01/10/2024 v2024.01

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  We recommend reading these and understanding the impact before updating. These features may require adjustments to security or configuration and may have implications for your operations or current workflows. 

Upgrading to 2024: In keeping aligned with supported Windows software, the update to v2024 requires that Windows .Net Core is version .8. This can be resolved by verifying the system is current on its Windows updates or by contacting your IT department.

Service Scheduled Report:  Due to a recent command change, the Service Scheduled Report was throwing an error. This has now been updated.

Tags in Notifications and Mass Fax/Email Template:  The special fields have been updated to say "Salesrep" instead of "Salesman."

Availability Library in Category/Group/Kit Availability:  This work continues consuming the availability library in core screens to improve performance and alignment with the browser. 

Print/Fax/Email Invoices:  When the invoice program is run, it will save a copy of all generated invoices to the ContractsTemp folder located within the POR root folder. If sequential invoicing is turned on, the filename will save the invoice number generated rather than the original contract number. This is useful for further verification or if using a third-party invoicing program. 

Pay All Credit Cards (Acquiring):  A new feature for acquiring credit card users is available.  When the feature license is enabled, and the security (under the accounting security section) is turned on, there will be an option to "Pay All Contracts via CC" in the Options tab of Day At A Glance.  The program will then cycle through the contracts filtered into the Day At A Glance view. If a credit card token is associated, the card will attempt to be processed for that contract. If not, it will be skipped.  A transaction edit will also be written to record who ran the process.

Consumer Portal Formats:   As a user of the new consumer portal, you will want to be able to control the format of the contract that appears for your customers. There are two new format options on the Contracts tab in Parameters, one for contracts and one for customer work orders that display in the portal. When the formats are defined, the latest contract modification will appear in the portal in that format. It will use the defined saved PDF format already in place if no formats are defined.

Maintenance Dashboard Filtering:  In the past, the action of clearing maintenance would also reset the dashboard filters and leave the user to start from scratch.  Now, the filters will stay right as they were.

Persisting Search Entities:  Browser users will now find that if they leave certain entity searches open in the browser, they will still be open when they log out and log back in.  This will occur for configurations, security, and other searches (Like item).  It will not save specific items or search results, just the search window itself.