FieldFX Base Package Updates

We added the where the customization of the Deep Copy email that is sent when a deep copy of a job is complete. A custom email template can be used and can be linked to the deep copy process.

We added the function of editing a UOM field in a Job Resource only if the status is "NOT SHIPPED".

For more information concerning Price Book Items, see Add a Job Resource > Change UOM on a Job Resource or Edit a Job Resource > Change UOM on a Job Resource.

We added where the customization of the Quote-to-Job email that is sent when a job is created from a quote. A custom email template can be used and can be linked to the quote to job process.

We updated the admin dashboard to add a button for access to the Sync Profile Manager admin tool.

When creating a new log, the stop time of the previous log is copied into the start time of the new log, regardless of record type.

The copy is in the context of the job. There is no impact on the ticket. The source (template) log might be linked to a ticket. Also a new log on ticket B might pull values from log on ticket A. RecordType or Ticket would not be used as a context to find the last log with stopTime value.

For JobLog clone, there is no carrying over values.

The UOM field (FX5__Unit_Of_Measure__c) on Price Book item allows a user to pick a unit of measure that is not a child of the UOM family that the Price Book’s catalog item is linked to.

Users can pick only unit of measure records in the UOM field on the PBI that are linked to the FX5__Catalog_Item__r.FX5__UOM_Family__

A user can create a SFDC report against what shows for each movement of the job resource by date. Users can see when items were delivered and returned for each job, grouped by part number (catalog item).

We fixed an issue with Email where emails are automatically sent to info@salesforce.com.

We fixed an issue where sequence numbers in the invoice item grid don’t work.

We fixed an issue on the edit sync profile page where the Back button is disabled and the Save button doesn’t load the changes.

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.