Enhancements/Features
Title
description
Corrected Bugs (Application Corrections)
AlarmBiller
| Development ID | CRM ID | Resolved Issue |
|---|---|---|
| 14894 | 28842 |
Expired Credit Card Email Customer Portal InformationThe expired credit card email that was sent to customers included information on how to login to the customer portal, even for dealers that did not use the customer portal. Now, the expired credit card email sent to customers only shows the 'log into customer portal' text and url if the Dealer Preferences 'Allow Portal' is selected and the generated URL is not blank. |
| 32396 | 00062878 |
Display issue for Charges Count on Proposal Details viewProposal Details Charges tab count now reflects the correct number of items configured in the saved proposal. |
| 33423 | 00072382 |
(AB) Customer batch loader - RMR Do Not Prorate is not workingChanged the customer import to properly handle duplicate 'DoNoProRate' column names. This allows the Excel row column search to optionally specify a starting column name to locate and then begin the search for the first occurrence of the desired data. |
| 32580 | 00068503 |
Have to click the Apply button 3x to get the payment to showResolved an issue where users needed to select the checkboxes in the vendor payment and vendor bill add and edit view multiple tmes to complete the full action. Also made a correction so that the Apply Amount value defaults to the Amount Due when a user selects the Apply checkbox. |
Sales Automation
| Development ID | CRM ID | Resolved Issue |
|---|---|---|
| 28730 | 00049641, 52373 |
(SA) Sales Automation Salesperson Report not displaying all Won SalesSales Automation Salesperson Report has been changed to include all sales in the Open, Won, and Lost buckets based on proposal status, estimate date, and closing date. |
| 29351 | 00004123 |
(SC/SA) Labor cost only shows on edit screen of proposalIn Sales Automation, when editing proposal with SedonaOffice integration, the labor cost field in the Sales Automation tab, which is populated by the selected SO job type, will not show a value until a labor item is selected. Previously, editing would show the labor cost associated with the selected job type even though a labor item was not selected, but when the proposal was saved, the labor cost would be saved with $0. Now, if no labor item selected, the labor cost shown will be $0, and the proposal will be saved with $0 labor cost. |
| 32252 | Internal |
(SA/eForms) Categories are listing backwards in Charges tabOn eForms, the order for the charges groups is now the same as on the Sales Automation screen. |
| 33372 | Internal |
SA SalesPerson Report Quota Value WrongThe Sales Automation Salesperson Report has been changed for the Quota value. The Quota value is now properly shown for the employee. |
| 35210 | Internal |
SA New Lead - State dropdown not populated with SO customer stateWhen using Sales Automation with SedonaOffice integration, the Sales Automation New Lead - State dropdown field is now populating with the proper state from the selected SedonaOffice customer, |
| 35217 | Internal |
SA Lead Details - hide 'New Proposal' button if lead inactiveThis has been resolved so that on the Sales Automation lead details view the New Proposal button is disabled if the lead is inactive. |
| 35418 | Internal |
(SO/SA) Proposal [Edit] still available after proposal rejection when just site deletedWe resolved this issue so that the edit buttons are disabled for a Sales Automoation proposal and lead when the SedonaOffice proposal has been rejected and related SO entities have been deleted. |
| 35421 | Internal |
(SO/SA) Inactive Lead [Edit] button still available after customer deletedWe resolved this issue so that the Edit button on a lead is disabled after the customer has been deleted and the lead is inactive. |
Time & Attendance
| Development ID | CRM ID | Resolved Issue |
|---|---|---|
| NA | NA |
NA |
eForms
| Development ID | CRM ID | Resolved Issue |
|---|---|---|
| 34685 | 00073593 |
eForms displaying on incorrect customer site or systemCorrection for the eForms tab on AlarmBiller Customer Site/System so that it does not list eForms that do not belong to that specific customer site/system. |
Special Upgrade/Installation Instructions
None
Supported Environments
N/A
