Recent News

Texile Solutions Archived News 2020

Wednesday December 23rd, 2020
Update
  • added Quick Note Popup feature to multiple textareas
    • Intake
    • Calendar
    • CRM
    • Order Notes
    • Company Notes
    • Contact Notes
    • Delivery Notes
    • Item Notes
Saturday December 19th, 2020
Update
  • added Quick Note facility to Maintenance
  • added Image context/details to Add Image Popup
  • added Portrait & Landscape buttons to Add Image Popup
  • changed pickup icon to
Thursday December 17th, 2020
Updates
  • update to Image Upload Popup
    • added mobile device stream to take photos
    • updated rotate buttons
    • added Omit checkbox to remove images from documents
    • update to upload progress bar, made smaller
Fixes
  • fix to Camera icon logging users out from Order List page
  • fix to Camera using rear camera on mobile device instead of front camera
  • fix to Camera stream resolution and image quality
  • fix to Intake2 page sizing on mobile, and update to clear button
  • fix to Intake2, Redo and Reject fields showing for Total Loss Items on mobile devices
Tuesday December 15th, 2020
Update
  • enhanced Order Pictures to accept more order related photos:
    • Container Photos
    • Pickup Photos
    • Calendar Photos
  • added the ability to take Photos in multiple places:
    • from the Order Header (will add an order photo)
    • from the Delivery List Page
    • from the Rooms List Page
    • from the Containers List Page
    • from the Item List Page
    • from the Estimate Item List Page
    • from the Total Loss Item List Page
    • from the Calendar Detail Popup
Friday December 11th, 2020
Fixes
  • fix to Unpaid Orders error in System Usage Overnight Report
  • fix to CRM Open Order not resetting to zero
Thursday December 10th, 2020
Fixes
  • fix to Company not having a created by User Stamp
  • fix to incorrect email being populated on Company Popup and email not saving correctly
  • fix to Company CRM Logs not loading correctly
  • fix to CRM Accelerators not deactivating correctly
Wednesday December 9th, 2020
Updates
  • added Audit check box to Order Item Xact to grey out completed line items
  • changed Lock Prices mechanism to use Order Billed Date instead of Order Complete Date(Packed) from Maintenance->Items->Prices
Fixes
  • fix to CRM Contact's Last Year Stats not being correct
  • fix to CRM Order Detail not reflecting newly added CRM Logs
Tuesday December 8th, 2020
CRM
  • fix to Dashboard Drifting Referrers Block
    • added table headers
    • fix to arrow positioning
    • fix to order count display, now displays order count last 12 months
  • fix to open orders not displaying order without a referrer
  • fix to Contact Detail Last Log displaying incorrect value
Update
  • update to file structure for pictures on server, improved picture backup routine
  • update to Order Item Xaxt, added line item count and xact line item count after script generation
Friday December 4th, 2020
CRM
  • fix to tables sorting wrong coloumn initially
  • fix to undefined names when creating a new log
  • update to metric arrows on Contacts and Companies list
  • added more YTD metrics and All Time metrics to Contacts and Companies
  • fix to Open Order criteria, changed to 'Not Rejected' and 'Not Archived'
  • added hover tooltip to Heat Rating
Fixes
  • fix to Order Tax not being calculated correctly once an Order is shipped
  • fix to ScoreCard not updating during overnight routine
Thursday December 3rd, 2020
CRM
  • added Column Customization to tables
  • added more metrics to Contacts, ie. Orders Life Time, Last Bill To, Last Insure etc...
