Updates and Changes
1. Logo on work order and invoice is dynamic from logo upload in company maintenance.
2. Invoice print has been adjusted to be more stable.
3. Added in ability to email invocies to customers using 2 methods. 1. In CMM set the default on how a customer will receive their invoices (forms tab). If you choose email they will get them to the credit email address in CMM. 2. In invoice print selecting one at a time, print to the email printer. A dialog box will popup for the email address and subject. In both cases a pdf of the invoice will send.
4. Same ability has been added in invoice reprint.
5. Fixed Proof creation in multiple companies.
6. Fixed Cash receipt print and reprint in multiple companies.
7. Adjusted sales numbers on front page to remove Fees Advanced.
8. Added licensing to control the number of users.
9. Removed Branch from emailers. Was no longer used.
10. Invoice register reprint was adjusted to not list all companies.
11. Emailers in multiple companies were fixed.
12. Text on after hours lightbox is now dynamic per the company setup.
13. Text on the work order billing area is now dynamic per company setup.
14. Dropdown for document types is now company dependent.
15. Aging report was adjusted to be company dependent.
16. Upload docs now works in mupltiple companies.
17. Printers maint now works in multiple companies.
18. Set seed numbers for customers, orders, etc for multiple companies.
19. Added auto bill merchant account information into Company setup. This is required to autobill your invoices.
20. Added ability to set customers for autobill. Once sent in CMM, billing tab the customers credit card will be billed during the invoice post process. It will automatically post a payment into cash receipts. This payment still needs to be posted.
21. Updated help section with how to's on how to place orders, close orders, bill orders.
22. Fixed time zone issue.
23. Fixed add attorney and add contact on the fly for multiple companies.
24. Fixed calendar format for Global Notes.
25. Added Licensing page to view active licenses and request more.
26. Added coming soon pages to quotes and customer history.