Textile Solutions News

Friday Dec 5th, 2025
Updates	removed Order Location Rules Locations can no longer be restricted from usage on an Order removed Order Storage → button leading to Location Rules page

Friday Nov 21st, 2025
Updates	added Move Wizard

Thursday Nov 6th, 2025
Updates	added Referral Source drop down and Welcome Marketing flag to Contact records - updated all pages and popups

Tuesday Nov 4th, 2025
Updates	added "Area" type to Locations added "Bulk - Change Area" to Locations - locations can now be assigned to "Area type locations" updated Location Detail to show location children and children's contents updated Locations filter added "Area" to Types and "Belongs to an Area" selector

Wednesday Oct 21st, 2025
Updates	added "Short Name" to Package Types, will be displayed on Metal Progetti Labels in the future added Department Locations to database added Department Location picker to BcFill page

Wednesday Oct 15th, 2025
Updates	updated Calendar MOVE event added a Move Detail section, where users can specify what is being moved removed address and warehouse sections from "Event Connections" tab, these are now handled in the Move Details section

Wednesday Oct 1st, 2025
Updates	update to Location Records to support Departments. 1 Location can cover multiple departments

Wednesday Jul 23rd, 2025
Updates	update to Order - Add Company, will now automatically check Adjuster box when applicable added Pack Due dates to Metal Progetti operations page updated Data Map for Carriers, added more filters updated Carrier Export included more fields

Wednesday Jun 25th, 2025
Updates	updated Assembly Arms for Metal Progetti, Assembly arms are now linked to Delivery Groups instead of Order added settings to Company Settings - Default Assembly Arm and Assembly Arm Count

Tuesday Jun 3rd, 2025
Updates	added Storage Location filter to Order Department Containers List page

Saturday May 17th, 2025
Updates	updated Department Container Label, increased size of Department Name

Thursday May 15th, 2025
Updates	added Carrier Bulk pages: Change Types, Change Group and Change NAIC number

Saturday May 10th, 2025
Updates	added Carrier Export to Carrier List page updated Carrier Merge Popup to include: Group; Naic; Type and Merge Type option

Saturday May 10th, 2025
Updates	updated style of input boxes and labels added Carrier Group records to Carrier List page (oversight only) Carriers can now be added to a Group from Carrier Detail page added Carrier Type field and NAIC field to Carrier Records, removed TPA and Insurance Company field updated filters on Carrier List page

Wednesday May 6th, 2025
Updates	added ability to merge carriers from Oversight → Carrier List (Oversight only)

Friday April 25th, 2025
Updates	added ability to add multiple social media accounts to Contacts from CRM and Add Contact Popup added Social Media info to CRM

Thursday April 24th, 2025
Updates	added ability to add multiple social media accounts to Company from Company Details, and Contacts from Contact Detail added Daily Sender Export for Terra added new Order Hold Status - "Stop, Return Dirty"
Fixes	fix to Delivery Group not being eligible for combining if delivery group has 0 Items fix to Delivery Group Child not inheriting Due Dates from Parent

Friday April 18th, 2025
Updates	added contact Potential Duplicate check for Add Contact Popup added marketing filters to Contact list page and to Contact Bulk page added marketing dyna columns to Contact List page
Fixes	fix to error on Oversight → Members page

Thursday April 17th, 2025
Updates	added Contact Bulk Marketing page, bulk change Contact Send Marketing / Send Newsletter updated Contact Bulk Sales Rep page and Contact Bulk Followup Frequency page changed Add Contact Pop to warn user if email is missing, instead of preventing user from adding contact
Fixes	fix to Add Contact Pop not resetting to step 1 after update fix to Oversight → Members page showing incorrect Order counts

Thursday April 10th, 2025
Updates	added Sales Manager field to Admin → Your Company → Finance Tab; the sales managers email will be used when sending sales and marketing emails added Company address to User Vcard updated Terra Contact Export to only send contacts with emails and recent relevent changes added Job counts and Log counts to Terra Export

Wednesday April 9th, 2025
Updates	performance improvement for Order Images page added Item price to global item scan popup

Tuesday April 8th, 2025
Updates	updated Add Contact Popup, separated Sales and Marketing section into "2 Step" popup added download V-Card to Contact Detail page and Contact Detail Popup added Contact marketing fields to Contact Detail Popup added Contact marketing fields to CRM (Details, List, Columns, and Edit Popup)

Saturday April 5th, 2025
Updates	added warning message when adding Bill to a Paid Order; adding a Bill to a Paid Order will automatically remove the Order Paid date. upated VCard to version 4
Fixes	fix to missing referrer value on Oversight Order Detail page fix to image detail toggle not working on Order Image page fix to multiple "To" emails issue when sending Terra Daily export fix to Contacts without email address appearing on Terra Export

Friday April 4th, 2025
Updates	added Terra Daily and Monthly Contact Export

Saturday March 22nd, 2025
Updates	add Inactive field to Carrier records
Fixes	fix to Order Hold preventing entry of TotalLoss Items and Estimate Items fix to Carrier address update not reflecting in detail popup fix to Add Company from Carrier popup not working