Fixes
  • fix to Hover Tool Tip effect getting stuck on page
  • fix to Contact and Company Ranking assigning 0 rank
Tuesady December 1st, 2020
Update
  • added icons to distinguish different types of items
    • Order Item
    • Estimate item
    • Total Loss Item
  • added images to Order Estimate Item Detail page
  • added ability to switch image item between Estimate item, Total Loss Item and Order Item on Image Detail page
Fixes
  • fix to Clear Filter removing Order from Order Image List page
    • removed Order filter
  • fix to images missing from Xact Total Loss Album
  • fix to Quantity missing from Xact Total Loss Report
  • fix to Tag Numbers missing from Xact Total Loss Report
  • fixed typo in Xact Item Reference CDC-CTIL, should be CDC-CTTL, which prevented keystroke from being generated
Friday November 27th, 2020
Total Loss
  • Rework to Total Loss - total loss items will now function the same way as Estimate Items
    • Total Loss items now have their own individual records separate from Order Items
    • a 'Total Loss Items' button has been added to Order Items Page
  • added Total Loss Bulk, change item, change room, and delete
Thursday November 26th, 2020
Updates
  • added quick delete feature for Order Images
  • added Group and Room filter to Order Images
    • added Group Room Album document
    • added Group Room seperation for Group Room Album Document
  • added Document preview to Order Images
Fixes
  • fix to Order Image multi image upload progress bar not updating correctly
Wednesday November 25th, 2020
Updates
  • added Group/Delivery images to Order Images
  • improved Order Image upload, added ability to upload multiple images
Fixes
  • fix to Carrier Compliance Document being submitted multiple times when adding search parameter to Carrier Page
  • fix to Album Documents not displaying Order Pictures, only Item pictures
Tuesday November 24th, 2020
Updates
  • added Album Settings to Order Documents
  • improved Order Image upload, to allow for faster uploading, added drag and drop capability
Friday November 20th, 2020
Updates
  • added Material drop down selector to Order Item Detail
Thursday November 19th, 2020
Updates
  • added search fields to Pattern,Color and Material picker for Intake page
  • added Total Loss Milestone to Order List
  • added Total Loss Album to Order Documents
Fixes
  • fix to Size and Material missing from Xact Total Loss Export
  • fix to Total Loss Items appearing in Order Xact Items
  • fix to Rejected Items appearing in Order Xact Items
  • fix to Describe and Price items being grouped together in Order Xact Items
Wednesday November 18th, 2020
Updates
  • added Storage Expires date field to Order Finance Milestone popup
Tuesday November 17th, 2020
Fixes
  • fix to Home Page Edit Layout functionality
Updates
  • added multiple Xact Price lists for Reference to Order Item Xact Page
  • added validation check for xact code
Saturday November 14th, 2020
Fixes
  • fix to Order Milestone scroll issues on mobile
  • fix to returning to top of page after Order Milestonr update
  • fix to Company Bulk Change Referral defaulting to all checked
  • fix to Company Bulk Change Referral not checking when rate is changed
  • fix to Company Bulk Change Referral all check(s) only affecting rows that are already checked
  • fix to Order Item Xact incorrect Price Sum when calculating bulk items
  • fix to multiple Xact Script Code errors, ie. CUP-REST, CON-*, CUP-*, CPS-*
Updates
  • added two Referral Fee Training Videos
Friday November 13th, 2020
Updates
  • added Commission Paid and Referral Paid fields to Order Milestone Popup
  • added Bulk Change Referral Page to Companies
Fixes
  • fix to finance dates not being set after adding an Order Bill Record
Thursday November 12th, 2020
Updates
  • added Order Milestone finance capability to Order View Page
Fixes
  • fix to multiple Report names not matching mail subject and file name
  • fix to Overnight report not sending
  • fix to Order Milestone finance - adding bills not working
  • fix to error message when deleting a Bill from Order Milestone
  • fix to billing status date changes causing error on Order View page
Wednesday November 11th, 2020
Update
  • added tax fields to Order Billing Popup
  • added price platform display to Order Billing Popup
  • added auto fill suggested amount link to Order Billing Popup
  • added TPA Fee and TPA Before Tax to Carrier Records
  • added TPA info and Referral amounts for Orders to Carrier Sales Export and Oversight Order Detail
Saturday November 7th, 2020
Update
  • added Billing capability from Order List - Finance Milestone
Fixes
  • fix to TPA on Order, will now use TPA rate from any Company added to an Order
  • fix to Order List Pickup Milestone, updating pickups will no longer refresh the page
Friday November 6th, 2020
Update
  • added Third Party Administrator (TPA) check box to Carrier Records
  • added TPA Fee field to Carrier Records
  • added TPA information (Fee and Amount) to Order Detail - Finance tab
    • only displays if Carrier is marked as TPA
  • changed all Referral Rates and Commission Rates to 2 decimal places
  • added Max Commission Rate to Member settings (similar to Max Refer Rate)
Fixes
  • fix to Company Referral Rate not displaying correctly on Order Detail
  • fix to User Commission Rate not displaying correctly on Order Detail
Metal Progetti Operation
  • added Slot number for Article to Package information (Package Detail Page, Global Scan Package)
  • removed Admin only restriction from MP Operation page
  • changed Status code used for Splitting from 'D' to 'P'
Thursday November 5th, 2020
Update
  • update to Order/Contact Referral Rate settings
  • added Commission Rate to User Records for Sales Reps
  • added Commission Rate, Commission Amount and Commission Lock to Order Record (similar to Referral Rate, etc.)
