• moved Unprinted Tags and Cleaning Backlog from Home Page to Activity Page

• fix to loading time for Activity Page, now each section will load separately when clicked

• update to key words used for Global Page Search
• update to Member Picker Popup for Claim Details, i.e. assign/unassigning claims
• added page notifications Claims Details for assign/unassigning members from claim

• fix to Global Page Search issues on mobile devices
• fix to First Time icon not working correctly when changing Referer or Bill to for an Order

• added Department filter to Package Items page
• added Local FPP flag to Price List Record
• update to Global Scan Page Search display

• fix to Chat Todo count getting out of sync on conversation display

• added new Global Scan option, Search For Page
  • directly go to page if found
  • if more than one page is found, a list of options will be displayed

• added automatic SMS messaging for Claim notification
• added notification preference to User Preferences, ie. none, phone, email, both
  • used to decide what kind of notification to send to user
  • only applicable if user has email / phone number

• fix to Training Video appearing new with every update

Claim Portal Submission for Call Center

• an external user (Submitter), that is set to Call Center, can now select from a list of Carriers and Adjusters to submit a Claim for
• an external user can also Add missing Carriers and missing Adjusters through the portal
• added email notification when Claim is shared or transfered
• added email notification when Claim is assigned or unassigned
• added Logout and Home button to Claim Portal
• updated Claim Portal buttons, added images: ,,,, etc...

• fix to layout on Create Order from Claim popup, Share Claim popup, Transfer Claim popup, and Add Adjuster to Claim popup
• fix to Error popup in Claim Portal not working

• added Excel Price List export. Reports -> Price List will now export to a spreadsheet

• fix to PDF documents not loading

• added Member Logos to Your Company Settings
  • Added a tab to company settings for 'Logos'
  • A company can now upload multiple logos, and choose the default logo for the Tromis Page Header and Tromis Documents
  • On the Order Documents page, added a new setting section 'Logo Settings' for members that have uploaded logos.
    • before clicking on the document you can now select a logo to display in the document header
• added field for Zip Code
  • added zip code field beside Claim number on Order Detail -> Order Info Tab
  • zip code field is mandatory if price list is set to FPP
  • the zip code field will be automatically set when creating an order, but can be manually adjusted at any time

• fix to unaligned Xact codes for Local FPP items

• added all Master FPP items to Local FPP price lists for all members

• fix to user being allowed to change locked Local FPP Item settings, i.e. Xact Codes, Alternate names etc...

• update to Pricelist Page added link to Article List Page for selected price list under Actions column
• update to Pricelist Detail Page added button to Article List Page for selected price list
• added hint text to Price List Detail Fpp Section, explaining how FPP updating is handled
• added 'Local FPP Pricelist' template to companies that were missing 'Local FPP' (not including items)

• fix to Master FPP Price list, now updating an item from the Master FPP list will not override Local FPP prices
• fix to Master FPP Price list, updating an item will immediately propagate changes to all members (fixed caching issue)
• fix to Price List FPP setting, users can no longer toggle FPP setting
• fix to Price List Detail added status messages and error messages

• fix to Bill To Company not being set correctly after being changed
• fix to Order Item count not including Service items in the Status Summary, ie 60/67 delivered

• fix to outgoing emails from Order attaching incorrect images
• fix to TextileSolutions email account not sending emails after Server Migration
• fix to Claim Submission not recording Zip Code properly when coneverting to an Order

• new page for Company Contact bulk assign/change Sales Rep

• fix to Company Contact List; displaying and hiding buttons when applicable
• fix to Company Contact List Add button, will now show even when company is not selected
• fix to Add Contact pop, users can now select a company from a drop down menu

• New training videos!

• fix to Zip Code page showing "??" as State Code
• fix to String "Oversight" displaying "Members" instead
• fix to un-escaped characters on Claim Submission page and Claim Portal

• added cache reset to String Page (Sys Admin only)
• update to Contact List bulk Assign Sales Rep feature, can now unassigned inactive sales reps

• fix to Menu visability for Users without proper Roles/Permissions

• update to Home Page
  • added new navigation menu for Oversight
  • moved all oversight buttons into the Oversight menu (only visible for oversight members)
  • removed Preferences button, click on User Name will take you to preferences
  • moved Change Password button into Preferences
  • removed Location button and Tag Types, they can be found under Maintenance
• added Company Type filter to Company Contact list page
• added Company Type, Created At, Last Referral and Inactive column to Company Contact Export

• fix to Overnight System Usage Report container count
• fix to 1 indicator colors on Home Page

• fix to 1 indicator count on Home page showing numbers for all users instead of current user

• added Page Access button for admins to easily adjust user roles per page

• added 1 count indicators to Home page buttons
  • currently displays tasks due today for: Calendar, CRM CallList, LoadWiz, ShipWiz and SMS List

• fix to video sizes on Training Video page

• added Move capability to Tromis Popups: Alert, Error, Prompt, Confirm and ToolTip
• changed the default display for Home buttons to not display informational text

• fix to Order archiving, will now archive Rejected Orders after being rejected for 60 days
• fix to SMS unseen messages counting multiple messages from the same conversation
• fix to minimum height restriction for Chat textarea, causing text area to be too small on mobile devices

• fix to SMS message not being marked seen after alert is dismissed
• fix to Chat Images
  • when clicked will now toggle the chat options menu
  • can now be deleted; add/removed from orders; and flagged as ToDo.
  • images will appear in Order Detail notes and Order View notes
• fix to deleted Chat Messages reappearing when reopening conversation

• fix to Chat not loading messages correctly when opening from a notification
• fix to Order Export not working on Order List Page
• fix to CRM records not showing correct Last Contact name

• added Order Status filter (Open/Archived) to Order Customers List page
• added new/priority to /Training Videos (similar to What's New page) to indicate when new videos have been uploaded

• fix to Move Department Containers not working

• added Export Company Contacts button to Contact List Page
  • exports in excel format
  • the export will be emailed to current user (user must have a valid email and be an admin)
  • filters from the list page will apply to the export
• added Order Customers list page to Home Page
  • this list will show all the added customers for all orders
  • list can be filtered by type and active/inactive
  • list can be searched by name
  • list can also be exported by clicking the Export button (user must have a valid email and be an admin)
• added new Global Scan field: search customers
• added 14 new Training Videos

• fix to SMS Notification display, ie. user name and message
• fix to SMS List Page link to Order Detail not working
• fix to Chat text area expanding and hidding behind popup buttons
• fix to Order View page not loading correctly when Order Name has quotations
• fix to Chat, SMS, and Calendar Notifications, added specific times and alert popups for specific events

• fix to the same priority icons showing on Home page for all user within a Company, ie. Unseen Chat
• fix to SMS notification not appearing to last user when text message comes in
• fixes to SMS popup, added from name and order name if available
• fixes to SMS list page, added last message from name and link to Order Details page where applicable