Friday March 21st, 2025
Updates	added Carrier info popup added Carrier search results to Global Search updated Carrier record, added Website and Phone, can be populated from Google Search
Fixes	fix to lack of error message when Tagging an Order on hold

Tuesday March 18th, 2025
Updates	added "Insurance Company" flag to Oversight → Carriers updated Carrier Detail page, added Google Auto Complete updated Add Company popup to automatically select Nation Carrier by Domain Name

Monday March 17th, 2025
Updates	added Oversight Report (RCS Weekly Progress Report) to Reports page, and scheduled for weekly distrubution

Wednesday March 12th, 2025
Updates	added Group counts and Parent/Child relation to Order Document page → Group Report section added Un-delivered Packages document to Order Documents renamed some Order Docuements to maintain consistency updated Combine Delivery popup
Fixes	fix to disappearing error message on Combine Delivery popup fix to Service Groups/Items appearing in unapplicable Activity report sections

Tuesday March 11th, 2025
Updates	added Department filter buttons to Process Item page
Fixes	fix to Global Scan item → Image preview showing images from other Items fix to CRM Detail popup error from Home Page fix to Carrier Detail showing unnecessary connections fix to missing Order number from Quick Add Popup fix to Contact search from Add Order Company popup not sorting results correctly

Monday March 10th, 2025
Updates	updated Item Scan popup, added more detail and imporved layout added Auto Photo Mode to Item Processing page
Fixes	fix to StorageOnly/Dispose/Donate Groups appearing in Process Item sections of Activity page

Friday March 7th, 2025
Updates	added Items Inprocess to Activity page and Report added Order info to Add Document Popup
Fixes	fix to Task List → Department Container Progress not sorting by Room fix to Add Department Contianer Pop layout fix to Quick Order Add menu not closing after selection fix to special character error when using Global Search

Wednesday March 5th, 2025
Updates	added more processing detail to Task List added Process DC button to Task List added Process Item button to Task List improved name search for Global Search
Fixes	fix to processed items appearing in wrong table on BarCode Process Item page fix to InHome → Items generating Item Storage records fix to Task List not showing Item process and DC process status

Tuesday March 4th, 2025
Updates	updated status counts on Calendar events to highlight red if Delivery has Unprocessed Items, and highlight orange if Delivery has Unpacked Items
Fixes	fix to Order Locations page not loading correctly fix to error in overnight routine fix to error when confirming action on Order Item Bulk page

Monday March 3rd, 2025

Removed

ADC (Auto Department Containers)

Items can now be scanned into Production, instead of creating a Department Container linked to an Item to scan into Production.

updated Department records to include a flag for "Enable Processing"
- when enabled the system will check if the item for the applicable department has been scanned into production
- once the item has been cleaned, it will automatically be flagged as "in production"
- InHome items are not applicable
added new section to Activity page/report - Unprocessed Items
repurposed the "AutoDc" flag on an Article record (renamed to "Enable Processing") to check if item has been processed
removed link between Items and Department Containers
added "Processed At" and "Processed By" fields to Items
added new BarCode Process Item page to Items List page
updated dyna columns on Item list page, added Stored, Received and Processed
copied all cooresponding ADC data to Item records

Wednesday February 26th, 2025
Updates	added link to Department Container from Order Item Detail page, where applicable added quality, severity, and handling codes to scan Container popup updated Scan/Pick Container popup on Tagging page, to show combine button with tooltip, and link to detail popup instead of detail page added Hold status to Order related popups, and Calendar events improved warning on Order Item bulk page to include delete amd moving pictures warning
Fixes	fix to Combining Containers checking if note is the same fix to Tagging page showing multiple of the same Container when picking containers fix to Order Service Milestone summing service prices incorrectly fix to InHome item status on Calendar events showing as receivable Items

Tuesday February 25th, 2025
Updates	updated Order Container Detail page, added tabs to page, added event listing
Fixes	fix to missing Time controls on Order Delivery Detail page fix to Pages Settings and Dyna Columns not sticking after User Logout

Wednesday February 19th, 2025
Fixes	fix to unloading Package not removing location fix to CRM Log export not working fix to Order Item bulk not submitting correctly after confirm step fix to Calendar Report not grouping Linked events fix to Storage Summary showing Items after being Packed

Tuesday February 18th, 2025
Fixes	fix to lock/unlock prices from Order Detail not appearing to Users with Finance privledges fix to invalid character sequence in User Page settings

Thursday February 13th, 2025
Updates	added Document preview popup to Calendar page updated Calendar Report document further enhancements to Quality, Severity and Handling codes

Tuesday February 11th, 2025
Updates	added Hide Auto Followups filter to Calendar rework to Severity, Quality and Handling Code inheritence. Room and Container codes will only need to be set if overriding Order level codes.
Fixes	fix to Note popup not showing please wait while uploading note.

