Release Date :  10-March-2025


Enhancements


Restricted Modifications for Partner Accounting Reference
  • Users can now only modify values under Partner >> Acc Ref tab.
  • Deletion of accounting reference values is no longer allowed.
New Payment Status Update Configuration & Button
Agent Screen – Terminal Address Improvements
  • Two new buttons have been added on Agent Details page when adding or updating an agent:
    • "Copy from Billing Address"
    • "Copy from Mailing Address"
  • These buttons allow users to quickly populate the terminal address from existing billing or mailing addresses.
Multi-Factor Authentication (MFA)
  • MFA Toggle Auto-Saving Fix – The My Account page will no longer auto-save when toggling MFA.
  • MFA Activation Requirement – A user must have at least one registered device before enabling MFA.
  • Admin Visibility of MFA Status – Admins can now view users' MFA status under Administration >> View User Tab. A new MFA Enabled checkbox allows filtering users based on MFA status.
Event Scheduling & Validation Enhancements on Survey Action Bar
  • Users can now add events with a date range (e.g., February 6th to 8th) without issues.
  • Added events are synchronized and displayed on the Consultant Availability page.
  • New validation prevents duplicate event creation.
  • Only events with active status will be shown.
UI Improvements on the Copy Estimates Page
  • The user interface has been refined for a better experience and usability when copying estimates.
Increased Field Size for certnum in Billing >> Insurance/Valuation
  • The field size of certnum under Billing >> Insurance/Valuation has been increased to accommodate 20 chars.
Multiple Storage/Insurance Details in Service Orders for Storage Billing

Bug Fixes
  • Fixed validation issues on the Routing Screen, ensuring correct input handling and validation logic.
  • Fixed the issue with the manual execution of the ToDoRule, ensuring it functions as expected.
  • Bugs/Enhancements done specific for customers.