Concept Guides and Additional Documentation
· SWAPI – Job Summary – SWAPI now includes commands and fields related to the Job Summary changes, for more information click here.
·
Updated to newer version of development
platform
– Delphi XE5.
|
DATE |
MODULE /
FORM |
DESCRIPTION |
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RELEASE 1.9.200.60 4/5/2017
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4/3/2017 |
Job Scorecard |
Fixed bug that prevented
no-charge jobs from getting a zero (non-NULL) value in Total Job Value when
using tabbed summary, which prevented these jobs from being counted in the
scorecard report. |
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RELEASE 1.9.200.59 3/13/2017
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3/10/2017 |
Job Form |
Attempting to use the Visits option from the right-click menu for a closed job would result in 'Cannot focus a disabled or invisible window' error. The job must now be re-opened prior to modifying visits. |
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3/9/2017 |
SWAPI |
In AssignmentQuery, CustomerQuery, etc., increased the maximum number of visits returned from 5 to 12. |
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3/8/2017 |
Call Center |
When scheduling visits from the visit grid in the call center and filtering for unscheduled visits, after scheduling a visit focus was returning to the top of the grid. Focus will now stay at the position the scheduled visit was in the grid. The same would occur when scheduling a call from the calls grid and viewing unscheduled calls. |
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3/7/2017 |
Employee Setup |
The work biography tab now includes the biography URL and review URL data entry including the ability to specify friendly hyperlink text for the specified URL's. When using the "tech review" macro for Job Notifications the Review URL data will be used instead of the biography URL data. |
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3/7/2017 |
Job Notifications Email Templates |
A new "tech review" macro can now be used to output tech info for closed calls. When using the "tech review" macro the employee setup review URL will be used instead of the biography URL. The "tech info" macro will no longer display the grid lines and missing URL's will not show a blank box underneath the tech. The "tech info" image will no longer be blank but when the tech image is missing a placeholder image will display instead. |
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3/6/2017 |
AR Invoice, AR Statement, Agreement Renewal Notice |
Added billing customer email address. |
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RELEASE 1.9.200.58 3/3/2017
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2/28/2017 |
Job Notification |
Allows sending dispatch message prior to actually dispatching the call by using manual Customer Notification in the Call Center. This can be useful when you know that the technician is very close to the job location and would likely arrive before the customer saw the dispatch notification email if it was not sent until the technician was dispatched. |
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2/27/2017 |
AR Invoice |
Tax exempt invoices with taxable line items will now show the tax code and zero tax amount in the invoice totals. |
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RELEASE 1.9.200.57 2/24/2017
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2/20/2017 |
KPI Reports |
Corrected the KPI Report so that the dataset names stays on the same page as the data. |
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RELEASE 1.9.200.56 2/17/2017
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2/10/2017 |
Job Notifications |
Techinfo (bio/picture) can now be included on job notification templates other than templates intended for dispatch notifications. |
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2/8/2017 |
SWAPI |
In JobSummaryUpdate, validation of the Is No Charge setting was incorrect when submitting the Total Job Value field breakdown. The request was being rejected if Is No Charge was submitted equal True and the Total Job Value was zero. The validation now is based upon Invoice Total instead of Total Job Value. A Total Job Value could be non-zero when the job had a no charge invoice. |
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2/8/2017 |
General |
The error 'A component named StdBtn9 already exists' would occur when quick switching between companies by right-clicking the “key” button and one of the companies had current agent notifications and the other did not. |
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RELEASE 1.9.200.55 2/2/2017
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1/31/2017 |
Database Maintenance Utility |
(LAN users only) Fixed progress bar so it will more accurately indicate total progress. |
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1/25/2017 |
Purchasing Wizard |
Lists created from templates will now default to showing in the order the items were originally entered, rather than by item number, in order to match the order that items on the purchase orders are being created. |