Monday February 10th, 2025
Updates	added ability to convert Order Item to Estimate Item or Total Loss Item from Order Item Detail page added confirm step to Order Item Bulk operations updated CRM → Contacts and Company table, added all phone numbers to Phone column and updated search to search all numbers
Fixes	fix to Sales Rep filter not working for CRM call list export fix to Oversight Export Reports not using Reporting Database fix to Contact Popup not validating contact name

Wednesday February 5th, 2025
Updates	update to Notification emails, will now group all users into 1 email
Fixes	fix to HTML formatted Email template not fitting to bounds of device fix to Order Item Bulk → Change Group not allowing INHOME items once cleaned fix to blank Calendar reminder popup fix to User Names with blank starting spaces

Thursday January 23rd, 2025
Updates	added Contact events to Contact Detail page → Activity tab

Wednesday January 22nd, 2025
Updates	added Zip Export to Oversight → Zip Codes page
Fixes	fix to System Email error warning appearing prematurely fix to CRM → Contact List removing Created By column data when clicking on Contact fix to CRM Popup error when Company list not fully loaded fix to Contact Tag not clearing after Contact Detail Popup update, and not saving if user did not manually submit Tag

Tuesday January 21st, 2025
Updates	added ability to link Contacts to older versions. Labeled "Formerly"; can be found next to inactive check box added "Archival" Page Access permission to Order Detail page moved Company Documents page from Admin page to Maintenance page
Fixes	fix to Order Item Xact → keystroke script generator not allowing item codes without reference

Wednesday January 15th, 2025
Fixes	fix to Order Work Authorized not triggering from App → Signed Uploaded Document fix to System Usage report not finishing due to single error within report

Tuesday January 14th, 2025
Updates	update to Order Packout document separated InHome items counts will now show missing BillTo/Insurer/Referrer added Contact and Company Instructions hid event details for future Pickups added "Next pickup" to Pickup Summary when applicable changed Pickup "Hours" to "Duration" and reformatted to x hrs and y minutes changed sequence of Delivery Status to Tagged;Cleaned;Packed;Shipped; sorted Room Summary section alphabetically
Fixes	fix to System Usage report → Cleaning Backlog section, columns not aligning correctly fix to error finding potential duplicates for Contact when only last name is entered fix to Uploaded Authorization documents not triggering Order Authorized

Friday January 10th, 2025
Updates	add button to Add Contact/Company to Order from CRM → Contact/Company Detail header
Fixes	fix to Notification drop down justification and button layout fix to Order Packout Milestone Container Count

Tuesday January 7th, 2025
Updates	added ability to Move/Copy Contact to different Company from Contact Popup added ability to add Contact and/or Company to Order from respective Info popups added ability to add Contact and/or Company to Order from Order Quick Add menu added State and Zip filter to Map → Order Locations
Fixes	fix to Addresses not appearing on Map hover text fix to Global Zip code lookup not working

Friday January 3rd, 2025
Updates	added ability to edit Order Customer from Order Customer Info popup changed the way Order Mail page loads images (faster)
Fixes	fix to Map recent layers not clearing daily fix to CRM Column popup justification

Monday December 30th, 2024
Updates	added ability to create Contacts/Companies from pick Contact/Company popup
Fixes	fix to duplicate layers on Map when opening map from Calendar multiple times fix to Map adding mutliple of the same layer fix to Map legend and layer overlapping fix to followup filter on Calendar not working

Friday December 20th, 2024
Updates	updated CRM buttons to include text

Thursday December 19th, 2024
Updates	added Firm check/filter to Map → Calendar events added storage location column to Activity → Unreceived Items section for items stored in Vehicles added Day and Week view modes to CRM → Calendar
Fixes	fix to Unrecevied Items not apperaing when stored in a Vehicle fix to User Name error on Calendar event when viewing event in read-only mode

Saturday December 14th, 2024
Updates	updated Contact picker to apply filter for multiple Companies removed Note requirement from Calendar → Stop In event removed Location field from CRM log added Days since to CRM → Contact and Company, Last Contact At and Last Stop In columns
Fixes	fix to CRM Log → Subject field not being auto populated from CRM page fix to selecting Company not populating address on Calendar event fix to CRM → Dashboard widgets not saving date when changed by arrow buttons fix to Order button not showing up when opening calendar event from CRM

Friday December 13th, 2024
Updates	updated Contact Pick popup and Order Pick popup to filter for Company when opened from CRM
Fixes	fix to CRM → Calendar error when filtering for attendees fix to error on Move Item page when location cannot be found

Thursday December 12th, 2024
Fixes	fix to Add Crm Log button from CRM → Dashboard → My Day widget not initializing contact list correctly fix to inactive Vehicles appearing in Map drop down fix to error on Receive Department Container Popup when location cannot be found

Wednesday December 11th, 2024
Updates	added Company information to CRM Log notification email added Calendar Sub menu to CRM → My Day Dashboard Widget
Fixes	fix to Calendar Report slow hits, i.e. printing day calendar and calendar reminders (replaced stored procedure with builder class)

Saturday December 7th, 2024
Updates	added "Last Stop In" field to Company Record, and where applicable added List(s) column and filter to CRM → Contacts list and Company List
Fixes	fix to error when creating new Chat message f6ix to Calendar Event → Stop In not showing button for CRM log

