Textile Solutions News

Wednesday December 20th, 2023
Update
  • added ability to load Packout Containers throught the Load Wizard
  • added User records to Global Search
Fixes
  • fix to InactiveLocations appearing in multiple drop down menus
Tuesday December 19th, 2023
Update
  • added Vehicle location when barcode loading Packages
  • separated Dispose and Donate flags for Delivery Groups
  • added Approved warning to Load Wizard when loading 'Donate' or 'Dispose' Group
Fixes
  • fix to Delivery Status missing Due and Done dates on standard groups
  • fix to Barcode Load filter feature not working correctly
Saturday December 16th, 2023
Update
  • added back button to Delivery Wizard → signature step
  • added Approved By/At field to Order Delivery Record
Fixes
  • fix to Pack Task List showing Storage and Dispose Groups
  • fix to Delivery Filter on Task List not clearing correctly
  • fix to Container progress counts including Storage and Dispose Groups
  • fix to Intake Done check including Storage and Dispose Groups
Friday December 15th, 2023
Update
  • visual update to Wizard pages
  • Vehicle records will now automatically create Locations, i.e. Vehicles will be available to store packages/containers
  • added Licence Plate field to Vehicle Records
Fixes
  • fix to Storage and Dispose Groups appearing on Task List
  • fix to Order Container counting error when completing container
  • fix to Sales Rep error when running Order Payments report
Thursday December 14th, 2023
Update
  • added Dispose/Donate and Return/Storage only flags to Order Groups
  • added Return/Dipose Container Scan page to Order Container page
  • added Change Group and Changed Returned event capture to Order Containers
Fixes
  • fixed Contact and Company referrer matrix on Sales Rep Report
  • fix to Chat window size issues
Tuesday December 12th, 2023
Update
  • added Returned By and At fields to Order Containers
  • added Order Bag Bulk Returned page
  • changed ability for users to have custom Order Document settings. Only administrators can have custom Order Documents settings
Saturday December 9th, 2023
Update
  • added Save Settings, Restore Defaults, and Save Defaults (Admin Only) buttons to Order Documents
  • individual users can now have their own settings on Order Documents
  • added Change Tagged (Admin Only), and Change Location to Bulk Order Container
Fixes
  • fix to Global Search mouse click not working on some devices, due to timeout issue
Thursday December 7th, 2023
Update
  • added summation row, unstored days count, and more action buttons to Activity page
  • added filter to Bulk Order Container
Fixes
  • fixed to Home Search not showing results sometimes, and 'X' not returning cursor to search
  • fixed to Sales Rep Report → Unrepped Hot Prospects section showing all Contacts with Accelerators
Tuesday December 5th, 2023
Update
  • added new Notification Triggers: Order Paid; Commission Paid; Referral Fee Paid.
  • update and fix to Order Delivery Info Popup
  • made Delivery links on Activity page clickable
  • made User links on Activity page clickable
  • made Activity page remember Users last position and opened sections
Fixes
  • fix to horizonal scrolling on Activity page
Friday December 1st, 2023
Fixes
  • fixed issue where SMS subject was being sent to external recipients
  • fixed issue where external recipients would recieve multiple template SMS messages
Thursday November 30th, 2023
Update
  • added ability to Link Current Page to Chat, and ability to click links in Chat
  • added User Info popup
  • updated Activity page to use info popups when clicking on links
Tuesday November 28th, 2023
Order Review re-work
  • Order Review is now a child of Order Event
    • an Order review will trigger when an Order Event occurs and certain condtions are met
      • ex. when 'Intake Complete Removed' event triggers and the Order is billed: An Order Review will be created
      • ex. when 'Item Created' event triggers and the Order is billed: An Order Review will be created
  • now multiple Order Reviews will be listed on Order Detail page, with the ability to resolve 1 or all
  • added a list of all resolved Order Reviews to Order Detail page
  • Order Reviews now keep track of who resolved them and when, and will display the information in Order Notes
  • added more detail to Order Review Notfications. i.e. subject will now contain order name and body will contain review details
  • if an Order is currently under review another Notification will not be sent, i.e. if 3 items are rejected only 1 notification will be sent. (3 reviews will still be created)
  • Order list page will display the oldest unresolved Order Review
  • removed the ability to manually add an Order Review. Use Order Issue instead
Update
  • added Not Stored filter to Order Packages
Friday November 24th, 2023
Activity Page/Email
  • moved setting for 'Overnight Activity Recpients' from Your Company → Finance Tab to Notification Control Page → Activity Report
  • created On/Off settings for each Activity section in overnight email. Settings can be found on Company Detail → Defaults Tab → Activity Report Settings[+]
  • moved overnight email from 2:30 am EST to 3:30 am EST
Update
  • added new Setting to Notification Control: Activity Report
Fixes
  • fix to Document Settings resetting when company cache is loaded
Wednesday November 22th, 2023
Update
  • updated Order Storage page to show unstored Containers/ Department Containers/ Packages (through filter)
  • added click through links to Order Storage Summary
Fixes
  • fix to Maintenance → Items → Total Loss being able to be marked inactive
Thursday October 19th, 2023
Update
  • added Un-repped Hot Prospects table to Reports → Sales Rep Report
Fixes
  • fix to Order Pickup status not updating when Pickup event is deleted
  • fix to Order Department Containers not being makred processed when Order is Tagged and Packed
  • fix to error when loading Carrier stats
Tuesday October 17th, 2023
Update
  • added Second Time Refer, Drifter and Collections columns to Reports → Sales Rep Report
Fixes
  • fix to automatic Logout removing User's last page setting. e.g. removing the ability to restore last session
  • fix to Collections value on Score Card not showing correct value
Saturday October 14th, 2023
Update
  • added Customer/Contact name and Order name, if applicable, to Sms Notification → email subject line
  • added Sales Rep Order Matrix to Reports → Sales Rep Report, and added Date Type filter, i.e. Order Created, Order Tagged, Order Billed, etc...
