Control Search Admin Site Tools Page Tools Show page Edit this page Backlinks Manage Subscriptions We use a standard format for all the suggestions and fixes listed below to help ease any difficulties you may have when looking for a specific issue. **The format is as follows**: * (The case number used by the Development Team - link is for Cyrious use only) * Description of the feature added or issue resolved * # The Service Ticket number we have in our Internal records (not always applicable) **Example**: * [[https://corebridge.atlassian.net/browse/CCON-5252|CCON-5252]] - Purchase Orders - Create a new Quick Parts list in Pricing Setup that can be accessed by Purchase Orders and Bills - #446968 ===== New Features and Changes Made ===== * [[https://corebridge.atlassian.net/browse/CCON-5473|CCON-5473]] Reports - Packing Slip not working correctly with v3 Products - #466218 * [[https://corebridge.atlassian.net/browse/CCON-5471|CCON-5471]] Misc - Make "Show Only Variables In Use" check-box checked by default when a Product is cloned - #466229 * [[https://corebridge.atlassian.net/browse/CCON-5467|CCON-5467]] Shipping - Update the views used by FedEx and UPS to pull in shipments from Service Tickets as well - #465912 * [[https://corebridge.atlassian.net/browse/CCON-5466|CCON-5466]] Macros - Create a new trigger for Company macros based on a salesperson being changed on a Company record - #464486 * [[https://corebridge.atlassian.net/browse/CCON-5463|CCON-5463]] Reports - Add the Salesperson to the Standard Service Work Order report - #464523 * [[https://corebridge.atlassian.net/browse/CCON-5462|CCON-5462]] Payments - Change Scheduled Payments to also look for ACH info on file and use that when applicable * [[https://corebridge.atlassian.net/browse/CCON-5460|CCON-5460]] Shipping - Add a new right-click option called Edit Shipped Date to the Shipment Explorer for items that are already shipped - #464665 * [[https://corebridge.atlassian.net/browse/CCON-5458|CCON-5458]] Security - Create a new security right to allow or deny a user to change the Tax Exempt Status of a Company record - #465822 * [[https://corebridge.atlassian.net/browse/CCON-5456|CCON-5456]] PrCA - Add an option in System Setup to allow users to set the variable that Production CloudApp uses for Line Item Notes - #464625 * [[https://corebridge.atlassian.net/browse/CCON-5441|CCON-5441]] Misc - Add a new option to System Setup to automatically clear the Internal Use Only Notes section when Estimates are converted - #464181 * [[https://corebridge.atlassian.net/browse/CCON-5437|CCON-5437]] Security - Add a new security right for Clone Lookup Tables to Security Setup - #463091 * [[https://corebridge.atlassian.net/browse/CCON-5436|CCON-5436]] Dashboards - Add a Division option to the Payable and Receivable Summary dashboard instruments - #463143 * [[https://corebridge.atlassian.net/browse/CCON-5435|CCON-5435]] PrCA - Change Production App to use time of users computer instead of Server time when clocking in - #459367 * [[https://corebridge.atlassian.net/browse/CCON-5434|CCON-5434]] Email - Add ability to use French accent marks when sending emails - #462902 * [[https://corebridge.atlassian.net/browse/CCON-5432|CCON-5432]] PrCA - Display a message to users when they are clocked into an Job/Order/Line Item/Etc for 60 minutes asking if they want to be clocked off that item * [[https://corebridge.atlassian.net/browse/CCON-5431|CCON-5431]] Orders - Adjust the Purchase Order, Bill, and Receiving Document columns on Orders to also show the current Status of a Part which is associated with each of those - #462884 * [[https://corebridge.atlassian.net/browse/CCON-5425|CCON-5425]] Explorers - Add State column to the Estimate Explorer - #462625 * [[https://corebridge.atlassian.net/browse/CCON-5420|CCON-5420]] Accounting - Increase Payment Terms limit from 25 to 50 characters - #462379 * [[https://corebridge.atlassian.net/browse/CCON-5409|CCON-5409]] Misc - Add Merge Field ability to the Notes section on Work Assignments - #459618 * [[https://corebridge.atlassian.net/browse/CCON-5408|CCON-5408]] Activity