New Development
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      Release Notes 9.28.25:

      1. Adding the sync endpoint when saving report files from the Event Editor Window, Sales and Client App:

      Report generation from the Event and Order Management module was verified in Empower. Reports are downloaded in PDF format and displayed correctly.

      In the mobile app, when logging in as an administrator, event attachments are displayed correctly when selecting View Attachment.

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

      2. Click on Event & Order Management

      3. Select Event Management - All Status Types Included

      4. Open an existing event

      5. Go to the Event Info Tab, open the Event Files section

      Mobile App:

      2. Having the "Beverage Returns" "decimals" feature available from WPF:

      Beverage decimal feature:
      • In WPF there's a feature that allow you to introduce "decimals" in the "returned" field within the "Beverage Returns by Event" section. 
        • Allow users to input decimals on the "Returned" field that can be found on the Beverage Returns By Event window. 
      1. On the left side panel, go to Production
      2. Click on Returns
      3. Select Beverage Returns 

      3. Having a default value set up for the "MailType":

      MailType Entry:
       
      • Set up a new entry for Mailtype called "...Please Select" 
      AppSetting Value:
       
      • For the appSetting "DefaultMailType" set the value of "...Please Select"

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

      2.  Look for App Settings

      3. In the search bar type in "DefaultMailType", set the value to Yes

      Then

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

      5. Click on Customer (CRM)

      6. Choose Customer Marketing

      7. Select Customer Sales and Marketing Management

      8. Open an existing customer by clicking on the pen Icon

      9. Go to the Marketing Info section



      4. Identifying when a merchant has an API key and API secret:
      The API Key and API secret is masked.
      1. At the top of the screen, on the right side click on the Gear Icon
      2. Look for Business Units
      3. Click on Merchants
      4. Select New Entry and fill out the required information
      5. Having the overbooking report available in more windows in Elecate:
      Report application:
      • Apply the report in the following sections:
        • Data Items:
          • In Data items, in equipment reports we need it in the following windows:
            • Equipment Overbooking Reporting
            • Single Item Equipment Overbooking
            • Equipment Overbooking Threshold. 
      1. On the left side panel, go to Data Items
      2. Click on Equipment Management
      3. Select Reports
      4. The Overbooking Report is available in the following windows: Equipment Overbooking Reporting, Single Item Equipment Overbooking and Equipment Overbooking Threshold
       Equipment Overbooking Report:

       Single Item Equipment Report:

       Equipment Overbooking Threshold:

      6. Needing the Delivery Direction field change to a normal text box:

      • The Delivery Direction was changed from a hidden password field to a normal text box field. 
      Shift - 2
      • If a user adds a "value" when selection the "Use Custom" text box, then as soon as the user goes back into that window, they must be able to see the value that they have entered previously. (Refer to the last screenshot added).

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

      2. Click on Event & Order Management

      3. Select Event Management - All Status Types Included

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

      5. Go to the Delivery Tab

      6. Choose the Delivery Directions button

      7. In the following box, select the Use Custom button, enter the Delivery Direction, click on OK, if you need to update the information on that field, you just need follow the same steps. 

      7. [Synchronization] [Shopping Cart], the core team work on the ReferredBy Records to PostgreSQL via Shop-Sync API:

      • Create ReferredBy Record:

      • Update ReferredBy Record:

      • Delete ReferredBy Record:

      • Error Handling:

        • If the API call fails, the system must log the error and retry the operation up to 3 times.
        • Failures must be visible in monitoring/logging tools used by the Core team.

      • Security:

        • All API calls must be authenticated and follow existing security protocols.

       8. Wanting that prospects become customers, to have the value for the "DefaultCustomerTerms" appSetting in it:

      Apply Default Values
      • "When a prospect is converted into a customer, the system should apply the value of 'DefaultCustomerTerms' to the newly created customer. This will only occur if the app setting 'CustomerTermsRequired' is set to 'Yes'
      Shift - 2 

      • When a new prospect is created, the message "Insert, Record inserted successfully!" should be removed.

        • Header: Customer Created
        • Message: Prospect ID [enter prospect ID] has been successfully converted into a customer. The new Customer ID is [enter customer ID]. Do you want to open the item?
        • Buttons: OK / Cancel

          When a prospect is converted into a customer, the prompt should be updated as follows:

      1.At the top of the screen, on the right side click on the Gear Icon
      2. Choose App setting
      3. In the search bar, type in DefaultCustomerTerms, set the value to Yes
      Next
      4. On the left side panel, click on Finance & Accounting
      5. Click on Customer Financials
      6. Select Customer Financials
      7. Choose Customer Financial Management
      8. Click on New Entry, fille out the required information, press save & close
      Then
      9. On the left side panel, click on Sales & Marketing
      10. Choose Customer (CRM)
      11. Select Lead/Prospect
      12. Click on Lead/Prospect Management, in this window you will find the customer that was created on the Customer Financial Management window