Friday October 13th, 2023
Update
  • added Company and Contact Referral Matrix to Reports → Sales Rep Report
  • added the ability to select [none] when reassigning responsibilities from the User Detail page
  • added Collections metric to Score Card, e.g. that value of order and/or paid transactions when order is marked paid or a payment is logged
  • updated help text for Score Card → Sales metric
Fixes
  • fix to missing time stamp on Reports → Sales Rep Report CRM logs
  • fix to Reports → Sales Rep Report missing from global page search
Thursday October 12th, 2023
Update
  • reverted Score Card Net Sales and Sales to show TS Item values
  • updated Reports → Sales Rep report removed 0 value rows
Fixes
  • fix to Contact Detail page not showing inactive user in Sales Rep dropdown
  • fix to User Detail page showing incorrect or inactive users when reassigning user
Wednesday October 11th, 2023
Update
  • added ability to make copies of pricelists from PriceList page and PriceList Detail page
    • will make a copy of all active Items including all item details from chosen Pricelist
    • will also copy all Packaging rules for Items
  • updated Score Card to show Order Billed values where applicable
Friday October 6th, 2023
Update
  • updated all Reports to show Order Billed values when applicable
Fixes
  • fix to Inactive Contacts on CRM causing error
  • fix to Email easter eggs showing in HTML formatted email
  • fix to Sales Region Report unsing all addresses attached to an Order instead of Primary address
  • fix to Pick User Email Popup on Order Mail page showing users without an email address
Thursday October 5th, 2023
Update
  • removed Regions from Company records and Maintenance page
  • updated Reports → Sales Region to show sales by City and State
  • removed Ok-Detail buttons from Add Company popup and Add Contact Popup
Fixes
  • fix to HTML email footer showing incorrect value from Company State
  • fix to Reports → Sales Region using incorrect address data
  • fix to User not being logged when session expired while browser window was not active, ie. browser was minimized, or in a different tab.