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1/25/2017 |
SW21Keys (Caller ID) |
The macro CIDA was added to allow street address to be passed into SW21Keys. This is the same as the existing CIDG macro however the street parameter is at the end but prior to the optional DNIS parameter. |
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1/24/2017 |
SWAPI |
LocationInfoUpdate, AccountInfoUpdate. When updating an email address for a location or billing account, if the No Email box had been set to True it would have remained that way. NoEmail box will now be set to false when updating email address. |
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1/5/2017 |
Call (Dispatch) Center |
Fixed date that was showing up in wrong place in Call Calendar. |
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RELEASE 1.9.200.54 1/5/2017
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1/3/2017 |
Inventory Manager |
Added a right-click menu option in the Warehouse view to clear selected default warehouse which will cause the Transaction view to show “All Warehouses” by default. |
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1/3/2017 |
Purchase Order, Vendor Invoice |
Changed the display of “<NO DEFAULT>” warehouse to read “<NO PRIMARY>” when no primary warehouse has been selected in order to avoid confusion with the default warehouse that can be selected for the Transaction view of the Inventory Manager. |
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RELEASE 1.9.200.53 12/23/2016
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12/20/2016 |
Invoice Manager |
Error "Field 'IsSaleEst' not found" error would occur when opening Job Summary from the Invoice Manager. |
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12/15/2016 |
KPI Drill Down |
Corrected the start date formula when drilling down into a monthly trend dataset when the number of days in the reporting month is less than the number of days in the prior month. |
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12/14/2016 |
Comm Center Configuration |
Added Job Class as available field for paging. Fixed the display of proper captions based on whether employees or job info are being configured. |
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12/14/2016 |
Purchasing Wizard |
The V column in the generated item list was sometimes indicating that an item was being purchased from the primary vendor when the item was not yet assigned to a vendor. |
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12/7/2016 |
Call Taking |
In the agreement lookup menu, added an Expired Agreement sub-menu to separate active from expired. The menu also now explicitly identifies perpetual agreements. |
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12/6/2016 |
Printed Checks |
Changed formatting to remove space between '$' and the amount on check stubs. |
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12/6/2016 |
Project Form, Billing tab |
Repositioned XCharge button so it would not cover payment method Fixed bug that would cause the error 'SWDataSource"datBillInfo": Failed to apply updates' when changing and saving the bill info more than once. |
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12/6/2016 |
Communication Dashboard |
Will no longer popup on the user because of an error when the user is in the middle of data entry. Communication dashboard icon is now fixed on the left side accessible anytime. If an error message occurs while the user is busy it will flash the icon red letting them know to open the dashboard. If the user does not open it, it will automatically open after 30 seconds of user idle time. New form menu option at the top called "Review". It contains additional menu items: "Messages..." (to open message review), "View Events: Job Notice", and "View Events: Error" |
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RELEASE 1.9.200.52 12/5/2016
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12/2/2016 |
Purchase Order - eOrder |
Added Unit of Measure to eOrder XML. There is now an option to send the eOrder XML PO as an XML attachment instead of the current method of sending XML in the email text body. |
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12/1/2016 |
Job Summary (tabbed) |
Moved invoice related check boxes from the Job Info tab to the Invoice Info tab Combine remaining fields from Job Info tab with the Notes fields into a Job Info/Notes tab. Other tabs renumbered. Fix behavior of No Charge check box. It was clearing Total Ticket but not any of the total ticket component values throwing the Total Ticket calculation out of balance. Selecting No Charge now clears Invoice Total and Value of Agreement Sold instead of Total Ticket. Selecting No Charge continues to clear Money Count, Add On Count, Add On Amount, Billable Hours, and Amount Collected. When No Charge is checked, there is now a prompt to the user before clearing the invoice related amount fields. When No Charge is checked, after clearing invoice related amount fields, instead of disabling them, they will remain enabled, but if non-zero values are subsequently entered, No Charge is automatically unchecked. |