    • Commission is calculated from: (Order Subtotal - Order Referral Fee) x Order Commission Rate
    • Commission Rate is defaulted to Sales Reps Commission Rate when sales rep is added to an Order
Wednesday November 4th, 2020
Update
  • added Refer Rate and Refer Type to Contact Record
    • Refer Type on the Contact Records controls the default behavior for the Order Refer Rate when contact is added as the Referrer
  • added preview document popup to National Report
Fixes
  • fixed to oversight orders report missing data, ie. avg invoice, avg clothing, indirect orders etc.
Tuesday November 3rd, 2020
Update
  • added Xact Keystroke Software download button to Order Item Xact Page
  • changed Oversight Order icon to
  • added more detailed fields to Oversight Order Detail
Fixes
  • fixed to warning message not allowing Order Bill to be added if Order is Paid
Saturday October 31th, 2020
Order Item Xact
  • added Group/Room checkboxes for multi group room selection
  • added Item Subtotal ($) and Item Count (#)
Thursday October 29th, 2020
Fixes
  • fix to Pattern selector appering on tagging popup when pattern is set to automatic
  • fix to closed group error message when opening container for tagging
Wednesday October 28th, 2020
Xact Keystroke
  • added description column to Order Item Xact page
  • added click to copy feature to Xactimate Reference Guide
Updates
  • update to Intake page:
    • improvement to marking Containers and Groups complete
    • moved complete button and added status message
    • updated Reopen popup, auto switch to last Group or Container reopened
    • auto switch to correct /Tagging Mode when loading from TaskList
Tuesday October 27th, 2020
Xact Keystroke
  • added "Clean" & " - Full Service" to xact description for Describe and Price Items and MISC items
  • removed confirmation popup when generating Xact Keystroke Script
Updates
  • udpate to all date fields, added new "Now" button to timestamp the date field to today's date and time
  • added Mark Order Paid and Mark Order Billed check boxes to Order Bill Popup
Friday October 23rd, 2020
Fixes
  • fix to unescaped HTML in Xact Keystroke Script, ie. <, =, >
  • fix to Xact Keytroke Script sending carriage returns to Xact Keystroke App
  • fix to some pages returning to Home Page after update
Updates
  • added Downlaod Link to Home Page for Metal Progetti Interface
Thursday October 22nd, 2020
Fixes
  • fix to mark Tag printed not working for user who did not create the tag
  • fix to Xact Keytroke Script not sorted the same as Xact Item Page
Updates
  • update to Xact Item Page:
    • added prices to list
    • added item detail links, opens barcode tag scan when clicked
    • changed Keystroke Script to popup
    • added copt to clipboard button for script
Wednesday October 21st, 2020
Metal Progetti Operation
  • Added new Metal Progetti Operations Page (for members using conveyor system)
    • found on Home Page, if member settings are set to 'Use Conveyor System'
  • The page will list all applicable orders that are compatible with Metal Progetti
  • Each order will show: Hangable items count; Packed items count; Sent to Metal Progetti count; and On Conveyor count.
