Web Portal Updates

Billing Screen - Filter Tickets by Invoiced or Not Invoiced

• The billing screen now has the option to filter tickets by whether or not the ticket has already been invoiced.

Billing Screen - Updating PO Number for Tickets

• We've also added the ability to update the PO number for specific tickets or all tickets. The update PO Number for all tickets, check the "Apply to all selected tickets" box.
• From the same pop-up window, you can also save the new PO number as the default PO for the order.

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Orders Screen: Customer Credit Status

• The Orders grid now includes a Credit Status column displaying the customer's credit status. Additionally, this column allows you to filter by up to two conditions. Example:

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OTHER CHANGES & FIXES

• On the Orders screen, the Edit and Delete buttons have been moved to the right edge of the grid to match other screens.
• Fixed issue where users were occasionally unable to send reset emails from the User Administration screen.
   

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If you have questions about this update, please give us a call at 865-219-2980 or send us an email at support@tacinsight.com. Additional information on all of our products can also be found on our website. – www.tacinsight.com