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11/30/2016 |
AR Invoice |
Retainage withheld amounts on a project opening balance billing entries were being excluded when calculating the balance available to bill for a job/phase on an invoice item (Line Item Retainage). Some labels and buttons were overlapping the window border on the Invoice Retainage Setup form. |
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11/29/2016 |
SWAPI |
PricebookItemQuery and PricebookTaskQuery now allow optional input for LastUpdated or LastUpdatedUTC. LastUpdatedUTC is LastUpdated in UTC format. One of these two values are required to be submitted. Only supply LastUpdated or LastUpdatedUTC, but not both. |
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11/29/2016 |
KPI Manager |
KPI datasets 'Backlog - Today' and 'Backlog - Tomorrow' have been renamed to 'Backlog - Next Day' and 'Backlog - Day After Next' respectively. |
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11/23/2016 |
SWAPI |
SWAPI commands (JobPunch, etc.) will no longer flag a Job for Job Notification when there is no email address for the location. Instead a JobNotice event will be logged. |
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11/18/2016 |
SWAPI |
Added JobProgress field to JobQuery response. Possible values include 'Unscheduled', 'Scheduled', 'Confirmed', 'Notified', 'Dispatched', 'InProgress', 'Onsite', 'Offsite', 'Completed', 'Closed', 'Invoiced', and 'Canceled' |
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11/15/2016 |
Detect and Fix Corrupt Employee Bio Text |
Employee Manager When opened will detect if any employees have corrupted biography text and open a report if any found. The report will include information about the employees with bad bio text and also include instructions for correcting the problem. Job Notification When sending a Job Notification, when a bad biography text from data corruption or invalid characters is detected, the Communications Dashboard will notify with a warning. The warning can be displayed in the Communications Dashboard Message Review error tab. Employee Setup When opening an employee, or scrolling between employees, it will detect if the employee has issues with the biography text being corrupted or containing invalid characters. When editing an employee, if biography text was detected as being corrupted or containing invalid characters, the program will prompt the user and attempt to auto-correct the data. |
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11/15/2016 |
Pay Bills (Payables) |
Fixed bug that would prevent check amount from calculating when form opens and the first record is tagged for payment |
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11/15/2016 |
Reports |
Changed how the report duplex setting is initialized so that it now reads from the user’s preference that has been set up in printer preferences. |
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11/15/2016 |
AR Transactions Report |
Fixed bug that would erroneously exclude allocation records that were identical to each other – i.e. same type, item date, and amount. |
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11/15/2016 |
Pricebook Pricing Setup – Tasks |
Unsaved changes to a tier will now save when using the form’s Save action/button (previously unsaved tier changes were being discarded). |
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11/15/2016 |
Stock Valuation Report |
Changed Qty on the report to show 4 decimals of precision. |
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RELEASE 1.9.200.51 11/15/2016
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11/14/2016 |
Call (Dispatch) Center |
On rare occasions, “invalid pointer operation" and repeating “access violation” errors would occur after having encountered an error after picking a date from the calendar popup. |
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RELEASE 1.9.200.50 11/4/2016
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11/3/2016 |
Grid Report |
Fixed bug that would cause Successware to shut down when the grid report included a memo field, such as AddlInfo in the Event Log. |
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11/2/2016 |
Job Summary (tabbed) |
Fixed bug that would allow opportunity information to be edited even after sales lead job was created. Fixed the “can’t focus control error” when not on the tech credit tab but the tech credit tab fails validation. |
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10/31/2016 |
Opportunity Manager |
Since 1.9.200.x, in the Opportunity Manager when using the tabbed job and sales summaries and opening a sales lead opportunity (sale summary), a blank sale summary form would open - no fields, no labels, no visible tabs, etc., just a few visible buttons at the bottom. |
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10/28/2016 |
Call Center (dispatch) |
Fixed problems displaying the Call Center on systems with multiple monitors when the monitors are arranged in a vertical alignment in windows screen resolution setup. |
