2024.23: Compliance and Regions Updates

Features:  

Type Filter on Compliance Lists (US-7038): All compliance list pages have been updated to have a filter for compliance types. Using the filter will automatically open the information on the first compliance item that meets the filter requirements.

Added Indicator for Expired Compliance without Renewal (US-6929): An indicator will now show you when action needs to be taken on a compliance item. If the compliance item is expire, and there is no renewed compliance item coming up, then a '!' symbol will appear on the compliance item itself, and on the navbar. Once the compliance item is either renewed, or deactivated, then the indicator will no longer show.

Region Assignees (US-7146): A user/team can be assigned to a region that is set up in Umbrava. This is in preparation for future updates to regions, keep an eye out for new functionality in future updates.

Regions Improvements (US-6345): We have made some general improvements to the interfaces of Regions. We now display more region information when adding Subregions. We added a label when a region is selected for more clarity. We fixed the grammar in certain screens to be more clear, and fixed a bug when moving regions.

Bug Fixes:      

Phone Number issues on Client Proposal/Invoice (US-7141): The phone number displays on Proposal/Invoice PDFs will now display with consistent formatting. We also fixed inconsistencies in phone numbers displaying when converting a Proposal to Invoice or from Vendor to Client.

Umbrava Work Order List updating issue (US-7296): We fixed a bug that was not properly showing updates to the Work Order list when flagging a Work Order and updating details. The Work Order master list will now display the information as expected without needing to refresh when navigating back.

When Project PO is Canceled, Total Vendor NTE in header changes to $0 (US-7310): We fixed a bug that was showing an incorrect Total Vendor NTE in Projects when cancelling Purchase Orders in a Project.