Version 1.39.0 Release Notes

April 1, 2010

New Features

• Added a new Advanced Lead Screen option in the Company Setup under Additional Features. This new lead screen will allow users to customize the lead screen view as they desire. There is a training powerpoint on the Advanced Lead Screen which details how to use it and the customizable options within it.

• Improved the program's handling of Logos. You may now upload any logo and it will be resized to 100x275. You can use the printer settings to upload the logo. This is found under the Company menu.

• When a web payment gets submitted through the Customer Account Access module, an email will be sent to the email recipient specified in the Customer Access section of the Company Setup.

• Added show Zillow.com option to the Company Setup under Additional Features. When this option is checked, it will add a zillow.com icon underneath the customer's billing information on the location detail screen. When this icon is clicked from within the location detail screen, it will bring up the zillow.com website which will search for any homes nearby the location that are currently for sale and will list them along with showing them on a map.

• Added batch posting for Credit Memos, Adjustment and Reverse Payments, which will function as the posting screen does. If you need to un-do a Credit Memo, Adjustment or Reverse Payment, you will need to delete or void them.

• You can now use the Run As Of Date on the Accounts Receivable Report. This feature will allow you to view the accounts receivable report from a previous point in time. In order for this field to generate the correct accounts receivable amounts on the report, you must use the close period function in the Company menu. The run as of date must be a date after a period was closed in 1.39 in order to return an accurate report. The "as of date" used will include all transactions for that date. Please note that this feature will not work until after you've closed a period on a 1.39.0 database.
• Added the ability to send emails for collection letters. In the Collection Manager, under Print Letters, after you've made your selection for who to send letters to, if you wish to send emails to those customers, you can now use the gold Email button at the top right of the screen.
• Added a new Lead List Report under the Data List category in All Reports. This report will allow you to search your leads using various search criteria and allow you customize the fields you want displayed on the report. You will also be able to export this report to Excel.

• Re-wrote the Inspection Report using DevExpress software. This updated format can be found when viewing the Inspection Report from the server through the Order Detail screen.

Feature Enhancements

.NET

• New fields have been added to the Materials lookup table including the ability to define preferred dilution factors for materials. Please note that while you may fill out these new fields, the fields will not perform calculations until version 1.39.1.

Areas & Devices

• When an area is deactivated in the Areas and Devices screen, it will how be highlighted in red. If the area is re-activated, it will no longer be highlighted in red.
• Resigned the interface for the Areas & Devices screen. There is now a new gold Tools button where you will have the option to move devices, move areas, purge devices, add multiple devices and import areas and/or devices from a template or other location.
• Added a new option under Tools in the Areas and Devices screen to attach areas and/or subareas to different areas. If you click on Tools then select Move Areas, there will be a check box that you can check next to each area. Check the area(s) that you want to move and click on the blue Move Here link next to the area that you want to move it to.
• Moved the Orphaned Device Alert to the new Tools menu in the Areas & Devices screen.
• When attempting to deactivate an area on the server, you must remove all active devices and resolve any open deficiencies prior to deactiving the area. If there are active devices and/or active deficiencies and you attempt to deactivate the area they are in, you will receive a pop up message.
• Added a new utility called "Desktop Inspection." This can be found under the Tools Menu in the Data Update Tools section. This utility allows you to enter in area inspections, device inspections and deficiencies efficiently on the server.
• If a user enters device activity for a Sentricon device from the server, the device's last inspection date will now be updated to the invoice date on the work order that the inspection was entered for on the server.
• Added ability to enter in Sentricon activity on the server. From the order detail screen, you can click on the gold "Enter Device Activity" button and enter in device activity and add/edit bait for each device.

Calls & Leads

• Implemented geocoding on leads. Leads now have a latitude/longitude fields along with a Do Not Geocode option. When a location is created from the lead, the location will get the latitude/longitude from the lead.
• When attaching a lead to a location, if any of the original contact information on the lead (name, address, phone number, email) differs from the contact information on the location, a note will be automatically created on the lead and on the location where the lead was attached to. Please note that you must hit the gold Save button on the lead after attaching it to a location for the note to save.

