Release Notes 8.7.0

This release introduces Google Calendar integration, enhanced visit report flexibility with multiple templates and recommendation visibility settings, improved navigation at location level, expanded employee role management, and new reporting and dashboard capabilities to provide better insight and control across PestScan.

Calendar

• With this release, we have introduced the implementation of Google Calendar. With this new feature, you can connect your PestScan Calendar with Google Calendar. Every 10 minutes, all new appointments and visits are sent to Google Calendar and shown there. Please contact our Helpdesk for the available options.

Visit reports

• PestScan now supports multiple visit report templates at the same time. For each template, you can save a different set of settings. Combined with the previously introduced option to select a template per visit type, this allows you to create specific reports per visit type.
  Also: Jobs can have a different lay out from now on. In previous versions it was by default the classical template.
  Please review the options in the General Settings and let us know your feedback on this new feature.
• A new option has been added to the recommendations section of visit reports. It is now possible to define how long a recommendation should be shown on the visit report, expressed in days. Please check the General Settings for this new option.

Location Menu

• The location menu has been redesigned to improve navigation at location level. As the number of features at this level continues to grow, a redesign of all buttons was required. Please also review the mailing we sent regarding this change.

Emails

• You will now be notified immediately when you try to send a visit report while no email address is available. A red notification message will appear in the top-right corner.

Workorders

• When creating work orders via the Detailed option, or when editing a work order, it is now possible to lock the work order. This prevents the work order from being dragged and dropped in the Calendar view.

Check work

• A new filter, Created by, has been added to the recommendations overview. This filter allows users to filter recommendations based on who created them.

Employee roles

• A new setting has been added for account managers. This setting allows an account manager to have read-only access to their customers. Previously, account managers were also allowed to edit their customers.
• It is now possible to assign multiple account managers to a single location. Previously, only one account manager could be selected.
• The selection of employee roles has been improved. Certain roles can no longer be combined with others.

Custom portal

• A new Locations Overview Dashboard has been introduced. This dashboard provides a quick overview of all locations and highlights which locations require more attention. Displayed columns include, among others: open recommendations, number of catches, last visit date, and alarm status.
• The selection of presets on the Statistics page has been improved. Presets are now selected via a dropdown with consistent options, providing clearer insight into the selected preset.

Customer portal logins

• The table overview for extra accounts has been improved. All accounts are now shown on a single page, and a filter has been added to quickly find the specific extra account you want to edit or delete.
• When assigning rights to extra accounts, the list of locations is now ordered alphabetically.

Reports

• In the Time Registration Report, the filter Reason has been improved by adding the new type Effective working time.

• Management reports:
  1. Report type Visits
     • The column Created date/time has been added.
  2. Report type Locations
     • The columns LocationID, Fax, and CheckpointCount have been added.
  3. A new report has been introduced: Emails
     • This report shows all emails sent from PestScan, including recipient, email type, and whether the email was successfully sent.

• The logo used for the IPM Trend Report and Action Plan is now the same as the logo used for the visit report. This logo can be configured in the General Settings, tab Visit Report.

Planningtools

• For all recurrences, the default value for days or months between visits has been set to 1.

CRM Rest API

• A custom setting, ShowActionPlan, has been added to the Relations endpoint.
• A new endpoint has been introduced: Recommendations. This endpoint allows you to retrieve any number of recommendations, including all main data.

Others

• The Egyptian Pound has been added as a new currency in the system.
• The table overview of Activity Thresholds is now exportable.
• Several bugs have been fixed. If you reported an issue, our Helpdesk will inform you accordingly.