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10/28/2016 |
Payment History lookup |
Payment information would sometimes be recorded on or copied to quotes on sales jobs which would then have shown up inappropriately in payment history lookups. |
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10/28/2016 |
Job Summary Analysis report |
Added the complete Job Value breakdown - Invoice Total, Agreement Visit Value, Service Charged To Agreement, Service Charged To Warranty, and Agreements Sold Value – plus Reporting Job Class to the report. The Report can now be filtered and sorted by Reporting Job Class. |
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RELEASE 1.9.200.49 10/27/2016
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10/18/2016 |
Employee Time Card |
Fixed bug that caused calendar to open near the bottom of the screen when calendar button is clicked. |
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10/14/2016 |
1099-MISC report |
Updated for 2016 1099-MISC and 1096 forms. |
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10/13/2016 |
Communications: Job Notifications |
It is now possible to use Portable Network Graphics (.png) in Job Notifications email for Tech images and Company Email Logo. |
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10/13/2016 |
Account Register - Export Checks |
Added a check export format option for Wells Fargo Positive Pay. |
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RELEASE 1.9.200.48 10/12/2016
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10/12/2016 |
Employee Setup |
Employees could be inadvertently set active/inactive by typing the letter 'a' when focused anywhere in the form where text is not being entered into a data field. |
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10/12/2016 |
Employee Setup |
Since 1.9200.47, changes to employee bio image was not refreshing and/or saving to the database. |
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10/10/2016 |
Project Form (Setup) |
Fixed bug that would cause an error when choosing a contract date and no other information was being changed. |
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10/10/2016 |
Project Manager |
Added Contract Date column to the grid. |
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RELEASE 1.9.200.47 10/10/2016
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10/5/2016 |
Vendor Invoice / Receipt |
Fixed bug that would sometimes cause a floating point error when editing a quantity if the quantity was greater than 1,000 and had the comma in it for display formatting. |
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10/4/2016 |
SWAPI |
ARInvoiceUpdate, LocationInfoUpdate - Fixed problem with long descriptions and memos could cause access violation errors and occasionally crash the SWAPI service. |
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10/4/2016 |
Employee Setup |
Fixed bug that prevented employee bio text modifications from being saved properly. |
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RELEASE 1.9.200.46 9/20/2016
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9/16/2016 |
Reports (multiple) |
Fixed bug that was causing some reports to sometimes calculate totals incorrectly. |
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9/14/2016 |
Reports |
Some reports might have been showing data for the first row an a new page, and group and final totals might have been incorrect. |
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9/12/2016 |
Permit Form |
Grid column title text might not have been visible. Grid lines are not enabled/visible. 'Permit Required' checkbox now stays in its relative place when the form is resized. |
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9/8/2016 |
SWAPI |
In EquipmentUpdate, equipment type and manufacturer can now be updated if those fields are currently blank. |
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9/8/2016 |
SWAPI |
PCI compliance scans may have reported the following error for SWAPI (TCP service on port 2143) - "SSL Certificate Signed Using Weak Hashing Algorithm". The certificate deployed with SWAPI was using an older algorithm (SHA1) for encryption. The certificate has been replaced with a new certificate which now uses SHA-256. |
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9/8/2016 |
Inventory Transaction report |
Fixed bug that would cause a single line to split to two lines during export. |
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RELEASE 1.9.200.45 9/8/2016
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9/7/2016 |
General |
Since 1.9.200.44, open customers were not causing the “C” button in the toolbar to enable and light up. Also, if an open customer screen was accessed again, the top customer information portion might not have been visible. |
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RELEASE 1.9.200.44 9/6/2016
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9/2/2016 |
Warehouse Stock Valuation report |
Fixed bug that sometimes caused totals to calculate incorrectly. |
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9/1/2016 |
Job Summary |