Manager - Change the text for calendar activities from Contact Activity to its actual Contact Type - #459619 * [[https://corebridge.atlassian.net/browse/CCON-5407|CCON-5407]] Activity Manager - Selected Filters will now be saved with a newly created View in Activity manager - #460856 * [[https://corebridge.atlassian.net/browse/CCON-5406|CCON-5406]] Misc - Add an option to System Setup to enable or disable the notification email about HomeGate communicating properly * [[https://corebridge.atlassian.net/browse/CCON-5405|CCON-5405]] Security - Change multiple actions for Make Deposit object from Administrator Only to the Make Deposits security right * [[https://corebridge.atlassian.net/browse/CCON-5401|CCON-5401]] Products - Add ability to hide or show Derived Products when their base Product is already set to hidden - #459639 * [[https://corebridge.atlassian.net/browse/CCON-5387|CCON-5387]] Misc - Add System Action Macros to Macro Setup ===== Defect Fixes ===== * [[https://corebridge.atlassian.net/browse/CCON-5476|CCON-5476]] Misc - Automatic logout of users due to inactivity is not fully logging off the user from Control - #466479 * [[https://corebridge.atlassian.net/browse/CCON-5475|CCON-5475]] Imports - Issue with extra dash in Phone Number field when importing Companies - #466395 * [[https://corebridge.atlassian.net/browse/CCON-5470|CCON-5470]] Misc - Pay Online button not working for Standard Service Invoice due to OrderRefNumber not existing for Service Tickets - #466260 * [[https://corebridge.atlassian.net/browse/CCON-5469|CCON-5469]] Reports - Change Estimate Bill of Materials to display Division Name instead of Company name * [[https://corebridge.atlassian.net/browse/CCON-5464|CCON-5464]] Purchase Orders - SKU needs to be removed when the Item Type of a PO changes from a vendors Catalog Item to another type - #465914 * [[https://corebridge.atlassian.net/browse/CCON-5461|CCON-5461]] Payments - Schedule Payment amount is set to $0.00 initially instead of the remaining balance due * [[https://corebridge.atlassian.net/browse/CCON-5459|CCON-5459]] Misc - PaymentTerms_TermsName is dependent on column TermsName error when opening a Purchase Order or PO Item - #465850 * [[https://corebridge.atlassian.net/browse/CCON-5457|CCON-5457]] Orders - Estimated Usage is being set to 0 on Orders due to Purchase Orders having those parts linked - #464613 * [[https://corebridge.atlassian.net/browse/CCON-5455|CCON-5455]] Security - Edit GL Entries security right is currently set to Administrator Only - #464561 * [[https://corebridge.atlassian.net/browse/CCON-5452|CCON-5452]] Misc - Issue with the Update All Tokens button causing mass refreshes on certain data * [[https://corebridge.atlassian.net/browse/CCON-5451|CCON-5451]] Misc - Health Check is giving a 10GB database size error on versions that are not the Express with those size limits - #464281 * [[https://corebridge.atlassian.net/browse/CCON-5450|CCON-5450]] Estimates - Employees associated with part usage cards on Estimates are being changed when converted to Orders * [[https://corebridge.atlassian.net/browse/CCON-5448|CCON-5448]] Misc - Work Assignments have wrong Order associated with them and cannot be changed if Cloned from a previous Order * [[https://corebridge.atlassian.net/browse/CCON-5440|CCON-5440]] Orders - Estimated Usage is changing on Orders due to Purchase Orders even when the option is checked to prevent that in System Setup - #464182 * [[https://corebridge.atlassian.net/browse/CCON-5439|CCON-5439]] Estimates - Converting an Estimate to an Order is incorrectly clearing out the Internal Notes section when the option is checked to clear out the Estimate Notes section, in System Setup - #464180 * [[https://corebridge.atlassian.net/browse/CCON-5438|CCON-5438]] Orders - Production notes being cut off on detail view due to HTMLKEEPFORMAT tag - #463187 * [[https://corebridge.atlassian.net/browse/CCON-5430|CCON-5430]] Shipping - Shipment quantity is not correct after deleting shipment and making a new one - #462826 #462451 * [[https://corebridge.atlassian.net/browse/CCON-5429|CCON-5429]] Companies - Company names that start with Cal. will not be found when creating a new transaction - #462751 * [[https://corebridge.atlassian.net/browse/CCON-5428|CCON-5428]] Misc - Pricing form shows in SQL but isn't available to make changes inside of Control - #462469 * [[https://corebridge.atlassian.net/browse/CCON-5427|CCON-5427]] UDFs - User defined fields with names that are too long cause Control to continue to say a restart is required - #462652 * [[https://corebridge.atlassian.net/browse/CCON-5424|CCON-5424]] Reports - 1099 and 1096 need to be aligned to the standard IRS forms - #462545 * [[https://corebridge.atlassian.net/browse/CCON-5423|CCON-5423]] Purchase Orders - Access Violation and selection issues when dealing with Vendor Parts in POs * [[https://corebridge.atlassian.net/browse/CCON-5422|CCON-5422]] Misc - Unable to change the database backup location on the actual backup screen from the File menu * [[https://corebridge.atlassian.net/browse/CCON-5421|CCON-5421]] Orders - Taxes are being recalculated and Tax Class limits are being ignored when Orders are put into Sale status (database specific) - #461195 * [[https://corebridge.atlassian.net/browse/CCON-5419|CCON-5419]] Orders - List Index Out of Bounds error when using Order Summary view on Parts tab of an Order (database specific) - #461196 * [[https://corebridge.atlassian.net/browse/CCON-5418|CCON-5418]] Explorers - The Type search criteria in the Company explorer inside of an Order is not being saved - #461031 * [[https://corebridge.atlassian.net/browse/CCON-5417|CCON-5417]] Reports - Sales Tax Detail by Order report is not showing state specific exemption dates correctly - #461019 * [[https://corebridge.atlassian.net/browse/CCON-5415|CCON-5415]] Payments - Amount to pay does not auto populate totals after a payment has been made - #461235 * [[https://corebridge.atlassian.net/browse/CCON-5414|CCON-5414]] Activity Manager - Reminders screen is not staying up after an employee completes one of them when there are other reminders still remaining to work with * [[https://corebridge.atlassian.net/browse/CCON-5412|CCON-5412]] Misc - Getting an overlapping time card error when editing existing time cards - #461122 * [[https://corebridge.atlassian.net/browse/CCON-5411|CCON-5411]] Dashboards - Refresh issue when using Group header sorting on dashboard explorer instruments * [[https://corebridge.atlassian.net/browse/CCON-5410|CCON-5410]] Access Violation - AV when voiding an Order that has a Work Assignment on one of its line items * [[https://corebridge.atlassian.net/browse/CCON-5404|CCON-5404]] Misc - Cursor is not going to the Vendor line so you can start typing immediately when creating a new Purchase Order or Bill * [[https://corebridge.atlassian.net/browse/CCON-5403|CCON-5403]] Reports - Quantity field on Standard Invoice needs to be increased to display larger digit numbers correctly - #459714 * [[https://corebridge.atlassian.net/browse/CCON-5402|CCON-5402]] Orders - The Discount column is not changing to a red color when a % Discount is used or when the Discount is manually set to $0.00 * [[https://corebridge.atlassian.net/browse/CCON-5400|CCON-5400]] Misc - Usage card Costs for Labor parts will show as an extremely large amount due to being incorrectly recorded as Each for the unit type - #459628 * [[https://corebridge.atlassian.net/browse/CCON-5373|CCON-5373]] Misc - Updating the work assignment date on the scheduled line item of an order does not update the activity in Activity Manager - #457429 (rework) * [[https://corebridge.atlassian.net/browse/CCON-5204|CCON-5204]] Orders - Children line items don't obey their Taxability Code when they are shipped - #441066 ===== Current CHAPI Release ===== 3.10.69 (04/21/21) ===== Current CDAS Release ===== 1.3.54 (11/07/18) ===== Current HomeGate Release ===== 1.7.23 (11/13/2019) ===== Current SQLBridge Release ===== 2.0.10.0 (02/05/2018) ===== Backward Compatibility ===== These changes are backward compatible with the previous version of Control.