• new notification popups will now display upcoming Calendar events, incoming Chat messages and incoming SMS messages
  • clicking on Chat notifications will open up the corresponding conversation
• added new page Training Videos to Home page

• added session timeout warning
  • when a user's session is about to timeout, the user will get a popup warning
  • the user will have 30 seconds to respond to the warning, else the user will be logged out
  • clicking 'Yes' to the warning will rehydrate the users session, resetting the logout timer
  • clicking 'No' will log the user out
  • Session timeout can be set in the Company Settings under the 'Control' tab

• fix to Order Chat logging user out
• fix to Order Chat opening conversation on load
• fix to Order Chat new conversation not showing users
• fix to Chat conversation list size on iOs devices
• fix to Chat focusing on textarea when opening conversation

• added new Order Chat button to Order Header buttons
  • clicking on Order Chat will load the Chat filtered for the Order Name
  • if no conversations are found, the chat will open a new conversation popup
  • if 1 conversation is found, the chat will open that conversation
  • if 2 or more are found, the user will have to select the appropriate conversation
• added Order indicator to Chat conversation list for conversations that are attached to an order (hover to see order)

• added button to link to Order View from SMS popup
• add user will now open when selecting from the Chat conversation menu

• fix to Department Containers appearing on Activity page for orders that have been rejected or archived
• fix to Order Detail not updating order automatically when removing status dates
• fix to Chat unseen message notification appearing when user leaves conversation
• fix to Chat allowing blank messages in conversations

• fix to Chat Todo flags, will now update in real time.

• added new status/error message boxes
• fix to Referrer and Bill To updating twice when order is updated

• fix to Chat receiving messages and not updating all parameters, ie order name, subject, users
• fix to Chat not adding users correctly
• fix to Chat scroll issues when adding/removing users
• fix to Chat receiving messages out of sequence
• fix to Home Page Chat button not updating and staying in sync with global chat button
• fix to Referrer and Bill To not updating on Order header when changed
• fix to Chat Options Menu not refreshing when opening menu for different conversation

• added Auto Textarea Expansion to Chat Popup when typing

• added Load More link to bottom of conversations for Chat
  • improved performance when initially loading Chat
  • Chat will now only load conversations with activity in the last 3 months
  • clicking the Load More link will load 3 more months of conversations each time
  • the Load More link will dissapear if there are no more conversations to load

• fix to Chat not scrolling to highlighted user correctly when Adding User
• fix to Chat loading User List twice

• added Conversation Menu to Chat

• fix to Chat Search not working correctly within a conversation
• fix to inactive Users appearing in Chat select user drop down menu
• fix to new conversation in Chat not linking to order correctly
• fix to null error message when deleting Chat conversation

• change to Todo icon → and Unseen icon →
• added warning when removing order link from Chat conversation and added warning when deleting conversation linked to an order

• fix to Chat order link disappearing from conversation
• fix to Chat not being able to delete conversations
• fix to new Chat conversations linking incorrectly to older conversations
• fix to missing Company Card on Order Details page

• update to adding/removing Chat messages from Orders
  • conversations can now be connected to orders
  • if a conversations is attached to an order and a message is created, the message will automatically be added to the orders notes
  • messages can only be added to orders if the conversation is attached to an order
  • a small order notes indicator will appear beside a message to indicate it has been added to order notes
  • clicking on the message and bringing up the message menu; you can add and remove messages from order notes using /buttons
  • removing an order from a conversation will remove all the messages from that order as well
• added user short names to Chat display

• fix to Chat conversation header display on mobile device
• fix to Chat message area sizing on mobile device

• simplified Chat Search and Subject, removed extra buttons, replaced with key listeners

• fix to Chat Orders not opening correctly, added a please wait screen when orders are loading
• fix to Chat Title not saving correctly when creating a new conversation
• fixed Chat Title defaulting to open for new conversations
• fixed Chat adding conversations to list without any messages
• fix to Chat showing notifications as unread messages

• added search filter to Chat conversations
• added /Todo and /Unseen filter for Chat, replaced old select box
• added user names to Chat conversations underneath subject if subject is set

• fix to Chat duplicates appearing when creating new message
• fix to Chat not ordering conversations correctly when editing subject
• fix to CRM Call List not showing recently added Contacts due to no Next Contact Date
• fix to Intake not showing container content for other users

• added Chat Search to conversations
• added Chat Subject editting capability
• added Chat Order, now entire conversations will be assigned to order notes
• removed assigning Orders to individual Chat messages
• added filter to Chat conversations, All, Unseen and Seen
• moved Next Contact Date and Next Contact Note field from CRM records to Contact Records
• added `Who` column to Intake tags table

• fix to System Usage Report average bag cost formula
• fix to Chat not loading correctly when first and only message has been deleted from conversation
• fix to Order Customers not being able to remove contact
• fix to SMS link from home page not filtering list correctly

• added Chat icon to home page

• fix to calendar search not selecting order correctly
• fix to chat initializing before user list is loaded
• increased size of 1 chat counter
• fix to add user window not closing after selecting blank user in chat popup

• added search capability to chat
• added clickable order link to chat
• added time stamp for notifications in chat
• added filter for /orders and /flags inside search option for chat

Added Options Menu to Chat messages

• clicking on a message will now toggle the message options menu:
  • / will add and remove a Todo flag from the message
  • / will assign/remove the message from an order
    • when a message is assigned to an order, the message will appear on the Order Notes page and the Order View page
  • / will delete the message (only for users that created the message)
• added 1 todo counter to Chat button on page header
• added 1 todo counter to Chat conversations
• added 1 unseen message counter to Chat Conversations
• added todo and order indicators beside message dates, hovering over the order indicator will display the order infomration

• fix to Calendar select Order popup closing when first initialized

• added order quick link customization to User Preferences
• added new order quick link filter 'First Time'
  • filters the Order List Page for Contacts that are the Bill To or the Referrer for the first time
  • the 'First Time' filter only shows orders that are open. ie. not rejected and not archived
• added Insert button to variables on String Detail page
• added icons to navigation drop down menu and fixed layout

• fix to urgent icon counts not changing on Home Page

• fix to activating link when editting Home Page layout
• fix to Home Page layout on mobile devices, changed to 3 columns without help text
• fix to SMS Button not redirecting
• removed edit mode for Home Page when on a mobile device
• fix to urgent icons not blinking on Home Page
• fix to missing SMS Icon

• added button to Home Page, Maintenance Page, Reports Page and Admin Page
  • the button will toggle text descriptions for buttons
  • each of the pages will save the users last setting for that page
  • info text is automatically disabled for mobile devices

• users can now customize their homepage
  • click the Icon in the top right corner of the Home Page to enable editting
  • you can drag and drop the menu buttons while in edit mode to customize your home screen
  • click the Icon again to close editting mode and save your changes
  • dragging a button into the "More" section will hide that button behind the More Button
• added descriptions to home buttons and other menu buttons
• added a priority section the will display important links that require attention