Company/Printer Setup

• Made the SMTP Server field longer on the screen (40 characters) in the Company Setup under the Email settings in the Additional Features section. This will enable to user to view more characters while typing the smtp server in that field.

Credit Cards

• Added a new PASS Cleanup Utility found under the Data Update Tools in the Tools menu. This utility cleans up PASS records from credit cards that are in inactive service setups. You can also clean up PASS records from expired credit cards. The utility lists how many cards are going to have their PASS record deleted. This utility takes approximately 5 minutes to run per 1000 records.
• When updating credit card information in a service setup, the new information will automatically be saved even if the user does not click on the gold Save button at the top of the service setup detail screen. This is to prevent possible data loss on the new credit card.

Customer Account Access

• On the Upcoming Services screen on the Customer Account Access, any projected setups that have a date will now have an * next to them with a message at the bottom of the screen saying "date is subject to change."
• Updated the Inspection Report on the Customer Account Access module with the new DevExpress code that the report was updated to on the server.
• Added the ability for the user to pay a renewal using Customer Account Access. On the payment screen, the customer can select to "Pay a Renewal" and any renewals on their account will be listed for them to pay.
• When using Element for processing credit cards on the Customer Account Access, the user must now use Internet Explorer 6.0 or higher or Firefox 3.0 or higher so that Element can process the credit cards securely and accurately. If the user does not have IE 6.0 or higher or FF 3.0 or higher, the user will see a message on the screen that they will not be able to add a credit card payment until they upgrade.
• Made some revisions to the Customer Account Access (CAA) login screen. The Sign Up and Forgot Password buttons have been made larger. In addition, the fields on the login screen will now mimic the fields that are sent to the customer when they sign up. If the "restrict by user" option is checked in the Company Setup, the customer will have to fill out the account information, username and password. If the "restrict by user" option is not checked, they will have to enter a username and password.
• Companies that use the South Carolina WDI report will now be able to print the second page of the report from the Customer Account Access module.

Locations & Lists

• When editing a location, if you enter in a tax exempt number, the program will now check that the tax code is set for a zero tax amount. If the tax code is set to a non-zero amount, you will now receive a warning.
• On the location detail screen, the email address field has been expanded from 50 characters to 200 characters. This will allow multiple email addresses, seperated by commas to be entered up to 200 characters.
• If a contact is added to a lead, you will now be able to hover over the lead in the location detail screen and see the name of the contact in the hover over window.
• Added phone numbers to the Merge Location utility found in the Data Update Tools. If the location you are merging from has additional phone numbers than the location you are merging to, the phone will also be merged when the utility is run.
• Added a new access right called Edit Technician Location Lists under the Branch Access Rights. This will allow the user to add locations to any technician's location list and also edit any accounts currently on any technician's location list. Previously, this was an administrator only access right. This new access right will be turned on by default.

Lookup Tables

• Added option to deactivate entries in the following lookup tables: Device Types, Device Questions, Device Comments and Device Consumables. The items must not be in use in order to deactivate.
• When creating a schedule type with the schedule format of "Interval" you may now enter up to four digits in that field. So that you can create a schedule type with up to 9999 days between services.

Other

• Fixed issue that was causing an error when saving a call or lead that had a note code that no longer exists in the database. If this is the case, a pop up will appear letting the user know that the note code is now invalid.
• Added the display of the company/name and current bill-to branch in the Change Bill-To Branch utility. After you type in a bill-to code and leave the bill-to field, the company/name and current bill-to branch will be displayed to the right of the bill-to code.
• For companies that use Coast to Coast for their collections, you may now enter in a CTC account key and token in at the branch level in the Branches lookup table.
• Added the option to use Coast to Coast in conjunction with the Collection Manager. This is an option in the Company Setup. You must procure a Coast to Coast account key and token from the company in order to use this option. The account key and token must be entered into the Company Setup prior to use.
• On the Credit Status Change utility for the Collection Manager, the default starting amount will now be $0.01 so that credit balances are not included in the Collection Manager. If you would like to include accounts with credit balances, you may clear out the starting amount field to include them.
• When using the Data Import Utility, the entered date on the location detail screen for the location will correspond to the current system date.
• Added option to export the General Ledger Report into Quickbooks online format (.iif) When you release the GL Report, this format will automatically be generated along with the other formats that are generated when the General Ledger is released.
• Added instructions and sample files to the Lead Import module. The Lead Import module can be used by clicking the leads button and then scrolling to the bottom of the leads screen and clicking on the gold Import button.
• On the Visual Navigator, links to My Reports, Dashboard and Inventory have been added for users who have the access rights to these modules.

