What’s New
- [Management] When you export payment transactions from webCemeteries, we now track the date that that transaction was exported so you do not duplicate exports to your financial system.
- [Management] Added a Delinquent Report which will report on any contract that has overdue payments. We also now put a visible flag on the Person’s CRM profile record so it is clear to office staff that there is a late payment.
- [Management] Added a Credit Report to show which individuals in the system have a credit on their account. (This makes for a great sales follow-up!)
- [Management] Credits can now be transferred between customer accounts in the CRM.
- [Management] Added a field to record an invoice number when collecting a payment.
- [Management] Added the ability to make early payments against a contract.
- [Management] Recalculate payments based on late payments.
- [Management] Order Number and Foundation Number are now search fields on the Memorial Search.
- [Management] “Entombment” and “Inurnment” have been added as new burial status values.
- [Management] The pins and locations of open and/or in-progress work orders are now shown on the main cemetery map.
Bug Fixes
- [Management] Negative down payments could be recorded in the Payment Terms.
- [Management] Amortization allowed a calculation when the balance had gone negative.
- [Management] In certain cases, trying to create a new contract from the Contract Search would throw an error.
- [Management] A voided transaction was allowed to be voided a second time.
- [Management] Certain deceased module sections were not showing on specific versions of the iPhone + Safari.
- [All] Fixed an issue where the cards would push into each other’s layout space on certain size resolutions.
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