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Closing February 2025 with these updates

Feb 26, 2025

Enhancements:

  • Update QuickBooks Online Accounting API Integration to Minor Version 75
  • HTML Template Quick Enhancements
    • Change table header label Assets Without Checklists to Assets
      • This also displays all the related assets to job regardless if asset checklist is available
    • Make use of asset report fields to control which fields to display in the Assets table
    • Add new Title Text Colour to PDF Settings under Configure PDF
      • This controls the color of the main title for each HTML template. Example the displayed Job Number in Job Report
    • Color code assets row background depending on the inspection status on both Job Report Template and Checklist Compact Asset Report
      • Pass - 2cb37d
      • Awaiting Completion/Not Tested - fcb040
      • Fail - ed1c24
    • Limit displayed customized report fields to 6 for more column size on both Job Report Template and Checklist Compact Asset Report
    • Date fields will be displayed as MMM dd, YYYY (Jan 02, 2025) on both Job Report Template and Checklist Compact Asset Report
  • Add a sort option in related lists (Job Assets), with the default set to Walk Order.

Fixes:

  • Scheduler Department Restrictions fixes
    • In the Manage Roles module, the default setting for Enable/Disable fields is now set to "Enabled".
    • Department-based user restrictions now apply automatically without requiring role assignments.
  • Resolved an error that occurred when creating an asset or searching for a parent asset.
  • PDF files with different combinations of lower and upper case extensions are now accepted and uploaded successfully.
  • Using a contact with null phone number in a quote version and generating a pdf is now successful.

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