We are excited to share with you the updates included in this release for FieldCentral. The announcement will be broken up into two sections: Updated Features and Resolved Issues.
We greatly appreciate any time you invested in order to either report an issue or request an enhancement. Your feedback is highly valued!
UPDATED FEATURES:
The following are updates to existing features that are intended to enhance the quality of life for our clients.
- Invoice Detail Type: Employees has been added to the Work To Do settings. This option will allow users to display the employee's Invoice Description or Name within the Description of the QuickBooks invoice.
- Invoice Detail Type: Employee: Start - Stop will now correctly use the employee's Invoice Description as a default display before falling back to Employee Name.
- The customized fields on the schedule will now be labeled prior to property retrieval.
RESOLVED ISSUES:
The following are client-reported issues and HindSite Software discovered issues that have now been resolved.
- When exporting properties to QuickBooks Desktop a default email address will now correctly be set by the export process.
- Corrected an issue where certain data types were causing imports to be stuck at zero percent.
- The payment modal will now trim $0 balance invoices from the displayed results.
- Balance Age on the schedule will now represent the Age of that balance.
- Columns for Contact, Contact Phone, Contact Email, and Email Recipients have been added to the Visits grid.
- The incomplete list will now always validate and display Service City.
- Improved map validation and assignment to better serve mass scheduling functionality.
- Corrected an issue where the Visit Note column was displaying no data within the Incomplete menu.
- Signatures will now correctly display as signatures, rather than their assembly coordinates. Due to the nature of this issue this will affect signatures captured moving forward and not historical data.
- Corrected an issue where the Property Level Work To Do note were not populating the Visit Note.
- Email Invoice will now be honored when transferring invoices to QuickBooks, regardless of default contact assignment.
- Corrected an issue where specific data arrangement would cause duplicate contacts to be created when importing from QuickBooks.
- Adjusted a retrieval where Invoices paid in QuickBooks were still displaying within FieldCentral Payment.
We encourage YOU to communicate with us as you discover features that would help you in your day to day business and let us know if you run into a system issue so we can quickly address it. We are here to help and make your life easier!
Please take advantage of the Help Desk when logged into FieldCentral if you do have an issue or you want to submit a new feature idea.