery command
including,
-Location
address
-Location
phone and email address
-LocationID
-Billing
account name and address
-Billing
phone and email address
-Billing
account number
|
|
6/23/2015
|
Utilities
|
When
launching SWHttpSvc Administrator
(SWHttpServAdmin.exe) from SuccessWare21 Utilities menu it will now attempt
to elevate user privileges (like right-clicking "Run as
administrator"). When UAC is
enabled the UAC prompt will be immediate instead of flashing on the task bar
waiting for the user to click it.
|
|
6/23/2015
|
SWAPI
|
Since
1.8.800.26, the initial default values for the SSL root certificate settings
were invalid. When installing the
SWAPI service for the first time, the service would fail to start with 'Could
not load root certificate'. The certificate settings had to be manually
corrected on the SSL/TLS page of the SW Http Service Administrator properties
form in order to get the service to start properly.
|
|
6/17/2015
|
General
|
When
SuccessWare21 is updated to a new version, the version update process will now
report the list of connected user names along with workstation names when it
will not run due to currently connected users.
|
RELEASE 1.8.800.28 6/12/2015
|
|
6/11/2015
|
General
|
In a
terminal services environment when loading SuccessWare21 from a network
location, one user closing the application could cause other users to be
disconnected from the application resulting in "C0000006"
application errors.
|
|
6/11/2015
|
Callbacks
Report
|
Hours worked
in the callbacks report was being truncated when hours for a specific job was
more than 10.
|
RELEASE 1.8.800.27 6/5/2015
|
|
6/3/2015
|
Main Menu
|
Remove
bogus Marketing Manager option that inadvertently started showing up on the SW21
Main Menu.
|
|
5/26/2015
|
Job Form /
Call Progress
|
"Keep
existing assignments" prompting was not working after completing
assignments in Call Progress from the Job Form, and then taking other actions
such as adding a call.
|
|
5/20/2015
|
Project
|
In Project
Setup, clicking the calendar control would not bring up the date lookup
unless the Contract Date field had been focused first
Down arrow
in the Contract Date field was also not activating the date lookup
|
|
5/20/2015
|
Renewal
Notice
|
For billing
accounts with a user-entered account number containing letters, a "not a
valid integer value" error would occur when attempting to email a
renewal notice to the customer.
|
|
5/19/2015
|
Call
Center
|
The call center
would only partially and sporadically react to call center background color
changes. Now the background color will
fully update during the next refresh.
|
|
5/19/2015
|
Job
Notification Setup
|
For some
companies, the AgreementVisit job class was not
showing as an available job class for notification setup.
|
|
5/18/2015
|
General
|
Fixed
issue when a comma is in the description of commissions pay item description
causing the commission not be recognized as imported to the invoice (AR Invoice,
Enter Cost) which had the effect of allowing the commission to be picked and
imported multiple times. The problem
in turn also effected form indicators (displaying cost was needed for import)
and job finalization checklist (displaying commission remains to be
invoiced).
|
|
5/18/2013
|
AR Invoice
Pmt
|
When using
the Update Project option, and also using XCharge,
the credit card reference information was being copied to the project (job)
without the XCharge alias causing a possible
mismatch between the credit card reference information and the XCharge alias on the project (job).
|
|
5/16/2015
|
SWAPI
|
Added
Agreement Original Reserve and Reserve Charges (in LocationQuery)
allowing third party applications to calculate and display Reserve Balance =
Original Reserve + Reserve Charges. (Reserve Charges is a negative amount)
|
RELEASE 1.8.800.26 5/15/2015
|
|
5/13/2015
|
SWAPI
|
Support
added for TLS 1.1 and TLS 1.2.
Security vulnerabilities have been exposed in SSL3.0 and TLS1.0. These can now be disabled in order to pass
newer PCI compliance scans.
|
|
5/13/2015
|
SWHttp Service Administrator
|
Prompt for
confirmation before uninstalling services.
In
Properties:
- Can now configure
the SWAPI service to use SSL 3.0, TLS 1.0, TLS 1.1 and TLS 1.2 independent of
each other. New installations have TLS
1.1 and TLS 1.2 enabled by default.
