Release Date : 18-Mar-2023
The following upgrades were released:
- Email Template functionality: We have made linking of multiple document types from the file cabinet possible while creating an email template. Earlier it was possible to link only one document type.
- It is now possible to use the following fields in an email template from Billing: ^$billing.billToName$^, ^$billing.billToAuthority$^, ^$billing.billingEmail$^, ^$billing.vendorName$^, ^$billing.insuranceValueActual$^, ^$billing.issueDate$^, ^$billing.certnum$^, ^$billing.noInsurance$^, ^$billing.insSubmitDate$^, ^$billing.currency$^, ^$billing.baseInsuranceValue$^, ^$billing.additionalNo$^
- It is now possible to disallow coordinators from editing an estimate once a move has been booked. We have added a checkbox field "Disallow editing of estimate" under System Default >> Accounting. By default, the checkbox will be unchecked. If the checkbox is checked, a coordinator will not be able to edit the fields in the Costing Details >> Estimate Detail section on the Accounting tab after the move has been Booked.
- We have enhanced the security of the Digital Signature and Photograph upload features in My Account.
- Under Billing >> Primary Billing when the Billing Party is an account, the Attn Billing and Email fields will be populated on clicking an account contact from the list of account contacts available when clicking the "+" icon next to the Email field. Account contacts need to be setup for that billing party via Administration >> Partner >> Account >> Account Contact. The Attn Billing and Email fields will both remain editable.
- Bug fixes / Enhancements done specific to customers
Note: In order to view Release Notes for previous releases, please refer Redsky Release Notes