V3 development is ongoing. We hope you are liking what you see!

Check it out and let us know what you think.
 

New
    • UPDATED CUSTOMER TAB
      All the information on the Order and System tabs have been combined and added to the Customer tab making it easier to view and get pertinent customer data all in one page.
    • ORG CHART
      Our first version of Org Chart is ready. Produce a visual representation of your personnel in hierarchal format. Reference contact information, Roles assigned to the User, and quickly jump to their individual User Record. Tell us what you think. Learn more…
    • COMPANY WORK ORDERS LIST
      You can now view and manage all Company Work Orders on one page. You can find this page on the Company menu.
    • COMPANY AT-RISK LIST
      Now available is the Company At-Risk page. View and manage all At-Risk entries on this page found on the Company menu.
Enhancements
    • COLUMN SORTING
      Several of our lists have columns that are sortable. We have added helpful arrows to show which can be sorted and to indicate the current direction the column is sorted by.
    • PAGINATED LIST TOTALS
      All Paginated Lists will now show the count of items per page as well as a total count of items at the bottom of the list.
    • GLOBAL SEARCH DEFAULT
      We have updated the Global Search to default to search by Customer first.
    • CREDIT SCORE CARD UPDATE
      Check out the newly improved Credit Score card on the Customer dashboard.
Fixed
    • VOID PAYMENT
      We fixed an issue that was not allowing payments to be voided.
    • INVOICE PAID
      Paid invoices were showing up as not paid on the list of invoices. That has been fixed.
    • NEGATIVE LINE ITEMS ON INVOICE
      You can now have negative amounts on line items on invoices.
    • USER LIST FILTER
      We fixed a couple issues on the User List. The filters were causing issues where clearing the filters was sometimes required. We also fixed the bug causing some of the Groups not showing up in the Filters section.
    • ADT PRECHECK
      We fixed an issue what was causing users to run the ADT Precheck again that was previously done when going to shell the account.
    • CMS
      When shelling with CMS we will now surface a warning when no zones exist to help successfully link an account.
    • DOCUSIGN
      We are now showing DocuSign errors to help the user know what is missing or what the problem is with DocuSign.