  • fix to old status message appearing when User logs in
Tuesday October 3rd, 2023
Update
  • added Website field to Company record
    • updated Google auto complete to retrieve Company website
    • added Website field to Company Detail page, Company Edit Popup, Company Info Popup and CRM
Fixes
  • fix to Order Address creating duplicates on edit
  • fix to page header alignment for mobile devices when user has uploaded portrait
Friday September 29th, 2023
Update
  • moved Refresh Task routine to a queue for Container/Delivery complete trigger for improved performance
Fixes
  • fix to Farmers Extract not filtering report correctly, and skipping rows in export
Saturday September 23th, 2023
Update
  • updated Reports → Order Payments report, added discount column and commission info
  • added Package Storage Location to Order Item Dyna columns
  • added Print package label to Package Detail page
Fixes
  • fix to Order being marked Tagged when deleting Pickup
Thursday September 21th, 2023
Update
  • added Reports → Order Payments report - a list of all transactions for an order that received a payment within the time span
Tuesday September 19th, 2023
Update
  • added 'Packed At' and 'Packed By' to individual Items
  • added ability to override compliance for Farmers Claims to Farmers Extract Detail page
    • applies to Compliance filter on list page and Export file
    • appears as orange text on Farmers Extract List page and Detail page
Fixes
  • fix to error when running Order Export when filtered for Picked up
  • fix to System Usage reprot shoing incorrect values for Packing when HOV is involved
Thursday September 14th, 2023
Update
  • added pick User Email address to Order Mail page
  • added 'Inspection Report' to Document Types
  • added Subscription Expiry Report to Monthly Braintree Report
  • added text message errors to SMS Popup
  • added Company vCard
  • updated Attachment popup for SMS to include My vCard and Company vCard
  • added Title field to User record, appears on vCard
Fixes
  • fix to vCard label not showing in SMS Popup after sending
  • fix to Home page → Program Compliance Popup not calculating 15% discount for Farmers Insurance claims
Tuesday September 12th, 2023
Update
  • added Expiration dates to Subscription popup
  • added Final Delivery Status filter to Order List page
Fixes
  • fix to number formatting on Task Map page
  • fix to Add Number to Recipients from SMS Popup not working
  • fix to vCard image not opening correctly, changed from url image to base64 image
  • fix to Overnight Activity report not sending due to error in Task List
Saturday September 9th, 2023
Update
  • added Billed Amount to Sales Rep Report
  • added Delivery Name Contains filter to Task List
Fixes
  • fix to Notfication Text message trigger sending subject prefix to external recipients
  • fix to incorrect backsplash in media url when sending links through Text message
  • fix to Sales Rep Report using Referrer's Sales Rep instead of Order Sales Rep
Friday September 8th, 2023
Update
  • moved all Attachment icons from SMS Popup to new Attachments Popup
  • added vCard to Text Message Attachments
    • added ability to attach vCards to Text messages, you may chooose from Users, Customers or Contacts
  • added ability to link or upload User portraits from User Detail page or Preferences page
    • user portraits will be attached to vCards
    • updated page navigation header to show user portraits
    • updated User List page to show user portraits
  • optimized/improved speed of Order Package page for archived Orders
Fixes
  • fix to Order Customer Popup picker not working
  • fix to error when scrolling through multiple Text Messages
Friday September 1st, 2023
Update
  • added ability to download user VCard from User Detail page and Preferences page
Fixes
  • fix to error when sending automated Text message responses, e.g. STOP, HELP, START
  • fix to unescaped HTML in Text messages, e.g. & #2342 ; etc...
Thursday August 31st, 2023
Update
  • Text messaging service enabled
Fixes
  • fix to Text message subject not being attached to Body for notifications
Wednesday August 30th, 2023
Fixes
  • fix to Oversight → Farmers Extract compliance filter not using correct discount value
  • fix to error on New Order page when Company list does not load correctly or is blank.
  • fix to CRM log notification not working correctly
Tuesday August 29th, 2023
Update
  • added 'Compliance' filter to Oversight → Farmers Extract
  • removed estimated amount from Oversight → Farmers Extract and renamed 'Final' to 'Billed Amount'
Fixes
  • fix to hover effect on description for Feedback List page
Thursday August 24th, 2023
Update
  • added 'Edit External Message Template' to Notification Control
  • Order claim Estimated time stamp will automatically be set, if not already, when an Invoice or Estimate is uploaded or an Order Bill of type Invoice is added
  • added Notification options and Contacted options to Note popup from Order Detail Popup
Fixes
  • fix to Note notification not sending email
  • fix to incorrect zip/county matching on ZipList - County Map
Wednesday August 23rd, 2023
Update
  • added 'To' and 'From' filter to Oversight Orders
  • updated 'Delivered' filter to 'Open' filter on Oversight Orders
Tuesday August 22nd, 2023
Update
  • reworked Notification Control to include external notifications, i.e. Adjuster, Referrer, Customer
  • added system generated recipients to Notification List Popup:
    • Current User
    • Order Lead
    • Sales Rep
    • Customer
    • Bill To
    • Referrer
    • Insurer
  • moved Order SMS triggers to Notification Control, i.e. Rush Completed, Firm Pickup, etc...
