Releases in 2020

Job Custom Fields
- Added the capability to define the data types of Job Custom fields
Xactimate Line Item Invoice
- Added the capability to create an Invoice for Xactimate Line Items
Job/Item Determination
- Added the capability to set the Determinations for jobs or items
Save & Add Copy UI Updates
- Updated the UI when you ‘Save & Add Copy’ jobs
Save & Add Copy – Linked Jobs
- Added the capability to link jobs and switch between them via the UI
Gantt Chart for Job Schedule
- Added a Gantt Chart for jobs
Contact Updates
- Added the option for Contact Titles to be specific to Projects, Jobs, Vendors or Employees
Dates added to View Jobs Browser
- Added additional dates to the View Job Browser
Job/Vendor/Project/Item Documents
- Updated the UI and functionality for selecting and downloading documents
Inspection Review Changes
- Updated the UI for the Inspection Review process and added more modifying capabilities
Correspondence – Add CC
- Added the CC for email correspondence on the Correspondence tab
Delete an Estimate
- Added the capability to delete an Xactimate estimate
Property Terminology
- Added new terminology for Property/Job type
Cause of Loss setting
- Added a Cause of Loss option for defining and selecting for Loss Types
Disable editing of Job ID
- Added system setting for disabling the editing of a Job ID

Email/Text Notifications sent out multiple times.
Work In Progress Dashboard panel “Avg Estimate” and “Backlog” the totals should be the same across all tabs.
Inactive Document Template Packets are being deleted instead of inactivated.
Users intermittently redirected to the Dashboard when navigating in the application.
Work Order Documents Tab – The page doesn’t load and displays a 500 internal server error.
Work Order, Request for Bid – When using the “Award Vendor” function the e-mail is never sent.
Company Contacts Tab – When trying to use the “Quick Task” or “Quick Correspondence” the user has to click the magnifying glass and manually add the Task/Correspondence rather than have it automatically populated.
Company Documents Tab – When a user selects a document and attempts to upload a different document, after attempting to upload the page freezes or will time out.
Sales Route – Error when printing Contacts.
When creating a new Company, a message displays there is already an existing job.
Sales Results and Sales Results Referral data export doesn’t include the “Source” column.
Job Loss Reports – Black X error generated if the Loss is not highlighted before running the selected report.
Photo Report text overlapping with long Company names.
Move Job to New Site not functioning.

Fixed duplicate task template records on multiple save.
Fixed Power User without “close” permission for items can still close item through accepting vendor changes.
Fixed incorrect total for “Overdue” items in list/items summary dashboard.
Fixed Job Custom Fields not saving.
Fixed copying an inspection does not copy all attributes.
Fixed black X / exception when previewing built e-mail from mail merge.
Fixed correspondence dropdown for “To/From With” does not work and produced duplicates.
Fixed correspondence and document number showing linked job incorrectly.
Fixed black X when adding correspondence without date or without a time.
Fixed vendor “type” is not handled correctly in vendor browser.
Fixed incorrect balance shown on AR aging invoice report.
Fixed date repair end date shows a “T” and a time in the job grid.
Fixed create new contact popup on add new lead doesn’t display phone type.
Fixed Verisk logo not displaying next to date on an XA job.
Fixed “Move XA ID” is missing from job snapshot.
Fixed job determination is being displayed on jobs incorrectly.