• added First Timer icon to order list page for frist time Referrers and first timeBill To's

• fix to SMS Messages not sorting correctly on list page

• Update to Report: Referrals
  • added filters for Company Name, Contact Name, and Sales Rep
  • the report is now an excel export and must be emailed to user

• fix to SMS Messages causing exceptions when sending empty message

• Update to 2 Reports: Collaboration Report and New/Lost Contact Report
  • added filters for Company Name, Contact Name, Contact Type and Sales Rep

• fix to CRM Call list null exception when searching for contacts

• added mobile phone number field and SMS Notifications checkbox to User Records
  • can be set from User Detail or Preferences
• added SMS automation capability for Users
• added SMS messages to Order Notes on Order Detail Page and Order View Page
  • only applicable for SMS messages to Order Customers
• added Welcome Message Templates to Company Settings
  • a welcome message will be sent to a phone number only if all the following criteria is met:
    • a record of the phone number does not exist in the system, i.e. this is the first message being sent to the number
    • the company has enabled welcome messages for the particular recipient
    • the phone number is a valid mobile number
    • the welcome message is not blank

• add 'Reject Images' check box to Order Documents -> [+]Common Settings
  • when toggled Images will will appear on Reject Documents

• fix to CRM Call List not showing full list when filtered by SalesRep

• added automatic texting for all triggers
  • company must have a valid twilio number
  • check SMS settings in Company Settings to enable automatic texting
  • check SMS templates to write automatic template message
  • automatic messages will NOT be sent if:
    • trigger type / recipient combination is turned off in Company Settings -> SMS Tab
    • recipient does not have a valid mobile phone number
    • automatted messages is blank (i.e. template is empty)
    • recipient has opted out of text messages. i.e. Do Not Contact, No Notifications, Twilio Stop, etc...

• added delete button to SMS
• added SMS capability to Order Companies
  • Clients from Companies can now be texted if they have a valid mobile phone number
  • the SMS List Page will now show messages from Clients
• added filters to SMS List Page, Seen and Type
• added automatic sms settings tab to Company Settings Page
  • *Note: as of July 23,2019 automatic texting is NOT active
  • these settings allow you to choose who to send messages to, and when
  • the template link will allow you to edit the default message. the default message is currently blank

Phase 1 of introducing text messaging to TextileSolutions

• added Twilio phone number field to Company Settings page
  • register for a twilio number with a system administrator
  • once registered the SMS option will become available
• added SMS List page to Home page, hidden beind the the More icon.
  • if there are unseen messages the icon will change to and display the amount unseen
  • from the SMS List page you can see all outgoing/incoming messages
  • Admin Users can use the list page to send messages
• added an SMS button to Order Customer Book.
  • only applicable to contacts with Mobile Phone Numbers
  • messages can only be sent to customers that have SMS Notifications turned on
  • phone numbers that have opted out from messaging can not be sent messages. Phone number can opt out by replying 'STOP' at anytime
  • can be viewed from Order Details and Calendar
  • only Admin Users can send messages manually to contacts

• automatic messages triggered by order events
• templates for automatic messages
• company settings for which automated messages to use
• messaging Company Clients
• messaging directly from CRM

• fix to Order Review Note Rec not saving correctly if note is too long
• fix to Location not showing up when scanning due to Package and Container conflict
• fix to Order Export not working correctly from the Order List Page

• added Camera Scanning feature to Ship and Load Wizards
• improved Camera scanning and added scan boxes and lines

• fix to billing status not updating order, added recalculate order function to order view page and order detail page
• fix to Intake page causing duplicate tag exception on slow server hits; changed method to be synchronized

• fix to loading times on Purchase Order list page

• added Archive button to Order Detail Page
  
  • only visible/usable by administrators
  • Orders that are at least 60 days old can now be manually archived
  • an Order Event will be created when an order is archived/un-archived
  • manually archiving an Order ignores Shipped date and Billed date restrictions
  • manually archiving an Order will remove it from the Task List
• items linked to department containers when scanned using the global scan can now be moved using the department container move popup

• fix to Auto Department containers appearing in department counts on the Add Department Container Popup
• fix to Auto Department containers printing when creating other DC's

Pages are still under construction

• major overhaul to Farm-Out/Outsourcing/Purchase Orders page and sub pages.
• added link to Home Page for Purchase Order List Page
• update to Purchase Order list page added list of items staged for outsourcing but not yet added to a Purchase Order (PO)
• update to Purchase Order Detail page added list of items attached to purchase order
• update to Purchase Order Detail added ability to remove items from purchase order
• update to Purchase Order Detail added error trapping for once an purchase order is taken and/or completed

• items linked to department containers will load the process popup when the process button is clicked from the global scan
• added unload from conveyor system button to order item details

• Added mobile camera scanning feature to global scan.
• Added Process button to global scan when scanning an Item linked to a Department Container

• fix to Process/Move Department Containers not showing item code or item name for linked items

• enchanced Global Scan to show Order Item/Tag information and Department Container Items
• added Auto Department Container checkbox to Maintenance->Items detail page, this will automatically create a Department Container when the item is tagged
• items that are linked to Department Containers can now be scanned using Move/Process popups from the Order Department Containers Page

• fix to Package Move Page showing packages that have already been loaded or delivered

• added new tooltip/hover popup feature, replaced default browser 'title' tool tip
• update to heat rating filter on CRM Call List page, added tooltip descriptions

• fix to Intake task without containers appearing on the Task List

• added Order Hold Warning to Container Page, Department Container Page, Intake Page and Packages Page
• added new Order Hold warnings and options

• added error field highlighting to Order Detail, fields with errors will now hightlight red
• update to Order Hold Status, added 'allow tagging' logic to hold options
• update to intake page for orders on hold

• fix to Orders being marked intake complete upon creation
• fix to Task List, all tasks without a due date will now appear at the end of the list

• update to TaskList, added Calendar button beside due date to allow the user to change the due dates for the task and corresponding Delivery Group

• update to TaskMap, Task Map will now show item counts for individual tasks, and auto refresh the page every 5 minutes
• update to TaskMap, user filter settings have been added to the page

• added Task Map page. Quickly filter tasks for Type and departments. See what's in the pipline, what's overdue and what's due today.
• added friendly date text and late today and firm colors to Order Pickup status on the order header
• added 'Carrier not in List' checkbox to Add Customer Popup. Will notify oversight via email
• updated overnight carrier compliance email to show unlinked insurance companies in a separate worksheet

• fix to Order Bag not allowing the creation of containers for redo/apu pickups
• fix to Order Delivery record not allowing changes once order is shipped
• fix to 'No Pickup' quickfilter showing incorrect pickups
• fix to customer add popup not allowing insurance companies to be added without selecting a national carrier

