May 09, 2026
Features
133725: ExpandIT requires Customer No. on Units/Service Items
- Customer No. is now required on Units and Service Items synced to ExpandIT, ensuring complete customer association and improved data accuracy across both platforms.
132098: Ship-To Address sync to ExpandIT includes Phone Number and Email Address
- Ship-To Address records synced to ExpandIT now include both the phone number and email address, providing technicians and service teams with complete contact information at the point of service.
133752: Error Message replaced with Error Notification linked to Record Changes/Incoming Errors
- Error messaging has been enhanced with a streamlined Error Notification that includes a direct link to Record Changes and Incoming Errors, allowing users to quickly investigate and resolve sync activity.
133754: Retrieving a Work Order returns only lines applicable to that Work Order using Parameters
- Retrieving a Work Order from ExpandIT now returns only the lines applicable to that specific Work Order through the use of Parameters, delivering more targeted and efficient data retrieval.
133755: Sync of Dimension Values from RPM ExpandIT API Setup to DEPARTMENTS in ExpandIT
- Dimension Values can now be synced directly from the RPM ExpandIT API Setup to the DEPARTMENTS table in ExpandIT, providing greater flexibility in organizing and reporting departmental data.
97985: MarkAsRead and GetUnRead included in calls to and from ExpandIT for change-only records
- Calls to and from ExpandIT now include MarkAsRead and GetUnRead functionality, ensuring that only records with changes are processed for improved performance and reduced data overhead.
Corrections:
133522: Sync (Get) from ExpandIT preserves the 'Use Quoted Price' field on the WO Line
- Sync (Get) operations from ExpandIT now preserve the 'Use Quoted Price' field on the Work Order Line, maintaining pricing generated from the Work Quote throughout the sync process.
133762: Filter screen added when adding Jobs (Projects) to Record Changes
- A Filter screen is now available when adding Jobs (Projects) to Record Changes, giving users greater control and precision when selecting which projects to include.