March 2022 Release Notes

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Paul Schneider
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Accounting

  • Fix: Material Imports
    • We've proactively addressed issues with the Material import tool.

Dashboard

  • Fix: Tasks by Assignee Card
    • We've addressed an issue where users, when clicking on a specific engineer's tasks, showed you all tasks across all engineers.

Files

  • Fix: Contracts Import
    • We've addressed an issue when importing Contracts from the Classic Building Engines product produced no results, when in fact the Contracts were successfully imported.

Incidents

  • Fix: Incident Form
    • We've addressed an issue where the Incident Form was not showing after the record was created.

Inspections

  • Fix: Filtering Inspections
    • When filtering the Inspections grid by Property Group, the grid will now return the correct results based upon the applied filters.

Mobile

iOS - Version 1.63.1

  • Fix: Building Groups
    • We've proactively addressed an issue where Building Groups were not working properly on mobile.
  • Fix: Push Notifications
    • When a user clicks on a mobile push notification, it will now always take them to the task.
  • Fix: Performance
    • We've proactively addressed an issue where Work Orders with Readings and Forms was crashing.

My Companies

  • Fix: Sorting
    • We've addressed an issue where when sorting the My Companies grid, a network error message was appearing.

My Users

  • New: Bulk Actions
    • We have now added the following bulk action features within the My Users grid:
      • Add Properties - Users will now have the ability to add Properties by either a group or individual buildings. 
      • Remove Properties - Users will now have the ability to remove Properties by either a group or individual buildings.
  • Fix: Teams
    • We've addressed an issue where when creating a Team and selecting numerous buildings, the system returned an error message.
  • Fix: Adding/Editing Users
    • We've addressed issues where:
      • Customers were not able to add users to their portfolio.
      • An error message "Not In Organization" was appearing when toggling Property access on and off for users.
      • Deactivated Vendor Employees were still showing as assignee options.
      • The Welcome Email setup screen contained no email.

Reporting

  • New: Prism Module Usage Summary Report
    • This report provides insight into what modules a customer has turned on within their portfolio, as well as provides high level visuals of usage within those modules.
  • Change: Work Order Labor and Material Details Report
    • The Details field is now available and now appears in the Work Order Details grid.  This field is also available within the export of the report.

Space Management

  • Fix: Lease Exception Reports
    • We've addressed an issue where a customer was receiving duplicate Lease Exception reports.
  • Fix: Floor Deletion
    • We've addressed an issue where a user was not able to delete a Floor that has no Spaces and no active Equipment defined.

Visitors

  • Fix: Vendor Companies
    • We've addressed an issue where the Vendor Companies were not displaying in the dropdown menu when entering Vendor visitors.
  • Fix: Visitor Uploads
    • We've addressed an issue where when uploading a list of visitors, the Floor and Tenant Company weren't properly being recognized and linked.
  • Fix: Visitor Watch List
    • We've addressed an issue where there were text constraints on fields such as Instructions and Reason to Watch List Status, which prevented the entire story and details from being provided.

Work Order

  • Fix: Vendor Auto-Assignment
    • We've addressed an issue where the Vendor assignee linked to an Issue Type was not sticking when the Work Order was created.
  • Fix: Work Order Forms
    • We've addressed an issue where Work Order Form data was not displaying in the Work Order grid.
  • Fix: Work Order Import
    • We've addressed an issue where the Work Order import shows it was completed with no errors, however the Work Orders were not actually imported.
  • Fix: Closed Calendar Filter
    • We've addressed an issue where the Closed calendar filter in the Work Order grid was not working when custom dates/ranges were entered.
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