• added Master FPP list to oversight
  • updating an item from the master list will propagate changes to all members
  • adding a new item will add the item to all members FPP price list

• fix to Order Items not deleting correctly
• fix to add package popup showing inapplicable package types

• update to add Order Packages Popup
  • changed item counts to tag counts, i.e. 60 sqFt Rug is now 1 tag
  • removed 'guess' amount button
  • add and buttons around create input
  • will now only show packages with applicable items (based on article package relation settings)
  • hid reject packages behind expandable section

• fix to Delivery Groups with containers being deleted after pickup complete.
• fix to Order status packed and shipped count including service items

• fix to Order View link missing from Order buttons on some pages
• fix to Done button missing from Intake page when working with containers
• fix to Recurring Calendar Events not deleteing future events correctly

• moved mode selector for Intake page and added text to mode selector button
• added unprinted tags warning to 'Complete Container Button' on Intake Page

• fix to Order Containers Page preventing changes once order is shipped. Changed to when order is archived
• fixes to import new member routine, added missing tables, ie order customer, order contact, order review, order issue, etc...
• fix to incorrect balance being displayed for not fully paid orders on order header
• fix to Item Detail Page not updating items correctly

• added delete empty Delivery Groups prompt when completing Pickups. Ignores Service and Estimate groups
• added Hold icon to calendar events for Orders that are on hold
• added "Sent to: " footer to internal Order notes
• added warning popup to Item Detail Page when chaging item type for locked price item

• The action button on Delivery Calendar Events will now redirect to the Load Wizard if all packaged have not been loaded

• fix to database error for Content Records preventing Content Details Page from loading
• fix to incorrect subject line in email when emailing from Order View Page

• Containers created with Contents that enable Tally Mode or Photo Mode will now automatically set those features on the Intake Page when selected

• fix to historic database entries for Order Containers
• fix to Add Department Container button not working on Intake Page
• fix to content picker pop layout

• removed Department option from Add Order Containers Popup and Order Containers Detail. Replaced with Contents.
• added inactive checkbox to Department Records
• added Photo Mode and Tally Mode checkboxes to content records (automatic feature coming soon)

• fix to pickups not removing themselves from Task List once complete
• fix to Item Filter not filtering item list
• fix to contact name display for order contact cards that are missing last name
• fix to Chat not ordering threads correctly when thread is open

• seperated OrderBag Contents into two separate sections: Contents and Departments
• added Contents List page and Contents Detail Page. Used by packout containers.
• added dyna columns: Created At and Created By to Order Delivery List

• added Order Customer and Order Contact Popup buttons to Order Mail page

• fix to icons overlapping on Order List page for mobile devices

• update to Order Mail, added order contacts and order customers with customer type icons

• fix to package type, item list button missing from reject packages

• update to order status - will now display pickup date if pickup exists and is not complete

• fix to font-size issue on order view page - notes tab
• fix to Order Status update email to customer sending from incorrect email address

• added Collection checkbox to order billing section- indicate the order has been sent to collections agency, appears on order header and billing status, added quick filter

• fix to 'Pickup already complete' popup on Calendar appearing when clicking on completed pickups

• Moved Final Delivery Status drop down from Order Delivery Detail to Order Detail, replaced 'Ok to Deliver' checkbox
• added Final Delivery Status to Ship Wizard and Load Wizard
• removed 'Wait' option from Final Delivery Status
• added hover tool tips to icons on Calendar ie. Urgent, Delivery, COD, etc...

• fix to inccorect orders appearing in Tag Done quick filter
• fix to 'Order Delivered' restrictions on Order Packages Page
• fix to orders not being Tagged Done for orders with completed pickups and 0 containers
• fix to Tag Done quick filter to checking order 'Service Status'
• fix to service items being affected by order price list multiplier
• fix to rejected orders appearing in 'Delivered not Paid' quick filter

• added final delivery status overrides to Customer Records and Contact Records
• added final delivery status defaults for new customer/contacts to 'Your Company Settings'
• added 'Open' quick filter, and rearranged quick filters
• update to global order search, will now filter to 'Open' orders

• fix to Order Delivery 'Detach From Parent' not working correctly

• added Final Status to Order Deliveries that are marked Final
  • Final Status will appear on calendar tasks and inside calendar details
  • COD
  • Question
  • Ok to Deliver
  • Wait

• fix to bug where 'To be picked up' flag would automatically be unchecked
• fix to bug where user could uncheck 'To be picked up' flag while order has pickup events
• fix to multiple quick filters showing rejected orders
• fix to Calendar Pickup events not updating Order status correctly
• fix to 'No Pickups' quick filter displaying orders with pickups
• fix to 'Ready To Bill' quick filter not showing order severity 2 or greater
• fix to Order Delivery Group names not accepting blank spaces (ie Cash Out)

• changed order header 'Notes' link to point to new Order View page Notes tab
• added a button 'Group Reject Packages' to Order documents page and Order Package page
  • clicking the button will move all reject type packages into a Reject Delivery/Group

• added Order Issue section to Order Details
• Issue Types:
  • Redo
  • Missing
  • Damage
  • Service
  • Pricing
  • Odor
  • Legal
  • Quality
  • Other
• clicking on an Order Issue will open the issue details popup, from inside the popup a user can mark the issue as Resolved, Edit the issue or Delete it
• a quick filter has been created to filter the order list for all orders with outstanding issues
• the order header will now display the latest un-resolved issue (left side; under the order number)

• fix to 'To be picked up' error checks and prevention
• fix to pickup complete being out of sync on orders
• fix to orders being automatically tagged when order has no pickups

• added order list quick filter 'No Pickups'

• fix to milestone visibility on mobile devices for Order Header and Order List Page
• fix to Order Pickups not loading correctly from the Order Detail page when pickup has multiple attendees
• fix to recurring calendar event not loading future event, due to too many calendar records loading at once
• fix to 'All bags Received' and 'Pickup Done' flags being out of sync. Flags were being set and read incorrectly, this was affecting Intake Done mechanics
• fix to Calendar Pickup event creating 'undefined' Delivery Groups when updated

• removed 'On Hold' milestone box from Order Header, on hold status text still remains
• update to Delivery Names, already used delivery names will now have a suffix counter. ie LFTD-2, RD-3, IN-HOME-4, etc...
• update to order notes on Order View page. Notes will now display untill they are cut off by the note box size, they can then be expanded futher by [+]
• added the ability to flag an Order as 'NoCharge'. No charge sets the order multiplier to 0, flags the order for review if billed, and adjusts the Billing milestone box on the order header
• added the ability to create APU groups and REDO groups when creating a Calendar Pickup event for an order that is intake complete

• fix to order header milestone display on mobile devices, changed margins and arrangement
• fix to attendees not displaying correctly on order pickup
• fix to calendar event address not being in sync with pickup event address

