Request Management Release – 11.11

General Product Enhancements

✔️ Document Improvements

  • In generated documents, checkmarks are now displayed instead of true/false values for checkbox fields, making reports clearer and more intuitive.
  • User tokens can now be used in document templates
  • New user title token available for document templates

Integration Enhancements

Catalis Tax Integration Enhancements

  • When a parcel pin returns many results (for example, when the pin is placed on a multi-unit building), it can be difficult to locate the correct record. To improve usability, a search bar has been added above the results list, allowing users to quickly filter and find the desired record.

ESRI Integration Enhancements

  • A loading spinner now appears in the “What” tab while a custom identifier is being requested, so you always know when the system is working.
  • For integrated fields, you can now easily open links within disabled text fields on the Service Request and Call Center pages, making it faster to access important URLs. Integrated fields will now have indicators. E= Esri and T= Tax.

Bug Fixes

  • User tokens now work in action templates even if the {{User}} token isn’t present, so you can personalize documents without extra hassle.

Leave a Comment

Your email address will not be published. Required fields are marked *

Scroll to Top