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Enhancements/Issues addressed in SARA Collect (R4.7) - (1/20/2021)

Updated

Client Changes/enhancements:

  • Dashboard - Removed the "Cash Summary" section

  • Addressed an issue in which documents deleted from an activity were deleted from the invoice/customer documents folders

  • Added incoming emails to the last activity fields

  • Dashboard - Changed the colors on the "Current A/R Aging" graph

  • Restored access to (Admin Settings & Utilities Mass Update (Contacts)) to users using profile management

  • Addressed an issue in which customer level grids where not exporting when parentID was being filtered

  • Restricted bulk activities to not allow the creation of expected payments

  • Addressed an issue in which the attachments tab was not accessible after saving an activity

  • Optimized the (Inquiries By User Scheduled Payments) page to increase performance

  • Added national account data to be used in credit class processing

 

Customer Portal Changes/enhancements:

  • Dashboard - Updated the "SARA Self-Service Usage" section to pull more relevant and usable data

Sync Changes/enhancements:

  • Updated the salesforce sync to allow the use of the "IsSandbox" flag

  • Added bill to and ship to address information to text files cloud

  • Enhanced the performance of NetSuite auto deletion

  • Addressed an issue pulling credit memos with multiple applications in NetSuite

  • Added customer level lists to the available UDFs in NetSuite