Concept
Guides and Additional Documentation
·
Calls Report, Work Order and Work Order
Summary Report – Added Lot ID field.
·
Job Happy Check Report – Added Lot ID and Subdivision fields.
·
Job Cost Analysis Report – Added Salesperson field to job info in the
report.
· SWAPI – SWAPI has been upgraded to 64-bit for performance and stability. For users in the cloud hosted environments, the upgrade from 32-bit to 64-bit SWAPI will happen automatically. LAN users will be required to perform the migration process with assistance from Successware support where needed.
· AR and AP Transactions reports – Added Posted By to the report and added the ability to sort/and group by Posted By.
· Invoice Scorecard report – Added "Total Money Sales" which aids in validating the average money sales amount.
· Credits Scorecard report – Added "Total Money Credits" which aids in validating the average money credits amount.
· Warranty List report – Added the ability to filter/sort/and group by the warranty no field.
· Customer Form
o Added option for copying contact info on customer form into the clipboard as a name and address block of text which can be pasted into other applications for mailing purposes.
o Added option for copying contact info on customer form into the clipboard as tab delimited text so it can be pasted into an Excel sheet.
· SWAPI – SWAPI is now enabled for UTF-8 character encoding. Previously, unrecognized characters received in SWAPI requests would have been converted to question marks.
· Job Summary Analysis report – Added a checkbox that indicates if a sales lead job has been created for a Lead Required opportunity along with the Job Number of the sales lead job created. Converted Lead count is totaled into group and final totals.
· Phone Call report – Added Job Number for booked calls
· Assignment List report – Added department to sort/group by options.
· Service Location List report – Added Last Job Department and column and added the ability to sort and group by Last Job Department. Added department filtering to the Job Reference Filter Dialog and added department to the call history detail.
· Primary Tech was typically not showing in the call history detail.
· Warehouse Stock List report – Added column for unposted inventory transactions (Unposted IC) which shows the amount found on unposted requisitions, returns, adjustments, and transfers.
· Inventory Transactions report – Added columns for Item Group and Item Category. Added the ability to group/sort by Item Group and Item Category
· Comm Center – Added the ability to show scheduled times for all technicians assigned to the job. Select 'Emp Times' when configuring job info for your paging message.
· Calls Report – Added an option to show job instructions.
· Sales Lead Tracking Report – Added the Job Number from the source opportunity - i.e the Source Job No for the converted lead.
· Inventory source transactions – Added ‘Created By’ username to the Material Requisition, Material Return, Inventory Transfer, and Inventory Adjustment forms.
· User Groups – The Job Create user ability has been split into two separate abilities in order to allow control over whether users can create jobs from the Customer Form or Call Taking independently.
· Company Setup – Added an option to print the company logo on Proposals separate from the option for printing it on A/R Invoices.
· Sales Tax Report – The report now shows the location address when ‘Include Customer Info’ is selected.
· Project – The estimated sale for a scheduled billing can now be corrected after the invoice has been created. To modify estimated sale after the invoice has been created, right-click and select ‘Edit Estimated Sale’.
· Job related location documents – A new feature has been added for opening a folder designated for job related photos, documents, etc. Technicians using Successware Mobile can also share photos, files, etc. into the same folder. The job form and dispatch have buttons to open the job documents folder, plus other forms that have a JobID reference value can also open the job documents folder via the “Open” menu or CTRL+F9 shortcut.
· Successware Mobile – Successware Mobile does not just help you run your business – it helps you grow your business. For more information click here.
·
Time Slot Capacity
Management - helps you better manage
the scheduling of appointments. From both Call Taking and Dispatch, you can easily
see how many appointments are booked versus your
capacity. This allows call takers and
dispatchers to find open slots quickly. This also helps fill open slots
created when calls are canceled or rescheduled and helps you stay scheduled to
capacity. For more information click here.
· Mapping with Google Maps and Real Time GPS Data – You can now see, in real time, where your fleet is in Google Maps. This results in more accurate ETA calculations to customer sites, taking current traffic into account. This feature relies on an integration with a GPS data provider. Currently, SuccessWare®21 ingrates with two of the top GPS fleet management providers to provide GPS data: TomTom and GPSTrackIt. For more information on Mapping with Google Maps, click here. For more information GPS Link, click here.
