2023.31: Document Labels, Updated Email Modals

Features:      

Municipal Correspondence Document Label (US-5641): We have created a document label for Municipal Correspondence. This label will be able to be used when uploading a document into a Work Order or a Project. The folks in Projects may have noticed this addition a little early...

Additional Project Document Labels and Changes (US-5454): These document labels have been added solely for documents:

1. Code Check
2. Designs
3. Landlord Correspondence

We have also changed these label(s):

1. Drawings → Plans

These label changes were added last week during a small backend update.

Updated Email Modals (US-5562): We have made some updates to the logic in our email modals.

1. The modal will now detect if there is no user signature and input the business address as a signature.
2. Contacts logic has been updated.
   1. Client Invoice/Proposal:
      • Client contacts are selected by default.
      • Client contacts show before own contacts.
   2. Work Order:
      • No defaults.
      • Tenant contacts show first, then client.
   3. Project/Work Order Purchase Orders:
      • Vendor contacts are selected by default.
      • Vendor contacts populate the list before own contacts.
   4. Notes:
      • No defaults.
      • Tenant contacts, client contacts, then all PO vendors contacts will populate the contacts in the modal.

These changes have been made to make the system input the most relevant contacts first.

Bug Fixes:  

Missing Dependency Indicator on Purchase Order (US-5810): We fixed a bug that was causing the umbrella indicator from appearing on the Work Orders Purchase Order when a vendor was active in the system.

Reordered Vendor NTE & Priority in Create Work Order (US-5597): We did some housekeeping and rearranged the Vendor NTE and Vendor Priority fields. The Priority field affects Default NTEs, so we put the field before the NTE to give our automation a better chance to help.

Vendors can no longer approve a Client Submitted proposal (US-5107): When a vendor proposal is submitted, it is sent to the vendor on Umbrava. They will no longer have the ability to approve/reject these proposals.