Release Notes 8-11-22

• Updated formatting of Call Transcript so that participants are bolded and spaced for easy viewing when viewing the call's details.
• Updated the CallRail integration set up to alert users if the API key provided is invalid because of user permissions in CallRail.
  • Note: Users with Administrator or Manager permission in CallRail will need to generate the API key for Sera integration.

Accounting > Batching Process Enhancements

• Updated the account-->batching process to run in the background when requesting a download. This will allow Admin users to continue to use Sera while the batching data is prepared for download and avoid timeout errors that maybe received with a large number of transactions. Just like reports, downloads will be available through the Notification Center when the process completes.
• If a batch is too large to process, Admin users will receive an indication quickly so that the batch can be be filtered to smaller number of transactions.
• With the introduction of background processing, only one batch request can be 'in progress' at a time to prevent duplication of data.

Fixes

• Map and ETA in Customer Portal should now update in real-time for a better customer experience
• Accounting Category and Accounting Class should now be applied to membership renewal invoices
• Users in a timezone behind the company’s timezone will no longer experience errors when using the date filter preset options
• Editing a comment on a job or an account will now display the editing author’s name instead of the original author’s name