For existing installations, SSL 3.0 and TLS 1.0 can be disabled, if
necessary.
- Other
miscellaneous interface fixes and cleanup
- Changed
default values for some options based upon newer recommendations
|
|
5/12/2015
|
SuccessWare21
Background Processes
|
The screen
will now hide the entry for Communication Dashboard Refresh. It was not necessary for this to be
visible.
|
RELEASE 1.8.800.25 5/11/2015
|
|
5/11/2015
|
Email
Server Setup
|
For some
companies, values entered during first time email server setup would not
save. The user is now directed that it
is necessary to configure General Setup options first.
Set proper
default values for encryption method, port, and email delay during first time
email setup.
Suppress
the "enter new user and password" message in username field during
first time email setup. This message
is not necessary during first time email setup.
|
|
5/8/2015
|
AR Invoice
|
Certain
modifications made to the invoice immediately after posting the invoice -
entering cost, entering standard hours, etc. - would have cleared out the pay
base payroll date that the system would have just inserted when the invoice
was posted.
|
|
5/6/2015
|
Employee
Setup
|
Fixed
biography photo being truncated after editing and saving an employee record
with an existing photo.
|
|
5/5/2015
|
General
Setup
|
For some
users just starting out, when editing General Setup settings, the following
error would occur when attempting to save changes,
"Field
'EMailPagingReturnAddr' is of an unknown
type".
|
RELEASE 1.8.800.24 5/5/2015
|
|
5/4/2015
|
Job
Notification Prompt
|
Prompt
screen no longer allows the user to delete previously sent messages listed in
the grid.
|
|
5/4/2015
|
User
Profile Save/Restore
|
User
custom settings now auto-save on logon as a possible restore point for a
future restore attempt.
|
|
5/1/2015
|
SWAPI
|
Job Punch
was failing to flag the Job for Dispatch Job Notifications.
|
|
4/30/2015
|
Purchasing
Manager
|
In the
Vendor Part view of the manager, added Item Category filer and added Item
Category and Item Group to the grid to facilitate reporting of vendor part
items by category and group.
|
|
4/30/2015
|
Sales
Tracking Report, Job Permits Report, Permit Stages Report, Callbacks Report
|
Sometimes the
look up for the job type filter would be randomly limited to a single job
class.
|
|
4/30/2015
|
Warehouse
Transfer - Restock by Usage
|
Fixed bugs
in the date range selector. The From/Thru date range was not properly
reflecting the dates selected in the list.
When nothing was selected, a 12/30/1899 date might have been displayed
in the From or Thru dates.
|
|
4/29/2015
|
GPS Link
|
Enhanced
error trapping for GPS related errors for better identification and
troubleshooting. TomTom server
generated errors in particular were not being captured.
|
|
4/17/2015
|
AR Invoice
|
Prevent
the customer forms from minimizing to the menu bar after emailing an invoice
from the invoice preview dialog.
|
|
4/13/2015
|
Reference
Library Import
|
If the
value for any code happened to contain a quote character the import process
would fail with a query error. This
situation would have been very rare since typical reference library code
validation prohibits the quote character, but could occur on some things, like
user groups.
|
|
4/13/2015
|
Merge/Delete
Utility – Locations and Billing Accounts
|
When
merging the user will be notified if there is a difference in the effective
communication preferences between the source and destination accounts allowing
the user to manually correct for any non-merged preferences that are being
discarded.
|
|
4/8/2015
|
Call
Progress
|
Fixed a
couple of problems when there were two (or more) techs (mentors) each with
assigned apprentices
-Sometimes
errors and a possible application hang might have occurred.
-Sometimes
there would be missing data when attempting to complete assignments in call
progress.
|
|
4/7/2015
|
Job
Notification (Background Service)
|
Fixed a time
synchronization issue that would occasionally cause a service interval to be
skipped.
|
RELEASE 1.8.800.23 4/6/2015
|
|
4/3/2015
|
Utilities
|
There is a
new utility, User Profile (Backup/Restore), that allows
SuccessWare®21 custom profile settings to be backed up. This back up can be used as a restore point
in case custom profile settings are lost for some reason.
