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Release Notes - 5 July 2023
Updated over a year ago

Minor improvements

  • Automation rules now support actions that update custom fields on related entities

    • For example, a change to a problem can trigger a custom field change on the related asset or job

  • Automation rules now trigger more consistently when the initiating change was via a custom field update

  • Invoice PDF and HTML web views generated using the new document templates now automatically populate the 'Issued' date with the sent date, unless otherwise specified

  • Workspace list view loading times have been improved in some cases

  • Minor API performance improvements

Bug fixes

  • An issue that returned lifecycles / statuses multiple times in status selector lists has been resolved

  • An issue that showed non-customer contacts when editing the customer primary or billing contact fields has been resolved

  • An issue that prevent company name changes being reflected on the dashboard has been resolved

  • An issue that prevented scrolling when editing custom fields has been resolved

  • An issue that caused an error when creating jobs with name and/or subject has been resolved

  • An issue that prevented filtering when assigning workforce to jobs has been resolved

  • An issue that occasionally prevented editing of job cost / charge columns on new jobs has been resolved

  • An issue that occasionally prevented attachments from downloading has been resolved

  • An issue that occasionally caused an error when creating preventative maintenance schedule frequencies has been resolved

  • An issue that occasionally caused an error when enabling workforce region restrictions has been resolved

  • An issue that caused an error when editing region boundaries has been resolved

  • Minor UI and layout fixes

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