Payments & Adjustments

• In the QuickPay screen, when you want to process a new credit card, the payment amount field in PestPac will now automatically clear out if it is $0.00 when you tab or click into the payment field. Please note that you must enter in a payment amount prior to processing the credit card since Element needs the payment amount so that it can process that amount for the new credit card.
• Implemented retry logic for Element Hosted Payments. If a payment fails to go through, the program will attempt to retry the payment. This has been implemented so that there will not be an issue where a payment gets processed twice.
• If the batch amount does not equal the actual amount in a payment batch, you will receive a warning to that effect when you attempt to release a payment batch where the two amounts are not equal. If the batch amount is zero, the program will assume that you are not using this field and will not show the warning.
• On the QuickPay Screen, if you click on the ... next to the Invoice Number field, you will get a pop up where you can search for an invoice number. At the bottom of the pop up, radio buttons for sort by Invoice Date or Invoice Number have been added. If you choose date, the it will show the most recent date to the oldest date and by number will show the highest to the lowest invoice number.
• When using the gold Adjustment button at the bottom of the Location Detail screen, if you have checked in the Company Setup "Hide Services Not Assigned to Current Bill-to," the services available in the Adjustment screen will now correctly show only the services assigned to the current Bill-to.

Posting & Invoices

• Added activity log tracking for when one-click Credit Memos are created. A one-click Credit Memo can be created by clicking on the gold Credit Button from within an invoice. The Activity Log will track the order and the location that the one-click credit memo was created for.
• Added a new Company Setup module for Period Lockdown. This module will be used so that a company can specify what can and cannot be done in a closed period including posting, adding payments, creating work orders for a closed period and creating credit memos and adjustments.
• Fixed issue that was allowing the uploading of a payment batch that is in a prior period when using the Period Lockdown module. This issue has been resolved. You may not upload payment batches that are in a closed period.
• In the regular posting screen, a warning has been added if you click on the gold Cancel button that says "Are you sure you want to cancel posting?" This has been added in case this button is clicked on by accident and the user does not really wish to cancel posting.
• Removed "Prebill" as an invoice type option in the regular posting screen and quickpost screen. Prebills will only be created during order generation for Payment Plan, Invoice, Each and Split service setups.