Corrected the issue in which the Save button was not always visible on the form when initiating changes in the form. |
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8/31/2016 |
Sales Tax Report |
Fixed bug that caused Total Collected to sometimes miscalculate. |
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8/30/2016 |
General |
Some older monitors have poor color reproduction and grid row selection could not be seen on the windows theme supported grids. The color has now been made a somewhat deeper shade of blue for better visibility. |
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8/30/2016 |
SWAPI |
Added LocationAddDate and BillingAddDate to CustomerChangeQuery. For details, click here. |
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8/29/2016 |
Reference Library |
Fixed up/down arrow keys being unusable in the reference library after using the text search feature of the reference library. |
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8/26/2016 |
Wage Source Report |
Fixed bug that caused detail and totals to sometimes calculate incorrectly. |
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8/25/2016 |
Job Summary (tabbed) |
Payment pre-authorization will now display on the invoice info tab. |
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8/24/2016 |
Invoice List Report |
Fixed bug that caused the net balance subtotal to display the wrong amount. |
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8/23/2016 |
General |
Added special button panel to various forms to show a new video button when training videos are available in certain parts of SuccessWare21. When more than one video is available the button will popup a menu to select particular videos. For details, click here. |
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8/19/2016 |
KPI Drill Down Reports |
Cleaned up column selections for the drill downs. Removed duplicate columns from some drill downs. Person’s name is now displayed in a single field Addresses are now displayed in a single field |
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8/17/2016 |
Pay Base Import |
Fixed bug that prevented grid from sorting when clicking the column titles. |
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8/16/2016 |
General |
Fixed an occasional "integer overflow error" caused when title text of grid title columns are centered and the column right edge is to the right of the vertical scroll bar of the grid. |
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8/12/2016 |
Create Zip Code Prefix utility |
The utility will now drop the temporary ZipByCity2 table when it is done running to prevent possible re-indexing failures when running DBMaint. |
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8/12/2016 |
SWAPI |
An inordinate number of successive TAB characters in a memo field on occasion resulted in access violation errors and potential SWAPI shutdown. Extra superfluous TAB characters are now stripped out before constructing the XML response. |
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8/12/2016 |
Check Print Alignment |
Default alignment is now format C, check on top, stub in middle, second stub at bottom. |
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RELEASE 1.9.200.42 8/6/2016
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8/5/2016 |
Cash Receipt |
Fixed the cause of an access violation when attempting to create a receipt in billing account history where the customer balance was zero and an invoice had been selected that partially matched another similar numbered invoice. |
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8/5/2016 |
Permit Types Reference Book |
Fixed bug that would possibly prevent a fifth stage from being added to a permit type if one or more stages had a space in the stage name |
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8/5/2016 |
KPI Drill Down |
The format of the drill down reports has been changed. When records in the drill down require more than one row in the report, data for each record will stay together instead of being split to a completely different section of the report. |
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8/3/2016 |
Sale Summary |
Disabled quote number and quote amount from data entry considering it is a read-only field maintained by the system. |
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8/3/2016 |
Job Summary |
Disabled total job value from data entry considering it is a read-only field maintained by the system. |
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7/25/2016 |
Pricebook Task, AR Invoice |
Task part detail will always now appear in the same order that it is entered and set up on the task. |
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RELEASE 1.9.200.41 7/22/2016
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7/21/2016 |
F1 Help |
Help file update. |
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7/18/2016 |
AR Invoice |
Fixed bug that caused non-job/non-project invoices to display incorrect and high invoice count. |
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7/15/2016 |
KPI
Reporting |
Displayed