• added APU and REDO flags to Order Delivery Detail. APU and REDO will appear as milestones on the order header, and also it order delivery dyna columns and filters
• added APU and REDO flags to the add order delivery popup
• added status tracking to APU and REDO deliveries
• changed system usage report to come from portal@textilesolutions.com instead of company email

• fix to order customers getting out of sync with order header, i.e. Bill To not updating order header correctly
• fix to severity not setting critical status correctly for new orders or orders with more than one severity
• fix to pricing platform not being set correctly for orders with FPP pricelist

• added price platform option to Order Details and Company Details
• added price platform display to order header if not using default 'Textile Solutions' platform
• added daylight saving check box to company settings, added code to automatically adjust for daylight saving time
• added 'Domain Name' setting to Member setttings. Emails from users will have to match the company domain name to be sent successfully using TextileSolutions
• reverted back to allowing user from addresses for email. (only for matching company domain name)

• fix to date field cutting off text
• fix to orders without packages not archiving correctly
• fix to billing display text on order header

• update to Order Review, review will only be set if order is billed and tagged
• review will now trigger if order is billed and then marked intake complete
• update to quick filter 'Tag Done' will now only display orders that are tag done and have special groups (inhome,service) not entered
• update to quick filter 'Ready To Bill' will now only display orders that are tag done and have special groups(inhome,service) tagged

• fix to inhome deliveries not appearing complete on order view page
• fix to 'Review' flag not being set correctly when item is added to billed order
• fix to extra blank delivery group being created on order creation

• added service and inhome status indicators to order header display
• added one-time 'Review' warning message to intake page when adding item to billed order
• added 'Ready to Bill' filter/quick filter to order list page, an order is ready to bill if tagging is complete and inhome and service groups are tagged
• added Review Notes to order
• added review event to order events, triggered when order is marked for review and when order is reviewed
• added pickup complete button to Order Container page when filtering for an incomplete pickup
• added container counts to pickups
• added warning message to pickups when trying to complete a pickup with 0 containers

• fix to Score Card date range LW

• Intake Complete/ Tag Done will no longer lock users out of the intake page
• added "Auto Service Group" check box to Company Settings -> Defaults tab. Auto service group will create a service group automatically when an order is added.
• added Insured name and order number to order email subject line for order notification emails
• added order 'Review' capability to Order detail->Status. An order can manually be set to 'Review' or can be set if price changing criteria is met after the order has been billed

• fix to order list page, will now scroll to the last order clicked
• fix to new calendar events loading attendees from deleted calendar events
• fix to attendees not updating correctly on recurring calendar events
• fix to uploading/saving/editing/viewing photos for estimate items

• changed how future events on calendar are handled. Future will not jump the calendar to the next occuring date and load the next occuring event
• added instruction to order bag bulk change codes

• fix to quick filters on order list page not removeing other filters when selected
• fix to orders not displaying correct referrer in order header

• removing the check from "To Be Picked Up" on Order Detail page will now prompt a confirmation popup. Confirming the popup will mark the order intake complete(if not already)

• changed lot code from 'Order-Deliery' to 'Delivery-Room-Article_Parent' this will allow metal progetti to group articles together that are part of a set

• Tag Done(Intake Complete) will now automatically be marked done when last container is marked done, or last group/delivery is marked done from the tagging page.
  
  Criteria for automatic Tag Done
  1. If order is marked "To be picked up" then order pickup must be complete
  2. All containers must be marked tagged/done
  
  
• removed "Mark Intake Complete" popup from order detail page
• removed multiple complete popups from tagging page
• removed "Complete Order" button from tagging page

Note: Tag Done, can still be manually adjusted from order detail page

• fix to dyna column not loading correctly on order bag list page

• added Tag Done quick filter to order list page
• added Transparency Doc and Net Invoice Doc to Tag Done email

• container tags on intake page will now display all not printed tags for selected container
• session tags on intake page will now display the users name and all not printed tags for that user

• fix to calendar events not updating display after updating related future event
• fix to null pointer error on order item bulk page when displaying item with delete parent
• fix to bulk item prices lock icon - replaced with
• fix to word wrap issue on calendar events for mobile devices
• fix to user detail 'Items Tagged' graph no loading
• fix to calendar events not displaying recent selected address

• move container filter out of more[+] section on order item page, to simplify printing tags from containers

• fix to image orientation when uploading from order item detail or image detail page
• fix to duplicate images on intake page
• fix to order price multiplier being locked on order detail
• fix to order detail not saving last viewed tab correctly
• fix to never ending recurring events not loading correctly when editing future event

• Image upload popup will now caputre mobile phone orientation, and automatically rotate and resize photo before uploading

• fix to order customer contact pop email link missing claim number
• fix to article images no loading when showing more tags on Intake page
• fix to tags printing, displaying and counting for incorrect user on Intake page

• images will now be resized when uploading from intake page and chat popup
• order billing information on order list page is now clickable on mobile devices
• update to calendar editing future events. You can now edit recurring events without affecting past events

• fix to order customer pop not syncing correctly with order when updating or deleting
• fix to global search not resetting insured filters
• fix to date parsing issue on New Container popup causing packout containers to not select correct pickup event

• removed locking orders once shipped from multiple pages, replaced with archive locking
• added urgent flag to order pickups. pickups created from order new page will now default to urgent.

• fix to order rejected calendar events appearing in the calendar

• update to calendar text style

• fix to mobile display issues for order bag bulk page
• fix to xactimate pay load - quantity and misc. items
• fix to reject documents not loading correctly when order item images are larger than page size
• fix to national carrier not being selected on Order New page
• fix to national carrier not changing on order when selecting new insurer

• New login screen background

• fix to Order Mail not assigning portal mail to correct member
• fix to text fields not sizing correctly on Order Mail page
• fix to Delivery/Group due dates not validating correctly
• fix to disabled fields in popups on Order Detail page when order is shipped
• fix to Container miss scans when using barcode scan
• fix to Chat not loading user list correctly, and not switching to row number correctly after update

• Added bulk features to Order Containers
  • Change Codes
  • Change Delivery
  • Change Pickup
  • Change Room
  • Change Type
  • Delete

• fixes to CarrierReport, SystemUsage and Delivery Receipt not emailing correctly

• fix to Conveyor Packing page showing items that are not on the conveyor system
• fix to Global Scan filtering order list incorrectly
• fix to inactive contacts causing contacts to not appear on Calendar Events

• added claim mail blacklist to prevent bounce back emails from reaching oversight users
• added refresh button to Conveyor Packing page
• added room detail link to order Add Container popup

• fix to maximum lot size of 99 items
• removed delay when syncing with tromis
• fix to conveyor status not updating correctly