Reports & Forms

• Added an option on the Account Receivable Report to include only accounts with active service setups. This option can be found on the right hand column under "Include." If this option is checked, only customers with active service setups will be returned with your accounts receivable search.
• Added speed improvements to the Activity Log and Change Log. Speed for each individual company will depend upon internet connection speed and any other network issues that can affect speed.
• Added the HTML email form for Consolidated Invoices. There is a new option in Printer Setup for Consolidated Invoices for "HTML Format." When this box is checked, it will email the consolidated invoice in HTML format. If this box is not checked, it will send the consolidated invoice as plain text.
• Added a count total to the bottom of the Credit Memo Reason Report. This total will appear in both the detailed and summary version of the report.
• Added the Location Website as a show column on the customizable detailed list report in List Management. This field will now show if it is checked and you display/print/export the list report.
• In the Printer Setup under the Service Orders, Invoices, Renewals and Statements sections, you may now enter in a custom subject line for emails that are sent out for these items.
• For companies that use PointServe, there will now be a checkbox on the Employee List Report called "Export to PointServe" that can be checked. When this box is checked, on the Employee List Report, if the technician's orders are exported to PointServe, there will be a Yes in the PointServe column.
• When grouping by zip code on the following reports: Detailed Location List, Sales by Source, Lead Report, Material Report, Bill-to List, Contact List and Program List, it will now group by the first five digits instead of the zip +4. For example, if you had zip codes 07753-1234 and 07753-1235, these two zip codes would be grouped together since the first five digits are the same.
• Added show column, and sort/group by options for "Posted By" on the Invoice List Report. The posted by user is the user who releases the posting batch.
• Added show columns for the Liason 1 and Liason 2 fields on the customizable Detailed Location List Report. When checked, these columns will show on the regular list and when exported.
• Added a new show column on the Service Order List and Invoice List Reports for "Origin." The origin of a service order is how it was created. There are four possible ways an order was created: Generated: using the generate service orders utility, Initial: created by using the initial service order feature when adding a new service setup, One Time: created by clicking on the gold Service Order button on the location detail screen and Order Link: created by clicking on the blue Order link at the end of a service setup line. You will also be able to sort and group by the origin in these reports as well.
• Added show columns for Location Fax and Location Mobile on the Service Order List Report. These columns will now show when checked both in regular display mode and in export mode.
• Added "show column" options for Location Attributes and Setup Attributes on the Service Setup List Report. These will print underneath the service setup they belong to as opposed to printing in their own column on the report.
• Added sort by and group by options by Source Class to the Service Setup List Report, Invoice List Report and Service Order List Report.
• When running the Uncommitted Orders Report in detail mode, the order comments will now display both in regular mode and export mode.

Scheduling & Routing

• Added the Bill-To balance to the hover mouse over service order on the Appointment Scheduler. For each order on the Appointment Scheduler, the bill-to balance will show underneath the location phone numbers.
• In the Call List a "Select All" option has been added to the "Selected" pop up. A "Clear All" option has also been added in case you want to clear all selected options.
• For customers using PointServe, you will now be able to change the preferred tech on service setups when using the Change Technicians utility. Simply check the preferred technician checkbox at the bottom left of the screen to include them when you use the Change Technicians utility.
• The Quick Scheduler will now respect technician skills. If a technician does not have the appropriate skill for the service order you are using the Quick Scheduler for, you will be unable to select that technician on the Quick Scheduler.
• Users with technician only access will now be able to use the Appointment Route feature on the Service Orders report. This will enable technicians to print out directions for their schedule. This feature will work whether you have MapPoint or Yahoo/Google maps selected in your Company Setup under "Map Using" which is found in the Additional Features section.

Service Orders

• Removed the blue Order link at the end of service setup lines for location that are inactive. If a location is no longer inactive, you will have to reactive it in order to use the blue Order link again to create a order from a service setup in this manner.
• Added a new feature to delete notifications. If you have notified a location, you can click on the gold notification button on the service order. A blue delete link is now available in case you want to delete the notification. Once it is deleted, the order will show that it has not been notified.

Service Setups

• Added a new feature on service setups that displays the add user and the add date/time of the service setup along with the last user who edited the service setup with the date/time of the last edit. This displays below the price information on the service setup screen.
• When bill-tos have the status of Hold or Collection, you will not be able to add a new service setup, renewal or program for any of the location assigned to that bill-to.

Issues Resolved

.NET

• Change Config DLL to look for multiple SQL instances
• ReportLead Fixed

Areas & Devices

• Fixed issue in the add multiple devices screen where if you clicked on Delete and then save, it instantly deleted all devices. When you click on the delete option, it automatically checks the checkbox next to all devices that exist on the location. You may choose to uncheck any of the devices. Upon save, the program will have a pop up where you will validate that you do wish to delete the selected devices.
• Fixed issue in the Areas & Devices screen where the device list screen upon save or cancel would then go to the location detail screen. This issue has been resolved. Upon save or cancel from the device list screen, it will go back to the main areas & devices screen.
• Fixed issue that was sometimes disallowing the addition of areas/devices in the Areas & Devices screen. This issue has been resolved.

Bill-Tos & Corporations

• Fixed issue where the bill-to UDF fields were tied to the Edit Bill-To Accounting Data access right. This issue has been resolved. The bill-to UDF fields are now editable to those have edit rights on the bill-to.

