New Development
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      Release Notes 10.24.25:

      1. Wanting to see fields that will let me know my Credit Limit Standing:

      Credit Limit Status:
      • Create four new fields in the Financial Recap section, underneath the "Aging" section.
        • Confirmed Credit Status
          • This will show how much credit does the customer has on "Confirmed" events only
        • Pending Credit Status
          • This will show how much credit does the customer has on "Pending" events only
            • This one will only work if they have the appSetting "IncludePendingCreditLimit" enable.
        • Remaining Credit Balance
          • This will show how much credit does the customer has before reaching their Total Credit Limit
        • Total Credit Status Limit
          • Show how much the customer has for Credit Limit
        • All these fields must be read only
      Shift - 2
      • Users must be able to create new customers using the "New Entry" button on the Customer Management section
      Shift - 3
       
      • If users create events on either confirmed or pending, then those must show on the credit limit new fields without the need for the user to click on "recalculate financials" on those events. 

      1. On the left side panel, go to Finance & Accounting

      2. Click on Customer Financials

      3. Select Customer Financial Management

      4. Open an existing event or create a new customer by clicking on New Entry 

      5. Go to the Financial Recap section, set the credit for the customer

      2. Wanting to see a new column called "Parent Recipe Column" in the Recipe Cards modal:

      New Column Creation:
      • In the "Recipe Cards" modal window, create a new column called "Parent Recipe Column"
      Function:
      • The column "Parent Recipe Column" must show the name of the Parent Recipe for the Sub-Recipes that are shown in the window. 

      1. On the left side panel, go to Sales & Marketing

      2. Click on Event & Order Management

      3. Select Recipe Cards by Events

      4. Open an event by clicking on the pen icon

      3. Wanting that Clients have rooms when creating them, so that I have a default venue for them (Salesperson):

      When creating a new Customer from the Customer Management Window (Quick creation or New Entry), then a Room Venue is created under the name of that customer, plus their Customer ID, using the address information (Address, City, Zip Code). The room must be linked to the Customer.

      1. At the top of the screen, on the right side click on the Gear Icon

      2. Look for Application Codes

      3. In the search bar, type in MasterFilter make sure the code is set to All

      Next:
      1. From the left side panel, click on Sales & Marketing

      2. Select Customer (CRM)

      3. Click on Customer Marketing

      4. Choose Customer Sales and Marketing Management

      5. Click on New Entry, create a new customer by filling the required information 

      6. Do not forget to click on Save & Close, then go to Cost Centers & Venues

      Finally,
      1. Go to Sales & Marketing

      2. Select Event Venue Management

      3. Click on Off-Premise Locations All Cost Centers- All Status, you should be able to see the new room.

      4. Wanting to sync Jamix Locations as Cost Centers in Empower, so that I can Manage Jamix POs:

      • AppSetting: EnableJamix = Yes
        In Cost Center Management, there should be a new button labeled Import Locations.
        When you click on it, the new locations should appear.

       1. At the top of the screen, on the right side click on the Gear Icon

      2. Look for App Setting

      3. In the search bar, type in: EnableJamix, make sure the value is set to Yes

      4. Go back to the previous screen, the main screen and look for Business Units 

      5. Choose Create and Edit Cost Centers

      5. Having Grid Persistence on the Dispatching Shipping Management Window for a better user experience:

      Grid Persistence Implementation:
      • Add Grid Persistence to the Dispatching Shipping Management Window
      • Allow the user to group by columns
      • Save users selection, so once the user goes back to that page, their selection will be shown
      • On the "Dispatching Shipping Management Window" we need to show 250 records per page.
      Shift - 2
      • Add a "Reset State" button next to the search bar, on the left side. 

      1. On the left side panel, go to Production

      2. Click on Dispatching & Shipping

      3. Select Dispatch Shipping Window

      User can group records by columns:

      6. Wanting to see the masked password that was imputed on the password field for the Customer and Staffing Management:

      Masking:
      • On the Customer and Staffing Management window, in the "Customer Management" and "HR Management" modal window, we need a masking for the "Password" field to show up once a password has been entered.
        • Make it *******

      1. On the left side panel, go to Sales & Marketing

      2. Click on Customer Marketing

      3. Select Customer Sales and Marketing Management

      4. Open an existing customer by clicking on the pen icon

      5. Go to the Additional Info tab, in the Allow Customer Mobile/Web Access section, you will be able to see the masked password

      7. Adding a column and a button to the "Quick Glance" tab in the staffing window:

      New Column:
        • Add the "Event Date" column.
        Reset Button:
        • Add the Reset State Button

        1. On the left side panel, go to Production

        2. Click on Event Staffing

        3. Select Staff Production Scheduling

        4. Go to the Quick Glance Tab

        8. Needing new Enhancements to the Response Window with Filters, UI Consistency, and Data Corrections:

          • Add Filters 
          • Filters (e.g., date range, status) are added to the Response window. 
          • Filter UI matches the design and placement used in other windows (e.g., Scheduling, Quick Glance). 
          • Filters are functional and allow users to refine the displayed data. 
          • Reset State Button Placement 
          • The Reset State button is moved to the standard location used throughout the application (e.g., aligned with Refresh and Export buttons). 
          • Button styling and behavior are consistent with other modules. 
          • Correct Event ID Values 
          • The Event ID column displays accurate values based on the actual event data. 
          • Values are validated against backend data sources to ensure correctness. 
          • Update Date Format 
          • All date fields in the Response window use the US standard format: MM/DD/YYYY. 
          • Format is applied consistently across all date columns (e.g., Event Date, Reply Date). 
          • Change the Date Control to a Date Range 
          • Add From & To Date Range 
          • Add the Pencil to Launch the Event ID associated with the response 
             

          Shift - 2 

          • If a record does not have an eventID associated, then the pencil button must be disabled.  

        1. On the left side panel, go to Production

        2. Click on Event Staffing

        3. Select Staff Production Scheduling

        4. Go to the Response Tab