• fix to container type not loading correctly when adding containers
• fix to null delivery error on Calendar events without deliveries
• fix to Chat message error when message thread only has one message
• fix to Company merge and Contact merge layout
• fix to Delivery Group date validation, will no longer compare dates with Estimate delivery groups
• fix to order item detail change item not opening select box to select new item

• added 'Billed not Paid' quick filter to Order List Page
• added [none] filter to Order List page for Insurance Company and Referring Company
• updated to phone auto fomratter, now will default to checked
• added Delivery Detail buttons to delivery picker for container creation

• fix to move items from Delivery Detail pointing to incorrect order when no valid items are found
• fix to phone fields on Contact Detail page not saving correctly
• fix to phone format checkbox not formatting phone number when toggled
• fix to email link from calendar not being properly encoded and causing email app to display to,from and subject incorrectly

• fix to primary contact for order not showing on calendar events
• fix to phone fields and email fields not loading correct keyboard when viewing from mobile device
• fix to scrolling issue when closing multi layered popups

• added link to Bulk Clean from InHome Calendar Events when tagging is complete for InHome
• added parent child information to Order Item Bulk page
• added new company type 'Housing'

• fix to error when adding department containers using group-room combination
• fix to multiple fields on multilple pages exceeding size of screen causing mobile devices to zoom

• added order item image to Order Item page, clicking the thumbnail will load a larger image
• update to layout on mobile devices, fields now fill the width of the screen and are spaced correctly

• fix to error on Bar Code Move page when selecting packages for null location
• fix to Order Item Bulk page trying to re-color table rows
• fix to User Detail chart automatically loading data when landing on page
• fix to Intake2 item images only showing thumbnails for .jpg files
• fix to Container creation selecting incorrect tag type when multiple users are creating containers simultaneously
• fix to Internal notes not appearing when added on Order Detail page

• update to New Layout, moved Info Button to top right corner of corresponding cell
• added horizontal scrolling to list page tables, when viewing from mobile devices
• update to table layout for order notes on order detail page

• fix to intake2 throwing exception when rejecting article

• Multi-colored lines have been removed from non-list pages. Some popups still show multi-colored lines, they will be removed over time
• NEW LAYOUT! A new TextileSolutions layout is in the works, go to user preferences and check 'New Layout!' to get a preview
• most pages have been adapted to the new layout. Popups are still in transition.

• All mail from TextileSolutions will now be sent from portal@textilesolutions.com to prevent '554 5.7.1: Relay access denied' errors

• Phone number fields have been renamed from 1,2,3 to Office, Mobile, Home, etc...
• An auto format checkbox has been added beside phone fields to format phone numbers; 1 (888) 888-8888 ext 88888
• Phone field length has been increased from 20 characters to 26 characters to allow for proper formatting

• Company Contact Graphs and User Graphs have been fixed to prevent spamming the server with requests. Now refresh must be clicked whenever a value for the graph is changed.
• Order Claim number will now be added to email subject line correctly when clicking on link to email customer/company/contact
• fix to Company 'Type' filter returning incorrect results
• fix to Calendar Delivery Events with delivery children displaying incorrect package counts

• Added driver names to delivery group cards on Order View page.
• Carrier Export has been updated to show time stamps now, and initial pickup dates and rush delivery dates

• fix to order customer pop sizing, and search algorithm. It will now return matching companies first
• fix to order customer pop search, when pressing enter the search will now commence instead of submitting the page
• fix to add order container popup bug that was preventing users from creating bags
• fix to calendar not loading last day of year correctly

• added clickable email and phone links to order contacts popup

• fix to user detail graphs slowing down system, the stats query has been moved to the reporting database
• fix to Order Company Pop - add contact button sometimes being disabled, sizing on mobile, 'change' button and adding new company to order

• The Carrier report has been updated to an Excel Spread sheet
• New columns have been added to the carrier report
• The carrier report can now be printed from the Oversight Members Page and the Carrier Detail Page.
• Choose a From and To date then click Export Carrier Sales. The Carrier Report will be emailed to you.

• fix to order companies being added to new orders from deleted orders re-using the same order number
• fix to storage details on order status
• fix to Calendar speed, *package counts*
• fix to Call List buttons

• change 'Third Party Adjuster' company type to 'TPA'
• made tabs on Order Detail page more mobile friendly
• Added More [+] and Customize [+] expandable section to Company List

• new search icon on list rows to view/modify search terms and run a compliance search, as well as connection member customer records to national carrier records
• new button to submit a compliance export routine to mail a spreadsheet to the submitter

Introducing Order Companies

Order Company Card

Add Order Company

• Bill To
• Referrer
• Insurer

Note: an order must always have a Bill To. The Bill to cannot be removed, only changed by making another company the Bill To.
There can be only one Bill To, Referrer and Insurer on an Order.

Order Company Card Detail

• Update to Contact Types, added more types, moved from database records to code
• Added Contact Types bulk page, to bulk change contact types
• fix to chat uploading files without proper user information
• fix to container status appearing on calendar for in home events
• fix to missing status column and room column on packout container page for mobile devices

• from the customer list page you can now click Types to go to the 'Bulk Customer Change Types' page to adjust multiple customers at once
• filters included to narrow list down

• Added a Company Type field to Company Detail
• The following company types have been added:
  • Insurance
  • Public Adjuster
  • Independent Adjusting
  • Independent Agent
  • Company Agent
  • Cleaning Company
  • Contractor
  • Third Party Adjuster
  • Moving Company
  • Other Trades
• The Company List can now be filtered for Company Type
• Can Buy, Can Insure and Can Refer have been relabeled as 'Company Roles'
• The default value for all companies is 'Unknown', this can be adjusted manually
• Rules surrounding Company Types have not been implemented yet

• fix to billing status not updating correctly on order header
• fix to order status not displaying next pickup date on order header
• fix to pickup events not automatically being selected when creating Packout Containers
• fix to Barcode scan miss scanning a "-" when scanning Containers
• fix to Global Scan returning error when accidently submitting blank search from certain pages
• fix to Chat notification incrementing when current user sends message from a different session
• fix to Order Images, now *.png images will be accepted and saved correctly, fix to pink images
• fix to null pointer on Load Wizard when opening delivery detail
• fix to Load Wizard not saving packdue date correctly when adjusted

• added claim number search to Order List
• removed due date restrictions on Deliveries when cooresponding done date is filled in

• update to Intake page tag popup, you can now add image to tags!
• at the bottom of the tag popup the picture icon will add photos to the current article
• added the ability to delete photos from tag popup
• added rotation to Image preview pop
• added photo mode to Intake page, when photo mode is checked user will be prompted for an image after every tag

• fix to anniversary not automatically setting when creating user

• fix to Calendar Event Pop overflowing when order has multiple emails
• fix to Order Item Detail image preview not working correctly and showing incorrect date format