  • A list of action buttons will be displayed for every order:
    • Split will remove the the remaining items, for that LOT, from the conveyor, and print a package label
    • Send will send new records to Metal Progetti, and/or overwrite existing ones
    • Stop will stop information about this order being sent to Metal Progetti
    • Items will show all the items that have been sent to Metal Progetti, including their status and location on the conveyor
    • Packages will show all the Packages for the conveyor's bag type, and allow re-printing of package labels
Thursday October 15th, 2020
Fixes
  • fix to Carrier Compliance Report not showing all Insurance Companies without an assigned Carrier
  • fix to New User not having default New Order List View
Update
  • updated Test System with latest Production Data
Thursday October 8th, 2020
Fixes
  • fix to hover over text missing from Order Chat icon
  • fix to Order Album not showing images without a Room
  • fix to Contact Note not saving from New Order Page
  • fix to Order Mail showing Group Document warning message when sending email without Group Document Attachments
Update
  • added Order Note field to New Order page
  • added warning message when adding more Billing records to a paid Order
Friday October 2nd, 2020
Fixes
  • fix to Package sequence on Barcode Move Package after storing a package
  • fix to Company and Contact Stats not zeroing out orders
Update
  • CRM List Details will now display the contacts company under their name
  • CRM Contact Details - Stats will now display the company's stats beside the contact's stats
Tuesday September 29th, 2020
Fixes
  • fix to Oversight Members Claim Sum not equaling Carrier Export Claim Sum
Friday September 25th, 2020
Fixes
  • fix to Order Image page loading too many images causing memory problems
  • fix to Order Pickup Popup not sizing correctly on smaller devices
  • fix to CRM List delete function causing an error on delete
Update
  • added close popup functionality to background
    • clicking on the background will now close the last popup
Thursday September 24th, 2020
Fixes
  • fix to Tagging model number not saving for Total Loss Items
  • fix to Order Documents - Group Documents not selecting all rooms by default
Update
  • adding milestone interaction capabilities to Order List page and Order View page
Saturday September 19th, 2020
Update
  • added Logs for Companies to Crm Details
  • added Logs to CRM List Details
Fixes
  • fix to Crm Entry not updating List Logs upon creation
  • fix Overisght National Report using Discounted Order Total and not Net Order Total
Friday September 18th, 2020
CRM Lists
  • added List detail slide in
  • added ability to send email or create log for List from the List Detail Slide in
Fixes
  • fix to Oversight Carrier Export not showing data for Referrers and Insurers
Wednesday September 16th, 2020
CRM Lists
  • added the abililty to create Lists of Contacts
    • from the 'Lists' section you can click the add button to create a new list
    • from the 'Contacts' section you can check multiple Contacts to add to a new or existing list
  • Lists that a contact belongs to have been added to the CRM Contact Details
Friday September 11th, 2020
Fixes
  • fix to CRM Multi Select not closing after log or email
  • fix to CRM multi select not unselecting after closing
  • fix to TotalLoss photo mode not popping up correctly
  • brought back original Order Reject Export Document
Thursday September 10th, 2020
Updates
  • update to Internal Order Note, you can now send an email notification to multiple users
  • added Home button to What's New page to return back to Tromis
CRM
  • added capability to CRM Popup to create CRM Log for multiple Contacts
  • added capability to CRM Popup to create CRM Email for multiple Contacts
  • added Email and Log buttons to Multi Checked Contact List
  • added the ability to edit CRM Log and change the assigned Contact
  • added the ability to add a CRM record from an Order
Friday September 4th, 2020
Updates
  • enhanced CRM searching for better results, removed special characters from search, added multi space results
Fixes
  • fix to CRM search leaving empty page results after clearing search field
Wednesday September 2nd, 2020
Updates
  • added 'Auto Material' setting to Company Settings, similar to Auto Pattern, and Auto Color, selecting a default material will remove the material selector from the Tagging popup.
  • added Material selector to Intake Tagging Popup
  • added Electronics Brand List to Total Loss Tagging Popup
Tuesday September 1st , 2020
Updates
  • update to Paging buttons on CRM, will now only appear when applicable
  • added 'Add Order' button to CRM
  • added the ability to add an Order Note from the CRM
Fixes
  • fix to Contact Pop Sleep feature not working correctly
  • fix to Oversight Zip Code Map Popup not closing
