Release Notes v6.5.6

Below are all of the release notes for version 6.5.5 of ServiceMonster:

v6.5.5.6

Released: March 30th, 2021

NEW

  • Added new Lead Services field to Lead Sheet
  • New FMS Campaigns view on Campaigns grid
  • Changed how orders are voided so that the action is driven from the “void order” button rather than the order type dropdown (Estimate, Work Order, Invoice)

FIXED

  • Fixed an issue where mobile contact imports were not importing the account address
  • Fixed an issue where moving a confirmed appointment reset its status
  • Fixed an issue with hitting delete on an order’s line item
  • Restored functionality of Interlink Supply inventory import.
  • Appointment note fields now support HTML tags
  • Renamed Start Time column in Recurring Appt grid to Start Date
  • Fixed an issue with default tax
  • Max characters for Service Item Name and Dimensions fields is now 128.  Added error dialog if maximum is exceeded.
  • Fixed an issue with deleting an account associated with an active contract
  • Resolved an issue with dragging opportunities around on the Kanban board.
  • Fixed an issue with a new Activity defaulting its technician to the one from the previous Activity
  • Corrected an error with Bulk Add Line Items for Products and Services.
  • Fixed an issue with horizontal scrollbar on Social Media page being cropped at some zoom levels
  • Entering 5 characters of phone number in Quick Add now prompts suggestions without having to first exit the field
  • Updated security group rules for corporate users.
  • Resolved an issue with account custom fields.
  • Eliminated some confusion on the Appt By Type dashboard.
  • Fixed an issue with corrections on orders.
  • Resolved an error when filtering the Active column on the Contract List grid
  • Items in Stage dropdown on Opportunity Details page are now in alphabetical order when Show All Groups is checked.
  • FMS removed from UI if company address is outside USA
  • Added scrollbars to Custom Merge Fields page if required
  • Address line 2 is now displayed in Bill To panel of Order Details page.
  • Improved error messaging for SMS template page.
  • Renamed Corporate Report name for some corporate users.
  • Resolved an issue with unintended saves on Account Details page
  • Several small changes on Campaign Details page for FMS campaigns
  • Fixed an error saving an appointment type with more than 32 characters
  • Fixed an issue with images on Inventory Item page
  • Resolved an issue with Confirmation/Reminder phone numbers on Quick Add
  • Agent roles can now see Schedule v1.0
  • Contracts List grid now refreshes after updating a record
  • Improvements to the way Schedule 2.0 handles start and end of DST
  • Improved error messaging for imports from .csv files
  • Fixed an issue where appointment notifications were being generated for an unscheduled appointment in On-Deck
  • Resolved an issue where Parent Account wasn’t being loaded on the Account Details page.
  • Resolved an issue with dark theme
  • Improved Confirmation page on Quick Add
  • Removed Delete button from Order page for Agent roles
  • Improved padding around delete button on Campaign Filter Builder page.
  • Fixed an error clicking New Order button
  • Resolved an issue with addresses not saving in Quick Add

Hotfix: v6.5.6.1

Released: March 31st, 2021

FIXES

  • Resolved issue where “estimate yearly revenue” was miscalculating for appointments set to recur annually

Hotfix: v6.5.6.2

Released: April 2nd, 2021

FIXES

  • Fixed an issue with entering phone numbers on the account or site details pages
  • The lead services field on the lead sheet will now properly auto-expand as needed so all text is visible
  • Fixed an issue where the default area code setting (company settings) was not properly being auto-added to phone number entries

Hotfix: v6.5.6.3

Released: April 7th, 2021

NEW

  • Updated employee grid (Settings) to show additional columns

FIXES

  • Resolved issue where schedule settings were getting reset for some users  
  • Appointments with a start time of 00:00 now properly show on daily/route totals
  • Route tags now properly allow spaces when creating new tags
  • Default lead activity now properly shows both the lead note and the newly created lead services info
  • Dragging appointments off of On-Deck onto a route properly keys off of the default route duration rather than a static 2 hours

Hotfix: v6.5.6.4

Released: April 15th, 2021

NEW

  • Improved notes UI on schedule v2.0 sidebar
  • Added account note, site note, and order notes to the schedule v2.0 sidebar

FIXES

  • Made expiration date fields a dropdown list rather than freeform in the subscription payment form
  • Fixed an issue where route tags were not filtering properly against similar tags
  • Resolved an issue where there was a  delay between signing up for Stripe cc processing and being linked to ServiceMonster
  • Removed html formatting within note fields
  • Resolved an issue where the “new customer by lead source” dashboard was erroring out on the leads home page

Hotfix: v6.5.6.5

Released: April 20th, 2021

FIXES

  • Fixed a visual issue where sometimes pulling an appointment from the on-deck or waiting tabs resulted in an abnormally wide appointment card
  • Site notes on the schedule sidebar now properly show the service site (attached to the order) notes rather than always pulling the primary site notes
  • Updated UI on the Account Tags page to ensure no duplicate tags can be created

Hotfix: v6.5.6.6

Released: April 21st, 2021

FIXES

  • Fixed an issue where orders were incorrectly showing in the “Ready to Invoice” grid view prior to the scheduled appointment being completed
  • Fixed an issue where the “greaterthan” filter wasn’t displaying results for the custom grid view builder
  • Fixed a display issue when filtering with “equalto” or “notequalto” modifiers in the custom grid view
  • Improved UI on the account details sidecar for when an account is inactive

Hotfix: v6.5.6.7

Released: April 27th, 2021

NEW

  • Added a “What’s New” option to the main user dropdown that navigates to the release notes on the ServiceMonster help site

FIXES

  • Opening the email editor while on the order screen now auto saves the order to avoid sending an email with order attached without unsaved changes
  • Fixed a display issue where the schedule v2.0 menu buttons were forced onto a second line on small screens
  • Option to sort routes alphabetically now works as expected on the schedule v2.0

Hotfix: v6.5.6.8

Released: May 6th, 2021

NEW

  • Using double quotes on search terms will do an exact match lookup on all columns of data (example: John Smith vs “John Smith”)

FIXES

  • Emailing route packets to technicians will properly send both the file for summary and orders option when selected, rather than just the summary
  • Newly created appointment types now properly limit the character count rather than throwing an error when the character count was too large
  • Pressing the delete key when in the body of an email generated on the order screen no longer populates a “delete confirmation” warning
  • Opportunities marked as “won” will now disappear from the Kanban board as they are completed

Hotfix: v6.5.6.9

Released: May 19th, 2021

NEW

  • Added a new marketing group field to the lead source endpoint

FIXES

  • Auto formatted phone numbers on the company settings page now properly display in their formatting on order forms
  • Fixed an issue where the ready to invoice totals on the dashboard and grid did not match
  • Fixed issue where order created time would display as 12:00 am on the Newsfeed  
  • Added the missing “state” field to the appt details screen in the schedule settings
  • Resolved an issue where the opportunity count wasn’t removing “won” opportunities after they are removed from the Kanban board
  • Fixed an issue where opening a recurring appointment would wrongly display the first route name in the list prior to the list fully loading
  • Fixed an error on the Site History grid when selecting various views
  • Resolved issue where site address data was missing for leads if the zip code was not supplied when pulled in via the webforms or the API

Mary C.
Online Trainer
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