Initially published: 2026-09-04
Build range: 26.04 (26.03.100 – 26.03.116)
For the previous major releases, see Release Notes: v26.03 / v26.02 / v26.01, and What’s New v25.01.
| wdt_ID | Version | Category | Context | Type | Description |
|---|---|---|---|---|---|
| 8570 | 26.04 | ACCOUNTING | CURRENCY ADMIN | FIXED | Accounting > Admin > GL Admin > GL Accounts. Fixed the Currency dropdown not populating when editing a GL Account. [26.03.100, US68073133] |
| 8571 | 26.04 | ACCOUNTING | CURRENCY ADMIN | FIXED | ReportNo Q0392 - 12 Period Income Statement; ReportNo Q0314 - 12 Period Income Statement w FX; Task > Fixed Amount Fields; Voucher > Post Direct Payment; Accounting > General Ledger > Trial Balance. Fixed money fields to display transaction-specific currency instead of the default currency. [26.03.102, US71494248] |
| 8572 | 26.04 | ACCOUNTING | CURRENCY ADMIN | IMPROVED | Projects > Post Time Bill Records. When posting time bills across companies with different functional currencies, labor costs are now converted to the target company's currency using the applicable FX posting rate. Posting is blocked if no exchange rate exists for the currency pair. [26.03.102, US72222418] |
| 8573 | 26.04 | ACCOUNTING | GENERAL LEDGER | CHANGED | Accounting > Quick Views > Account Detail. Added a new Account Description column to the Account Detail grid. The column displays the GL account description as set in GL Account Administration and reflects any updates made there. [26.03.100, US72416330] |
| 8574 | 26.04 | ACCOUNTING | GENERAL LEDGER | FIXED | Quote > Line Items. Fixed Service Deferred Revenue account lookup for masters with the Warr/Def Rev. flag ON. System to use the Deferred Revenue account from Master by Company (if filled), then Master > Details tab, and lastly, falling back to the default Company Setup > Liability tab > Revenue Suspense Account. [26.03.113, US66454912] |
| 8575 | 26.04 | ACCOUNTING | TAX | CHANGED | Maintenance > API Configuration > HMRC VAT. Added a Create Test User button to generate fresh test credentials on the form. Test submission and fraud header buttons are now blocked in production environments, consistent with v24 behavior. [26.03.110, US70461589] |
| 8576 | 26.04 | ACCOUNTING | TAX | FIXED | Sales > Quotes; Accounting > Accounts Receivable > Invoice. Fixed incorrect tax calculations caused by a NULL Discount value. Discount is now treated as zero when no value is entered. [26.03.105, US72359155] |
| 8577 | 26.04 | ACCOUNTS PAYABLE | CHECKS | FIXED | Accounting > Accounts Payable > Print Checks > Extended Menu: Create Positive Pay File. Fixed an arithmetic overflow error that prevented positive pay file generation when a check's total amount reached $100,000 or more. [26.03.100, US71147146] |
| 8578 | 26.04 | ACCOUNTS RECEIVABLE | INVOICES | FIXED | Accounting > Accounts Receivable > Invoices > Ship To / Taxes tab. Fixed an issue introduced in v25 where the Ship Address 1 field displayed the full shipping address on one line instead of just the address line. Address 2, City, State, and Zip continue to display in their own fields. [26.03.100, US68074441] |
| 8579 | 26.04 | GENERAL | ACTIVITY | FIXED | Customer > Activity tab. Inbound emails with multiple senders or recipients now create a single activity record instead of duplicates. [26.03.101, US69027509] |
| 8580 | 26.04 | GENERAL | AI | CHANGED | Ask Q AI Chat from main toolbar. Users can now send messages with an attachment and no text (when AI Service = Azure Foundry and AI Config Type not "Grammar" type). The attachment button is hidden for Grammar-type AI configurations. [26.03.110, US72573563] |
| 8581 | 26.04 | GENERAL | AI | FEATURE | Maintenance > AI Configuration > Details > AI Config: System Prompt. System Prompt now supports user-context tokens (e.g., {{USER_BRANCH}}). Entering {{ displays available tokens; values resolve per the logged-in user and are sent with each AI request. [26.03.115, UT50707849] |