  • added service offering to Oversight Order list and detail pages
  • added delivered and billed dates to Oversight Orders list and detail
  • added filter for delivered and billed to Oversight Orders list
Tuesday August 15th, 2023
Fixes
  • fix to changing an Order Address not creating a new record
  • fix to duplicate Notifications being sent to user
  • fix to arrival time stamp missing from Calendar Events
  • fix to SMS message scrolling error when thread is empty
  • fix to TotalLoss images not being removed from TotalLoss Album when item is deleted
Saturday August 12th, 2023
Update
  • SMS Popup
    • changed maximum viewable message limit from 50 to unlimited
    • scrolling to top of messages will load more messages if available, 30 at a time
Friday August 11th, 2023
Update
  • added ability to add CRM Log from Contact Detail Popup
  • added Order Item Bulk → Change Thickness (for Metal Progetti users)
Fixes
  • fix to Order Service Offerings not updating manually from Order Detail page
  • fix to Upload Image Pop deleting Snap error
  • fix to long note formatting on Order Detail Popup
  • fix to Upload File Popup not showing error message when error occurs
  • fix to Upload File Popup not accepting files names with parenthesis
Thursday August 10th, 2023
Update
  • added National Program Work override for Service Offerings to Company Settings → Defaults Tab
  • added ability to Add Note to order and view notes from Order Detail Popup
  • added Sales Rep option to all Notifications
  • extended Notifcation messages to 30 secs from 10 seconds
  • added multi colors to Data Map when viewing 'Member Coverage by County'
  • added Company information to Zip and County maps, shown on SVG download
Fixes
  • fix to 'Arrived' not cascading down to other records when Calendar record is marked arrived when event is marked Done
  • fix to Text Messages in incorrect sequence
  • fix to Zip code clear filter not working for 'County' and 'Service Offering'
Saturday August 5th, 2023
Update
  • added Notification control for 'Order Review'; triggers when Order is marked for review.
Fixes
  • fix to Order not being marked Tagged when "No Pickups" is checked
Friday August 4th, 2023
Update
  • added Pickup Complete SMS template to Company settings, will trigger when Order is marked pickup complete.
  • added Customer info to Order Detail Popup
  • added Order name to Customer Search
  • added Member Info Popup, viewable from Zip popup and multiple Oversight pages
Fixes
  • fix to Chat not opening correctly when clicking on chat Notification
Tuesday August 3rd, 2023
Text Messaging Update
  • a mandatory welcome message will now be sent along with all first time messages
  • The welcome message:
    Textile Solutions: Welcome and thank you for using [company name] for your restoration needs. This is our customer care messaging service powered by Textile Solutions where you can ask our representatives for support.
    At any time you can reply 'HELP' to learn more about our service, or reply 'STOP' to stop receiving messages from this service.
  • if a number reply's with 'Stop' you will no longer be able to send messages to that number. The number can resume the service by replying 'Start'
  • added a 'Help' response message:
    Textile Solutions: Customer care messaging service, where you can communicate with [company name] about your restoration needs.
    You may contact us directly on our business line:
    [company phone]
    Or email us at:
    [company email]
    If you wish to stop receiving messages reply 'STOP'
Wednesday July 26th, 2023
Update
  • added Company Detail Popup to Global Search
  • added Google address lookup to Order New page and Add Company popup
Fixes
  • fix to issue with overlapping detail popups
Tuesday July 25th, 2023
Update
  • add Zip search to Global Search
  • add Claim number search to Global Search
Fixes
  • added Member Coverage report to Page Search
Saturday July 22nd, 2023
Update
  • added Member Coverage Export to Oversight → Members page and Reports page
    • shows zipcodes covered by members, distance from member, and service offering provided
  • added Service Offering and Distance to Member to County and Zip Map
Fixes
  • fix to tooltip errors on County and Zip map
  • fix to ZipBulk page not refreshing new results when using Update and Stay
Friday July 21st, 2023
Update
  • added County and Zip map to Oversight → Members page
  • added multi colors to Zip and County map to indicate other members when map is not filtered
  • added legend to Zip and County map
  • added ability to download map as a *.PNG file or an *.SVG file
Thursday July 20th, 2023
Update
  • Oversight → Zip List page
    • added County Map, similar to Zip map
    • added specialty coverage and population to Zip map and County map
    • updated list to show County, Population, Coverage and Service Offerings
    • added 3 new filters: sorting, county and service offering
    • added bulk features:
      • Change Member
      • Change Coverage
      • Change County
      • Change Population
  • added Population coverage to Oversight → Members page
Fixes
  • fix to Order Compliance on Home page not filtering correctly
Friday July 14th, 2023
Update
  • added County data to all zip codes
  • added County Map overlay to Data Map, including two new map layers:
    • Order counts by County
    • Member coverage by County
  • added County Map to Oversight → Zip List for area assignment to members
  • added County field and Service Offerings field to Zip List page, including filters
Tuesday July 11th, 2023
Update
  • added Contact Info popup and Customer Info popup, similar to Order Info popup when using Global Search and other links
    • added button to open Text Messages if user has permission
Fixes
  • fix to Tagging complete not setting correctly when Order has unrelated errors
Friday July 7th, 2023
Update
  • added ability to choose Saved Document when attaching file to Order Bill popup
  • added warnings to Order Bills for Farmers Claims when:
    • adding invoice without file attached
    • adding invoice without discount
Fixes
  • fix to Farmers Extract page missing from Global Search
  • fix to not all Saved Documents appearing in Oversight Orders
Thursday July 6th, 2023
Update
  • added ability to attach 📎Files to Order Bills
  • added 'Program' filter to Program Compliance popup
Fixes
  • fix to Farmers Extract using Rush Delivery 'Created' date instead of 'Due' date
Wednesday July 5th, 2023
Update
  • when adding an address to a Calendar event linked to an Order, the address will now be saved to the Order
Fixes
  • fix to Program Compliance button missing from Home page for Oversight users
  • fix to "Forget Password" link on Claim Portal page not working
  • fix to Notification Control page not appearing in Global Search
  • fix to Transparency Report not loading in Document Preview popup
  • fix to incorrect Container status on Order Detail popup
  • fix to Tagging popup not closing after adding Article Set
  • fix to Image Preview not scrolling through images when filtered by Room
  • fix to Global Search not working correctly with track-pads
Friday June 16th, 2023
Fixes
  • fix to Storage information missing from HOV Wizard
Thursday June 15th, 2023
Update
  • standardized Units, e.g. Each, Square Feet, Pounds, etc...
