09/11/17 - Customer Satisfaction Release
Updated : Created :
Below are the Customer Satisfaction items that were released on 09/11/17.
- Addition of Payment Columns (Payment Method, Payment Amount, Payment Date, Payment Memo, Payment Check #, Payment Credit Card Reference #, Payment E Pay Details, Payment Reference #, Payment Credit Card Type) to User Reports
- Add a New Columns to Client Service Types Configuration for Names (Decedent Name, Informant Name, Primary Purchaser, Survey Recipient) in the Format of 'First Name Last Name'
- Add a 'Negative' and a 'Positive' Filter Option to the Outstanding Balance Case Listing Page Filter Options
- Add Separate Family & Friends Columns (Family & Friend City, Family & Friend State, Family & Friend Zip) to User Reports (previously City, State, and Zip were all in one field)
- General Accounting Export - Bug Fix: Invoice Number - Full Not Populating for Debit Rows