  • fix to CRM Paging showing blank page as last page
  • fix to page sizing issue on Order Documents for mobile devices
Saturday August 29th, 2020
Updates
  • added paging to CRM List Tabs: Contact, Companies, Open Orders, Recent Logs, to improve performance and speed across all devices
    • limited to 50 items per page
  • retrieved/added Accelerator data from the last 2 months of CRM Logs to CRM
  • The following CRM Types have now been flagged as Accelerators
    • Company Event
    • Entertain
    • Golf
    • Industry Event
    • Lunch-n-Learn
    • Meet at Loss
    • Meeting
    • Stop-In
    • Training
    • Tour
  • added New Icon to contacts added within 1 year to the CRM
  • added First and Second Time Referrers to contact list on CRM
  • changed Document Preview Popup to fit full screen
Fixes
  • fix to CRM contact list Heat Rating filter (new ratings)
What's New
  • resized for Mobile viewing
  • archived old updates for better performance and faster loading
Thursday August 27th, 2020
Updates
  • update to CRM Heat Rating, added 2 new levels to:
    • Purple Prospect - never referred
    • Black Gone Dark - has not referred in over 12 months
  • added new CRM Dashboard block 'Hot Prospects'
    • Hot Prospects block will show contact with active(within 2 months) Accelerators(recent CRM events)
  • added Accelerators to CRM Contact Detail
Tuesday August 25th, 2020
Updates
  • added Contact Type Filter to CRM Contact List
  • added Sleep capability to Contacts on CRM Page
    • from CRM Contact Detail, you can click Sleep to temporarily remove a contact from CRM, i.e. Contact goes on Vacation for 2 weeks
    • Sleeping a contact will remove them from the CRM Dashboard until the sleep timer has expired
Fixes
  • fix to regular tag number limit and inhome limit, changed regular tag range to 1-99,999, changed inhome tag range to 100,001 - 199,999
  • fix to grey text on dark background colors for CRM
Saturday August 22nd, 2020
Updates
  • added Company Order Connections to CRM Company Detail
  • added Order Frequency Count to Company/Contact Order Connections on CRM Page
Fixes
  • fix to missing item descriptions for Xact MISC Items
  • fix to First Time records in database not showing first timers correctly
Friday August 21st, 2020
Updates
  • added `Order Connections` to CRM Contact Detail
    • any contact that has worked on the same Order as the selected contact, will appear in `Order Connections`
  • added Info blurb to CRM Dashboard settings popup
  • updated error message for National Report when volume of data requested is too large
  • updated CRM Dashboard Drifters block criteria
    1. Contact must have referred 3 or more jobs
    2. Contact has not referred in the last 2 months
    3. Contact yearly order count is down from previous year
  • added change in order count ▼/▲ to CRM Dashboard Drifters block
Fixes
  • fix to Auto focusing on CRM search fields on Mobile Devices
Thursday August 20th, 2020
Updates
  • added Order Finance to CRM Order Details - Finance Tab
  • added Order Document Preview popup to Order Documents
  • added Estimate Inventory Document to Order Documents
  • changed the clickable link, to open SMS popup, on the SMS page, from 'Name' to 'Message'.
  • added Referral Ranking to Drifters Dashboard element and to CRM Contact Detail section
Fixes
  • fix to on Article Detail not updating correctly
  • fix to CRM slide-in details scrolling over top of slide-in header
  • fix to CRM Order Detail displaying Container notes as Delivery Notes
  • fix to Content Picker layout, changed to 3 columns
  • fix to incorrect Order Document downloading after an export file has been downloaded
  • fix to First Time flag on Orders turning off when new Order Company is added
⚠ Test System ⚠
  • updated with latest data and patches
  • fix to overnight password update routine
Friday July 31st, 2020
Updates
  • added Order Documents to CRM Order Detail Tab
Fixes
  • fix to CRM Open Orders not sorting correctly
  • fix to CRM Open Orders missing orders that do not have a referrer
  • fix to CRM Call List size overflowing past dashboard section
  • fix to CRM not focusing on search field when switching tabs
  • fix to CRM Dashboard error when re-ordering graphs
Thursday July 30th, 2020
Updates
  • added and buttons to CRM Dashboard Call List
Fixes
  • fix to CRM Log automatically setting Next Contact Time when left blank
  • fix to CRM Call List sorting next call time, calls with no time established will appear at bottom of list
Wednesday July 29th, 2020
Updates
  • added Company Excel Export to Company list page
  • added Print Crm Call List button to the Crm Dashboard
Fixes
  • fix to CRM Dashboard reset settings button not working correctly
  • fix to friendly date stamp not showing "today" when time is blank
Thursday July 23rd, 2020
Updates
  • added Contact address information to the Contact Export Document
