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News

New netlink debug mode

6/7/2018

0 Comments

 
A new debug option makes it easier to debug NetLink requests if a page is not working as intended. When you activate debug mode NetLink will insert related debug info directly within the source code of the resulting web page. This allows a NetLink developer to simply view the source code of a page to see info that can be helpful in debugging the NetLink request. 
netlink_debug_mode.pdf
File Size: 993 kb
File Type: pdf
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New TaskWise Alert Manager Portal

5/31/2018

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The new TaskWise Alert Manager portal includes the following enhancements:
  • Quickly and efficiently review TaskWise alerts information
  • Access the Alert Portal including:
    • ​Alert Transactions
    • Alert Driver Files
    • Alert Schedules​
  • Alert Transactions Tab are based operator's security to see specific alerts
  • Please review the documentation for more information and details
Picture
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Notes available for sqlsync!

4/30/2018

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  • SouthWare Notes are now available in SQLSync.
  • (XD Notes are not available at this time.)
  • Please review the documentation for more information and details.
notes_available_for_sqlsync.pdf
File Size: 895 kb
File Type: pdf
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notes available for odbc!

4/30/2018

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SouthWare Notes are now available in ODBC.
(XD Notes are not available at this time.)
Please review the documentation for more information and details.
Picture
notes_available_for_odbc.pdf
File Size: 895 kb
File Type: pdf
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excel export from fyi supports more than 65K rows

11/30/2017

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Users can now Export to EXCEL using FYI to export more than 65,536 rows.
EXCEL2007 and above will now create .xlsx files.
  • If using EXCEL2003, the older .xls file is still created and limited to 65,536 rows.
  • Technical Note: File format for Excel 2007 and above was changed to "Default" instead of "Normal".
0 Comments

Option to add travel time when using track technician time

11/30/2017

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You now have the option to add Travel Time hours as a Service Order line item if using Technician Time Tracking.
  • The new page for the NL request is MTTECHTIMETRAV   
  • Please review the documentation for more details
Picture
mobile_tech_portal.pdf
File Size: 358 kb
File Type: pdf
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wire transfer in ap enter bills portal

8/31/2017

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The Wire Transfer in AP now allows you to enter a wire transfer prepaid in the 'AP - Enter Bills' portal. The attached  documentation provides details on this new feature and how to best use it for you business.
Picture
ap_wire_transfer.pdf
File Size: 345 kb
File Type: pdf
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alternate pay id stored on ap document

8/31/2017

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A new field has been added to store the "Pay By Code" on invoices/credit memos.
This enhancement allows users to:
  • Specify how a document should be paid for vendors
  • Automatically choose invoices to pay when specifying an alternate pay code within the AP payment selection
Please review the documentation for more details on setup, specifying Pay By Code for documents, and using Pay By Code in payment processing.
alt_pay_id.pdf
File Size: 398 kb
File Type: pdf
Download File

0 Comments

technician installer portal

6/30/2017

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The Technician Installer Portal now provides technicians a simpler way of doing installation work by using a phone (or tablet) browser to:
·         View scheduled install work
·         See what items are to be installed
·         Record when they start/stop work on a service order
·         Capture a customer signature
·         Update finish status for a service order (including entering notes if needed)
​
This portal is a subset of the SouthWare Mobile Tech portal and doesn’t allow any data entry except for signature and finish status/notes.  It is designed to be easily usable on the smaller screen of a phone.
technician_installer_portal.pdf
File Size: 531 kb
File Type: pdf
Download File

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New option to add / view so history notes from the remote tech portal

6/30/2017

0 Comments

 
When viewing SO History from the Remote Tech portal a new tab allows you to add or view Notes.  ​
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