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01-31-2023 09:03 AM
A few early thoughts as we see the new changes.
***We can no longer see the audit trail / history on payment methods. We need this back.
Invoices and payments. With the division of these sections, matching up payments to the invoices can be tedious. Especially if you are looking for more than one.
Reviewing and adding notes is also more cumbersome, as it will not hold the setting of how many to view at once. The new format with the outlined boxes impedes the flow of reading
Suggestion, - Would it be possible to minimize the sections that you did not need to review, and expand only the ones needed? Or change the shading between the sections. When scrolling changing sections and not realizing it is a real thing.
Personal Thought Having the order totally shaken up – if they could have done the changes then changed the order, I think it would be better
Solved! Go to Solution.
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01-31-2023 03:42 PM
Hi there! Thank you so much for offering your feedback on the new redesign. The team is actively reviewing it for future improvements/fixes. But I can tell you a fix for the payment method history issue is in the works! We don't have an exact timeline for it yet, but we do know the ball is rolling on that one!
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02-28-2024 01:02 PM
https://ideas.community.servicetitan.com/ideas/COMMUNITY-I-6057 Vote for the option to keep the old version!!
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06-23-2023 07:42 AM
I also wish that the setting for how many notes we see at once should stay once we set it. that is what I am looking for
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02-28-2024 01:02 PM
https://ideas.community.servicetitan.com/ideas/COMMUNITY-I-6057 Vote for the old version to be an option!
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02-01-2023 08:21 AM
I agree completely! These are vital portions of our workflow as well and its challenging to work inside of the new version. I am finding that many of the complaints revolve around editing the tables, items that have lost function as you mentioned, and the flow being impeded. Thank you for bringing this up!
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02-28-2024 01:02 PM
https://ideas.community.servicetitan.com/ideas/COMMUNITY-I-6057 vote for the old version!
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01-31-2023 03:42 PM
Hi there! Thank you so much for offering your feedback on the new redesign. The team is actively reviewing it for future improvements/fixes. But I can tell you a fix for the payment method history issue is in the works! We don't have an exact timeline for it yet, but we do know the ball is rolling on that one!
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02-01-2023 05:14 AM
Thank you for the update!