| 8582 | 26.04 | GENERAL | AI | FIXED | Maintenance > AI Configuration > Details Tab > AI Config Sub Tab > Allow Chat Attachments. Fixed an issue where the checkbox displayed as unchecked on form load regardless of the saved value. [26.03.101, US71853480] |
| 8583 | 26.04 | GENERAL | API | CHANGED | Maintenance > API Configurations > QForms. Multiple enhancements and fixes to the QForms v25+ integration: per-form export field-map overrides, child machine dispatch support, auto-revoke of aged or closed-call forms off technician devices, scheduled form delivery via Global Schedule, and migration and data-integrity fixes. Two new settings: DISPATCHREVOKEAFTERDAYS (controls how long before a form is revoked off a device) and FORMSENDTRIGGER (Dispatch, Global Schedule, or Both). [26.03.109, US73726339] |
| 8584 | 26.04 | GENERAL | API | CHANGED | Maintenance > API Configurations > Ramp. Ramp card transactions now post directly as a journal entry with no AP voucher, removing the duplicate GL entry previously requiring manual reconciliation. A new Merchant Spend report provides a review surface for card spend by merchant. [26.03.111, US78824644] |
| 8585 | 26.04 | GENERAL | API | CHANGED | Maintenance > API Configurations > Ramp. Ramp-paid reimbursements now import and post directly against the paying bank account with no AP voucher or employee payable. The manual voucher path remains available for reimbursements paid outside Ramp and for period accruals. [26.03.111, US78824646] |
| 8586 | 26.04 | GENERAL | API | CHANGED | Maintenance > API Configurations > Ramp. Added a guided setup rail to the Ramp configuration page. Step 1 prompts for Client ID and Client Secret, tests the connection, and registers Ramp webhooks automatically, with inline progress and specific error messages at each step. [26.03.113, US78824648] |
| 8587 | 26.04 | GENERAL | API | CHANGED | Maintenance > API Configurations > Ramp. The Ramp vendor crosswalk now populates on demand from bills only. Bills for unknown vendors are held until the vendor is linked in the crosswalk; once linked, the bill imports automatically on the next sync. [26.03.113, US78824650] |
| 8588 | 26.04 | GENERAL | API | CHANGED | Maintenance > API Configurations > Ramp. Added the RAMPCONFIG permission (Admin category) allowing non-admin users to access the Ramp configuration and use Test Connection, Register Service, and Register Webhooks. Editing and saving remain administrator-only. [26.03.115, US73726279] |
| 8589 | 26.04 | GENERAL | API | FEATURE | Maintenance > API Configurations > QForms. Added QForms (DeviceMagic) integration to Q360, enabling digital field forms to be sent to techs' devices and submitted data to be imported back into Q360. Key capabilities include: QForms tabs on Dispatch, Activity, and Recurring Dispatch forms for linking forms to records; automatic export of Dispatch records to the tech's DeviceMagic device when a dispatch is saved; import of QForms submissions into Q360 as Dispatch data (including machine details, documents, signatures, and deficiencies) or Activity records; and a new QForms Config screen (Maintenance > API Configuration) with Test Connection and Register Service options. Requires INTEGRATION_QFORMS=ON and appropriate QFORM permissions. [26.03.103, US67580957] |
| 8590 | 26.04 | GENERAL | API | FIXED | Fixed an issue in the Record > List API endpoint where requests submitted without any filter criteria returned no results. The endpoint now returns all rows from the data source, ordered by the table default, when no filters are provided. [26.03.100, US72357076] |
| 8591 | 26.04 | GENERAL | API | FIXED | Maintenance > API Configurations > Ramp. Fixed Ramp expense records accumulating as duplicates when an import failed mid-transaction. Imports are now atomic (rolled back fully on failure) and idempotent (keyed on the Ramp transaction ID). The polling interval default is corrected to 240 minutes. [26.03.111, US78824662] |
