All Clients:
Updates to the Admin Portal
- Updated the Marketing > Members report
- The report now shows a row per membership, instead of a row per account.
- Columns have been reordered for better context with the new structure.
- All columns on the Members report are now included in the download.
- A new Active Member column has been added to the download to indicate if the customer account has any active memberships and reflects the membership icon status on screen.
- Hovering over the membership icon next to the customer name will show the number of active memberships.
- Bulk update of Margin Pricesheets
- The pricebook has been updated for more clarity and to allow for bulk updating of several fields.
- The new pricebook download includes the following fields and functionality:
| Field Name | Description | Editable(via Upload) |
| ID | Task ID Number | No |
| Name | Task Name | Yes |
| Quick Link | Link To Task Breakdown in Pricebook | No |
| Category | Organizational Category In Pricebook | Yes |
| Current Minutes | Current Time to Complete Minutes for Task | No |
| New Minutes | New time to Complete Minutes for Task | Yes |
| Labor Rate | Department Labor Rate | No |
| Labor Cost | Total Labor Cost (Labor Rate x Current Minutes) | No |
| Parts Cost | Total Parts Cost for Task | No |
| Total COGS | Total COGS for Task (Cost Of Goods Sold) | No |
| Finance Markup | Company Finance Markup | No |
| Manual Price | Manual Fixed Price | Yes |
| Margin | Achieved Margin Percent | Yes |
| Current Price | Current Price for task | No |
| New Price | New Calculated Price (formula in sheet) | No |
| Price Change $ | Difference between Current Price vs New Price | No |
| Price Change % | % of Change between Current vs New Price | No |
| Source Task ID | Used for original ID from copied pricebook | No |
| Update History? | Will update prior invoices and quotes | Yes |
- Admins are now able to upload their own favicons, pinicons, and logos as an image within Company > Customization setup.
- Admins can now set a number of records per page in the Technicians listing within each department.
- The Created By and Assigned To fields now display correctly in the To-Do Edit window.
- The “Manufacture Date” and “Installation Date” field names now display correctly in the Add New Equipment form.
- Updated the pricebook to fix a rounding error that impacted fractions of cents within the task COGS price display.
- Updated filters within reports so that they are applied correctly when toggling back and forth repeatedly.
- Updated the filter behavior on the Marketing > Customer Contact Report for consistency with other reports.