The items mentioned below will be available on or after August 1, 2024. To see these new features, please perform a hard refresh in your browser and update your mobile app to the latest version (9.4.28). Here's how to Get the Latest Version of ServiceCore.

Copy Customer Name from Search to Create Customer

With this release, we've made an enhancement to the order entry workflow! Now when you search for a customer, if that customer is not already listed, when you click on 'Add Customer' the name you searched for will be automatically added to the Customer Name field on the Add Customer page!

Fixes

Payment Method Display Issue on Payments Review Page: We resolved an issue where the payment method was not properly reflected on the payments review page after editing a payment. This affected payments made with manual payment types such as cash, credit, ACH, or other.

Docusign Embed Error for Companies with '&' in Their Name: We fixed an error preventing clients with an ampersand (&) in their company name from opening the Docusign embed.