|
DATE |
MODULE /
FORM |
DESCRIPTION |
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RELEASE 2.1.100.41 4/6/2021
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3/25/2012 |
SWAPI |
Fixed an occasional '?' showing up in notes fields when using speech to text on the mobile device. |
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3/18/2021 |
Calls Report, Work Order and Work Order Summary Report |
Added Lot ID field |
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3/18/2021 |
Job Happy Check Report |
Added Lot ID and Subdivision fields |
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3/18/2021 |
Job Cost Analysis Report |
Added Salesperson field to job info in the report |
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RELEASE 2.1.100.40 3/15/2021
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Call (Dispatch) Center |
Fixed 'Range check error' that could have occurred if the Time Slot Group panel became too small. |
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RELEASE 2.1.100.39 3/14/2021
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RELEASE 2.1.100.38 3/7/2021
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Bank Reconciliation |
Some banks provide inconsistent QFX (OFX) file formatting for statement downloads which could sometimes cause an error when importing. If an error is encountered, a cleanup of the QFX (OFX) file will be performed and a re-import attempted. |
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3/1/2021 |
Purchase Order |
If an error occurred when creating a receipt or invoice for a PO, the error was being lost. A message dialog will now be displayed and the error entered into the event log. |
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3/1/2021 |
Reference Books |
Added additional error handling to help prevent a reference book lookup from being left in an invalid state which could have caused various problems including missing vendor information on receipts and invoices created from purchase orders. |
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2/28/2021 |
SWAPI |
Fixed a problem in SWAPI where
assignments on certain jobs created from the field or on certain jobs
continued to another day from the field would get a zero duration and result
in an error in Mobile. This would occur if the job type assigned to the job
had no standard duration assigned. Calls and assignments created in SWAPI
will now get a minimum duration of 30 minutes. |
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2/28/2021 |
Call (Dispatch) Center |
Fixed a problem with horizontal dispatched and scheduled lines sometimes incorrectly drawn as dashed instead of solid |
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RELEASE 2.1.100.37 2/27/2021
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2/24/2021 |
Agreement Manager, Periodic Invoices |
When the OpenEdge integration is enabled but agreement recurring invoice payments are being processed outside of Successware21/Open Edge, periodic billings could not be marked paid and posted because payments are enabled for Open Edge processing by default when the invoices are created. In the Periodic Invoices view of the Agreement Manager, a right-click menu option has been added - Disable OpenEdge on all payments w/ no alias - which is used to disable these payments for Open Edge processing. |
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2/23/2021 |
Add-On Manager |
Schedule Engine will now appear on the My Add-Ons page after successful installation. See the Add-On Manager for more information about Schedule Engine. |
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2/19/2021 |
SWAPI |
In ARInvoiceUpdate, added a check to prevent visits from being added to sales quotes. Visits performed are not allowed on sales quotes. |
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RELEASE 2.1.100.36 2/18/2021
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2/18/2021 |
SWAPI |
SWAPI has been upgraded to 64-bit for performance and stability. |
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RELEASE
2.1.100.35 2/7/2021
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AR and AP Transaction Reports |
Added a column for Posted By Added sort/group by Posted By |
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2/1/2021 |
SWAPI |
In LocationInfoUpate, two-letter state abbreviations will now be automatically capitalized as required. |
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1/21/2021 |
Notes Form |
Insert Username into the notes along with date/time when CTRL+SHIFT+2 date/time shortcut is used. |
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1/20/2021 |
Job Summary Analysis Report |
Since 2.1.100.32, when IsConvertedLead was added to the report, it was missing from text / XLSX export even though there was a column header for it and causing all of the subsequent columns to be offset from their headers. |
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1/19/2021 |
Invoice Scorecard Report |
Added "Total Money Sales" which aids in validating the average money sales amount. |
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1/19/2021 |
Credit Scorecard Report |
Added "Total Money Credits" to the report which aids in validating the average money credits amount. |
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1/18/2021 |
SWAPI |
If an add on app (Mobile, etc) omits a value for Zone when submitting JobAdd, SWAPI will now autofill it with the value taken from the location record. |
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RELEASE 2.1.100.34 1/17/2021
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1/12/2021 |
SWAPI |
Since version 2.1.100.32, JobCancel was failing to actually cancel the job. This typically was affecting job cancel requests from external call center apps. |
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1/7/2021 |
Warranty List Report |
Added the ability to filter/sort/and group by the warranty no field. |
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1/7/2021 |
GPSTrackIt |
If a device PIN had not been setup, the system would give a “Cannot convert object into string” error message. |
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1/7/2021 |
Company Setup |
Changing GPS Provider to "None" may not have been clearing out the saved credentials. |
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RELEASE 2.1.100.33 1/6/2021
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1/5/2021 |
SWAPI |
Several improvements to enhance performance and stability. |
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12/7/2020 |
Customer Form |
Added option for copying contact info on customer form into the clipboard as a name and address block of text which can be pasted into other applications for mailing purposes. Added option for copying contact info on customer form into the clipboard as tab delimited text so it can be pasted into an Excel sheet. |