Calls & Leads

• Fixed issue on the Lead screen where if you chose a Branch other than the branch defaulted on the screen, an error may have occurred. This issue has been resolved.
• Fixed issue on the Lead screen where if the program found an already existing lead for the lead you were entering, it would bring the user to the wrong existing lead. This issue has been resolved. The program will now bring the user to the correct existing lead.
• Fixed issue where the close reason was not displayed on lost leads. This issue has been resolved. The close reason will display on the lead and the Lead Report.
• Fixed issue on the Lead Detail screen where if you clicked the Save button more than once it would duplicate the lead information and possible create multiple locations with the same information. This issue has been resolved. When you click on the Save button from within the Lead Detail screen, the button will be greyed out, preventing it from being clicked more than once.
• If you have the Company Setup option checked to send an email automatically for new calls added to the system, when you enter in a user in the "called for" field, the send email checkbox will automatically be checked so that person will receive an email when the call is added.

Company/Printer Setup

• Added new access rights for the Manage Inventory and Reconcile Utilities. These access rights are based on the branch access rights for the user. If the user has access to a branch, then any technicians, warehouses or materials available to that branch will be visible to the user.

Credit Cards

• Fixed issue with an error that would occur when you would click edit next to a credit card in a service setup then cancel out of the edit credit card screen for Element. This issue has been resolved. There will no longer be an error when you cancel out of editing a credit card.
• When you email a credit card receipt from the enter payments screen, it will now be recorded in the log mailings feature in the location documents on the location the credit card was processed for.
• Fixed issue in Quick Payment screen that was causing an error due to credit card transactions timing out. If the transaction times out, Element will attempt two retries of the card.
• Fixed issue that was causing an error when emailing a credit card receipt from the payments screen. This issue has been resolved. When you send an email from the payments screen, you will receive a pop up letting you know that the receipt was emailed.

Customer Account Access

• On the pay specific invoice screen, if the user does not select an invoice to pay, they will now receive a message stating that they must choose at least one invoice to pay prior to going to the actual payment window.
• Fixed issue with the Customer Account Access where the email credit card receipt link was not working. This issue has been resolved. When the user clicks on the email credit card link, if the customer has an email address on file, it will email the receipt to the customer.
• Fixed issue that was causing Pest activity checkboxes on the Pest Findings page on the Customer Account Access not to work correctly. This issue has been resolved. The Pest Activity checkboxes will now bring back the expected information in the CAA.
• Fixed issue when attempting to display the Maryland WDI Report. Updated this report with new features so that the user is able to display the report successfully.
• Fixed issue on the Customer Account Access module that was disallowing the user to view documents. This issue has been resolved.
• Updated the Material Usage History Report to run on the new .NET format on the Customer Account Access.
• Fixed issue on the Customer Account Access module where upcoming service dates were not calculating correctly. This issue has been resolved.
• Fixed issue with Web Payments from the Customer Account Access module where some payments would not show in PestPac for several days. This issue has been resolved. Web Payments from the CAA will show in PestPac in a timely manner.
• Fixed issue with the Customer Account Access (CAA) module not respecting the method of payment's GL code when the Default GL Code based on Method Of Payment box was checked in the company setup. This issue has been resolved.

Locations & Lists

• Fixed issue on the Location Search screen where the program was searching for Pick List User Defined Fields (UDFs) by exact match. Previously, on the Location Search screen, if you entered in a "C" in a Pick-List UDF, it would bring back anything that started with "C." This functionality has been restored.
• Fixed issue that was causing the incorrect branch to be added to a new customer when the branch zip code lookup table was filled out. This issue has been resolved. If you have this lookup table filled out, the correct branch will default on a new location according to the zip code of that location and not the user's default branch.
• Fixed issue that was causing a scripting error with pressing pagedown on the keyboard within the GL Code field on a location when Lock GL Codes is selected in the Company Setup. This issue has been resolved.
• Fixed / Enhancements to Lead Import Utility
• Fixed issue that was allowing inactive technicians to be choices for adding locations to that technician's Location List. This issue has been resolved. You will no longer be able to add locations to a Technician List where that technician is inactive.
• Fixed issue that was causing phone numbers bill-to's to not be considered when searching for a phone number from the location search screen. This issue has been resolved. The program will now include phone numbers in the bill-to in a search.
• If Use Picklist for Location Subdivision is checked in the Company Setup, on the location search screen, the subdivision search criteria must match exactly with what is in the Subdivisions lookup table. You must populate the Subdivisions lookup table in order to have options to choose from for your search. On the location search screen, press PageDown while in the subdivisions field in order to see the choices for the subdivisions you can search for.
• Fixed issue with the Quick Search where if you clicked one of the sort columns, no results would display. This issue has been resolved.
• Fixed issue that was allowing users with the "Delete" access right for locations to reactive a location. This issue has been resolved. You must have the "Add" access right for locations in order to re-active an inactive location.

