2024-05-28 - Option to remove adding credit from the client portal
Updates
Option to remove adding credit from the client portal
There is now an option located in the settings under the client portal login widget settings labeled “Show Credit Balance On Client Portal”. This option either enables or disables the customer from adding money to their Customer Credit Balance from the client portal.
A few important notes:
This setting is defaulted to “disabled,” which prevents customers from adding credit to the client portal. To re-enable this function, please navigate to the setting and change it to enable.
This does not affect the ability to receive a deposit to an estimate using the estimate deposit threshold setting. Customers can still add to their credit balance if it is required to accept an estimate.
Upgraded Trimble Maps to version 3.16
Trimble Maps is the integration we use on the Dispatch Board to display your visits on a map, optimize and save routes, show employees' GPS locations, and provide map tools such as group selections and map toggle options at the top. Trimble Maps has pushed quite a few updates since the last time we updated the integration on our end. So, we updated the version we were using, which was v3.10, to version 3.16.
Here are a few of the main reasons that we upgraded this integration:
Additional addresses were added to the Trimble maps database.
Increase reliability for optimizing routes.
Opens us up to a lot of potential features we can utilize in the future.
If you like to read the Trimble maps update notes to see the improvement for yourself or to get a glimpse of possible updates that we might implement in the future, you can find that here: https://developer.trimblemaps.com/maps-sdk/release-notes/
Updated the behavior of the clock-in required setting in time tracking
We have changed the behavior of the setting in Time Tracking located under the settings tab labeled “clock in required.” In the past, this setting controlled two different functions: either allowing or not allowing an employee to view the schedule and dispatch board unless they were clocked into general time tracking, and also, it enabled and disabled the automatic clock-in to general time tracking after clocking out of a visit. Now, after this update, this setting only changes whether or not an employee can view the schedule/ dispatch board when clocked out. The automatic clock-in feature is now enabled by default. Make sure to watch the video for a full explanation of how this setting changed and how your employee's workflow may change.
Bug Fixes
Ticket Key | Summary | Resolved |
|---|---|---|
CO-1554 | Hiding the customer credit UI in the client portal does not allow a customer to add a credit balance as a deposit on an estimate per the deposit threshold setting | 22/May/24 12:58 AM |
CO-1553 | Backend Test Failed Mpdf | 21/May/24 6:54 AM |
CO-1535 | Cannot send/receive Work Request from the Client Portal which caused business to miss out on potential jobs and revenue | 23/May/24 2:25 AM |
CO-1523 | User Specific: Loader Error when Logging Into Copilot which causes user to not be able to use the software | 15/May/24 12:42 PM |
CO-1494 | Spam Email Checking is not working [Additional Fix] & "Your connection is not private page" message when selecting Client Portal link in email which caused member to not be able to access information | 13/May/24 2:05 PM |
CO-1473 | Free and Starter subscriptions have access to Chem App and Chem Tracking which caused incorrect access level between subscription levels | 23/May/24 2:14 AM |
CO-1472 | Solo level subscribers have access to creating more than 50 customers which different than the pricing tiers | 28/May/24 12:46 AM |
CO-1470 | Solo level subscribers have access to automations which different than the pricing tiers | 20/May/24 5:50 AM |
CO-1447 | Customer name is not displayed on customer credit payments in the payment list which caused the payment to not be traceable to the correct customer | 14/May/24 5:14 AM |
CO-1443 | One Time To-Do seems to have been corrupted in the Dispatch Board which caused member to not be able to access the To-Do | 23/May/24 12:07 PM |
CO-1441 | Editing Visit Notes and saving results in the start date changing in Recurring Series which caused scheduled jobs to be on the wrong date | 24/May/24 12:16 AM |
CO-1419 | Automation with trigger "Payment Made on Account" errors out because "Invoice ID was not set" in Legacy Automations which caused Company Owner to not receive notifications of paid invoices | 21/May/24 3:35 AM |
CO-1408 | Unable to create an Invoice in Customer Profile which caused user inconvenience | 13/May/24 9:17 PM |
CO-1387 | Sentry Alerts and Refactoring for Payment Processes | 23/May/24 2:29 AM |
CO-1265 | Incorrect Time Stamp in Payment Method History on Customer Profile which caused Inaccurate log info | 23/May/24 4:28 AM |
CO-1144 | location address not showing when duplicating a recurring visit | 22/May/24 8:46 AM |
CO-1112 | Cannot change Work Request Scheduled Assessment title | 24/May/24 7:16 AM |
CO-1108 | Cannot optimize route from Dispatch Board. "Route not found: make sure to check the addresses of your selected events." | 15/May/24 1:32 AM |
CO-40 | Invalid email template error with legacy automation, Trigger = Estimate changes requested | 16/May/24 8:08 AM |