| 8592 | 26.04 | GENERAL | BACKGROUND JOBS | FIXED | Background Jobs > Calc Commissions. Fixed an issue where blank string values in sales rep fields caused the Calc Commissions job to skip invoice commission records. [26.03.110, US57511561] |
| 8593 | 26.04 | GENERAL | CLOUD STORAGE | FIXED | Document > cloud icon. When Cloud Storage Provider is SharePoint, fixed a 404 error on the cloud redirect button for documents stored in Blob Storage. Now correctly displays "Document redirect is not supported for Blob Storage." [26.03.100, US72114837] |
| 8594 | 26.04 | GENERAL | CLOUD STORAGE | FIXED | Restored the CloudStorage Folder Sync background job for SharePoint integration. Documents added directly to SharePoint are now automatically synced back into Q360 document grids (SharePoint cloud storage only). [26.03.107, US73333625] |
| 8595 | 26.04 | GENERAL | CLOUD STORAGE | FIXED | CloudStorage_Folder_Sync. Fixed a bug where the Cloud Storage Folder Sync procedure was inserting duplicate rows into the APIConfig table on each run, causing HTTP requests to fail system-wide. A cleanup runs at version update to remove any previously added erroneous rows. [26.03.115, UT50710053] |
| 8596 | 26.04 | GENERAL | CUSTOMER | CHANGED | Customers > Customer/Vendor > Company Sub-Tab. Added a new Payment Fee Exempt checkbox to the Company Sub-Tab of the Customer form. The checkbox is visible only when the PAYMENTPROCESSOR_SERVICE config is set and the user has the PAYMENT_VIEW permission. When checked, the customer is exempt from payment surcharges and the setting defaults to any new invoices created for that customer, i.e. new invoice's Payment Fee Exempt checkbox is checked and disabled. Note: All Surcharge and Fee determinations still occur at the invoice level. [26.03.102, US72574718] |
| 8597 | 26.04 | GENERAL | FIXED | Summary tab. Fixed an issue where plain text emails displayed without line breaks, appearing as one large block of text. [26.03.106, US73187521] | |
| 8598 | 26.04 | GENERAL | EXPENSES | FIXED | File > Expenses > Review Q > Post Selected Items. Fixed an issue where the Receive Date was set to today's date instead of the selected Post Expense Date when posting PO-linked expenses. Unlinked expenses are unaffected. [26.03.110, US68447198] |
| 8599 | 26.04 | GENERAL | GLOBAL SCHEDULE | FIXED | Google Calendar Sync. Projects > Resource Console. Fixed cross-timezone Google Calendar Sync events displaying incorrect times. The user account timezone is now applied when retrieving synced events. [26.03.114, US71675477] |
| 8600 | 26.04 | GENERAL | GRIDS | FIXED | AR By Customer; Orders Approval Queue. Branch filter dropdown now correctly filters by the selected company number. [26.03.102, US72573624] |
| 8601 | 26.04 | GENERAL | GRIDS | FIXED | Live Data Reports. Restored the right-click "Save My Grid" option for reports using raw SQL text (without the Design SQL interface), which was removed in v25+. [26.03.115, UT50779255] |
| 8602 | 26.04 | GENERAL | MOBILE APP | CHANGED | Mobile App > Upload. Users can now select and upload multiple files at once. [26.03.101, US72418477] |
| 8603 | 26.04 | GENERAL | MOBILE APP | CHANGED | Mobile App > HR Time Request. HR Time Request now requires the PTOREQUEST_EXEC permission. Existing users receive this permission automatically on upgrade; new users must be assigned it manually or via group. [26.03.102, US72574474] |
| 8604 | 26.04 | GENERAL | MOBILE APP | FIXED | Mobile App > Task List. Fixed: Task List no longer incorrectly shows a "No Rows" message. [26.03.101, US72418642] |
| 8605 | 26.04 | GENERAL | MOBILE APP | FIXED | Mobile App > Call > Deficiencies. Fixed: Deficiencies added to a call now sync correctly when the call is assigned after the initial mobile app sync. [26.03.113, UT2353] |
| 8606 | 26.04 | GENERAL | MOBILE APP | FIXED | Mobile App. Fixed an issue where deleting a time bill in Q360 was not syncing the deletion to the Mobile App when Row Level Security is ON. [26.03.115, UT50846999] |
