Table of Contents
Overview
It's summertime! With the hot weather comes another hot update from FieldEdge. In this release you'll find improvements to the agreement page, work order creation screen, item categories, and performance improvements when searching in FieldEdge. We hope you enjoy these updates!
Office Updates
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Agreement Screen Improvements
Through feedback, we've updated the information that is displayed when creating an agreement. Users will now see contact information and automated tasks when creating an agreement. This will allow members to have a better picture of any modifications that were made, along with providing necessary information, when creating an agreement. Check out THIS article to learn more about these changes.
Increased Search Speed
When searching in FieldEdge, the search functions automatically 3 seconds after you stop typing. This can be helpful but was causing slow searches. Now users can simply hit enter went they're done typing to search immediately. This should lead to a performance increase on every search.
Creating a Work Order from the Dispatch Board Update
It has been brought to our attention when creating a work order from the dispatch board, that key features were missing, which created additional steps. With this update, the work order creation screen has been updated to indicate that you can search by name, address, phone, or email. Additionally, when searching for a customer, results will display parent, child, or lower-level customers.
Item Category Screen Update
The item category screen has been updated to the latest design, consistent with other screens in FieldEdge. This should increase usability and performance.
New and Updated Help Center Articles
- FieldEdge Training Options (Updated with new group options)
- Agreement Screen Improvements (NEW)
- Using the ProposalPro Integration (Updated)
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