• update to how TextileSolutions handles image; now TS will resize images to a maximum resolution of 2000, TS will also create a thumbnail of uploaded image for quick viewing
• update to Order Images; changed layout from table view to gird view with larger thumbnails
• added image preview to tag deatil popup on Intake page
• added image preview popup to view full size image when clicking on a thumbnail

• created new automatic label printing software for MetalProgetti integration
• package labels created throught metal progetti will now automatically print using 'TextileSolutions Label Printer'

• fix to claim mail reader saving claim attachments to wrong folder and making them inaccessible

• added Department Containers to Location details
• fix to locations missing from Location List
• fix to next Pickup date status on order list page

• created a page to scan items off MetalProgetti and automatically pack them
• added option to OrderDtl to remove item from MetalProgetti
• added event tracking for items being processed by MetalProgetti
• update to MetalProgetti/Tromis interface removed polling and replaced with websockets

• fixed bug where order containers would not default to today's pickup
• updated content picker for add bag popup to display using 2 columns

• added storage expiry to order list page
• fix to archiving orders. Orders will no longer be archived if they have future calendar events
• fix to billing status, multiple aesthetic fixes to billing information and hover effect

• fix to 'Rug Pad - New' being marked as a service item

• users will no longer be alerted with a notification when someone leaves a conversation

Introducing TextileSolutions graphing capability

• TextileSolutions now has the ability to display data graphically
• Graphs have been implemented on the following pages:
  • Customer Detail
  • Contact Detail
  • User Detail
  • Sales Detail, Sales Monthly
  • more to come...
• Some graphs will allow you to select a type (specific to the data), a date range and a time interval.
• Hovering over a data point will reveal the value associated with that point

• The billed box on the order list will now display billing values if applicable
• Billing balance has been added to the hover effect of the billing box

• Added Unpaid Orders [+] section to activity page. This list will show all orders that have been marked Billed and Not Paid, and will display billing amounts for those orders.

• items can now be editted through item detail after they have been shipped (admin only)
• items can also be deleted even after they have been shipped (admin only)

• Storage Expires can now be changed even if an order is shipped or archived
• WriteOff has been added the the billing activity options

• Storage Expires will now be listed chronologically with most over due at the top

• Hovering over the billed box will now show billing activity:

• fix to Pickup Events, now pickup events will show container status: CONT, RCVD, TAGD
• performance enchancement when querying order containers
• update to auto refresher to accommodate container changes

• fix to error popup when leaving page before ranking finished downloading
• renamed: DeliveryBacklog -> Past Due Packages; LateDeliveryBacklog -> Past Due Deliveries
• fix to Packing Backlog metric
• fix to Aging Metrics

• picture attachments can now be added to chat conversations
• click the icon beside the chat text area to browse your device and add a picture to the conversation

• added check box to carrier detail to indicate whether carrier is part of program work

• fix to ranking not appearing
• fix to scorecard metrics:
  • Tagging Backlog
  • Late Delivery Backlog
  • Cancelled
  • Leftover %
  • New Referrers
  • New Ref Sales
  • New Ref Orders
  • Lost Referrers
  • Lost Ref Co's
  • Quiet Referrers
  • Quiet Ref Co's

• fix to ranking system, ranks will now be correctly filtered by date range
• added data points:
  • Referrers
  • Referring Co's
  • New Referrers
  • New Ref Orders
  • New Ref Orders %
  • New Ref Sales
  • New Ref Sales %
  • New Ref Co's
  • New Ref Co Orders
  • New Ref Co Order %
  • New Ref Co Sales
  • New Ref Co Sales %
  • Quiet Referrers
  • Quiet Ref Co's
  • Prospects
  • New Prospects
  • Prospect Co's
  • New Prospect Co's
  • No Fee %
  • Direct %
  • Program %
  • NARD Program %
  • Top Ref Co %
  • Top Billing Co %

• fix to change time for already existing event, now when adjusting the start time the end time will remain relative
• update to popup message and options when editing a recurring event

• the reject export will now show brand, color, pattern and size

• fixed a bug where closing the statisitcs popup would trigger a save note popup

• fix to leftover(LO) groups being created for every child in a delivery group, all leftover packages will now be moved to a single LO group

• order notes can now be edited by administrators

• fix to a series of sizing issues found on mobile devices across all pages in TextileSolutions

• Now when creating containers you may choose what pickup event the container belongs to, by doing so status detail for the pickup will appear on the calendar.

• Now from the Order View page you can add and edit internal notes.
• Only notes that were created by the logged in user can be editted, and will be indicated by an Edit icon

• fix to some locations not parsing orders correctly due to punctuation
• fix to missing locations on location list page
• fix to container size and package size now will allow one decimal place

• Allowed locations for an order can now be accessed from the Locations List page.
• Beside PackageTypes for each location will now be an Order Location button.
• This button will open a popup that displays which orders are allowed to be stored at this location
• Clicking on an order in this popup will take you to that orders location manager
• From this popup you can also assign/release orders to/from this location

• minor fixes to scrollable area on all location pages, optimized to fit mobile

• Each location now has a 'Hang Capacity' and a 'Floor Capacity', indicating how many units the location can hold
• Locations now have a Package and Container check box to indicate whether the location can accept Packages or Containers
• The contents sections has been optimized to fit browser window size

• The list page will now show the available space for each location i.e. 12(Floor) : 20(Hang)
• The list will also show the capacity of the location in terms of percentage, and indicate which location are over capacity
• Ozone Room and Container checkmarks have been removed and changed to super-scripts on the location name i.e. Rack 1 ^{O C}
• Bar code values have been added beside the location name i.e. Rack 1 L301
• New filters have been added to the list page: Capacity Filter and Type Filter

• Now have a Hangable checkbox to indicate whether the package/container can be hung.
• Now have a unitless 'Size' field, to indicate how many units of space they occupy in a location

• fix to oversight Messages, prevent "Microsoft Exchange" emails from being saved and forwarded.

• fix to new message attaching to group chat instead of individual user.
• removed auto send message when pressing 'Enter'.
• added space between grouped messages (messages sent within 5 minutes of eachother).

• fix to EndTime overwriting calendar Time and setting it to today's date.
• fix to status on deliveries that are not Intake Complete, now deliveries that have not been fully tagged will display the amount of tags for that delivery.

• added attendees to order pickup event, similar to calendar you can now 'Add Attendees'.

• fix to missing error sound on move package page when moving an incomplete package.

• added storage capacities to locations and 'can-store' packages flag to locations.