Lookup Tables

• Fixed issue that would cause an error when saving a target in the Targets lookup table without assigning a Target Group to it. This issue has been resolved. The user will have the option either to assign or not to assign a Target Group to a Target.
• Fixed issue that was allowing a material to be deleted if it was only used on invoices not attached to service setups. This issue has been resolved. In this case, you will only be able to deactivate the material, not delete it.

Other

• Fixed issue that was allowing invalid note codes to be used when "Validate Note Code" was selected in the Company Setup.
• Fixed issue on the Apply Credit screen that was not correctly applying the credits upon save. This issue has been resolved.
• Fixed issue for Sentricon users where inactive branches would attempt to release their data for the month. This issue has been resolved. The program will only look at active AO codes that need to released at the end of the month.
• Fixed issue that was causing no records to be returned if you did not use dashes in a phone number search for Contacts. This issue has been resolved. You will be able to search for a Contact by phone number whether or not you use dashes in the phone number during your search.
• Fixed issue with the data import utility that was not checking some of the options boxes that got checked when adding locations the traditional way. When using the data import utility, include in mailings and print batch output will always be checked. Email batch output will be automatically checked if your company automatically uses it. The Print Balance on SO and Print Total on SO will be checked according to your printer defaults.
• Fixed issue that was allowing partial note codes to save even when validate note code was selected in the Company Setup. This issue has been resvoled. You must enter in a complete valid note code in order for the note to save if that validate option is selected in the Company Setup.
• Fixed issue that was allowing users to enter renewal prepayments when a location did not have any renewals. If the user attempts to enter a renewal prepayment, upon save, the user will be asked to uncheck the renewal prepayments checkbox as there are no renewals for the location.
• Fixed issue that was allowing invalid characters such as % to be saved in the service code field in the Services lookup table. The issue has been resolved. The only characters allowed will be 0-9,A-Z and *-_
• Fixed issue with the Sync Statistics Report. The report was attempting to divide by 0. This issue has been resolved.
• Removed fields from the server version of PestPac that were incorrectly attempting to download to the tablet version of PestPac. These unused fields have been removed.
• Fixed issue that was causing existing server notes to be over written by new notes created on the tablet. This issue has been resolved.
• Fixed issue that was allowing finance charges to be generated when there was no date in the Past Due as of field. This issue has been revoled. A valid date must be entered in this field so that finance charges can be generated.

Payments & Adjustments

• Fixed issue with the auto-apply feature where payments were being auto-applied to a different service setup than was indicated during payment entry. This issue has been resolved.
• Changed the branch on the payment batch list screen to reflect the branch of the person who added the batch.
• When switching from ACH to credit card a new PASS account will be created if using Element hosted payments.
• Fixed issue that was allowing payments to be applied to invoices on two different bill-tos. This issue has been resolved. Only one bill-to per payment will be accepted.
• Fixed issue that was causing an error when attempting to sync a completed order with a payment to the server under certain circumstances. This issue has been resolved.
• Fixed issue with MasterCard payments from the CAA not showing properly from the CAA website. This issue has been resolved. On the server, MasterCard transactions will link to the correct method of payment based on your method of payment options in the Company Setup.
• Fixed issue with the quickpay screen where an error would occur if a large payment was applied to multiple (300+) invoices. This issue has been resolved. Large payments applied to multiple invoices will save, auto-apply and be edited correctly.
• Fixed issue where an * was displaying next to invoices on the Invoice pop up on the QuickPay screen when the invoice did not actually already have a payment applied against it. This issue has been resolved. Only invoices that have a payment against them in an unreleased batched with have an * displayed next to them.

