Textile Solutions News

Programmer Change Log

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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