    • compiled a single list of all "used" units
    • all members/users will now use the same Unit List
    • units are directly mapped to Xact units
    • removed Unit List page and Unit Detail page. Users can no longer add or remove units
Tuesday June 13th, 2023
Update
  • added Farmers Xact code instructions to Intake page
  • added item Xact codes to Intake page, Pick Item popup and Tag Popup
  • added Farmers Xact MISC/BID code warnings to Xact Keystroke script
Fixes
  • fix to Global Search executing twice when clicking on result on some browsers.
  • fix to Global Search not showing Customer results when First or Last name is blank.
  • fix to default browser icons appearing around Global Serach
Saturday June 10th, 2023
Update
  • added Bulk → "Change Taxable" to Maintenance → Items page
  • added Article description to Package bulk change delivery page
Fixes
  • fix to Order Detail and Oversight Members page sizing on mobile devices
  • fix to some Filter pages not working due to maximum parameter size (i.e. too many inputs and checkboxes on page)
  • fix to missing class error on Xact price import popup
Friday June 9th, 2023
Update
  • added Xact Price list import to Items Prices page
    • Maintenance → Items → Prices
    • uploading a price list will auto fill the matching Xact Code price input field and highlight it
Fixes
  • fix to Text message error to User when auotmatically sending after Calendar Event is updated
Thursday June 8th, 2023
Update
  • added •no results to Global Search
Fixes
  • fix to Add Contact Popup not initializing correctly on CRM page
  • fix to Claim Mail Reader not reading email when CC address is null
Wednesday June 7th, 2023
Update
  • added please wait swirl/indicator when searching with Global Search
Fixes
  • fix to text messages not displaying correctly after sending from SMS Popup
  • fix to Program Defiance popup not defaulting to local company for Oversight Users
  • fix to CC address on Emails not removing user name before saving address to database
Tuesday June 6th, 2023
Update
  • added Quick Add feature to page header
    • use it to quickly add Contacts, Companies, Orders and Calendar events
Saturday June 3rd, 2023
Update
  • updated Bulk Package Change Delivery, added Items and item pictures
Fixes
  • fix to barcode information not showing correctly when clicking link
Friday June 2nd, 2023
Update
  • added order icons to Order Detail Popup
  • replaced Global Search with Home page Search
  • added ability to search Phone Numbers to Global Search
  • SMS messages to internal Users will now be saved
Thursday May 18th, 2023
Update
  • fix to automated Contact Followup not generating correctly
  • fix to Order Mail HTML header logo not fitting correctly
Tuesday May 16th, 2023
Update
  • added Google Address Auto Complete to Add Company Popup, enabled "establishment" search
  • registered Twillio for A2P Campaigns (required for US numbers by AT&T and T-Mobile)
  • added Bulk Omit Images from Album feature to Order Image page
Fixes
  • fix to Claim Orders being created with incorrect Price List
Friday May 12th, 2023
Update
  • added Google Address Auto Complete to Textile Solutions pages (Order Detail, Intake, Calendar, Company, Customer, etc...)