| 8607 | 26.04 | GENERAL | MOBILE APP | IMPROVED | Q360 Mobile App > Documents. Added in-app document preview with full-screen modal, forward/back navigation, and download option. Unsupported file types (e.g., zip) display a download button instead. [26.03.108, US73558602] |
| 8608 | 26.04 | GENERAL | MOBILE APP | IMPROVED | Q360 Mobile App > Time Log > Time Bill. Added the Wagetype field to the mobile Time Bill form. [26.03.110, US74340288] |
| 8609 | 26.04 | GENERAL | MOBILE APP | IMPROVED | Q360 Mobile App > My Task List. The filter input is now hidden by default and expands when tapped. The Days Ahead quick filters have been replaced by a Past Due/Today/Tomorrow/Select a Date dropdown supporting single-day or date-range selection; multi-day items appear under each covered day. Past-due items no longer appear in the day-based list by default. [26.03.110, US72710910] |
| 8610 | 26.04 | GENERAL | MOBILE APP | IMPROVED | Mobile App. Added internal telemetry to capture console errors on device for debugging support. [26.03.112, US73558557] |
| 8611 | 26.04 | GENERAL | NAVIGATION | FIXED | Service > Help Desk > Events. Fixed an issue where selecting an image in the HTML editor caused a duplicate vertical scrollbar to appear. [26.03.102, US49054750] |
| 8612 | 26.04 | GENERAL | PROGRAM EFFICIENCY | CHANGED | Diagnostics Page: {yoursiteurl}.com/diagnostics. Changed Q360 Diagnostics Page to display .user.ini settings, including the PHP error_log path and page name, giving implementers greater visibility into per-directory PHP configuration. [26.03.100, US72355582] |
| 8613 | 26.04 | GENERAL | PROGRAM EFFICIENCY | FIXED | Fixed an issue where copying a PROD database to a TEST or TRAIN environment caused the Froala HTML editor license key to be lost, displaying "The HTML Editor is not licensed" errors. [26.03.110, US74342245] |
| 8614 | 26.04 | GENERAL | PROGRAM EFFICIENCY | IMPROVED | Improved Project form load and save performance for projects with large GL, AP, and AR journal histories. [26.03.108, US73728211] |
| 8615 | 26.04 | GENERAL | PROGRAM EFFICIENCY | IMPROVED | Global Search. Improved the performance of the underlying database view used to power Global Search queries across all record types. [26.03.111, US78826395] |
| 8616 | 26.04 | GENERAL | PROGRAM EFFICIENCY | IMPROVED | Improved query performance on invoice-related screens for large data sets. [26.03.112, US83083247] |
| 8617 | 26.04 | GENERAL | PROGRAM EFFICIENCY | IMPROVED | Form > Quick Search. Q360Form_QuickSearch routine. Improved data retrieval speed by restricting the result set from the underlying form views. [26.03.113, UT16847072] |
| 8618 | 26.04 | GENERAL | Q360 HELP | FIXED | Maintenance > Anchors > Articles Grid. Double-clicking the LD Report Parameters cell after highlighting now correctly opens a single modal. [26.03.101, US70995691] |
| 8619 | 26.04 | GENERAL | TASK LIST | FIXED | View > My Tasks: My Task List. Fixed a performance issue that prevented Customize Grid from working. Users can now add custom columns by joining to ProjectSchedule, Dispatch, TimeBill, and GlobalSchedule. [26.03.100, US70924638] |
| 8620 | 26.04 | GENERAL | USER MAINTENANCE | CHANGED | Maintenance > User Maintenance; Maintenance > Support Access; Live Data Reports > Licensed User List. During license count enforcement, the system no longer automatically disables UserIDs of type S360 or the UserID designated as the Support User (CONFIGDATA > Configitem SUPPORTUSER). [26.03.113, US59854159] |
| 8621 | 26.04 | HR | EMPLOYEE | CHANGED | HR > Employee > Approval Authority Tab. Added an HR Time Request column, allowing designated approvers with PTOAPPROVE_Exec permission to approve time off requests for employees outside their direct reporting chain. Existing direct-report approval logic is unchanged. Upon upgrade, Approval Authority records are created for all reporting relationships, including indirect superiors. [26.03.109, US64049651] |
