14335 Release Notes

• Install and service appointments can be scheduled from contracts module. Use the action shortcut in the contract list view or detail view to schedule appointments directly from these pages.

• Appointment detail print outs (lead sheets) show who created the appointment.

• Additional date filters are available on the job list: Est. Delivery Date, Contract Date, Turn-In Date, Payment Received Date, Order Date, Service Requested, Service Complete.

• View History details for a record can be disabled by role. Contact MetricWise support if you’d like to hide the edit history of a record from specific users by role.

• St. Jude’s donations can be displayed in KPI on request. Contact MetricWise support to display the St. Jude’s donations along with your other Key Performance Indicators on your home page.

• When scheduling a service from a contract, the appointment status will automatically be set to Service in the create appointment window.

• Control Panel user list can be filtered by active/inactive status. This will make the user list easier to manage for stores that have a large number of inactive accounts.

• MetricWise support can reassign filters to be owned by a different user. This allow MetricWise support to create custom filters and reassign them to an office manager who can then modify the filter behavior.

• Tax Rate list always displayed alphabetically for stores with sales tax activated.

• Contract payment statuses (Paid, Unpaid, Collections) are visible from the customer detail view in the contracts related list.