Friday November 30th, 2024
Updates	simplified Chat header, removed circle menu

Thursday November 28th, 2024
Updates	updated Date-Range picker, added to all Report pages updated Order Package List page to confirm deletion of empty packages; highlighted Delete Empties button added Carrier specific authorization documents to Order Milestone → Prepped popup added Linked In and Company Website links to Contact Detail popup added Order Detail popup link to Chat header added Contact Export button to Oversight → Members page
Fixes	fix to Chat not linking to Order correctly

Tuesday November 26th, 2024
Updates	changed Layer layout on Map added ability to show and hide layers on Map added Open Issue dyna column to Order List page added Total Loss Export report button to Order Total Loss Item list page added Model and Serial number columns to export
Fixes	fix to error on CRM detail pop when showing Contact details

Thursday November 21st, 2024
Updates	added Verizon Connect API integration under Company Settings → Control Tab, you can select Verizon as a Fleet Tracking API, and input your Verizon Reveal credentials in Maintenance → Vehicles, each vehicle must be assigned the proper ID from the Verizon Connect Platform once Credentials and Vehicle Id's are assigned; selecting the Vehicle Location Layer on a Map will display Vehicles in real time update to Vehicle Routes on Map, routes will now grey out if event is marked Arrived or Complete
Fixes	fix to Order Billed Milestone not displaying correct value on Order Detail Page fix to some Calendar Events showing entire Note in summary fix to CRM Log not marking Calendar → Followup done fix to Order Pictures missing creation date and time fix to Order Pictures showing incorrect Pickup date in details

Thursday November 14th, 2024
Updates	added Route Stop numbers to Map when displaying Routes added Recent Layers section Map → Add Layer popup

Tuesday November 12th, 2024
Fixes	fix to Order Image → Bulk → Email Images not popuplating checked images on Order Mail page fix to Order Mail page not highlighting fields on error fix to Upload Document Pop not showing mandatory fields, and not showing errors when submitting

Wednesday November 6th, 2024
Update	updated Routes on Maps routes will now be automatically drawn for Calendar events connected to a Vehicle and an Address route lines will show: vehicle, date, stop # and duration when hovered over or clicked added new "Return after event" checkbox to Calendar Popup → Vehicle section, to indicate the vehicle is returning to the main facility after the event added "Send Contacts to third party software" consent check box to Admin → My Company Settings → Controls tab added more columns to Contact Export
Fixes	fix to Package Staging issue when Vehicle is selected in Load Wizard fix to Map not generating Routes correctly

Tuesday November 5th, 2024
Update	added Milestones to Order Detail page, moved other header fields into Info Tab
Fixes	fix to Sales Rep report error when sorting matrix fix to Order Add Address now working from every page

Thursday October 24nd, 2024
Update	updated CRM to save dashboard, column and filter settings to the database instead of session

Tuesday October 22nd, 2024
Fixes	fix to Offline Items tags causing slowdowns

Saturday October 19th, 2024
Update	added Archive Lock to Order an order will be 'Archive locked' once the unarchive or archive button have been pressed Locking the archive function this way will prevent multiple instances of the archiving routine from running at the same time all archive locks will be released overnight
Fixes	fix to Calendar Pop Address error when viewing in read-only mode fix to id suffix error when loading Map from Calendar fix to Calendar tasks not greying out correctly when linked to Pickup or Delivery fix to Calendar Map icons not reflecting new Calendar Types

Friday October 18th, 2024
Fixes	multiple Calendar fixes: recurrence, vehicles, appointments, done checkbox, and refreshing after update

Thursday October 17th, 2024
Update	updated CRM → List: Create Calendar Events popup to include Calendar Types
Fixes	fix to CRM → Contact Detail → Followups showing incorrect followups for Contact fix to CRM → List: Create Calendar Events not refreshing calendar events

Wednesday October 16th, 2024
Update	added new Calendar Types: Meeting, Followup, StopIn, Appointment and Reminder. The General type has been removed. added Total Loss Item Export to Reports page added Full Calendar to CRM → Calendar added My Day Calendar Widget to CRM → Dashboard
Fixes	fix to Order Photo having incorrect date stamp if taken after 12:00 pm fix to Lookup Tag not working correctly when time is input fix to Vehicle not linking correctly to Location on creation fix to Items being auto-received when Pickup does not have a Vehicle, or Vehicle Location cannot be found

Wednesday October 9th, 2024
Update	added Reviewed field to Contact record added 'Edit Followup' button to CRM → Contact Detail updated 'Do not contact' section of Contact Details to behave similarily on all popups added Contact Frequency and Do Not Contact custom columns to CRM → Contacts List

Tuesday October 8th, 2024
Update	updated CRM → Dashboard, changed to Grid layout added Layout settings popup to CRM → Dashboard added Ability to Show/Hide CRM → Dashboard Widgets

Saturday October 5th, 2024
Update	added Customer Calendar events to CRM → Dashboard → Scheduled Events widget reworked how CRM column settings are saved (potential fix for some devices) added 'Sales Reps Only' filter to CRM → Logs
Fixes	fix to Type field and User field not setting correctly on CRM List popup fix to sorting issue with CRM Heat Rating on Company and Contact list tables fix to editting Calendar events from the CRM not updating event status fix to CRM → List → Create Calendar Event not assigning Note correctly

