11.26.18

by Liz Avalos | Nov 22, 2018 | Release Notes | 0 comments

V3 improvements and development are ongoing. We hope you are liking what you see. Check it out and let us know what you think.

New

- CUSTOMER DASHBOARD
  We have added several helpful cards on the Customer Dashboard. The purpose of the Customer Dashboard is to show an at-a-glance summary of the customer record with interactive cards. You will be able to edit/update data directly on some cards or go to that section of the customer record with one click. Learn more…

Enhancements

- ZIP CODE AUTO-FILL
  We have updated V3 to auto-fill the city, state, and county after the zip code is entered.

- SALES REP FIELD IN ORDER
  We added the Sales Rep field in the Create Customer Wizard Order step to avoid any issues with shelling an account with ADT.

- REQUIRED FIELDS
  We made sure all fields needed to shell an ADT account are indicated as required in the Create Customer Wizard.

Fixed

- ORDER OF APPOINTMENTS
  We have fixed a bug that was not listing appointments in order of occurrence.

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