  • added Crm Log Export Document to the Crm Log page
Fixes
  • fix to CRM Contact tag filter not showing case sensitive results
Tuesday July 21st, 2020
Updates
  • added Add Customer to CRM Customer List
  • added Tags filter to CRM Contact Filter
  • added Reschedule button and popup to CRM Dashboard Call List
  • added Date Range selector to CRM Dashboard Call List
Fixes
  • fix to CRM Contact List not updating after editting a Contact
Friday July 17th, 2020
CRM
  • update to Recent Logs layout
    • merged multiple columns into single column
    • logs can now be clicked to expand text area, and clicked again to open for editting
    • added Add Crm Log button to Recent Logs List
  • fix to mobile scrolling and sizing issues
  • fix to adding contacts from Crm Entry
Fixes
  • fix to User Email CC self not working for CRM Emails
Wednesday July 15th, 2020
Total Loss
  • Total Loss Items are now unique items, that will be added to a price list when used, similar to Describe and Price Items
  • Total Loss Items are no longer classified as Rejected Items
  • A Total Loss group no longer requires a rejected Reason
  • When Tagging:
    • A will become available when a Total Loss Group or Container is selected
    • Similar to Describe and Price, A Total Loss Item requires a description
    • A Total Loss Item can be catogorized as Textile, Electronic or Content
      • When selecting the category for the Total Loss Item, the description field will auto complete with predefined items
  • The Xact Total Loss Document has been update to only show 'Total Loss Items'
  • Update to Order Documents to not display Total Loss Items
Style
  • a wide variety of style changes have been applied
  • Ok, Submit, Next buttons will now be colored
  • on most pages the has been moved to the left and the has been moved to the right
  • User color choices have been removed
Fixes
  • fix to CRM Orders filter defaulting to Sales Rep: [none]
  • fix to Chat Menu colors and orientation
Saturday July 4th, 2020
Updates
  • added Add Contact to CRM Contact List
  • added filter controls to CRM for Contact List; Customer List; Open Orders and Recent Logs
  • added salesReo to CRM Order Details slide-in
Saturday June 28th, 2020
Fixes
  • fix to Notes and Brand not being copied when converting Items to and from and Estimate Item
Wednesday June 10th, 2020
Fixes
  • fix to Referral Contact not setting Sales Rep correctly on Order
  • fix to incorrect time zone when adding new CRM record
  • fix to First Time Referrer and First Time Bill To not working correctly from Order creation page
Update
  • added automatic focus to Global Scan Field on page load for pages without an existing scan feature
Wednesday June 3rd, 2020
Fixes
  • fix to SMS Messages not being marked as seen for users that are not admins
Wednesday May 27th, 2020
Fixes
  • fix to Roles, and fix to SMS list Authority settings
Updates
  • added radius indicator to Map - Member Location
Tuesday May 26th, 2020
Fixes
  • fix to Permissions and Roles not applying to Order Buttons
  • fix to System Usage report billing section missing Order Billed Date and Order Paid Date
  • fix to Company phone numbers showing HTML code
Updates
  • changed Storage Location icon from to
Thursday May 21th, 2020
Fixes
  • fix to Addresses Google API not fetching co-ordinates
  • fix to Role Access page added parent page column
  • fix to Oversight Members being notified of email sent from portal@textilesolutions.com
Wednesday May 20th, 2020
Fixes
  • fix to to Roles checkboxes not working correctly
Updates
  • added error message to Addresses that did not find a Lat and Lng through Google API
  • update to Contact Detail page, separated page into multiple tabs
Tuesday May 12th, 2020
Fixes
  • fix to Linked Calendar events confirming time change without adjusting event time
  • fix to Xact Reject Export document, missing data, row size, cost.
Saturday May 9th, 2020
Fixes
  • fix to Album document not displaying all images/correct images
  • fix to Album document removed 'Mail To' header
  • fix to Oversight Orders List showing incorrect State
Update
  • added Order Status and Order Billing detail to Oversight Orders detail page
  • added tooltip/hints to National Report page for FPP checkbox and Billed checkbox
Thursday May 7th, 2020
Update
  • removed role column from Oversight Users
  • added Transparency and FPP Invoice documents to Oversight Orders for Carriers that are subject to and are part of a
Wednesday May 6th, 2020
Update
  • added to Xact Reject Export document to Order Documents under 'Export Docs' section
  • update to Album Document
    • the Album document will now use the same format as other Order Documents (pdf), with similar header
    • there a 3 types of Album documents:
      • Album - will show all images attached to an order (in 'Internal Docs' section)