Thursday May 11th, 2023
Update
  • update to Mail Sender, will not attempt to resend email up to 3 times
Fixes
  • fix to error message after saving Document from Document Preview
  • fix to Claim Portal upload file not working
Tuesday May 9th, 2023
Update
  • added 'Export' button to Order Estimate Item page, to export estimate items to an excel sheet
Fixes
  • fix to bulk move items only moving items that are packed
  • fix to bulk move item delete after move for Estimate items defaulting to true then preventing regular Items from moving
  • fix to Sign and Save document not updating milestone popup correctly
  • fix to signees name not saving to Order when using Sign and Save document
  • fix to Order Milestone defiant fields not resetting when closing popup
Monday May 8th, 2023
Update
  • added ability to generate Xact Keystroke for Estimate Items, from the Estimate Item page you can now click "Send Items to Xact"
Friday May 5th, 2023
Update
  • added image numbers to Image List page, Item Detail page, and Exteranl Photo Album
Fixes
  • fix to Order undefined error when opening CRM popup from Calendar
  • fix to First Time not updating correctly when Order is updated
Thursday May 4th, 2023
Update
  • update to how handling Images works when deleting other records
    • images will no longer be deleted when associated Item/Room/Delivery/Pickup is deleted, instead Image will be disconnected from the deleted record
    • to delete an image, a user will have to manually delete the image from the Order Image page
  • added Pickup fields to Total Loss items and Estimate Items
  • added Room Locations to Estimate Items
Fixes
  • fix to Intake page errors when updating TotalLoss Items
  • fix to duplicate filters on External Photo Album
Tuesday April 25th, 2023
Update
  • added link to Pickups for Order Items
    • when Tagging by Container the Item will automatically inherit the Pickup event from the Container
    • when Tagging by Group/ Room the Pickup event will need to be manually selected from new [select pickup] button
    • added Pickup field to Order Item Detail
    • added Pickup field to Order Item Dyna columns
  • added Container and Item counts to Order Detail →Packout Pickups table
Fixes
  • fix to Indirect/Direct setting on Farmers Reporting
Saturday April 22nd, 2023
Update
  • added Order Documents and Saved Documents to Oversight Order Detail page
Fixes
  • fix to Task List page, improved load time
Friday April 21st, 2023
Fixes
  • fix to Database connection not closing correctly when Downloading Document or Uploading File from Claims Portal
  • fix to MP Operations page slow load times
Thursday April 20th, 2023
Fixes
  • fix to Calendar Reminders running on repeated timer, instead of single-time timer
  • fix to Calendar update button preventing users from updating Delivery events after server error
  • fix to load Email Draft option appearing after error on Order Mail page
  • fix to load Email Draft showing NULL value in Body and Subject on Order Mail page
Friday April 14th, 2023
Farmers Extract
  • added Order Saved Documents to Farmers detail page
  • added Date Range filter to page and report
  • fix to discrepancy between Date of Loss and Date Assigned
    • date filter will now apply to Date Assigned, since Date of Loss may not be entered
Update
  • update to Notes section on Order Detail, added filter buttons and note search field
  • added ability to Save generated documents from Document Preview Popup
  • added ability to Save and Sign generated documents from Document Preview Popup that require a signature
  • increased the quality of signature caputure
  • added "Save now" button to Order Mail page to instantly save a draft copy to your device
  • added ability to use "Arrow Keys" to traverse images on Image Preview Popup
  • added ability to Delete External Links from Order Detail page (Admin Only)
Fixes
  • fix to logging Client Stats error
  • fix to Financial Notes appearing on Order Detail page for user without Finance privileges
  • fix to Metal Progetti package size and item thickness inconsistencies
    • added company setting for Metal Progetti Maximum Package size
Tuesday April 4th, 2023
Update
  • moved a majority of Timer Tasks into a Parallel Timer Task Queue, where 5 tasks can excute at once
    • including SMS tasks, EMail tasks and Notifcation Tasks
  • added automatic Draft Saving to Order Mail page
    • the subject and body will be saved every 45 seconds
    • drafts are unique to User session and Order
  • added pause effect to slide in Status messages
    • hovering over the status message will pause the countdown timer
  • increase the Status message time for Notification type messages
Fixes
  • fix to Order Search not listing results in chronological order
Thursday March 16th, 2023
Update
  • removed Pack Due date rules for Final Delivery Groups
Fixes
  • fix to Who is on → Performance → Connection count
Tuesday March 14th, 2023
Update
  • added Final Delivery Date to Add Delivery Popup
Fixes
  • fix to Items with out XactCode missing from Maintenance → Items page
  • fix to Severity "1" Items only allowed being rejected by Administrators
Saturday March 11th, 2023
Update
  • added excel Price list Export to Maintenance → Items
  • change button text "Change Location" to "Move" on Order Item page → Bulk features
  • renamed Delivery "Note" to "Summary" to match Calendar Event
  • changed Article Filter to automatically apply filter while typing
Fixes
  • fix to error on Calendar page when automatically opening Calendar event on page load
  • fix to Calendar Search popup opening without a background, causing multiple popups to open out of sequence
  • fix to Article Filter on Order Item Detail page causing page to sumbit when hitting "Enter"
Friday March 10th, 2023
Update
  • removed Metal Progetti "Re-Send Articles" button from Order Metal Progetti Status page, button functionality was obsolete. Replaced with MP Operations link.