There are
two utilities that any user may run, others will still be hidden unless user
has the proper abilities – User Profile (Backup/Restore) and Refresh
Printers.
|
|
3/31/2015
|
QuickBooks
Import
|
Corrected
the QuickBooks import so that when importing into QuickBooks Canada the
social security number is properly formatted as xxx xxx
xxx.
|
|
3/27/2015
|
Invoice Manager
|
Replaced
the IsCompleted column with JobProgress
column which will now allow closed jobs to be identified in the list. Closed jobs are likely the jobs that will
require invoicing since the 1.8.800 release.
|
|
3/27/2015
|
SWAPI
|
Fixed
error in CustomerQuery, "Unexpected failure;
Could not convert variant of type (Null) into type (String) (cdm11)",
that would occur if some of the input fields fields
were omitted in the request.
|
|
3/25/2015
|
Email
Reports
|
The
"from" address for emailing reports will now default correctly if
specified in the General Communication Settings. Previously it would use the sender
specified in the email server setup.
After
changing Email Server Settings or General Communication Settings reports will
now use the updated settings immediately instead of the user having to
log-off or restart SW21.
If the
"from" address is changed from the default when emailing reports
the system will use that new value when sending the report. Previously it would only use the sender
specified in the email setup. If the
email domain of the newly entered "from" address does not match the
default a warning will be recorded in Message Review.
|
|
3/24/2015
|
Printed AR
Invoice
|
A rounding
error was sometimes causing the line item total price to be off by a penny.
|
|
3/22/2015
|
Billing
Account Details
|
The Open
Location... option would not work if the location address had an end
parenthesis, ")", character in it.
Fixed alignment
of the top right panel that shows related locations so that it stretches to
show the full location address and LocationID as
the form is resized.
|
RELEASE 1.8.800.22 3/21/2015
|
|
3/19/2015
|
Comm Center Configuration
|
(ASP Only)
On occasion during setup Use Email Paging would be off (unchecked), but the
check box field would be disabled so it was not able to be turned on.
|
|
3/18/2015
|
SW Http
Service Administrator
|
In order
to avoid registry read/write errors, the program will now automatically
attempt to elevate UAC privileges when UAC is enabled in the operating
system.
|
|
3/16/2015
|
Call
Taking
|
When using
SW21Keys with DNIS, lead source type will now fill in automatically along
with lead source.
|
|
3/16/2015
|
Customer
Search
|
When using
Call-on-Line (old Call Taking) creating a new location will now fill in lead
source type if lead source was specified.
|
|
3/16/2015
|
Customer
Form
|
When using
Call-on-Line (old Call Taking) creating a new job will now fill in lead
source type if lead source was specified.
Fixed
error "cannot focus disabled or invisible window" when using
Call-on-Line and closing the customer form and choosing "Wrong customer
- search again" from the options dialog.
|
|
3/16/2015
|
Call
Progress
|
When
removing an assignment from a call and all of the other assignments on the
call have been completed, prompt complete the call / close the job with the
new two check box status dialog, instead of presenting two separate
confirmation prompts.
There now
is also a check for whether any job notifications should be queued (closing
the job).
|
|
3/14/2015
|
QuickStart, Customer AR Balances
|
When creating
a New Acct after creating a carbon copy location for the previous account,
the location list was not clearing and some of the fields were not enabling
properly.
|
|
3/14/2015
|
SWAPI
|
SWAPI will
now make a Windows Application Log event if the nightly SWAPI log purge
should fail for any reason.
|
|
3/13/2015
|
Invoice
List Report
|
When
Include Invoice Detail was selected and there would be more than a full
printed page of work done and work suggested memos, the report could have started
endlessly generating new pages.
|
|
3/12/2015
|
Email
Template (Customer Communication Templates)
|
When using
the test button the test email will now reflect the correct subject that will
be used for real emails.
|
|
3/10/2015
|
Opportunity
Manager
|
After
creating a lead from an opportunity and then canceling the lead sales job,
the opportunity was being left in a pending state as if the lead is still
open (Yellow arrow), but the actions that you can normally take with an open
lead are disabled. The opportunity
will now become abandoned and can be reopened if necessary.
|
|
3/10/2015
|
Email
Setup
|
When
clicking cancel on the acknowledgement screen it will no longer close the
setup screen.
|
|
3/10/2015
|
Billing Account
Details, QuickStart AR Opening Balances
|
Creating a
new carbon copy location from a billing account was not copying all of the
usual carbon copy fields to the new location.