Friday October 4th, 2024
Update	added 'Add Crm Log' to Order Quick Add menu
Fixes	fix to CRM Log popup not working from Order detail page

Thursday October 3rd, 2024
Update	added Types field to CRM → Lists, i.e. Route, Mailing List, Call List, Event List, etc... added User field to CRM → Lists to associate a List with a User added Type and User Filter to CRM → Lists added Heat Rating to CRM → Lists Contact and Company columns
Fixes	fix to CRM log for an Order not initializing Contacts and Company fix to CRM → List adding duplicate Companies error

Wednesday October 2nd, 2024
Update	added Vehicle field to User record, so a user can be assigned a Vehicle
Fixes	fix to error when opening CRM log from Calendar event, when not on Calendar page fix to CRM log defaulting to 'Internal Note' type for all Calendar events fix to Vehicle routes not showing when Calendar event is not related to an Order fix to missing Contact Tag Popup script on all pages

Tuesday October 1st, 2024
Update	added Merge Contact and Merge Company ability to CRM

Saturday September 28th, 2024
Update	added multi select options for Companies on CRM, simialar to Contacts added ability to bulk add Calendar events for a CRM List updated Address Picker, removed 'Load All' feature, instead search will now search all saved addresses added success status message when adding new Contact
Fixes	fix to Containers being marked as received when stored on a Vehicle from a Pickup fix to Time picker resetting time after closing fix to CRM → Company Detail not showing logs for it's Contacts fix to Quick Add menu not closing when selecting option fix to long load time for Pick Contact popup and Pick Customer popup, limited displayed results to top 50

Wednesday September 25th, 2024
Fixes	fix to duplicate Address error when updating Calendar event

Tuesday September 24th, 2024
Update	updated CRM Log popup: removed Company and Contact select and replaced with Picker updated CRM Log popup to allow log for single Company and/or multiple Companies updated CRM → Lists to handle Companies added CRM → Company Detail → Lists section updated CRM to sync better with Calendar and Maps improved CRM → Map will now open applicable slide in detail when clicking Calendar event improved Legend on Map, will show applicable Calendar icons added Next Contact section to CRM → Contact detail slide in added ability call and email Company from CRM → Company detail slide in added Refresh button to user select box on Calendar detail popup added quick select section to Map → Add Layers popup added ability to Edit and Refresh Map → Layers added Address fields to Contact records, defaulted Contact address to Company address added Google Address lookup to Contact popup and detail page
Fixes	fix to multiple google checks for wonky Addresses, added sanity check before sending to Google Auto complete

Tuesday September 17th, 2024
Update	added ability to create Calendar Events for Companies
Fixes	fix to missing Calendar icons when view Routes on Map fix to Company Merge error when merging 2 companies assigned to same Order fix to Delivery Calendar events not loading correctly on CRM → Map

Friday September 13th, 2024
Update	improvments to Map feature on all pages

Thursday September 12th, 2024
Update	added Map section to CRM
Fixes	fix to new CRM log showing old log details fix to Calendar error when removing recurrence from an event

Wednesday September 11th, 2024
Update	added ability to Block and Unblock numbers to SMS Messages updated layout of SMS Messages page hid Settings Tab on Order Documnets page for non-Admin Users (non-Admin users use default document settings)
Fixes	fix to Document Settings not saving correctly for new user (Logo issue on documents)

Tuesday September 10th, 2024
Update	added 'Add Contact' button to Company Info popup and Add Company popup added alternate name fields to Contact Merge popup added Activity → Orders section to Contact Detail page
Fixes	fix to Add Contact popup not showing recently added Company in drop down list fix to Order Mail losing selected Images after error message fix to Items and Bags created for Pickup being automatically stored in incorrect Location

Saturday September 7th, 2024
Update	added character counter to Calendar Note field
Fixes	fix to Vehicle Storage showing '0' indicator fix to urgent indicator appearing inccorectly on Vehicle Storage popup fix to Containers not showing in vehcile when linked to a Pickup

Wednesday September 4th, 2024
Update	added ability to attach Order Photo, or Paste from clipboard to Chat updated Items and Containers created through the App, that are from a Pickup, to automatically be placed in a Vehicle location added Contact Name fields to Contact Popups Contact display name will now automatically be generated: [ First Middle "Nick" Last ], when contact is created or updated.
Fixes	fix to Image Preview Pop not resizing images correctly fix to Vehicle Storage Home button not showing for some Companies fix to Vehicle Storage Home page indicator showing urgent for items, bags, and packages loaded today

Friday August 30th, 2024
Update	added ability to 'Add Address' from Order Quick Add menu added Vehicle Storage to Activity page and report added Vehicle Storage button to Home page updated Location Global Scan Pop to show contents

Wednesday August 28th, 2024
Update	added Title, Last Name, Middle Name, First Name, and Nick Name to Contact Record auto filled in data from Contact Name field viewable on Contact Detail page added Linked In field to Contact records added Note field to Company → Google Confirm Popup updated Potential Contact Duplicates section to not show Contacts with same email as Company
Fixes	fix to Contact Pop positioning

