February 2024 Release Notes

Accounting

• New:
  • N/A
• Fixes:
  • Reservations not pulling into batch

Admin Page

• New:
  • N/A
• Fixes:
  • N/A

Bid Management

• New:
  • N/A
• Fixes:
  • Bid Management Template Pulls Up Blank
  •  

Communications

• New:
  • N/A
• Fixes:
  • ZIP code not in footer
  • Attachments were not being added to the Commination’s Messages when sent out

Contracts

• New:
  • N/A
• Fixes:
  • N/A

General

• New:
  • Custom Forms: Field type "Phone Number" can now be set as a Private Custom Field and/or be set as Required
• Fixes:
  • N/A

Incidents

• New:
  • N/A
• Fixes:
  • Not able to Change incident type name
  • Users were getting Error messages when attempting to create a report with the “Property Damage (Auto/Building/Etc)” Incident

Import

• New:
  • N/A
• Fixes:
  • N/A

Inspections

• New:

  • N/A

• Fixes:
  • N/A

My Companies

• New:
  • Associate vendors to the tenants that they provide service for. When creating an insurance certificate for the vendor, tie the tenant companies to the vendor to confirm compliancy when the vendor services the tenant. Video here
  •  
• Fixes:

  • Tenant users were appearing as options when setting up the Property Contacts list 

My Equipment

• New:
  • N/A
    
• Fixes:
  • When entering Warranty Expiration Date and Installation Date on Equipment, system is setting it one day prior to date entered

My Spaces

• New:
  • N/A
    
• Fixes:
  • N/A

My Files

• New:
  • N/A
    
• Fixes:
  • N/A

Prism Insurance

• New:
  • Expired Certificates incorrectly labeled 'Non-Compliant' after End Date passed will now correctly appear as 'Expired'
  • myCOI Integration: Companies deactivated in Prism will now automatically be deactivated myCOI through API, no longer through manual report
  • Export Company Insurance by Property
    • Users will be able to assess company compliance through a new export from the My Companies grid that lists company compliance status for each property they are associated with.
  • Export Insurance by Coverage Type
    • Users will be able to review certificate details in a new export from the Insurance Certificates grid that lists each coverage type on certificates
• Fixes:
  • Certificates - 
    • Error Creating Certificate" when trying to upload Certificate

My Properties

• New:
  • WO Terms and Conditions By Property.
    • In the past, users would have a single option for WO Terms and Conditions setting at the Account Level. After discussions with our clients, it was discovered that properties can and very often have differing Terms and Conditions. You can now go into property settings in My Properties, find your WO settings and setup your WO Terms and Conditions. Using this setting will override Terms and Conditions set at the account level for the properties you activate Terms and Conditions at. Demo Video
      
• Fixes:
  • My Properties Notification tab's UI not loading drop down 
  • Property Export doesn't include all columns

My Users

• New:
  • N/A
• Fixes:
  

  • Inactive PMO Accounts are still showing under My Users User Profile

Preventative Maintenance

• New:
  • N/A
• Fixes:
  • Resolved - Some users were unable to reopen/change status of a PM task that is in override status
  • Tenant users were showing as assignable to PM tasks if they existed and PMO users in other non-related accounts 
  • PM schedules were not firing out on the following weekday after a holiday 

Prism Mobile 

• Android PMO: v.2.2.1
• iOS PMO v2.2.2

Prism Mobile (Tenant)

• iOS Tenant (v 1.8.4)
• Android Tenant (v 1.71)

Readings

• New:
  • N/A
• Fixes:
  • N/A

Reporting

• New:
  • N/A
• Fixes:
  • N/A

Resource Reservations

• New:
  • N/A
• Fixes:
  • Users were receiving an error when attempting to delete a Photo from a resource profile

Tenant Compliance

• New:
  • N/A
    
• Fixes:
  • N/A

Visitor

• New:
  • Clearer Watchlist Warning when clicking on "Save & Check-In". When creating a visitor, the user has the option to check them in immediately from the create page. This check-in option will now catch if the visitor is in the watch list and show a warning.
• Fixes:
  • The Vendor Company Column was inaccurately appearing blank in the Visitor Data Export 
  • The Today Filter on the Visitors Grid was not working

Work Order 

• New:

  • WO Terms and Conditions By Property.
    • In the past, users would have a single option for WO Terms and Conditions setting at the Account Level. After discussions with our clients, it was discovered that properties can and very often have differing Terms and Conditions. You can now go into property settings in My Properties, find your WO settings and setup your WO Terms and Conditions. Using this setting will override Terms and Conditions set at the account level for the properties you activate Terms and Conditions at. Demo Video

• Fixes:

  • WO Reminders firing from deactivated property
  • WO photos taken within Prism app were not printing to PDF