  • moved all applicable Metal Progetti commands to new Parallel Timer Task
Thursday March 9th, 2023
Update
  • added Carrier Field to Company/Oversight Document Upload
    • Documents linked to Carriers will now appear in Order Documents when cooresponding Carrier is on Order
    • Carrier Documents will appear on Order Mail when applicable
  • updated Company Documents to show shared Oversight documents
  • added Company Documents and Oversight Documents to Order Mail
  • added Move (Package) button to Global Scan when packed Item is scanned
  • removed restriction preventing Packed Items from appearing on Item Bulk Move page
Fixes
  • fix to Order Milestone error when milestone data loads before Order Detail
  • fix to error when Calendar event overlaps another Calendar event
Wednesday March 8th, 2023
Update
  • added Performance section to Who Is On page
  • removed USW number error message from Order Detail page
Fixes
  • fix to page sizing issues on External Photo Album link for mobile devices
  • fix to some Claim Mail not being sent due to old mail session being used
Monday March 6th, 2023
Update
  • update to External Photo Album Link
    • added Date, Delivery and Room Filter
    • set Show Detail to default "ON"
    • added Preview Image popup
Fixes
  • fix to Mp Operations → "Resend All T Commands" for Order sending incorrect Package information to Metal Progetti
Friday March 3rd, 2023
Update
  • added ability to send Saved Documents from Order Mail
  • added External Links section to Order Detail page → Info tab
Fixes
  • fix to file upload not accepting ',' (comma) character in file name
  • fix to missing *Total section on billing activity in System Usage report
Thursday March 2nd, 2023
Update
  • added Referrer and SalesRep columns to System Usage Report - Billing Activity
  • added ability to edit Location Rules for system generated Package Type - Item
Fixes
  • fix to space in delivery names causing issues when adding new Delivery Group from popup
  • fix to undefined error when trying to Pack a service Item
Thursday February 23rd, 2023
Update
  • updated Order Delivery Bulk page to include new Maintenance → Groups
Fixes
  • fix to Department Containers not being marked printed
  • fix to Add Group popup sizing on mobile devices
  • fix to Order Storage counts not showing multiple types in [unstored] category
Wednesday February 22nd, 2023
Update
  • added "Groups without Delivery Date" to Activity report/page
  • added Skip Sunday checkbox to Maintenance → Groups for automatic due date assignments
Fixes
  • fix to Containers being marked tagged when Department Container is printed
  • fix to Order Image upload checking for duplicate names too many times
  • fix to Calendar events not refreshing correctly
  • fix to Calendar Add Group popup not working
  • fix to Order Export error when filtering for Referrer
Friday February 17th, 2023
Update
  • updated Add Delivery popup to use new Standard Group records
    • clicking on a Standard Group will now automatically set the Type, and the Due Dates (if setup)
    • added a "Custom [+]" button to manually create a Group without presets
    • replaced "Standard Name" button on Order Delivery page with "Standard Groups" button
Fixes
  • fix to Order Notes not appearing in CRM
  • fix to CRM Order Detail Notes filter not working correctly
Wednesday February 15th, 2023
Update
  • added Resend T Commands for entire Order to MpOperations page
    • will resend T commands for items that have packages and a slot number
  • added Default Groups/Deliveries list page and detail page to Maintenance → Groups
Fixes
  • fix to Chat error when receiving "Add User" to conversation
  • fix to Add Room Popup not submitting when hitting 'Enter/Return', and instead closing popup and refreshing page
Wednesday February 8th, 2023
Update
  • added Company Setting → Defaults Tab → Auto clean item when packed, defaults to true
  • added Company Setting → Control Tab → Suppress Mixing Orders warning when storing items or containers
Fixes
  • fix to Total Loss items printing tags from Intake page
  • fix to Total Loss popup on Intake page reverting back to starting Tab "Textiles"
  • fix to Total Loss popup on Intake page not switching between auto-fill/suggestion list correctly
Tuesday February 6th, 2023
Update
  • added ability to convert Item to Total Loss item from Reject & pack popup
Fixes
  • fix to Total Loss Delivery group appearing in Order Item Detail → Delivery Drop down
  • fix to Documents and Pictures not moving to correct folder when re-numbering Order
  • fix to converted Total Loss item not falling in sequence with other Total Loss items
  • fix to "Active" filter not resetting correctly on Contact List page
  • fix to Accept Submission (Claim) allowing user to bypass Company selection
  • fix to Order information not loading correctly in HOV Wizard when Order is marked "On Hold"
  • fix to item name missing from Order Item Export