Tuesday August 27th, 2024
Update	added Expense and Follow-up columns to CRM → Recent Logs
Fixes	fix to Order Estimate Export error when sorting document by Tag Number fix to scheduled Notfication Emails stalling task queue causing Metal Progetti issues

Wednesday August 21st, 2024
Update	add Add Contact Pop will now populate fields when selecting Company removed "Inusrance Agent" from Company type, corrected to "Insurance Agency" added "Potential Duplicate [+]" section to Contact List page
Fixes	fix to error when adding CRM log for multiple contacts fix to default values on Add Contact Pop

Tuesday August 20th, 2024
Update	added ability to create CRM Log for Company only added confirm step when creating CRM log without a Contact updated CRM and CRM Log page to handle logs for Company only added create CRM Log button to CRM → Company Detail header updated layout of CRM Log page: added detail popup links added Order column added Order name Filter merged Company and Contact into one column applied Order Name filter to CRM log Export added a "5000 entries" limit to CRM log Export
Fixes	fix to subsequent CRM log popups not initializing Contact and Order correctly

Monday August 19th, 2024
Update	added Confirm Google Autocomplete popup to Company Detail added More [+] section to Add Contact Pop
Fixes	fix to error when updating Calendar event for deleted HOV fix to error whene generating Sales Rep report

Thursday August 15th, 2024
Update	added 'Tags' to Company records added to Company Detail page, Company Detail popup, CRM → Company details, and Company Info popup added Sales Rep field to Company record added to Detail page, popups and CRM when adding a Contact for a Company, the Sales Rep will default to the Company Sales Rep added Inhome count to Pickup record added Company address to Calendar → Address selector
Fixes	fix to Order Detail → Packout Item count, counting items in Containers

Monday August 12th, 2024
Update	added Google auto complete to Company Detail popup moved Google auto complete to ompany name from company address on Company Detail page added Created By and Created At columns to CRM → Contacts
Fixes	fix to delivering a Package not marking the Delivery as Arrived fix to Pickup status text on Order Milestone when order is not being picked up

Friday August 9th, 2024
Update	updated Collaborations Report to include Company Type and Contact Type filter added more Company and Contact Types

Wednesday August 7th, 2024
Update	added ability to edit Calendar event from Notification Popup added 'Schedule Calendar Event button' to CRM → Contact Details added 'Tagged On Site' dyna column to Order Items page added 'Items Received' count (I-RCVD) to status for Calendar → Pickup events
Fixes	fix to 'Tagged on Site' not triggering correctly when Tagging from App fix to empty space around icons on Order List page for mobile devices

Tuesday August 6th, 2024
Update	added Not Received Item filter to Item list page added Unrecieved Items and Unstored Items section to Activity page Items created through the mobile app, without a packout container, will now default to Not Received updated Item Receive/Move popup to show only unreceived items

Thursday August 1st, 2024
Update	added vertical progress bar variation to Order Progress, from Order list page → Dyna Option
Fixes	fix to apostrophe in Order Name causing more menu to not appear fix to link to Department Containers from Progress Bars not working

Thursday July 11th, 2024
Update	added Order Quick Add button to Order header buttons moved the following icons into Order Quick Add menu Tagging Add Photo Add Email Add Chat added 'Packed Not Delivered' quick filter to Order List page added link to Order details from CRM → Recent Logs
Fixes	increased allowed Note Size for Contact follow up

Tuesday July 9th, 2024
Update	added Scope Calendar event type changed Pickup to convert to Scope and visa-versa added Department Container progress bar to Order Detail → Status Tab and Order Detail Popup added Department Containers to Storage Report → Storage Containers By Customer added Order QR code to Order Folder Report

Friday July 5th, 2024
Update	added Size Dyna column to Order Items page added InHome report, simialar to Packout Report added link for report to: InHome MileStone Popup, Order Documents, Delivery/Group List, Delivery/Group Detail
Fixes	fix to InHome Complete notification not triggering correctly fix to InHome progress link from Order Milestone not working fix to APU link from Order Milestone not working fix to Order deletion not clearing all related records and files

Wednesday July 3rd, 2024
Update	added Rejects Packed progress bar to Order Details Popup and Order Detail → Status Tab
Fixes	fix to Order Payment status appearing as Paid when balance is greater than 0 fix to Delivery Group Type combination Inhome-Estimate. fix to Total Loss Intake Pop not working with mobile suggestions fix to Rejected In Home Items showing as unpacked items

Tuesday June 25th, 2024
Update	added Parent/Child icons to Order Item List page and Order Container List page updated Order Container Detail page to include clickable Parent and Children links updated Container Global Scan popup to include Parent and Children relations update to Global Scan Popup, can now click through other barcodes, i.e. scanning a package will allow you to click on items within that package
Fixes	fix to Order Container Children not creating Event records when parent is stored/moved

Friday June 21st, 2024
Update	added close confirmation to Signature Capture popup when user has entered data
Fixes	fix to Order Documnets Preview loading first file previewed repeatedly fix to incorrect order number parameter saving when a user has the same page open multiple times fix to Order Item Bulk → Delete not saving item details in event log

