ServiceMonster 6.3.3 Release Notes

Read on to learn more about new features, enhancements, and changes included in the latest ServiceMonster release.

Date of release: February 19, 2019

For information on previous releases, please visit the release notes archive.

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Misc Features/Updates

  • (4377) Invoice Page – Add Support to v1 for Payment_Link
  • (4419) Drip Campaign Nightly Process – Audit TimeStamp issue for Australia time zones
  • (4613) Improve the POST “api/orders/{orderID}/documents” endpoint for Developers and API users
  • (4666) Data Tags – Order Form | Site Email Address
  • (4667) Accounts – Sites | Grid List | Add Site Email Address to both Show/Hide Columns and Export function
  • (4671) Settings – User | When resetting a password, the buttons are confusing
  • (4728) FMS – Approval Screen | Display estimated postage cost of the selected orders
  • (4737) Data Tags – Order Form | Sales rep phone and email
  • (4739) Accounts – Account Grid and Custom View Builder | Add field: CopyLeadSourceToNewOrder
  • (4743) Data Tags – Order Form | Site phone and labels
  • (4777) Schedule – Hide new schedule button
  • (4571) Add backend support and enforcement of security roles
  • (4643) Order Screen – User Security Related Changes
  • (4692) Main Panel – User Menu Security Role Support
  • (4664) Activity Screen – Increase speed on activity panel screen
  • (4661) Activity Screen – If no account, hide certain options
  • (4662) Activity Screen – Activities with no account should be labeled with the subject
  • (4663) Activity Screen – Currently selected activity should not highlight
  • (4665) Activity Screen – Account name in subject, and subject in title
  • (4669) Activity Screen – Add Subtype

Misc Bug Fixes

  • (4561) Activity Screen – Fixed an issue where longer employee names show up outside of field
  • (4798) SM6 – Organic | Users | Fixed an issue with incorrect security role
  • (3891) Settings & Home – Fixed an issue where unable to log out of SM6
  • (4184) Settings – Picklist | OpportunityStages Groups | Fixed an issue where changing name of group removes the link between opportunities
  • (4348) Orders – Order | Fixed an issue where Default Job Date Calendar not displaying properly
  • (4547) Accounts – Custom Filters | Fixed an issue where list doesn’t show up completely on small resolution
  • (4603) Routes – Fixed an issue where changing Route Name doesn’t update Schedule Printout Report
  • (4604) Orders – Billing | Fixed an issue where Billing Statement not filtering days past due correctly
  • (4642) Accounts – Phone Numbers | Fixed an issue where the word ‘null’ appears when an account has no area code
  • (4656) Orders – Commissions | Fixed an issue where commission level list in SM6 not alphabetical
  • (4659) Quick Add – Fixed an issue with modal resize error
  • (4686) Accounts – Activities | Fixed an issue with SendJim Quicksend Activities showing as Pending not Completed
  • (4694) Accounts – Activities | Fixed an issue with creating a complete activity and editing to pending does not allow ‘done’ toggle to be changed
  • (4698) Settings – SMTP | Fixed an issue where it throws an error if unable to connect
  • (4740) SM6 and SM5 – Recurring Jobs | Fixed an issue where Job Notes character limit incorrect
  • (4754) Security Roles | Manager Role | Fixed an issue where toast message and bottom bar blank