customer fields when drilling down into the AR Over 30 Days .Fixed the
problem where drilling down into a report sometimes produced a blank report. Report
drill down from a Trend Dataset where the Trend Interval is 'Monthly' could
have been including more data than what was being counted (correctly) for the
KPI. |
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7/15/2016 |
SWAPI |
In
AssignmentQuery and AssignmentListQuery,
for the dsVisit sub-dataset, in addition to the
amount to collect for the visit (VisitPrice),
include amounts for ValuePreviouslyBilled and TotalValue. For details, click here. |
|
|
7/15/2016 |
Job
Summary |
The
calculation for Value of Attached Visits was not taking into account the
amount being collected when performing the visit, if any. The
calculation for Value of Attached Visits might have been incorrect when a job
had multiple calls. |
|
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7/13/2016 |
Warehouse
Tag Manager, Reference Books, Miscellaneous Payment |
The
incorrect popup menu was showing if right click was used on the selected
field while editing. The Enter key
shortcut for saving might not have been working either. |
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7/11/2016 |
SWAPI |
Added 'CustomerPONum' to JobQuery response. For details, click here. |
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7/8/2016 |
Payroll
Manager - Reconciliation |
Resetting
disbursements will now also update the period 'Pay To' name in case it had
also been changed. |
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RELEASE 1.9.200.40 7/7/2016
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7/7/2016 |
General |
Since
build 1.9.200.39 there was a bug in several different forms that prevented the
Enter key from functioning when attempting to save changes to an entry in a
grid. |
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7/6/2016 |
Job/Sales
Summaries |
Enabled
scroll bars on memo fields for reading in the case where editing is disabled
by default (job is closed). |
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07/06/2016 |
KPI
Manager |
When
trying to save a dataset or report and the name already exists, a user
friendly error message is now displayed. |
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7/1/2016 |
Event
Log |
When
unmasking payment reference the event log now properly identifies when a customer
bank account number specifically was unmasked. |
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7/1/2016 |
Billing
Account Details |
It
is now possible to unmask a payment reference (bank account number) when the
payment type is 'Funds Transfer'. |
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RELEASE 1.9.200.39 7/1/2016
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6/30/2016 |
Call
Center (dispatch) |
Added
back in the MS-MapPoint deprecated popup menus items in order to restore the
“Map selected employee route” feature not yet implemented in Google Maps. |
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6/30/2016 |
Old
Job/Quote Summary |
Added
a hyperlink to display information about the new Job and Sales Summary forms. |
|
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6/29/2016 |
Report
Gallery |
Corrected
the error loading the report gallery if there is a special character in the
KPI report name. |
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6/29/2016 |
KPI
Manger |
Added
checkboxes for hiding SuccessWare published reports
and datasets, if desired. |
|
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6/27/2016 |
KPI
Import |
Updated
the download folder so that the KPI update log will download to the
appropriate folder when logged into a tutorial database |
|
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6/27/2016 |
Job
Cost Analysis report |
Fixed
bug to show the correct rate and amount for deferred overtime premium
entries. Increased
the width of the description column for item detail to avoid truncation Changed
the description for deferred overtime premium entries going forward, for
consistency |
|
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6/27/2016 |
Opportunity
Manager |
Fixed
bug that prevented grid columns from being sorted when clicked. Refresh
button was added. |
|
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6/27/2016 |
Communication
Dashboard |
Fixed
unable to restart service if it was shut down because of an error. |
|
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6/27/2016 |
Job
Notifications (background service) |
Fixed
an error being raised sending manual notifications for reminders causing the
service to shut down. The error was occurring
because the Job Notification setup value "Send reminders approximately X
hours before scheduled appointment" was not entered for the job
class. If a job class was previously
enabled with no value specified the system will now assume a 2 hour value
instead of raising an error message. |
|
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6/27/2016 |
Job
Notification Settings |
Fixed
group label on the left-side to properly recognize the enabled or disabled
status of the checkbox for the selected Job Class on the right-side grid. Added