Posting & Invoices

• Fixed issue where the consolidated invoice summary page was printing the invoice balance instead of the current balance. This issue has been resolved.
• Fixed issue in the QuickPost screen when an invalid order number was entered on the screen. It would create a pop up that could not be escaped. This issue has been resolved. If you enter an invalid order number, you will receive a pop up stating that it's invalid. You may then type in a valid order number or do an order search.

Reports & Forms

• Fixed issue with Accounts Receivable letters where the bill-to balance would at times not be correct unless you ran an Accounts Receivable Report first. This issue has been resolved. The correct balance will print on letters from the Accounts Receivable screen.
• Fixed issue that was causing an error when selecting the "Only Customer with Open Credit" checkbox on the Accounts Receivable Report. This issue has been resolved. When this option is selected, the Accounts Receivable Report will only show results for customers with open credits.
• Changed some allignment issues to the SmartBiz Form 2 Service Order. These changes included the Total Due, Invoice Number and License Number.
• Fixed issue with the Balance Forward option on Service Orders in the Printer Setup options. If you checked all of the Balance Forward options, the "same service credit" box was still checked. This issue has been resolved.
• Fixed issue when printing the balance forward on service orders when including same service credits. The program was incorrectly including credit memos as positivie numbers. This issue has been resolved.
• Fixed issue that was happening when a user would send out emails using a custom form. When this custom form was emailed, it would not give the user a confirmation pop up that the emails had been sent. This issue has been resolved. After emailing, the user will get a pop up stating that the emails have been sent.
• The balance forward on the Customer Ledger will no longer be tied to the whether or not Use Discounts and Adjustments is checked in the company setup. The balance forward will now always show on the Customer Ledger.
• Fixed issue that was causing notification cards to be logged in the location documents when it was only displayed and not printed. This issue has been resolved. The notification cards will only be logged if the user clicks on the gold Print button and not when the gold Disply button is clicked.
• Fixed issue that was causing an error on the Inspection Report if the order/invoice it was trying to pull up did not have an order type filled in.
• Fixed issue that was causing the detailed description not to print on the Inspection Report. This issue has been resolved. If Use Detailed Description is checked in your Company Setup, it will print on the Inspection report.
• Fixed issue on the Inspection Report that was causing the areas applied and target pests to print incorrectly under the material summary section. This issue has been resolved.
• Fixed issue for Copesan Partners where the old .asp version of the Inspection Report was available. This has been removed and replaced with the new DEV Express version of the Inspection Report.
• Fixed issue that was causing an error when emailing invoices from All Report-->Invoices. This issue has been resolved.
• Fixed issue that was causing the service code to get cut off on the New Sales Report. This issue has been resolved. The entire service code will now display on the report.
• Fixed issue that was causing the second notification postcard on the two per page sheet to print lower on the post card than the first one on the sheet.
• Corrected typos on the NPMA 99A and 99B forms.
• Fixed issue that was causing a payment to show on the Payment Register Report twice if the payment batch was released prior to the posting batch that had the order in it that the payment was applied to. This issue has been resolved.
• Fixed issue that was causing the group by service class to work correctly on the Payment Register report. This issue has been resolved. The group by service class option on the Payment Register Report will now work correctly.
• Fixed issue that was causing a discrepancy in the number of payments on Payment Register Report between the History and Both modes of the report. This issue has been resolved.
• Fixed issue when exporting the detailed version of the Accounts Receivable Report where the phone number was not being displayed correctly. This issue has been resolved. The phone number will print in the format xxx-xxx-xxxx.
• Fixed issue that was causing incorrect Bill-To accounts to be returned when searching by a pick-list User Defined Field on Statements, Accounts Receivable Report and Location Search. This issue has been resolved. When you use a pick-list User Defined Field when searching for Bill-To information, the correct accounts will be returned.
• Fixed issue that was causing the prepay amount to be computed incorrectly on prepay notices for interval based payment plans. This issue has been resolved. If the schedule is a payment plan that is interval based and it is set up for a prepay, the prepay notice will now have the correct amount.
• Fixed issue on production orders where the production amount was being added to the location balance on work orders. This issue has been resolved. The production amount will not be included in any balance amount on work orders.
• For customers that use RoutePoint, the target pest has been removed on emailed invoices.
• Fixed issue where Estimates Won (EW) and Estimate Lost (EL) were not being included on the Sales by Source Report. This issue has been resolved. Estimates posted with those types will now show on the Sales by Source Report.
• Fixed issue where an order that had an existing notification, but none of the print/email/call boxes were checked and a notification list was printed with the include orders with no notification option was selected. In this scenario, this order will now show on the notification list when this option is selected.
• Fixed issue on the Service Setup List report that was causing the Company/Last Name column header to be cut off in Summary mode.
• Tech Schedule Report Group By is Separating by Case
• Removed Comments from printing on the Uncommitted Orders Report due to display issues on the report.