Wednesday June 19th, 2024
Update	increased size of Attachments allowed in Order Email
Fixes	fix to Conveyor Status filter error on Order Item Bulk page

Thursday May 16th, 2024
Update	added Album Omit filter to Order Images page
Fixes	fix to Document Preview popup not closing when downloading a file fix to 'Enter' key closing Upload File Popup fix to Document Signature Capture Popup not saving signature when backing through steps fix to Order List export not working with certain filters

Wednesday May 15th, 2024
Update	added automatic Preview document after signing
Fixes	fix to Next Page button showing when previewing single page document in Company Documents fix to blank Signature and Initial warning not showing when signing document fix to error when saving uploaded document without a file

Tuesday May 14th, 2024
Update	added new tab, 'Uploaded', to Order Documents moved uploaded documents out of 'Saved' tab into new 'Uploaded' tab updated Company Documents → Upload File popup to allow for insertion of 'Form Fields' on pdf documents form fields will be used to stamp: Text, Numbers, Signatures, Dates, Initials, onto existing uploaded pdf documents updated Oversight Documents to handle insertion of 'Form Fields' on pdf documents
Fixes	fix to Order Time page, adding entries and exporting spreadsheet fix to Order Documents preview not loading document after anchor with href='#' is clicked fix to Article Conveyor Status filter breaking Order Item Bulk page for companies that do not use a conveyor system

Saturday April 20th, 2024

Fixes

fix to multiple page pdf Item Tags not generating correctly
fix to Order Doc → Group Documents section not applying "Sort" to all section documents correctly
fix to Room/Group Summary rows on Package and Group documents, made them more consistent and bold
fix to FPP logo issues on FPP Documents
fix to inactive Sales Reps with incorrect log numbers appearing on Sales Rep Report
fix to incorrect Company Name beside Bill To on Order Header

Friday April 19th, 2024
Update	updated iText PDF generation library seperated Total Loss group from Order Doc → Regular Group Docs, created new Total Loss Group Documents section

Saturday April 6th, 2024
Fixes	fix to duplicate name error for Order Customers

Thursday April 4th, 2024
Update	added TotalLoss Items to Order Document → Regular Group Documents, where applicable

Wednesday April 3rd, 2024
Fixes	fix to Order Notes not showing Calendar Notes for Pickups and Deliveries fix to Order Item Bulk not loading In-home items correctly, and not refreshing after delete fix to hover error when missing ToolTip text on Order Item Detail page fix to class list error on Order Pickup Popup when using search fix to String Pop error when Order is not selected

Thursday March 21st, 2024
Fixes	fix to null error when using Order Variables that retreive a value set to null, i.e. most dates start off null

Thursday March 21st, 2024
Updates	added Policy Number to Order Detail → Claims Tab added String Variable for Policy number for use on documents added date filter to Text Messages page
Fixes	fix to Who Is On timestamps fix to CRM → Drifters showing inactive Contacts

Wednesday March 20th, 2024
Updates	added Policy Holder flag to Order Customers only policy holders will be able to sign documents all 'Primary' customers will default to 'Policy Holder' added Signature Section to Order Customer Detail Popup, for view signatures added Policy Holder select box to Capture Signature Popup, removed Name field added link to Order Customer Popup from capture Signature Popup, to add and/or edit Order Customers
Fixes	fix to Activity report → Unstored Packages using Created date instead of Completed date for 'Days not stored'

Tuesday March 19th, 2024
Fixes	fix to Order Document settings resetting for user fix to Work Authorization checkbox missing and 'Signed By' name missing for Orders

Monday March 18th, 2024
Updates	added ability to create Custom Documents, from Admin → Company Documents → Create Custom once created Custom Documents can be found on Order Documents page under new 'Custom' Section added customizable header and footer to Work Authorization, Order Contract and Dispose Documents updated Saved Carrier Documents, it will now show documents for all Companies involved on an Order, not just the main Carrier
Fixes	fix to error when updating Company record without a Twilio Number

Thursday March 14th, 2024
Updates	added String Pop to Admin → Strings page added ability to redirect to page after login added Signature Record to database, Orders will now be able to capture multiple signatures per document
Fixes	fix to html showing on Order Status document fix to Document preview not loading sometimes due to Cross-Origin security measure

Saturday Mar 9th
Updates	updated server to have persistant user sessions, i.e. users should stay logged in after server restarts

Friday March 8th, 2024
Updates	added Textile Solution links to all Notification emails and text messages added ability to insert string variables by clicking from String pop added time of signature to signature Documents improved login times for mobile app
Fixes	fix to String Pop preview error for SMS templates fix to CRM send email not sending or saving record correctly if an error occurs, added more detailed error message. i.e. Contacts email is not valid fix to signature line on all signature Documents, fixed signature image, layout, and removed customization of signature line

Tuesday March 5th, 2024
Updates	changed Order List Export to download instantly instead of being sent by email added ability to customize "Authorization", "Dispose" and "Contract" documents from Order Documents page. (Admin only) added icons to Order Documents to show which documents are signable and/or customizable updated String popup to preview all suffixes at once
Fixes	fix to slow Location record query