• fix to chat Add User button that was not allowing the user to close the select box, and also not allowing the user to repoen Add User after creating a new message.
• fix to calendar weekly recurrence with end type 'Never' only creating one occurence instead of n-occurences

• fix to list of conversations not updating and adding new conversations correctly

• Added leave conversation button. If the user is not the creator of the conversation he/she now has the option to 'Leave' conversation
• Added notification to conversation when user joins or leaves conversation
• Increased font size for messenger
• Added message grouping to messages from the same user and less than 5 minutes apart

• fix to removing users from chat conversation
• fix to first message in new conversation not being sent
• fix to search user closing user list when clicked
• fix to chat popup sizing on all devices
• fix to chat allowing messages with 0 length to be sent
• fix to time stamp being 1 hour off when using am/pm format

• updated chat conversation display. Added 'From Name' to last sent message in chat popup
• changed user add combo box to behave the same as calendar, 'ENTER' will add a user then remain in the user search field, 'TAB' will jump into the message text area
• new messages will now look for previous conversation with the same users and append new messages to those conversations, instead of creating new conversation threads

Introducing TextileSolutions Chat

• 
• The Chat icon can be found on every page on the top right corner of the page
• Unseen messages will be indicated with a red notification.
• Clicking on the chat icon will open up previous conversations
• Conversations will pulse when there is a new message.
• Clicking on the convesation will open up the dialog for that conversation

• The Feedback icon has been changed and renamed to Support
• The CRM icon has been to
• Logout icon has been changed to

• fixed bug that was causing calendar event to jump to todays date when removing time

• In preperation to port the Textile Solutions Mobile App, server changes were required.
• fix to filter popup location on calendar

• added copy icon beside order name on order list page
• clicking the icon will copy the order name to your clipboard and allow you to paste it anywhere to your computer, phone or tablet

• Anniversaries can now be set for all users in user detail.
• Birthday's can now be set for all users in user detail.
• Birthday's and anniversaries will appear on the calendar unless specifically stated on the user detail page.

• added email icon beside order name in various locations
• clicking the icon will copy the order name and load your email application with the order name in the subject line

• fix to billing and payments on order detail
• fix to user filter translation error
• fix to calendar overnight report
• fix to calendar view popup appearing off screen on mobile devices

• multiple recurring-calendar-event related fixes
• user list filtering
• packout container creation popup fix
• birthday and anniversary on user records
• activate ENTER key on order search page
• package counts on calendar
• several improvements to mobile experience

Calendar Recurrence

• Recurrence has been added to events. (Not applicable for events tied to deliveries)
• Events with recurrence will be indicated by a icon in the calendar view
• To add recurrence to a calendar event click Recurrence from the calendar detail popup
• Editting the Master Event (the parent) will override all occurences (the children)
• When clicking on an event with recurrence, you will be promted to edit 'All Occurences' or the single event that was clicked
  • editting all ocurrences will change every event in the series
  • editting the single event will not affect any other events
• To remove a single event from the recurrence series, you can press the button
• To remove all recurrence from series, edit `All Occurences` (the master event) and select None from the recurrence popup

Calendar Event Popup

• Time options are now hidden behind the collapsable section Time [+]
• Duration has been removed and been replaced with End Time
• All Day feature has been added
• Urgent feature has been added

Calendar

• An 'All Day' time slot has been added before 12am; all-day events will appear there, as well as multi-day events
• All Day popup has been added to show all-day events
• Urgent popup has been added to show urgent events

• An address book has been created for orders
• All address fields from order detail, delivery detail and calendar detail popup have been removed and replaced with an Address Book popup

Calendar Events

• Appointment

  1. General purpose appointments, not necessarily related to Tromis

• Delivery

  1. Delivery Events will be automatically created when a Delivery Group is created if the Delivery Group has a Due Date
  2. Editing a Delivery Event will automatically update the corresponding Delivery Group
  3. Only one Delivery Event can exist per Delivery Group

• InHome

  1. InHome Events will be automatically created when an InHome Delivery Group is created if the Delivery Group has a Due Date
  2. Editing an InHome Event will automatically update the corresponding Delivery Group

• HOV

  1. HOV Events are automatically generated from the HOV Wizard
  2. A We Deliver HOV will turn into a calendar Delivery Event when the HOV has been completed
  3. Editing an HOV Event will automatically update the corresponding Delivery Group

• Meeting

  1. Meeting Events must be linked to an Order
  2. coming soon... when selecting a meeting event you can also choose a Contact corresponding to the Order

• Move

  1. Move Events must be linked to a Tromis Order
  2. coming soon... when selecting a move event you can also choose which Locations are involved

• Pickup

  1. Pickup Event must be linked to an Order
  2. Multiple Pickup events can be created for each Order

• Reminder

  1. General purpose reminders, not necessarily related to Tromis
  2. Reminders do not require a duration

• Not Firm

  1. Any auto generated Calendar Events that do not have a firm time will appear in yellow with an alert icon

• The restriction for the amount of HOVs allowed has been removed.
• Previous visits are now all listed on one page.
• We Deliver no longer packs articles automatically.
• An Item Event is created when an article is moved to an HOV delivery group.
• You are no longer allowed to split Items through the HOV, this must be done from Order Items

• Picked - when a user picks a container from the Tagging Screen
• Scanned - when a user scans a container from the Tagging Screen
• Stored - when a user receives a container

• The Federal Tax Id will appear on FPP invoices.

• Barcode will scan any Tromis barcode and take you to the details page
• Orders will search all orders for Insured Name
• Contacts will search the customer contacts for contact name

• Every popup will now have a move icon in the top right corner
• Click and drag the move icon to move the popup
• * Not available on mobile devices
• * Microsoft Edge and Safari do not support drag and drop

• Scannable barcodes
  • Orders: O######
  • Packages: P######
  • Tags: ######-####
  • Bags: T###-####
  • Locations: L###

• Tagging Groups
  
• Tagging Sets
  

• new button [Describe & Price], pops up a department picker, then takes user to adding a tag for a describe and price item, which must have a note that will be used as a description, and must have a price override
• if current user has "Approve Describe And Price" authority on order item detail, item is immediately approved
• if current user does not have "Approve Describe And Price" authority on order item detail, tag popup will show [Approve] button on callback from recent tags list, and show popup to select a manager and provide their password for approval-while-tagging.

• if an article is describe and price, note will show as description
• new Article Types filters: Describe and Price, Describe and Price Unapproved
• new DynaColumns: D&P Approved By, D&P Approved At

• new page Authority: "Approve Describe And Price"
• if article is Describe and Price, approval note and [Approve/Unapprove] button will appear beside article name
• if user is authorized to "Approve Describe And Price", [Approve/Unapprove] button will work "in-place", otherwise a popup will appear asking user to select a manager's name and enter their password.

• Invoice-type report buttons will not appear if order is for Fair Price Plan and unapproved describe and price items are on the order
• page will show link to order items filtered for unapproved describe and price items

• Invoice-type report tickboxes will not appear if order is for Fair Price Plan and unapproved describe and price items are on the order.
• page will show link to order items filtered for unapproved describe and price items

• will substitute order note for article description on Describe and Price items
• will show "...please approve describe and price..." footnote on orders for fair price plan having describe and price items