Scheduling & Routing

• Fixed issue that was causing the wrong time to be imported into MS Outlook when used the send to Outlook feature in the appointment scheduler. This issue has been resolved. The correct time will now be attached to these exported appointments.
• Fixed issue that was causing the Appointment Scheduler not to respect Technician Skills. This issue has been resolved. If your company uses Technician Skills, when an appointment is moved within the Appointment Scheduler, a check will now be done to insure that moving an appointment will check the Technician Skills for the new technician.
• Fixed issue that was causing timeblocks to display on top of orders/leads on the appointment scheduler. This issue has been resolved. If an order/lead and a timeblock are for the same time, the order/lead will now display on top of the timeblock.
• On the appointment scheduler, fixed issue with the hover over on an appointment where the display of service order attributes was not correct. If a service order attribute is a checkbox type, if it is checked, it will show on the hover over. If the service order attribute is checked and is a prompt for answer, it will show the answer. If the service order attribute is a Y/N, it will display the Yes or No answer on the hover over.
• Fixed issue with displaying technician timeblocks on the appointment scheduler. If a technician was not in the default branch of the user looking at the appointment scheduler, the user was unable to see the timeblock for that technician. This issue has been resolved.
• CompanyLogo issue for online customer with no documents folder
• Fixed issue on the appointment scheduler in the multiple days single tech mode that was causing accounts in collections to show an H next to the customer name rather than a C for collections. This issue has been resolved on the appointment scheduler and quick scheduler.

Service Orders

• Fixed issue that was causing an error when creating service orders through Find a Pest Pro (FaPP). This issue has been resolved. Orders will now be correctly created when using the FaPP service.
• Fixed issue that was causing the "Copy Setup Comment" found in the Company Setup not to be respected on an initial work order. In the Services Lookup table, if you have an initial service specified and a comment specified, on the initial service order, the comment will be added.
• Fixed issue that was allowing users to circumvent the required fields on a service setup if the time on the service setup was 12:00 AM. This issue has been resolved and required fields will always be required prior to save.

Service Programs

• Fixed issue with service order work dates tied to Programs. If the first step of a program was not generated, the subsequent work orders for the other steps would not generate dates. This issue has been resolved. For eligibility date program types, the subsequent orders will generate dates for the first eligibile date within the date range for that step.
• Fixed issue that was causing orders to at times not generate on eligibility type programs. This issue has been resolved. The date and eligibility date will generate correct for these programs.

Service Setups

• Fixed issue that was causing an incorrect error message to appear when adding service setups without a credit card on auto-bill. This issue has been resolved.
• Fixed issue where the "Exclue Initial Period" option for Commission in the Company Setup was not being respected. This issue has been revoled. When this option is checked, it will exclude the first service on a service setup from calcuating commission. For example, if the schedule is monthly, it will calculate commission based on 11 services plus the initial service (if used). If it is a quarterly service, it will calculate commission based on 3 services plus the initial service (if used).