2024 June Release - June 21

Change: Referred By
The Referred By field on the Contact record displays a list of active & inactive Contacts by design because any contact can be selected. A column has be...
Thu, 13 Jun, 2024 at 6:15 AM
Change: Travel Reservation Status
The Status Reason value for a Travel Reservation in Active vs Inactive Status has duplicate values which is causing confusion with reports and workflows.  T...
Thu, 13 Jun, 2024 at 8:40 AM
Change: D365 Price Form
A new field has been added to the D365 Price form called "Type" and is used to group prices in Planner 2.0 and (coming soon) Booking 2.0.  Whe...
Tue, 2 Jul, 2024 at 11:23 AM
Fix: Company address
When creating a new contact from a Company record, the Quick Create form was not auto-populating the address of the company. This issue has been fixed. 
Wed, 12 Jun, 2024 at 12:56 PM
Fix: Invoice
The following issues have been fixed: Tax Items In some instances, tax items were being duplicated on the Invoice.  Manual Invoice Item When addin...
Tue, 18 Jun, 2024 at 1:25 PM
Fix: Payment entry of a single decimal point
When only a single digit was entered after the decimal point, and error displayed advising to enter a valid numerical amount but despite the error the payme...
Thu, 13 Jun, 2024 at 6:30 AM
Fix: D365 Price Form
When creating a price using Planner 2.0, all fields on the D365 Price form are expected to be locked. Unit & Rate Type were not locked. This issue has b...
Tue, 2 Jul, 2024 at 11:14 AM