      • Group Album - will show images filtered for a specific group and room (in 'External Docs' section)
      • Reject Album - will show only images that are attached to reject items (in 'Regular Group Docs' section)
    • images will be resized to fit three images across document
Fixes
  • fix to Order Item Detail add image not saving room when uploading new image
Tuesday May 5th, 2020
Update
  • added new Delivery Group type 'Total Loss [TL]'
    • a reject reason can be selected for a Total Loss group, which will be the default for all items added to the group
    • all items added to a total loss group will be marked as rejected and priced at 0
    • a Total Loss group will default to Photo Mode on the intake page
Tuesday Apr 28th, 2020
Fixes
  • fix to No Refer Fee Companies appearing on Referral Fee Due Quick Filter
Update
  • added quick Tags to Contacts Detail and CRM Call List Contact Stats
  • added No Refer Fee to Contact level, inherits from Company level and can override
  • added logic to prevent Company Type: Insuracne Company from being marked for a referral fee
  • moved Billing and Payments sections on Order Detail from Status Tab to Finance Tab
  • moved Referrer Rate and Amount on Order Detail from Status Tab to Finance Tab
Thursday Apr 23st, 2020
Fixes
  • fix to Calendar routes showing routes from other members
Update
  • added Commission Due and Referral Due to order status and quick filters
  • added Commission Paid and Referral Paid dates to Order Detail
  • added 2 new Order Bill Types, Commision and Referral Fee to Order Bill Popup
Tuesday Apr 21st, 2020
Update
  • added XactKeystroke download button to homepage
Friday Apr 17th, 2020
Update
  • added confirmation step when changing event time for multiple Calendar events
  • swapped cancel and confirm buttons on some popups. Going forward Update will appear on the right and cancel on the left
Fixes
  • fix to extra spacing error on Calendar when Linking events
  • fix to Linked Calendar events not updating appropriate record times, ie not updating Order Pickup Time
Thursday Apr 16th, 2020
Update
  • added Linking capability to Calendar
    • added new to Calendar Detail Popup
    • calendar events that are in the same hour time slot can now be linked together
    • adjusting the time of one linked event will adjust the time of all events. Ideal for moving multiple events at once
    • linked events will appear with a linked icon and black border and also spaced away from unlinked events
  • added Billing Activity table and Collections Activity table to System Usage Report
Fixes
  • fix to Order Pickup status appearing as firm when scheduled for midnight
  • fix to CRM Call List last referred date for customer not showing correct date
Thursday Apr 9th, 2020
Update
  • added Color field to Vehicles
  • update to Map Layer: Vehicle Routes
    • will now display all routes for a given day
    • routes are now color coded based on Vehicle color
    • updating a Calendar event will update Vehicle Route Map Layer
    • the Calendar Map will default to showing Vehicle Routes when viewing 'Day Mode'
Wednesday Apr 8th, 2020
Fixes
  • fix to Sales Rep Report date range issue
Update
  • added new Map Layer: Vehicle Route
Tuesday Apr 7th, 2020
Fixes
  • fix to Map icons not updating when Calendar events are updated.
Update
  • added new Sales Rep Report to Reports
  • added Company filter and Sales Rep filter to Map Type: Order Location
Thursday Mar 26th, 2020
Fixes
  • fix to CRM Call List not saving filter settings when leaving the page.
Update
  • added error message to Order Address Popup when updating an address without a zip code
    • zip codes are required for retrieving LAT and LNG coordinates from Google Maps API.
Wednesday Mar 25th, 2020
Update
  • added 'Hotel' to Company Types
Friday Mar 20th, 2020
Fixes
  • fix to Calendar Events not having an address upon creation. Will now inherit primary address from Order if applicable.
Tuesday Feb 25th, 2020
Fixes
  • fix to some Calendar Events not appearing on report
  • fix to private Calendar Events appearing on reports for unauthorized users
Friday Feb 21st, 2020
Updates
  • added Apt/Suite field to Order Address for better geo location matching
  • added Latitude and Logitude fields to Order Address Popup
    • setting the values to 0 will allow the Google Geo Location API to assign values automatically
Fixes
  • fix to CRM Call List will now load the last contact when returning to the page
  • fix to Order Address Google Geo Location assigning incorrect LAT/LNG coordinates, added zip code check
  • fix to 'Enter' key submitting report when on Customer Contact page
Thursday Feb 20th, 2020
Fixes
  • fix to list pages showing incorrect record counts
Friday Feb 14th, 2020
Updates
  • update to Order Addresses, on update address will now connect to Google Maps API to retrieve longitude and latitude information.
