Table of Contents
Overview
Love is in the air and it's time to get excited with another update from FieldEdge. In our February release, you'll find improvements to list views, along with better tracking of quotes and resolution codes.
Office Updates
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Ability to Filter None for Some Filters
Through feedback, we have heard how difficult it can be to view some records that did not have a value set in a particular field. With this release, we've added the ability to set a value of 'None' in some optional drop-down filters in list views and reports. This should give you and your team better visibility when reporting.
Tracking Accepted and Rejected Dates
We've improved the information that is now shown when reporting on quotes. A new date field will appear when a quote status is changed to either Accepted or Rejected. This new Quote Status Date can now be added as a filter and/or a column on the quote list, sales performance report, and the quote anticipated profitability report.
Show Resolution on Work Order Screen
In this release, we're adding the resolution code to be shown on the work order screen. This will allow users to see and/or change the resolution of a work order, any time after it has been completed.
New and Updated Help Center Articles
- FieldEdge Training Options (Updated with new dates)
- Utilizing Outbound Calls (NEW)
- First Look at Warehouse Inventory Management (NEW)
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