Updates to Scheduler 2.0
There are a few new quality-of-life updates to the Scheduler 2.0:
• Melds can be assigned directly from the details pane on the right
• Melds can also be canceled from within the details pane on the right (using the small ‘x’ circle next to the date & time field)
• Hover over scheduled Melds to view more details, at a glance
• 1-day vertical view added
• Week view, with the ability to resize columns added
[Reporting] filter by “Marked Complete” status
Filter Invoice Summary, Invoice Line Item, Expenditure Summary, Expenditure Line Item Summary by marked_complete date of the associated Meld.
Chat transcript added to Meld files
The full chat transcript will be added to the Media Files area of completed Melds. This allows you to easily share or export the chat transcript as a pdf.
Vendor Nexus suggestions
When assigning Melds, available Nexus vendors will be displayed depending on the following criteria:
- Their profile says they work around the property’s zip code
- Their profile says they work in the Meld’s category
- The vendor has not been assigned Melds in the MID before
[AppFolio Integrated Users] Work Done status
No longer will revert status to Work Done on a Meld that is updated and syncs with AF if its Appfollio status is Completed No Need To Bill.