Fixes
  • fix to Zip Code List not showing first result when list is filtered
  • fix to Claim not being assigned to correct member through the Claim Portal
Thursday Feb 13th, 2020
Updates
  • update to Zip code data, latest from NARD
Fixes
  • fix to Order Billing information showing subtotal(before taxes) instead of total(after taxes)
  • fix to Department Containers not being marked printed when printing attached Item
  • fix to [ADC] label not appearing on Item tags that are attached to Department Containers
  • fix to Calendar Delivery event counts not turning red when Items are not fully packed and delivery has a unprocessed Department Container
Saturday Feb 8th, 2020
Updates
  • update to Activity Page - added Orders Billed section, and attached to Overnight Report
  • added more search terms to Global Page Search
  • added new Training Video
Fixes
  • fix to Order List quick filter - 'Tag Done' not showing Orders with Service Status
  • fix to InHome Delivery Groups appearing in Department Containers
Friday Feb 7th, 2020
Updates
  • update to Activity Page - Department Container sections; added more detailed columns and item links and information
Fixes
  • fix to Camera Icon for Global Scan not appearing on iPad devices
Thursday Feb 6th, 2020
Fixes
  • fix to Order Delivery Events showing same event multiple times
  • fix to InHome Calendar events not syncing correctly when event is completed
  • fix to Order Item Detail not changing price when changing item
Wednesday Feb 5th, 2020
Fixes
  • fix to Twilio error when sending SMS to 'disabled region' or 'opted out number'
Tuesday Feb 4th, 2020
Updates
  • update to Unprinted ADC on Home Page, changed to Unprinted Tags with ADC's
    • will now display Item tags that have not yet been printed, that are connected to Auto Department Containers
    • will now print Item Tags instead of Department Container Labels
    • when confirming Item Tags have printed correctly, Items will be marked as Printed, and NOT Department Containers
  • added update warning to Zip Code Map record
  • added check for changes before updating Zip Code Map record
  • added event logging to Zip Code Map record
  • added email notification for Zip Code Map record changes; corresponding Member and Oversight will be notified.
Thursday Jan 30th, 2020
Zip Map
  • added new Zip Map feature
  • Zip Map can be accessed from Oversight Members Page and Oversight Zip Codes Page
  • .indicates a covered area, .indicates a not covered area, and . is the currently selected Member's area
  • hovering over an area will bring up a tooltip showing the details of that area: State, ZipCode, Member and FPP Multiplier
  • clicking on an area will bring up the Zip Code Details where the assigned Member and FPP Multiplier can be changed
Friday Jan 24th, 2020
Fixes
  • fix to "to print" status on Order Items page not staying in sync with Order Articles
  • fix to Activity Page Department Containers showing incorrect records
  • fix to Auto Department Containers being automatically marked as printed
  • fix to Carrier Sales report showing incorrect state codes for Customers
Thursday Jan 23th, 2020
Fixes
  • fix to Unprinted Auto Department Containers (ADC) on Home Page showing all containers instead of Auto generated
  • fix to Home Page icons and popups being cut off when too few icons are displayed
  • fix to and both appering when doing on-site inventory on Intake Page
  • fix to and apperaing in Company Settings
  • fix to Move Department Container closing popup after scanning a package from [none] location
  • fix to Activity Page opening links in new browser tab
  • fix to Carrier Compliance report showing incorrect state codes for Companies
Updates
  • added Auto icon to applicable Department Containers on Activity Page
Friday Jan 17th, 2020
Updates
  • added Unprinted Department Containers to Home Page and to Activity Page, including a 'Print All' button
  • added [ADC] text to Items tags connected to Department Containers
Wednesday Jan 15th, 2020
Updates
  • added Rejected item count to Order List - order status
  • added 'Storage Expiry' sort filter to Order List page
  • added circle popup menu to Global Scan feature
  • added multiple new Training Videos
  • added more Page Search key words for Preferences and User List pages
Thursday Jan 9th, 2020
Updates
  • renamed 'Invoice Section' on Article Detail to 'Category'
    • 'Category' will now be used to seperate item types, ie. clothing, house hold, home decor, and services
  • made Category field mandatory for Items
  • added Category filter to Item List page
Fixes
  • fix to Intake not switching to 'Photo Mode' when In-Home group is selected
Wednesday Jan 8th, 2020
Updates
  • update to Image Preview popup sizing and location
  • update to Chat, now clicking on a message will scroll the message options into view
Fixes
  • fix to Order Item Xact page (from the Order Items page)
    • can now update individual xact codes instead of all at once
    • fix to certain characters not updating ie. <, >, +, - , etc
    • removed send to xactware button
    • improved error messages
    • added auto complete to Xact Code field
    • added Xact Code Reference Guide for codes and descriptions
Tuesday Jan 7th, 2020
Updates
  • added Unreceived Containers priority button to Home Page when current user has unreceived containers
  • added Image Preview button to Chat images
  • added X to some Home Icons to be able to dismiss from the top of page, ie. Whats New, Training Videos and Restore Session
Fixes
  • fix to Calendar missing hover text for some icons, ie. ok to deliver, date, time etc

Archived News Before 2020