Thursday February 15th, 2024
Updates	changed Global Scan to open Order Details Popup when scanning an Order barcode added Cleaned Glyph to Item tag to indicate item has been cleaned
Fixes	fix to Order Item Bulk → Prices → Reset Prices, unlocking all items before resetting prices

Wednesday February 14th, 2024
Updates	added QR code printing capabilities to Tromis MP Interface added confirmation step to Empty Package button on Order Package Item page added item details to Delivery Wizard
Fixes	fix to Items being auto cleaned when packed for Return Dirty and Dispose Groups

Tuesday February 13th, 2024
Updates	updated most web anchors to show dotted underline when linking to a popup, ie. scan popup, order detail popup, user popup etc... when completing Load Wizard, all Packages and Containers will be moved to Vehicle Location, if not already assigned to Vehicle Location updated Load Wizard to handle Items, if Company Settings → Defaults Tab → "Allow Item Delivery" is TRUE if TRUE; Load Wizard will automatically package and load any scanned Items updated Delivery Wizard to handle Items, if Company Settings → Defaults Tab → "Allow Item Delivery" is TRUE added Unload, Unship and Empty Package buttons to Order Package Item page added Package location detail to Order Package Item page
Fixes	fix to Total Loss Album slow query

Thursday February 8th, 2024
Updates	updated Sales Rep report to sort matrices by value, and added no sales rep stat row updated Total Loss Bulk page to show images
Fixes	fix to Item storage record not pointing to correct Order, and not deleting when Item is deleted fix to CRM not showing open Orders without a Referrer fix to CRM detail popup showing incorrect Order assignment; ?0 fix to auto generated Calendar Followups not skipping Sundays fix to Photo button on list pages not linking items to Group and Room fix to character length limit for Calendar Notes on Order Detail page fix to TLI (total loss items) not appearing in Album document fix to missing descriptions on Total Loss pages

Tuesday February 6th, 2024
Updates	removed NTLM domain from Company Record (not used and obsolete) added [none assigned] sales rep filter to all CRM Dashboard sections
Fixes	fix to CRM heat rating, re-added 'Heat Rating' filter, added 'Heat Rating' column for Companies fix to CRM detail popup not selecting Contacts Company

Monday February 5th, 2024
Updates	added SMS template popup to Company Detail page beside Twilio Number
Fixes	fix to Twilio Number not automatically formatting correctly fix to Inventory document grouping Describe and Price items incorrectly

Friday February 2nd, 2024
Updates	added ability to convert Pickup Calendar event to Generic Calendar events and vice-versa added Order related filter to Calendar

Friday January 19th, 2024
Updates	improved Calendar settings and filters payload size
Fixes	fix to Maintenance - Locations - add order to location not working fixed slow database hits

Thursday January 18th, 2024
Updates	updated Order Pickup Notification to trigger when individual pickup is complete added order pickup complete detail to notification added Packout document to email notification updated Notifications to show full message when expanded updated Notifications related to calendar event to be clickable and take you to the calendar event
Fixes	fix to missing variables on CRM dashboard fix to Item Prices - Import from Xact tool not working correctly with *.xlsx files

Wednesday January 17th, 2024
Updates	updated CRM page, reduced payload size, added additional fetch requests when extra data is needed
Fixes	fix to Activity - Unstored Container section showing same containers as Unreceived section

Tuesday January 16th, 2024
Updates	added Tagged On Site vs Tagged in Plant flag to Order Items updated Received section in Order Items Details to show received items. (Not just containers) added "Can Order Lead" flag to User records and updated Order Detail - Order Lead drop down to show only User that can order lead added time stamp to saved document section on Order Documents page
Fixes	fix to Price List Report not working correctly

Saturday January 13th, 2024
Updates	added Please Wait Swirl when splitting items from Metal Progetti Operations page added Pickup filter to Order Item and Order Item Bulk pages
Fixes	fix to Notfication Trigger not sending Text messages correctly fix to Calendar filters not working fixed item counts on Packout Document

Thursday January 11th, 2024
Updates	added Group Summary and Room Summary sections to Order Packout document added Order Packout document to Order Milestone - Pickup popup added item counts to Calendar - Pickup events added ability to assign email to Order from Messages list page
Fixes	fix to edit Note on Calendar event not working

Tuesday January 9th, 2024
Updates	update to Order Packout document updated Order Item Export to include more data
Fixes	fix to endless Please Wait Swirl when downloading Files

Friday January 5th, 2024
Updates	added Order Dipose Authorization document added Order storage expiry date to Order Locations page
Fixes	fix to customer signature scaling on all signable Documents

Thursday January 4th, 2024
Updates	added ability to Delivery Containers through the Delivery Wizard, only applicable for Storage, Donation and Disposal Delivery Groups update Delivery Receipt document to include delivered Containers, only applicable for Storage, Donation and Disposal Delivery Groups added Customer Name filter to Delivery Wizard
Fixes	fix to filter not working correctly on Delivery Wizard fix to incorrect Notification Title being used for Firm Deliveries

Wednesday January 3rd, 2024
Fixes	fix to Score Card metrics: All Production and Direct vs Program fix to Xact Upload pricelist feature not parsing *.xlsx files correctly

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