| 8622 | 26.04 | HR | EMPLOYEE | FIXED | HR > Employee > Training tab. Fixed missing Training Type column in the Employee Training grid. The column now appears by default, and the grid supports customization to add additional columns. [26.03.101, US70661099] |
| 8623 | 26.04 | INVENTORY | MASTERS | FIXED | Inventory > Master > Ext Menu: Change MasterNo. Changing a labor master number linked to project task timebills now completes reliably. [26.03.101, US70664273] |
| 8624 | 26.04 | INVENTORY | PICK ORDER | CHANGED | Inventory > Purchase Orders; Inventory > Work Queues > Pick Parts Q. M-type items with the Auto Pick flag enabled (in Master form) now automatically move to Order Item PICKED status when received via linked purchase order, consistent with A- and Q-type item behavior. [26.03.109, US72222434] |
| 8625 | 26.04 | INVENTORY | PICK ORDER | FIXED | Inventory > Work Queues: Parts Pick Q. Orders with a blank Ship Site No now appear in the queue correctly. [26.03.104, US72778405] |
| 8626 | 26.04 | INVENTORY | PURCHASE ORDERS | FIXED | Inventory > Work Queues > PO Receive Q > Receive Purchase Order. Fixed the PO button caption not displaying. [26.03.100, US67348198] |
| 8627 | 26.04 | INVENTORY | PURCHASE ORDERS | FIXED | Inventory > Work Queues: PO Receive Q. POs linked to vendors with a NULL or blank Sub Type now appear in the queue when filtering by ALL. [26.03.101, US67240545] |
| 8628 | 26.04 | INVENTORY | PURCHASE ORDERS | FIXED | Inventory > Purchase Orders > Print extended menu > Print PO > Select Email as destination. Fixed a grid issue where custom columns added to the email contact grid (such as Contact Type) displayed blank values. Contact columns now populate correctly. [26.03.110, US67460155] |
| 8629 | 26.04 | PROJECTS | ASSIGNMENTS | FIXED | Projects > My Active Projects. Team members without a linked contact now see their assigned projects correctly. [26.03.102, US69812822] |
| 8630 | 26.04 | PROJECTS | CHECK PROJECT CLOSE | FIXED | Projects > Create Closing Entry. Fixed a truncation error when USER10 field value is long. [26.03.100, US70336032] |
| 8631 | 26.04 | PROJECTS | COGS | FIXED | Projects > Profit: Unposted Revenue. Fixed the calculation to include Actual Subcontractor costs, which were previously omitted from the Actual Cost figure, causing unposted revenue to be under-reported on projects with subcontractor costs. [26.03.116, UT51175951] |
| 8632 | 26.04 | PROJECTS | PROJECT EVENTS | IMPROVED | Projects > Events. Improved grid load performance on projects with many image-heavy events. Comments now display a 100-character plain text preview; click the comment icon to view or edit the full content. [26.03.110, US73899077] |
| 8633 | 26.04 | PROJECTS | REVENUE | FIXED | Projects > Quick Views > Project Status Report; Project > Profit Tab; Project > Extended Menu > Post Project Revenue. Unposted Revenue now calculates correctly, with accurate currency conversion for Job Cost Class, consistent rounding, and proper handling when a line item's revenue account has changed. [26.03.110, US65939429] |
| 8634 | 26.04 | PROJECTS | WIP | FIXED | Projects > Quick Views > Project Status. The Projected Profit and Projected Margin columns now match the Projected Profit and Projected Profit Margin on the Profit tab. [26.03.112, US69813107] |
| 8635 | 26.04 | REPORTS | DASHBOARDS | CHANGED | DashboardNo Q0416 - RMR Analytics; ReportNo Q0412 - SC RMR Dashboard; ReportNo Q0411 - SC RMR Period By Month. Added the RMR Analytics Dashboard and two supporting Live Data reports. Updated existing SC RMR reports (ReportNo Q0401, Q0402, Q0400, Q0407): fixed phantom contraction logic on SC RMR Contract Level Detail; corrected end date field to be inclusive on SC RMR Period Summary and Contract Level Detail; added time period filtering components to SC RMR Change Attribution by Reason Code, Contract Level Detail, Period Summary, and Reconciliation. Removed Renewal MRR column from ReportNo Q0400 - SC RMR Period Summary. Corrected existing records where 'Reactivation' change type was stored with a typo ('Reactiviation'). [26.03.110, US68207718] |