Missing values included alternate name, phones 3 and 4, and service
contact.
|
|
3/10/2015
|
Location
|
When
editing a carbon copy location after having opened the location from the
carbon copy billing account, an unnecessary confirmation dialog was be
displayed while the system was copying fields to the carbon copy account.
|
|
3/9/2015
|
Comm Center
|
When
emailing appointments, Address2 will now be included in the email subject,
text, and in the appointment text.
|
|
3/9/2015
|
SWAPI
|
Fix
failures that could occur when a CustomerQuery
request included excessively long search criteria. SWAPI will now detect search criteria that
are too long and return an appropriate error message.
|
RELEASE 1.8.800.21 3/9/2015
|
|
3/9/2015
|
Email
Server Settings
|
(ASP only)
When using the "Use Hosted Email Settings" option, the emails
settings would clear and not load the host server settings.
|
RELEASE 1.8.800.20 3/6/2015
|
|
3/5/2015
|
Comm Center
|
When
sending a message to a large number of recipients through the comm center (more than 240 total characters in the email
address list), the system must send the message individually to each
recipient. There were two bugs in this
process...
-The
system was dropping and not sending to the first recipient
-In the case
where the message must be split due to message length, all segments of the
message were only being sent to the last recipient in the list. All others
would only receive the first segment, except for the first recipient who was
receiving nothing.
|
|
3/4/2015
|
Timecard
|
When
entering a new timecard entry for a job that may have been closed prematurely
for whatever reason, you will now be prompted if you want to reopen the job
when you try to save the entry, instead of having to cancel the entry, open the
job form (or call progress), reopen the job, then make the new entry.
|
|
2/25/2015
|
Job
Notifications
|
For
multi-day jobs, prevent prior day technician bios (including from canceled or
completed calls) from showing in the customer dispatch notification email.
|
|
2/25/2015
|
Communications
-Message Review
|
(MS-Access
only) Fixed query failure when attempting to view messages.
|
|
2/25/2015
|
General
Communication Settings, Job Notification Service Options
|
Fixed misspellings
in captions of the forms.
|
RELEASE 1.8.800.19 2/18/2015
|
|
2/17/2015
|
Payroll
Reconciliation
|
Since
build 1.8.800.16, the calendar popup for Check Date was not functioning. (Note: The date was still able to be
entered manually).
|
RELEASE 1.8.800.18 2/11/2015
|
|
2/11/2015
|
F1 Help
|
Help file
update
|
|
2/11/2015
|
Job
Manager
|
When using
the Not Invoice filter, exclude project jobs (phases) since they are never
invoiced. It would just make it harder
to find jobs that may need to be invoiced if they were showing.
|
|
2/10/2015
|
Call
Center (Dispatch)
|
Daily
Assignment View (vertical view) will now show the Job Notification envelopes on
the appointments in the lower right-hand corner of the shaded box for the
assignment.
|
|
2/9/2015
|
Call
Center (Dispatch)
|
In the
Daily Call View (horizontal view) the job notification envelope icon has been
made a bit smaller and the text label on the assignments was moved down
slightly so that the envelope no longer overlaps the job type code in the
call label.
|
|
2/6/2015
|
Message
Review
|
Changed
Job view filter to search by JobNo and using % for
wildcard searches no longer crashes SuccessWare21.
|
|
2/6/2015
|
Purchase
Orders, eOrder
|
Added <RequestedBy> field to the eOrder
XML.
|
|
2/6/2015
|
Job
|
When
trying to open a job, but were prevented because of locks in place by other
users, an opportunity lock might have been left in place that would later
have to be cleared either manually or when logging out.
|
|
2/6/2015
|
Merge -
Locations, Billing Accounts, Vendors
|
The
locking mechanisms were not preventing certain activities on the locations,
billing accounts. or vendors that is necessary to
prevent potential problems during the merge.
