2023.39: Shared Notes, Bill-Tos, Signing Service Requests, and Bugs

Features:  

Sharing a Note on Creation (US-5601): The Add Note modal has received a small adjustment to allow you to share a note to a vendor or client when creating the note.

Sharing a note no longer requires you to create the note, and then open the note, select share, select the tenant you want to share the note with, and click share. Once a note is shared, it cannot be un-shared/deleted. A note that is shared will keep its Type and Description. Shared notes will have a symbol on the left hand side of the note that will tell you if the note was shared into your work order, or out of it.

Require Bill To on Client/Vendor Invoice (US-6055): Invoices will now be blocked from being submitted when the Bill To field is empty. The Bill To field will auto-fill when an invoice is being created and there is only 1 Bill To option. When a proposal is converted to an invoice, the Bill To field does not auto-fill.

Require Vendor to 'Sign' on Service Request Acceptance (US-5896):  When a Service Request is sent out, a Vendor will now have to input their name when agreeing to the terms/rates.

The 'Name' field will auto-fill if the vendor is signed in when responding to the Service Request. The name will be the name on the User Profile that is signed in. If the Vendor is not signed in when responding, they will have to manually fill in the 'Name' field. The tenant that created the Service Request will be able to view the name by hovering over the vendor in the Vendor Responses List.

Proposal PDF Adjustments (US-6003): The disclaimer on the proposal and invoice PDF has been adjusted to be below the totals, rather than anchored to the footer. Project proposals have been given a line for signature/name/date.

Bug Fixes:

Documents Lists (US-4353): You will now be able to sort your documents lists by File Size. We have fixed a bug that was causing the lists to not sort by File Size.

Location/WO/Project History (US-5694): We have fixed a bug that was causing the 'Go to' button on the top left corner of the history lists to bring you to a broken page. This will now work as expected.

Create Work Order (US-5747): We have fixed a bug that was allowing multiple Work Orders to be created when creating a single work order. This will prevent future duplicates from appearing.

Fixed Links to Company Profile (US-5978): We have fixed a bug that was bringing the user to the wrong page when selecting the Client name on Proposals/Invoices and you are the client.

Display Self Tenant in Client dropdown in Create Project/WO modals (US-6054): We have fixed a bug that was causing your own Company to not appear when creating Work Orders and Projects. 

Service Requests and New Vendors (US-6064): We fixed a bug that was causing an error when sending a Service Request to a new vendor.

Client Proposals and Valid Address (US-6079): We fixed a bug that was causing Client Proposals to fail on create due to the Business Address being invalid.

Scroll up on Client/Vendor Invoice Details on Save when Required fields are empty (US-6094): We have fixed a bug that was not showing the user what was needed for the save to go through on Invoices.