| 8636 | 26.04 | REPORTS | DASHBOARDS | FIXED | Live Data Dashboard > Filter. Fixed an issue where saved filter defaults were not applied after saving. Dynamic date defaults (e.g., Current Week) now resolve correctly and are no longer served stale from browser cache. [26.03.108, US66455456] |
| 8637 | 26.04 | REPORTS | DASHBOARDS | FIXED | Dashboard > Project Overview. Fixed the "Paid vs Invoiced" widget to display tax-inclusive invoice totals, ensuring accurate comparison with paid amounts. Note: BI Data must be regenerated via background job(s) for updated values to appear. [26.03.113, US55605228] |
| 8638 | 26.04 | REPORTS | LIVE DATA DESIGNER | FEATURE | Live Data Reports > SQL. The resq_zoom_form column alias now supports plain URL values in addition to the existing XML format. Clicking the zoom icon opens the URL in a new browser tab. Domains not listed in the URLWHTLIST code table will prompt users for confirmation before opening. [26.03.115, UT50845651] |
| 8639 | 26.04 | REPORTS | LIVE DATA REPORTS | CHANGED | ReportNo Q0398 - Payment Processor Merchant Statements. Updated column captions to match payment processor merchant statement terminology: "Remittance Date" is now labeled "Deposit Date" and "Remittance Amount" is now labeled "Deposit Amount". [26.03.102, US72574712] |
| 8640 | 26.04 | REPORTS | LIVE DATA REPORTS | FEATURE | Live Data > Live Data Reports. Two new reports are now available: Recurring Call Projection (Q0418) and Recurring Calls By Customer (Q0419). These provide service managers with a rolling view of projected recurring dispatch volumes by customer, site, and product, with drill-through to the underlying recurring dispatch records. [26.03.110, US72222409] |
| 8641 | 26.04 | REPORTS | LIVE DATA REPORTS | FIXED | ReportNo Q0248 - Graph Sales Opportunity. Fixed the Sales Rep filter so a blank Sales Rep selection returns only opportunities with no Sales Rep assigned, instead of returning all sales reps. Selecting ALL, a single sales rep, or multiple sales reps is unchanged. [26.03.100, US64054307] |
| 8642 | 26.04 | REPORTS | LIVE DATA REPORTS | FIXED | ReportNo Q0195 - Tax Report; Accounting > Reports > Taxes > Tax Report. Fixed the Tax Report to exclude invoices of invoice type PAYMENT, which were incorrectly included and understating tax totals. [26.03.100, US70663666] |
| 8643 | 26.04 | REPORTS | LIVE DATA REPORTS | FIXED | ReportNo Q0318 - Sales > Quick Views > Sales Bookings: Dashboard Sales Order Bookings Report. Fixed an issue where editing the report caused an 'Invalid column ORDERDATE_2' SQL error. [26.03.101, US72210860] |
| 8644 | 26.04 | REPORTS | LIVE DATA REPORTS | FIXED | ReportNo Q0032 - Live Data > Live Data Reports: Inventory Value By Location Report. Fixed missing filter fields — End Date and Company No now appear in the filter panel, and Company No defaults to ALL. [26.03.107, US68736871] |
| 8645 | 26.04 | REPORTS | LIVE DATA SOURCES | FIXED | Maintenance > DataSource Administration. Fixed LDView_ExpenseClaimItem not returning custom columns when used as a Live Data DataSource. [26.03.100, US69712867] |
| 8646 | 26.04 | SALES | OPPORTUNITIES | FIXED | Sales > Opportunities. The Won/Lost Date now updates only for reason codes configured as Won or Lost in the WONLOST General Code. Active reason codes no longer trigger a date update. [26.03.107, US70463480] |
| 8647 | 26.04 | SALES | ORDERS | FIXED | Sales > Orders. Fixed an issue where changing the Sale Type in Edit Mode and saving did not re-derive the GL accounts on line items. Accounts are now correctly updated based on the selected Sale Type. [26.03.102, US72419745] |