|
|
1/27/2015
|
Company
Email Logo
|
Added
"Close" button
|
|
1/27/2015
|
Customer
Communication Templates
|
Added
"Company Logo (for Email)" button
|
|
1/27/2015
|
Job
Notification Settings
|
Added
"Service Options" button
|
|
1/27/2015
|
SuccessWare21
Background Processes
|
If the Job
Notification service was disabled (but still available in the background) it
will show the user "(service disabled, see Job Notification
Setup)". This text will display
once the service has had a chance to attempt a run and realize that someone
disabled the service after it had started.
|
|
1/27/2015
|
Communication
Dashboard
|
If the service
was disabled and the user clicks the "Send Now" button it will
inform the user the service was disabled.
If the
service is disabled the second Job Notification status label will also inform
the user to see "Job Notification Setup"
|
|
1/27/2015
|
Job
Notification Service Options
|
The user
will be prompted with a warning that Job Notification will not be processed
when the service is disabled.
Changing
the options here will now be logged
The Job Notification
Service will stop sending any new notifications for all users at the time it
is disabled, even if the service is still running.
|
|
1/26/2015
|
Call
Center (Dispatch)
|
In the Daily
Call View (horizontal view), employees may have been showing out of order
when the call center was first opened, when employee filters were being used
and there were apprentices being hidden (non-visible employee forms).
|
|
1/25/2015
|
Location
Document Storage
|
Added the
ability to open location document storage folders to: Dispatch Form,
Agreements Form, Customer History, Job Form, Equipment Form, Customer
Opportunities Form, AR Invoice Form, Billing Account Details, Job Manager,
Agreement Manager, Notifications Form.
|
|
1/25/2015
|
SWAPI
|
On
occasion, an AgentNotification request might have
failed with the error "Cannot insert the value NULL into column IsAcknowledged".
|
RELEASE 1.8.800.17 1/22/2015
|
|
1/21/2014
|
Job Cost Analysis
Report
|
Add
Closed/Invoiced Jobs Only option to Job Progress filtering.
|
|
1/21/2014
|
Callbacks
Report
|
Added an
option to filter for Closed/Invoiced Only jobs.
|
|
1/21/2014
|
Job
Summary Analysis Report
|
Added an option
to show Completed (Not Closed) Jobs. The report shows Closed Jobs by default.
|
|
1/21/2014
|
Invoice
List report
|
Added a
Closed/Open/All filter selection to the report.
|
|
1/21/2014
|
Job
Manager
|
Added a
Not Invoiced option to the Incomplete, Open, Unfinalized
job manager filter options.
|
|
1/20/2015
|
General
|
The delay
in shutting down the application has been reduced by up to 5 seconds.
The delay
in logging off to logon as a different user (using the Gold Key button) has been
reduced also by up to 5 seconds.
|
|
1/20/2015
|
Job Form
|
You can
now more easily add a call when the job is closed (if you have the user
ability to reopen jobs). You will
first be prompted to confirm that you want to reopen the job.
|
|
1/20/2015
|
Customer
Form
|
The
"Open Jobs" indicator will now remain yellow after closing the job
if there are any regular (non-sales) jobs that have not been invoiced.
|
|
1/20/2015
|
Call
Center (Dispatch)
|
The Job
Notification envelope indicator was overwriting the priority level indicator.
You can
now more easily add a call when the job is closed (if you have the user
ability to reopen jobs). You will
first be prompted to confirm that you want to reopen the job.
|
|
1/20/2015
|
Purchase
Order
|
Since 1.8.800.16,
the eOrder included a blank XML tag that may have
caused errors in vendor processing of the eOrder.
|
BETA RELEASE 1.8.800.16 1/14/2015
|
|
1/12/2015
|
Purchasing
Wizard
|
Fixing range
check error when using the Ship to Address button to choose a warehouse when
creating a new item list.
|
|
1/12/2015
|
Company
Setup
|
Edit/Save/Undo/Close
buttons were not aligned to the right side of the form.
Made the
form sizeable to allow long invoice note values to display.
|
|
1/12/2015
|
Account
Register
|
Allow
check remittance report to be printed to a PDF file.
|
|
1/7/2015
|
Purchase
Order - eOrder
|
Generating
an eOrder would take a really long time, up to
several minutes, on very large databases.