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RELEASE 2.1.100.32 12/13/2020
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12/10/2020 |
SWAPI |
SWAPI is now enabled for UTF-8. Previously unrecognized characters were converted to question marks when communicating with SWAPI. |
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11/30/2020 |
Job Summary Analysis Report |
Added a checkbox that indicates if a sales lead job has been created for a Lead Required opportunity along with the Job Number of the sales lead job created. Converted Lead count is totaled into group and final totals. |
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11/27/2020 |
SWAPI |
After an add-on was disabled it was possible for a pre-existing connection/session ID to continue to be used. This has been corrected. |
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11/24/2020 |
Phone Call Report |
Added Job Number for booked calls. |
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11/18/2020 |
Assignment List Report |
Added department to sort/group by options. |
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11/17/2020 |
SWAPI |
Updated JobCancel so that a job cannot be canceled if there are line items on the invoice. Voiding the invoice was leaving orphaned items on the invoice causing problems when agreement related. Also in JobCancel when a job is canceled visits are detached from any canceled calls |
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11/17/2020 |
Dropbox API |
Updated the Dropbox API search (which has been depreciated) to use new API endpoint search_v2. |
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11/16/2020 |
Event Logging |
Fix problems with logging that may have caused Successware21 to crash when Dropbox raises frequent errors when clicking on assignments in dispatch or opening jobs. This could have typically happened if Dropbox was configured incorrectly. |
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11/13/2020
|
Service Location List Report |
Added Last Job Department and column Added the ability to sort and group by Last Job Department Added department filtering to the Job Reference Filter Dialog Primary Tech was typically not showing in the call history detail |
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11/09/2020 |
SWAPI |
Deliver messages regarding changes to today's calls and future calls to Schedule Engine. |
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11/6/2020 |
Warehouse Stock List Report |
Added column for unposted inventory transactions (Unposted IC) which shows the amount found on unposted requisitions, returns, adjustments, and transfers. |
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11/6/2020 |
Inventory Transactions Report |
Added columns for Item Group and Item Category Added the ability to group/sort by Item Group and Item Category |
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11/5/2020 |
Vendor List Report |
Updated report so that export to text/Excel when using Expanded Detail puts all the data for each vendor on one line |
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RELEASE 2.1.100.31 11/6/2020
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Comm Center |
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11/5/2020 |
Agreement List Report |
Comment field now exports to text and Excel files. |
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11/5/2020 |
Calls Report |
Added an option to show job instructions |
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11/5/2020 |
Sales Lead Tracking Report |
Added the Job Number from the source
opportunity - i.e. the Source Job No for the
converted lead. |
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RELEASE 2.1.100.29 10/2/2020
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10/1/2020 |
SWAPI |
Fixed a problem in MasterAuth that was preventing users for a small number of companies from being able to login to the Mobile Admin site. |
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9/15/2020 |
KPI Reports |
Added an automatic refresh of KPI
definitions. It is no longer
necessary to go to the KPI Manager and manually select the update link. |
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RELEASE 2.1.100.28 9/15/2020
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RELEASE 2.1.100.27 9/9/2020
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9/8/2020 |
Refrigerant
Tracking |
Improved
error message if cylinder and equipment refrigerant codes don't
match during data entry. |
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9/4/2020 |
Billing Account Details |
Using the Remove Card option in Billing Account Details would delete the card alias even if the card was still being used to charge for an agreement. When this happened charging the agreement would decline due to the invalid alias. |
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8/27/2020 |
Activation
Flags |
Use
of the API and related features no longer requires enabling based upon activation
flags, including use of the Agent Manager in Administrative Utilities and
visibility of the Remote Control checkbox in the
timecard. |
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RELEASE 2.1.100.26 8/27/2020
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SWAPI |
Internal changes for efficiency and
control. |
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RELEASE 2.1.100.25 8/21/2020
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8/20/2020 |
SWAPI |
Internal changes for efficiency and
control. |
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RELEASE 2.1.100.24 8/8/2020
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8/7/2020 |
SWAPI |
Since
2.1.100.23, an occasional 'Field cannot be modified' error might occur. |
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RELEASE 2.1.100.23 8/5/2020
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7/30/2020 |
SWAPI |
Added pagination options to the PricebookTaskQuery request. This now functions the same way that PricebookItemQuery has. |
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7/29/2020 |
Payment Processing Daily Payment Review |
The Payment Processing Daily Payment Review report, available by clicking the XCharge logo in the account register when OpenEdge/XCharge is activated, was misreporting some information. Void transactions were missing and credit transactions were being show with a positive amount adding to the final total of the report instead of subtracting. Voids and Credits are now reflected in the report with negative amounts. |
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7/28/2020 |
Material Requisition, Material Return, Inventory Transfer, Inventory Adjustment |
Added a field for Created By to the form. |
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7/27/2020 |
Sales Tax Report |
