Arborgold Monthly Improvements 2025
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      Arborgold Software: Biweekly Release 8.20 - Release Highlights 🌟

      We are excited to announce the latest updates in version 8.20 of Arborgold Software! This biweekly release addresses multiple issues and enhances your user experience - 07/02/2025

      Table of Contents

      Bug Fixes

      System Improvements

      New E-Proposal & E-Invoice

      Bug Fixes 🐞

      This section details specific issues that have been resolved in this release.

      Billing & Invoicing 💰

      • AJTA-9406 - Prepay discount in Customer Portal: Fixed the issue where the prepay discount amount was not displayed on the customer portal.
      • AJTA-12419 - AR Discrepancy: Resolved discrepancies between job subtotal and invoice total.
      • AJTA-14256 - Column Formatting: Resolved format inconsistencies for "inv last email sent" column on the invoice listing screen. 
      • AJTA-9406 – E-Invoice Communication: Fixed the issue where invoices were sent as regular emails despite "Always Offer E-Invoice" being enabled. 
      • AJTA-14356 - Customer Name Null on E-Invoice: Resolved the issue where the customer name was null on the e-invoice.

      Customers & Profiles 👥

      • AJTA-13322 - Duplicate Customers: Fixed the issue with duplicate customers showing in the system.
      • AJTA-14069 - Customers Profile Edits: Fixed an issue where Users were not able to save edits on customer profiles.
      • AJTA-14074 - Customer Portal Login: Fixed the issue allowing deactivated customers to log into the customer portal.
      • AJTA-14105 - Sub Customer Filters: Issues with sub customer filters under Customer's AR have been resolved.

      Jobs & Workflows 💼

      • AJTA-12979 - Duplicate Resources: Eliminated the problem of duplicate resources being created. 
      • AJTA-13995 - Ad Source on Jobs: Addressed the issue with ad source not correctly displaying on jobs. 
      • AJTA-13602 - Resource Ordering:  Fixed the ordering issue for resources displayed within Batch Add Edit Service Resources.
      • AJTA-14046 - Service Defaults Reset: Resolved the issue where service defaults were wiped out after edits on job-service.
      • AJTA-14193 - Job Cost Edits: Fixed an issue where users were not able to save edits/changes on the Job Cost screen.
      • AJTA-14308 - Messages: Fixed the error when marking messages as completed. 
      • AJTA-14048 - E-Proposal Widget: Resolved the issue of deactivated jobs appearing on the dashboard widget.
      • AJTA-14060 - Job Tags Formatting: Resolved the issue where job tags displayed HTML code on the Work Scheduler.
      • AJTA-14043 - Job Hyperlink: Addressed a bug where the job name hyperlink redirected to an incorrect job when clicked.
      • AJTA-14068 - Job Hyperlink: Fixed an issue where users had to click the job name hyperlink twice to open the correct job details, as the first click did not work as expected.
      • AJTA-13657 - Column Search: The salesperson lookup by last name is now functioning correctly on the Jobs > Services tab. 
      • AJTA-14258 - Column Search:  The column search functionality on the Services tab now works correctly, enabling users to reliably search and filter services.

      Integrations & Exports ⚙️

      • AJTA-13780 - Quickbooks Exporting: Resolved the error that prevented exporting to QuickBooks. 
      • AJTA-14062 - Microsoft  Calendar: Fixed the frequent disconnection and reliability issues with the Microsoft Company Calendar. 
      • AJTA-14357 - SMS Communication: Resolved issues that caused text messages to be sent to the wrong customer instead of the intended recipient.

      Improvements 🚀

      This section highlights significant improvements and addresses issues that have been identified and resolved, enhancing the overall performance and reliability of the software.

      System Optimizations 📦

      The following functional areas have been enhanced for a smoother experience:

      • User Account

      • Account Term

      • Ad Source

      • Application Code / Type / Target

      • Appointment Automation

      • Batch Statement

      • Invoice

      • Communications (Email, SMS, Voice)

      Key Bug Fixes 🔧

      • Renew Contract: Fixed the failure error when renewing contracts. 
      • Batch Emails: Resolved delays and errors in sending batch emails.
      • Use Par. Est.Emp Unit Price for Res. Setting:  This setting always Stayed on Yes and Does Not Change to No When Updated, it now functions correctly and can be changed as needed. 
      • Add Vendor: Users can now add new vendors from jobs without issues. 
      • Employee Assigned & Employee Count Columns in Crew Listing: Corrected inaccurate data in the Employee Assigned and Employee Count columns when adding employees via Crew. 
      • Issue with Priority Mismatch with Tasks: Fixed the priority mismatch issue with tasks. 
      • New Work Order Notes Permission: Added work order notes permission on the user admin screen.
      • Default Service Inv. Pkgs Tab for Projects: Default Service Inv. Pkgs tab now loads correctly for projects. 
      • Measure: Fixed the break in Areas View when switching between different areas on the Measure screen. 
      • E-Invoice: Resolved the issue where the e-invoice displayed the company logo when it should be hidden.
      • Task Tags Filter: Users can now filter task tags properly. 
      • Job Filter issue: Job filter dates are now updating automatically based on period selection in Customer Detail > Jobs. 
      • Copy Service: Fixed the copy function not working properly in job service action. 
      • Sub Customer Relation: Users can now break parent and sub customer relations as needed. 
      • Updating Recommendations: Resolved the object reference error while updating recommendations.

      New E-Proposal & E-Invoice Optimized View ✨

      The New E-Proposal and E-Invoice offers a significantly improved mobile experience with key enhancements, including:

      • Touch-Friendly Design: Larger buttons and form fields for easier interaction on small screens.

      • Responsive Layout: Dynamic resizing of elements to fit different screen sizes without horizontal scrolling.

      • Sticky Navigation: Quick access to key sections without excessive scrolling.

      • Streamlined Signing Flow: Smoother document preview and e-signature process on mobile devices.

      • Improved Readability: Better spacing, font sizing, and contrast for clarity on handheld screens.

      These upgrades ensure a seamless, user-friendly experience for customers accessing proposals and Invoices on smartphones and tablets. 🚀