2023.04: Compliance and Job Link from Notifications

Created by Kenneth Abad, Modified on Thu, 25 Jan 2024 at 02:32 PM by Kenneth Abad

Features:    


Add Project/Work Order hyperlink to all emails (US-6519): We have updated our notification emails to include a direct link to the Project/Work Order that the email is in relation to. No more having to search for the job once you're updated!


Vendor Compliance Update (US-6347): Vendors can now upload their own compliance documents directly to the client.

On the Client Profile, there is a new section called 'Compliance'. Here you can upload any of the following:
  1. Agreements
  2. Insurance
  3. Other

These will be automatically shared to the client when uploaded.

The compliance items will have all of the same function as the client currently has for the vendor profile.


On the Company Profile, there is a new section called 'My Compliance'. This section allows you to upload compliance documents that will automatically be shared to all of your clients. You can upload your certificates and W-9 here.


Bug Fixes:  


Projects-Overview list crashes when selecting the Filter button (US-6581): We fixed a bug that was causing the Project Overview list to crash when attempting to filter. The filters will now function as expected on the Project List.

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