Sort has
been modified to show distribution items in the same order as the splits on
the screen (when including distributions in the eOrder).
LineID has been removed, use LineNo
instead.
|
|
1/5/2015
|
Payroll
Manager
|
When
modifying payroll period end date, the next period created might get
generated as a one day period depending upon the day of the week that the
period ends on. Attempting to modify the
end date to something else was resulting in a "Date is less than minimum" error.
If a
period end date was modified in a non-current payroll period so that the next
period would get generated as a one day period that selection was not showing
up in the period selection window, making it impossible to get that period
selected.
After
modifying a period end date, it was likely that a "Failed to set
calendar date or time" error might occur later on when using the popup
calendar date selection form.
When modifying
a payroll period end date, allow a short payroll period to be extended out
through to the next period end date
|
|
1/5/2015
|
Location
Details, Billing Account Details
|
Using a
'~' character in a location or billing account name was causing the program
to get confused when attempting to determine the ID for the linked account or
location. The parser now looks for the
'(~' character combination in the linked entry, instead of just the ‘~’, in
order to be more selective.
|
|
1/5/2015
|
Invoice Tracking
|
Tracked
invoice numbers used on sales estimates were matching up to deployed invoices
in invoice tracking, but not reconciling and closing. They will now reconcile/close, as well as unreconcile when necessary.
Allow
sales estimates to show in the Not Tracked grid view.
Show
Locked status of sales estimates in grids.
|
|
1/5/2015
|
QuickStart
|
For some
new companies, attempting to save company setup information in QuickStart was failing with the ODBC error, "There
are fewer columns in the INSERT statement that values specified in the VALUES
clause".
|
BETA RELEASE 1.8.800.15 12/29/2014
|
|
12/26/2014
|
Call
Progress
|
Attempting
to set the call completed when all assignments had been completed at some
prior time would fail if the payroll period for the timecard entries had
already been verified.
|
|
12/22/2014
|
Merge/Delete
Utilities
|
Set locks
on records as they are selected to make sure that other users are not performing
other activity on the accounts being merged or deleted.
|
|
12/20/2014
|
Communication
Dashboard / SuccessWare21 (background) Tasks Dialog (not related to Flat Rate
Tasks)
|
Adjusted
caption to "SuccessWare21 Background Processes"
During
“Quit and Close” of SuccessWare21 the status text has been changed to
"Shutting down..."
|
|
12/20/2014
|
Open Jobs
Search
|
When doing
a “Open Jobs” job lookup, an option is now available
to view all unfinalized jobs. In some cases job searches need to also
include jobs that have not been finalized because additional paperwork is
still being completed for the Job.
|
|
12/20/2014
|
Job
Notification (prompting after canceling a job)
|
Fixed
cancel job notification prompt causing Jobs to be flagged for reminder
notifications.
|
|
12/19/2014
|
Department
Conversion Utility (Department Mapping)
|
The
conversion utility was omitting the department that had been recorded in
inventory transactions for any inventory overflow amounts.
|
|
12/18/2014
|
Invoice Pay
Base Split
|
When
splitting pay base among multiple employees, depending upon the pay base
amount and how the amount was allocated among the employees, on occasion, a
rounding problem could have cause a failure to save with the message
"You must allocate the entire pay base", even though the pay base
was allocated at 100%.
|
|
12/9/2014
|
Job
Summary Analysis Report
|
When
grouping the report by Lead Source Type, the drill down into the group would show
all jobs in the report instead of just the job for the selected Lead Source
Type.
|
|
12/9/2014
|
Purchase
Orders
|
Added
fields to the eOrder XML: JobNo,
Customer name and address, and line item unique ID.
Also
ordered the items same as a printed PO.
|
|
12/8/2014
|
Manager
Forms
|
Most
manager forms were only allowing "begins with" (xxx%)
wildcard searches on text filters.