Since 2.1.100.20 when attempting to run the sales tax report for a specific selected tax code, the report would fail with 'Failed to load selected fields. Ambiguous column name' error. |
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7/27/2020 |
SWAPI |
An error, 'xml parse error: reason: an invalid character was found in text content. error on line 1, position 3350 (cdm11)' error.' could occur if non-printable control characters were embedded in a string value. This had been observed in the SWAPI PricebookItemQuery request. |
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RELEASE 2.1.100.22 7/21/2020
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7/17/2020 |
SWAPI |
Characters outside the standard ASCII character range in the incoming XML would result in either a ‘Request is not in valid XML format’ error or a failure of the request to return a result. The XML is now scrubbed to eliminate the incompatible characters before attempting to load the XML test. |
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RELEASE 2.1.100.21 7/14/2020
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SWAPI |
Fixed an error with SWRemote user not being able to update payment and/or invoice if the technician’s assignment had somehow been completed before the technician had submitted the invoice/payment. |
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RELEASE 2.1.100.20 7/9/2020
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Account Register |
Transfers - Added description field that is pre-populated based
on selected accounts as well as user editable. |
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7/2/2020
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Job Summary Analysis Report |
Corrected a display format problem to correct for an warning message that would display when opening an exported XLSX data file. |
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6/29/2020 |
User Groups |
The Job Create user ability has been split into two separate abilities in order to allow control over whether users can create jobs from the Customer Form or Call Taking independently |
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6/29/2020 |
Company Setup |
Added an option to print the company logo on Proposals separate from the option for printing it on A/R Invoices |
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6/27/2020 |
Sales Tax Report |
Added location name and address to the Sales Tax Report |
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6/27/2020 |
Project |
Created menu item to edit
estimate sale of scheduled billings after the invoice is made |
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Invoice |
The part tag indicator is now visible when inventory is not active. The hint will indicate when inventory is not active. |
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RELEASE 2.1.100.19 6/24/2020
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6/19/2020 |
Job |
Under certain circumstance, the button for job documents that was added to the job form in 2.1.100.16 would appear on top of Job Status and hide it from view. The button for job documents will now appear in a panel added at the top of the form. |
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RELEASE 2.1.100.18 6/16/2020
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6/16/2020 |
Location / Job Documents |
Since 2.1.100.16, if using the Dropbox integration for location / job documents, the system was logging false errors into the event log. |
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RELEASE 2.1.100.17 6/15/2020
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General |
Under some circumstances, the link to open Successwrae Mobile web site might not have been working. |
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6/15/2020 |
SWAPI |
In AssignmentQuery, the value for OnlyTechOnJob may have been incorrect. AssignmentListQuery was correct. |
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6/15/2020 |
SWAPI |
If a tech had multiple assignments for the day, ARInvoiceUpdate might falsely fail with the message ‘Tech not valid, or not assigned to job, or assignment has been completed. [] (cdm12)’. |
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RELEASE 2.1.100.16 6/13/2020
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6/12/2020 |
Job Form, Dispatch Call Info Panel, plus other job related forms |
A button has been added for opening job related photos, docs, etc. submitted by Successware Mobile. These two forms, plus other forms that have a JobID reference value can also open the job documents folder via the “Open” menu or CTRL+F9 shortcut. |
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06/12/2020 |
SWAPI |
A bug in ARPaymentUpdate would sometimes cause an invoice submitted by Successware Mobile to fail when posting due to a missing payment type value. |
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6/12/2020 |
Main Menu, Payment Processing Setup Wizard |
Added a link to open the Successware
Mobile web page |
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6/12/2020 |
Add On Wizard |
Added a link to open the Successware Mobile Admin page |
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6/1/2020 |
Reconcile recurring payments |
If you the Reconcile button was double-clicked, the
action would try to run twice resulting in a 'Cannot perform this operation
on a closed dataset' error on the 2nd execution. |
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5/31/2020 |
SWAPI |
It was sometimes possible to select a visit from a terminated agreement and submit the selection on the job invoice via ARInvoiceUpdate. Open visits from terminated agreements will no longer be delivered in AssignmentQuery, LocationQuery, etc. so they will no longer be available for selection. |
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5/29/2020 |
Payment Processing Disable Wizard |
When disabling XCharge
there is an opportunity to display/print an Active Periodic Agreement Report
which lists all of your periodically billed
agreements which have a credit card payment method. The report now includes
the payment reference value and the card expiration month/year. |
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5/14/2020 |
General |
On-line software activation would fail if a character form the extended ASCII character set (long dash, etc.) had been entered for company name. They could occur when copying and pasting from another application, such as MS Word. In this situation, it would have been necessary to call in for a manual activation. |
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5/11/2020 |
Payment Process Alias Export |
Added customer address field to alias export |
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RELEASE 2.1.100.12 5/19/2020
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Initial Release |
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