Added a new 'Quotations Terms and Conditions' field to the Admin > My Company > Company Settings > CRM tab. New CRM > Service Quotations and Product Quotations use the value in this field by default.
Email notification templates created for purchase orders, sales orders, service quotations and product quotations now use the contact's first name and last name instead of the contact's full name. Email templates are maintained using the Admin > Business Process > Email Templates page.
CRM
An Account Code column has been added to the Excel spreadsheet import template used to import new customer records into the CRM > Accounts page. The same column was also added to the Reports > Ad-Hoc Reports page.
A Tax Value field now displays in CRM > Quotations > Service Quotations. Previously they only showed in product quotations.
When converting a service quotation to a project you now can copy either from Template Projects or from All Projects. Previously you could only copy from All Projects.
Active customer accounts now display by default on the CRM > Accounts page. Previously both active and inactive customer accounts displayed by default.
Finance
Added a new 'Detailed Invoice without Employees" invoice template. An invoice template is selected when you generate or re-generate the invoice for a selected invoice record on the Finance > Invoices page.
Added the Billing Cycle column to the Finance > Contracts list page. The field can be used as a search parameter.
Added 'EFT Transfer' as a new Payment Type on the Finance > Payments page.
The Finance > Quickbooks Sync page now supports multiple users working with the Quickbooks Sync page concurrently.
All invoice templates now display Tax Value, Total and Grand Total fields.
Fixed the popup calendar for the Service Desk > Tickets > Due Date field to highlight today's date correctly, even when logged in using a different time zone than the server.
Updated the 'Default End Date' search field on the Finance > Billing Review pages to default from today's date to three months into the future. Applied the same fix to the 'To Date' search field on the Finance > Billing page.
The Finance > Billing Review > Recurring Services page now lists contracts grouped by customer and sorted by date in a descending order.
The date used to bill a recurring service on the Finance > Billing Review page is now correctly determined by the 'Issue Invoice on' option in the contract: 'Beginning of Billing Cycle' or 'End of Billing Cycle'.
Home
Tool tips now display longer on the Home > My Calendar page and Dispatch Calendar page.
Changing the location of a service call now correctly updates the tool-tip shown on the Home > Dispatch Calendar.
Project
Added a new 'Group By' search parameter to the Home > My Tasks page. When 'Group By Projects' is selected, a search lists all projects with tasks assigned to the user. Selecting a project in the list shows just the tasks assigned to the user in that project.
The All Projects > (selected project) > Actions > Copy Project dialog includes an option to Copy Project Charges. All service quotations converted to a project now copy project charges.
Fixed an error that displayed when clicking a Preview hyperlink in a rich-text editor field, such as the Project Description field in the Project tab for a selected project.
