2024.26: WO Notes and WO Presence Indicator changes

Created by Kenneth Abad, Modified on Wed, 26 Jun 2024 at 02:47 PM by Kenneth Abad

Features:

Work Order Presence Indicator Improvements (US-7322): We have updated the User Presence indicator in Work Orders to now show when a user is leaving the Work Order.

Work Order Note Type Changes (US-7195): Note types in Work Orders have been adjusted per feedback from the users.

Kept	Added	Adjusted
Vendor	Upgrade	Landlord → Property Management
External	Client Supplier	Supplies → Supplier
Client	Inactive Vendor	Red Flag → Escalation
Email	On-site Increase	Complaint → Unsatisfactory
Internal		Initial Call → Scope Confirmed
Store		Warranty Tracking → Material Tracking
Billing		Quote Approved → Proposal Approved
Action		Quote Declined → Proposal Declined
IVR 3rd Party		Vendor Compliance → Compliance
Confirmed Complete		'Other' is now at the bottom of list.
Recap
Recruit
Weather
Equipment Rental
On Call
Vendor NTE Issue
Cancellation
Downgrade

All other Note Types have been removed from Work Orders.

Bug Fixes:

Work Order Presence doesn't work for new users (US-7322): We fixed a bug that was causing newer users to not show the presence indicator when on the same Work Order as another user.

Inactive users are no longer excluded from Users/Teams in Global Filter & reported delay in rendering (US-7379): We fixed a bug that was showing inactive users in the Users/Teams filter. Fixing this bug also fixed the reported delay with the list loading.

Sort preference on lists not persisting when default view is set without selecting the Reset Columns button (US-7385): We fixed a bug that was causing the user to reset their columns in order to save their list page preferences.

Vendor Name missing from some Vendor Invoices (US-6955): A bug that was causing the vendor name to not properly appear in the Vendor Invoices list has been fixed. Now the information will display as expected.

Work Order & Project Task Limit is 200 Open AND Complete (US-7350): We made a change to the limit of tasks on Work Orders and Projects. Now you can have up to 200 complete and 200 open tasks. Having 200 of one, no longer affects the other.