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Prior to AgencyCloud 12.167, custom works order types and custom certificate types shared the same list, which meant that when creating a works order or a certificate, custom options for works orders /and certificates would be shown in both lists, resulting in irrelevant options being made available From 12.167+, lists offered when creating a works order or a certificate will only contain core and custom entries for that type, certificates (as set in configuration), it will no longer present works order types To ensure that your configuration is set up with correct custom works order & custom certificate types, click here to contact Reapit Support |
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Any certificates added prior to this release which, from 12.167+, become a dedicated custom works order type will still be stored on the property but will be flagged as Certificate no longer in use For example: |
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From AgencyCloud 12.167+, lists offered when creating a works order or a certificate will only contain core or custom entries for that type, as set in configurationa certificate (i.e. not a work order) |