  • fix to Company Merge not identifing "Final" Company correctly
  • fix to Primary Address not appearing first on Order Detail
Friday February 3rd, 2023
Update
  • added ability to Bulk Change Storage Location (i.e. Move Item) to Order Item page
  • added Item Filter to Order Item Bulk pages
  • added quick "go-to" Total Loss Items / Estimate Items on Order Item Filter
  • added option to Stay or Leave page after Updating on Order Item Bulk page and improved redirection when Leaving page
  • added Total Loss icon and Estimate icon to Order Header Buttons, only visible if applicable
  • added "Convert to Total Loss item" section to Order Item Detail → Reject Tab
  • added field to edit Tag Num to Total Loss Item Detail page, changed link for Total Loss item to display Tag Num instead of Database Row Number
Fixes
  • fix to Tag Number missing from Total Loss Items after converting from Order Item
  • fix to Referrer Company info missing when Referral Contact is not selected on Order Detail
  • fix to filter not applying correctly to "Print List" document on Order Item page
Thursday February 2nd, 2023
Update
  • added ability to convert Items into Total Loss Items, from Order Item Bulk → Change Group
    • added option to Delete Original Item(s)
    • added option to Move Images connected to Item to new Total Loss Item
Friday January 27th, 2023
Fixes
  • fix to filter not working correcty on Maintenance →Item Bulk - Change Thickness page
Tuesday January 24th, 2023
Updates
  • added Item Export to Order Item List and renamed 'Export' to 'Print List'
Fixes
  • fix to Order List filter - Sales Rep preventing Export from generating
Saturday January 21st, 2023
Updates
  • updated notification messages to include Order detail for Calendar event notifications
  • added ability to scan Data Matrix codes through the Global Scan Pop
  • added new Document pages to global search
Fixes
  • fix to Location on packages displaying "loaded" instead of "staged" when location is not included but Package is loaded
  • fix to Order List filter not applying to Order Export
Wednesday January 18th, 2023
Updates
  • added Admin → Company Documents page
Fixes
  • fix to Move Department Container missing container data when moving an Item (ADC).
Wednesday January 18th, 2023
Updates
  • limited Program Compliance Popup to only show orders for the last 2 years
  • clicking on a Program Compliance Order will now open the cooresponding Milestone
  • fields in Program related Orders that are out of compliance will now be highlighted in orange
  • Order Site Inspected field will now be automatically set when first Container is created
  • added subscription start date to Subscription popup
Tuesday January 17th, 2023
Order Documents
  • added ability to save/upload and download/edit documents
  • updated layout for Order Documents, added Tabs: Generate; Saved; and Settings.
  • Work Authorization document signed via External Customer Link will automatically be saved
Fixes
  • fix to Rooms and Containers missing Severity and Hanling Codes
Thursday January 12th, 2023
Updates
  • moved Send Auto Text message for Delivery event trigger to after signiture is captured from Delivery Wizard
  • added automatically mark Calendar event arrived when Order Images is added to event
  • enabled Email and Text Noitfications for 'Order Created'
Fixes
  • fix to Metal Progetti Operations page having issues with apostrophe in Order Name
Friday January 6th, 2023
Updates
  • added automatically mark Calendar event arrived when Order Container is created for event
Fixes
  • fix to email error not displaying error message to user correctly
  • fix to toggle email message on Order Detail an Order View page not opening email
  • fix to Attendee selector on Order Pickup popup not working
Thursday January 5th, 2023
Updates
  • printing an Auto Department Container (ADC) will now mark the Container tagged
Fixes
  • fix to Oversight Members not showing in list if Order Count equals 0
  • optimized Intake page
    • added clear data routines to multiple popups to reduce memory usage
    • removed HTML content on multiple popups when popup closes to reduce memory usage
    • cleared image cache after uploading and previewing images
    • reduced payload size of deliveries, articles, tags, rooms and containers
  • fix to 'Unexpected server error' not stopping please wait swirl; added more detailed error message
  • fix to Rooms and Room Locations not syncing across multiple popups
  • fix to Room Locations not updating Order Room record cache on server
Wednesday January 4th, 2023
Updates
  • added Pickup Event selector to Order Image Detail
Fixes
  • fix to Order number change not applying correctly to all child records
  • fix to Order Note saving HTML text after editting
  • fix to Order Customer Popup not reflecting changes after editting Customer

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