| 8648 | 26.04 | SALES | QUOTES | FIXED | Quote/Order > Line Items > Quick List panel > Add Quick List item(s). Fixed: Drop Ship flags on Quick List items are now preserved when added to a Quote or Order. [26.03.100, US65249505] |
| 8649 | 26.04 | SALES | QUOTES | FIXED | Site or Opportunity > Quotes tab > Add Quote. When creating a Quote from an Opportunity or Site, the Ship Contact field now correctly populates from the selected Site's contact. If the Site has no contact assigned, the field remains blank. [26.03.101, US65439916] |
| 8650 | 26.04 | SALES | SALES FORECAST | FIXED | Sales > Sales Leads. Search grid zoom now opens records in the current window. Unlinking CustomerNo and ContactNo on converted Sales Leads now correctly persists after save. [26.03.109, US71063991] |
| 8651 | 26.04 | SERVICE | CALLS | CHANGED | Service > Help Desk > Extended Menu > Tech Inventory. Users are now restricted to their own inventory by default. A new TECHINV_VIEW permission is required to view and mark parts used in another technician's inventory. [26.03.110, US72639438] |
| 8652 | 26.04 | SERVICE | CALLS | FIXED | Service > Help Desk > Parts Tab. Fixed an issue where labor and non-part items added to an existing work order could remain in DATAENTRY instead of shipping automatically, which blocked invoice preparation. These lines now honor the AUTOSHIPLTYPE, AUTOSHIPFTYPE, AUTOSHIPMTYPE, and AUTOSHIPSTYPE configuration settings when the order is CONFIRMED, APPROVED, or SHIPPED. Existing lines are not changed. [26.03.100, US66783142] |
| 8653 | 26.04 | SERVICE | CALLS | FIXED | Customer Portal: Service > Open Calls; Service > Closed Calls. External Users may now see all open and closed calls. [26.03.100, US66561873] |
| 8654 | 26.04 | SERVICE | CALLS | FIXED | Sales > Orders. Creating a call from an order no longer sets the Dispatch Q field to the order's Sale Type. [26.03.101, US69253328] |
| 8655 | 26.04 | SERVICE | CALLS | FIXED | Sales > Orders. Fixed an issue where caller and contact data did not carry over when creating a new service call from a SERVICE-type order. [26.03.101, US70028969] |
| 8656 | 26.04 | SERVICE | CUSTOMER PORTAL | FEATURE | Customer Portal. A fully redesigned Customer Portal is now available, giving external users a streamlined self-service interface to view and manage service calls, projects, invoices, and reports, and to interact with the Ask Q AI assistant. The portal supports custom company branding, a responsive mobile-friendly layout, and permission-controlled access to each section. Navigate to your Q360 domain followed by /Q360External; external users are redirected automatically. [26.03.114, US72710973] |
| 8657 | 26.04 | SERVICE | PRODUCT | FIXED | Service > Products. Fixed two defects: deleting multiple product detail lines now clears all associated system IDs correctly, and the Product No field in line item details now displays the System ID and links to the product record. [26.03.112, US70661817] |
| 8658 | 26.04 | SERVICE | SERVICE CONTRACTS | FEATURE | Service > Service Contracts. Introduced RMR change tracking for service contract items. The system now automatically records every RMR-impacting event (New Sales, Reactivation, Expansion, Contraction, Churn, Usage Impact) in a dedicated change log, accessible from the service contract item extended menu. A permission (SERVCONT_EXEC), Service Change Reason general code (SRVCHGREAS), and config item (RMRREQUIREREASON) support this feature. [26.03.102, US51930124] |
| 8659 | 26.04 | SERVICE | SERVICE CONTRACTS | FIXED | Service Contract > Header tab. Fixed incorrect SubTotal, Monthly Total, and Term Total calculations. Header totals now reflect only currently active line items, with Term Total calculated per line based on each line's own term. [26.03.106, US60369437] |
| 8660 | 26.04 | SERVICE | SERVICE CONTRACTS | IMPROVED | Service > Service Contracts. Improved performance when validating whether a contract line item can be deleted. [26.03.110, US74169846] |