This article contains details of the latest FieldMagic releases for Desktop. Release notes are included only for builds that reach Production.


What’s New


Get the best experience in the most complete field service and asset management platform to increase compliance while driving service efficiency with our latest FieldMagic update.


New Features

Desktop


  • Checklist group prompts


  • Default Document Template of Job Report can now be accessed through a link (The link will expire after an hour)

    • Safest request


Enhancements


  • Search refinements

    • Ability to search a part of the name without the need to enter the whole name    


  • Renamed Quote Name to Opportunity Name


  • Newly updated and created job tasks and quote tasks will be found on top of the task list in Calendar/Scheduler


  • Make can now be integrated

https://www.make.com/en


Bug Fixes


  • Job template field is now editable in Job and Recurring Job records


  • A warning message is now displayed when there is no product selected in Pricebook


  • Fixed inability to access pricebook from Customer record which results to Error 404 


  • Records are now showing up in Portal even if they have more customers and sites linked to them


  • Resolved an issue with sorting functionality when navigating to modules without cached listings. Users should be able to experience consistent sorting behavior across all modules


  • Editing a job without a site (originating from creating a job with no customer and no site via Job Wizard) now requires users to input a site or utilize a custom location


Internal Notes


  • Removed synching of API to freshsales


  • Checklist group prompt is only available in desktop at the moment. It will be available in the new app.