label to explain that the check-boxes per each notification type only pertain
to enabling automatic prompting. The
option "Send reminders approximately X hours before scheduled
appointment" was re-labeled "Send automatic reminders X hours
before scheduled appointment" as this only applies to sending reminders
automatically. (not to be confused
with automatic prompting) The
option "Send automatic reminders X hours before scheduled
appointment" is required when Job Classes are enabled or modified for
notification. If no value was
previously entered it will default to 2 hours when first enabling the job
class. If no value had been provided
previously the system will assume a default of 2 hours. |
|
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6/27/2016 |
Job
Notification Prompt |
When
prompted automatically the reminder has an option available to "Send
Now" if the reminder is the only option checked and the current time is
not past the scheduled appointment. When
sending reminders manually, the option "Send X hours before scheduled
appointment" will be available if the reminder is the only option
checked and the current time is not past the scheduled appointment. When
booked or rescheduled is combined with reminder, the options for reminder
"Send Now" or reminder "Send X hours before scheduled
appointment" will be set automatically. |
|
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6/23/2016 |
Call
Center (Daily Assignment View) |
Fixed
bug that would prevent the times from appearing on the call center if themes
are disabled. |
|
|
6/22/2016 |
Invoice |
Removed
restriction that requires the current invoice to be posted before a new
invoice can be created. Added
count of invoices/quotes under the invoice number if the count is greater
than 1. |
|
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6/22/2016 |
General |
Since
1.9.200, right-clicking on the selected column data in a grid was showing the
standard windows popup menu instead of the grid’s assigned menu. This has been corrected. |
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6/21/2016 |
Job
Finalize |
Open
(unposted) requisitions or returns will now prevent the finalizing of a job. |
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6/20/2016 |
Warehouse
Setup |
When
a warehouse is set up as a vehicle, the vehicle number field can no longer be
empty. |
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RELEASE 1.9.200.38 6/17/2016
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6/17/2016 |
KPI
Manager |
(Hosted
users) Corrected the folder where the KPI Log file is downloaded to so that
hosted companies can import KPI updates without error. |
|
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6/17/2016 |
Backdrop |
Fixed
bug that prevented backdrop from turning black when in Quickstart
mode (when not in tutorial). |
|
RELEASE 1.9.200.37 6/15/2016
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6/14/2016 |
AR
Open Receivables Report |
Notes
will now export to file (Include Invoice Detail) when 'include billing acct
notes' is checked. |
|
|
6/10/2016 |
General |
Fix
issues with refocusing forms in various places in SuccessWare21 after a modal
message dialog was displayed. |
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6/10/2016 |
Call
(Dispatch) Center |
Fixed
bug that would prevent the call center from focusing and refreshing when
posting a call after scheduling it. |
|
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6/9/2016 |
Comm Center |
Fixed
error "The file ‘SuccessWare21 Calendar’ is not a valid Internet
Calendar file" when trying to open a Comm
Center generated email appointment in Microsoft Outlook. |
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6/6/2016 |
Job
Cost Analysis report |
Removed
extraneous job number and address information from labor detail lines when
viewing report with item detail. |
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RELEASE 1.9.200.36 6/3/2016
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6/2/2016 |
Time
Card Report |
Fixed
bug that would show dashes in Day Totals, Paid and Employee Totals,
Worked/Paid |
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6/2/2016 |
Sales
Tracking Report |
Fixed
bug that was showing the wrong counts in the totals. |
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6/1/2016 |
Sales
Tracking Report, Assignments Report, Purchase Order Item Status Report |
Fixing
issues with currency format on some fields missing commas, or incorrectly
showing leading zeros |
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6/1/2016 |
Account
Register |
Fixed
a bug that was causing unnecessary elevated CPU usage in any of the Account
Register reconciliation screens. |
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5/27/2016 |
Job
Summary (tabbed format) |
Fixed
when two or more techs on the Job and adding tech credits, the validation was
throwing an error about the reporting sale source needing to be on the next
employee but you haven't gotten there yet to edit that employee. Now when saving the first employee it will
not validate the 2nd (or 3rd, etc.) until you edit that
employee. |