These were updated to also handle "contains" (%xxx%) and "ends with" (%xxx) matching.
|
|
12/8/2014
|
Call
Taking
|
Cleaned up
some inconsistencies with size and position of the red boxes that indicate
required fields in call taking.
|
BETA RELEASE 1.8.800.14 12/11/2014
|
|
12/11/2014
|
SWAPI
|
Fixed
error in JobPunch command when CloseJob=1
is submitted for a job with multiple assignments. The request will no longer fail even though
the job cannot be closed when it does not satisfy the requirements for
closing a Job.
|
|
12/11/2014
|
Email
|
Fixed
access violation errors that would occur when sending tech pages.
Fixed not
being able to send multiple tech pages when the combined character length of
all addresses is greater than 240
Fixed not
being able to use GIF images for email company logo
|
BETA RELEASE 1.8.800.13 12/5/2014
|
|
12/4/2014
|
Marketing
List
|
An error,
“The data types varchar and text are incompatible in the equal to operator”,
would occur when attempting to export a marketing list.
|
|
12/4/2014
|
Email
Notifications
|
A
protection feature has been added that disables email communications if a
database is restored to different location.
This could be due to a company acquisition, or a backup/reference copy
being made, etc. This was put in as a
protection to avoid inadvertently sending phony emails to real email
addresses. As long as the database was
not restored as a tutorial system, if the database copy will be operated as a
“live” company, the email feature can be re-enabled.
|
|
12/4/2014
|
Call
Center
|
Adding
images to employees would cause call center performance to deteriorate.
|
|
12/4/2014
|
Payroll
Manager
|
A “Could
not convert variant… “ error would occur after
preparing a payroll period.
|
|
12/3/2014
|
Job
Manager
|
Fixed the
cancel old backlogged jobs menu option so that it will successfully cancel
old jobs.
|
|
12/3/2014
|
GPS
Providers
|
Renamed
the original Fleetmatics provider to Fleetmatics (deprecated) as they will be moving everyone
over to their new REVEAL platform and retiring the old platform.
Renamed
the NavTrak provider to NavTrak
(retired) as the NavTrak fleet management web
service has been shut down by the provider and is no longer available.
|
|
12/2/2014
|
Printed
Invoice
|
Lengthy
work done or work suggested notes would overlap note / note 2 on paid
invoices when printing note / note 2 on paid invoices.
When
printing paid invoices there was some unnecessary space after the item detail
and before the invoice totals.
|
BETA RELEASE 1.8.800.12 12/1/2014
|
|
12/1/2014
|
Printed
Invoice
|
Since
1.8.800.10, on fully paid invoices only, invoice note and note 2 were
printing in the middle of the page and overwriting invoice line items or the
invoice total lines.
Made
printing of invoice note and note 2 optional for paid invoices. Select this option in company setup if you
require these notes to be printed on paid invoices (useful when including
state regulatory information in the notes).
|
|
11/19/2014
|
Agreement
Manager
|
The
Unposted (UNP) filter in the Invoices view of the Agreement Manager would
continue to include invoices that had XCharge
enabled payment reference information, had been posted without payment, and
paid later on through receivable cash receipt.
|
BETA RELEASE 1.8.800.11 11/18/2014
|
|
11/18/2014
|
General
|
On older
Windows operating systems, such as Windows XP and Windows 2003 Server, a
particularly complex query was causing access violation errors when executed.
|
|
11/18/2014
|
Account
Register, Export ACH Transactions
|
Added the
Originator Short Name and Originator Long Name (fields 37 and 38) to the
Citibank Canada Direct Pay export file for vendor payments. Also removed an extraneous '01' in field
number 43 for this format.
|
|
11/18/2014
|
Payment
Remittance Report
|
Added
company name (From) to the heading in the payment remittance report.
|
|
11/17/2014
|
Job Cost
Analysis Report
|
Added the
ability to filter/sort/group by Project Number, available when project jobs (project
phases) are being included in the report.
|
|
11/17/2014
|
Renewal
Notices
|
Rearranged
the layout a bit to make more room for equipment fields. Truncation of values (equipment type, model
number, and serial number) should occur much less frequently.
|
|
11/14/2014
|
Agreement
Deferral Analysis Report
|
Modified
to improve report performance, as much as 50% faster on large databases.
|
BETA RELEASE 1.8.800.10 11/14/2014
|
|
11/18/2014
|
Initial
Beta Release
|
|
|
|
|
|
|
|
|
|