FieldFX Base Package Updates

We fixed an issue where the Price Book search criterial didn’t filter the list properly.

We added the feature for a user to add bundled items from a price book or quote to a job resource.

When adding the bundled items, preserve the item’s parent-child relationship at the job resource level. When shipping the bundled items, maintain the relationship and only allow shipping of the parent and ship all bundled items together.

We’ve added a new field called FX5_ffx_Last_used__c on the catalog item object. The purpose is to reduce the total number of price book items that are synced. The field is stamped with the date when the catalog item was last used on a ticket item.

Even though using this field is optional, admins with price book items that have not been in use for a long period of time, can remove these from the sync.

For example, an admin can configure the Sync Admin Profile to only sync price book items where the associated catalog item has been used on a ticket item in the past 2 years.

For more information, see

We fixed an issue and added a validation rule to check a Price Book Item or a Ticket Item. These both have lookup values, but aren’t required on both of them. This new validation rule checks each one to verify which one has a lookup field.

We have made an enhancement to Shift Scheduling where if a contact or equipment is copied, the planned start and end dates from jobs are copied to the new records.

We fixed an issue in the Sync Wizard Admin Tool that when the Sync Staged Data option is executed by the user who presses the button.

It will be a specific user just for the purpose of Setting the Sync Staged Data.

For more information, see Run Staged Sync Data As.