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BETA RELEASE 1.9.200.35 5/27/2016
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5/27/2016 |
Purchasing
Wizard |
Fixed
bug that would cause 'You must be in ShowCheckbox
mode to set to this date' error message when creating PO's from list. |
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BETA RELEASE 1.9.200.34 5/25/2016
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5/25/2016 |
Purchasing
Wizard Item List |
The
date range parameters were not being handled correctly resulting in an empty
list if the from date and thru date were the same. (Usage on the From Date was being excluded
from the list.) |
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5/25/2016 |
AR
Invoice |
Certain
types of errors that might occur when posting an invoice could have resulted
in a dialog box that only displayed the invoice number and not the reason for
the error. |
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5/19/2016 |
Employee
Time Card |
Timecard
entries that are orphaned because of a deleted call can now be deleted from
the timecard manager. |
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BETA RELEASE 1.9.200.33 5/20/2016
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5/19/2016 |
Email |
Sent
time would show incorrectly in the email receivers email client if the
company time zone was different from the server time zone which could occur
in a hosted environment. |
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5/18/2016 |
Job
Happy Check Report |
Email
addresses were being truncated. |
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5/18/2016 |
Reports |
Some
reports may have been missing a block of information during a break to the
next page, including ·
Printed Quote ·
Callbacks report |
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5/16/2016 |
Cash
Receipts Screen |
Fix
range check error when entering non-credit card payments Payment
Method Screen Fix
range check error when entering non-credit card payments |
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5/16/2016 |
Job
Tech Credits |
Will
now allow multiple lines of tech credits. |
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5/13/2016 |
GL Account Inquiry |
Fixed bug that allowed detail with no
subaccount to be included when a specific subaccount is selected. |
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5/13/2016 |
General |
Grid
row highlighting was missing in several places, including ·
Payroll Manager (employee tab) ·
Pay Base Import ·
Payables Manager ·
Vendor Account History ·
Comm Center Groups ·
General Communication Settings |
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BETA RELEASE 1.9.200.32 5/11/2016
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5/10/2016 |
Pricebook Reports, Pricebook Item List Report,
Product Guide Report |
Fixed
errors with formatting numbers. |
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5/10/2016 |
Job
Summary Analysis Report |
Fixed
bug that would prevent the (show expanded detail) column headers from
printing to file when using the print to file button. |
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5/9/2016 |
Printed
Customer Statement, 1099-MISC Report, Quick Start GL Starting Balances Report |
Fixed
errors with formatting numbers. |
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05/04/2016 |
AR
Invoice |
Fixed
bug that caused AR Invoice 'alternate post date'
ability to be controlled by Payables 'alternate post date'
checkbox in user abilities. |
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5/5/2016 |
Marketing
Lists |
Marketing
lists were always coming up empty when generating from reports. Fixed
tab order (Comm Class was out of order). |
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5/5/2016 |
Notes
Form |
Fixed
CTRL+SHIFT+2 was inserting garbage characters
instead of the current date/time. |
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5/5/2016 |
Agreement |
Fixed
form focus when entering a new agreement after setting agreement type the
focus had not been returning to the form. |
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4/29/2016 |
SWAPI |
Added
X-Frame options to Response Header to protect against clickjacking
vulnerability (for PCI scan compliance). |
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4/29/2016 |
Job
Cost Analysis Report, CallBacks Report, Invoice
List Report |
Added
option to filter by finalized jobs. |
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4/29/2016 |
Invoice
List Report |
Added
option to filter by Tech. |
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4/29/2016 |
Wage
Source Report |
Fixed
bug that was causing some salaried employees to be omitted from the report. |
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4/29/2016 |
Comm Center |
Location
state and Billing state are now available for inclusion in the pager email
message. |
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BETA RELEASE 1.9.200.31 4/29/2016
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4/29/2016 |
Initial Beta Release |
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