---
title: "July 2022 Release Notes"
slug: "july-2022-release-notes"
updated: 2023-05-30T15:44:41Z
published: 2023-05-30T15:45:00Z
canonical: "guide.youraspire.com/july-2022-release-notes"
excludeFromSearch: true
---

> ## Documentation Index
> Fetch the complete documentation index at: https://guide.youraspire.com/llms.txt
> Use this file to discover all available pages before exploring further.

# July 2022 Release Notes

## Enhanced Advanced Search Functionality

The *Advanced Search* modal has undergone extensive enhancements to improve your experience viewing and managing your *Advanced Search* lists. Below is a list showcasing newly improved advanced search functionalities:

- If you are a user with permission enabled to *Edit Access to Advanced Search Lists,* you can share your *Advanced Search Lists* with other users and grant or revoke the option to allow that user to *View* or *Edit* the *Advanced Search* list you chose to *Share With* them.
  - If you are a system administrator, you can share your *Advanced Search* lists and grant and revoke the option to allow *U**sers* and *U**ser Roles* to *V**iew* or *Edit* your advanced search lists.
  - Non-system-administrators can not *Share* or *manage access* to *Advanced Search Lists* with *User Roles*.
- To navigate the *Advanced Search Save As* modal, click on the *More* menu in the upper right corner of a search list screen and select *Save As*.

![](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/image-1657119484920.png?sv=2026-02-06&spr=https&st=2026-11-15T01%3A37%3A23Z&se=2026-11-15T02%3A37%3A23Z&sr=c&sp=r&sig=KyoaLmT6vin6WUvKaKokjKQx%2BwHhxFLo5xe5PDql2S0%3D)

- You can now confirm that the search lists you are in the progress of configuring can be saved before you navigate away from a screen. If you are in the *Display*, *Filter*, *Sort*, *Advanced Search Save As*, or *Group* modal, it will not be closed until you select the option to *Cancel* or *Apply* changes.
- You can now make the choice between only exporting the advanced search columns that are currently in view on your screen or exporting all fields to Excel. Whereas before, you could only export all fields to Excel. To carry out this action, click on the *More* menu on the search list screen of a module and select the *Export* option that suits your expectations. ![](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/image-1657120068708.png?sv=2026-02-06&spr=https&st=2026-11-15T01%3A37%3A23Z&se=2026-11-15T02%3A37%3A23Z&sr=c&sp=r&sig=KyoaLmT6vin6WUvKaKokjKQx%2BwHhxFLo5xe5PDql2S0%3D)
- Search lists will now be organized and appear under four groups: *My Default*, *Created by Me*, *Shared With Me,* and *System*. When you use the search field, you will see that the results will appear organized under these four groups.

![](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/image-1657120094175.png?sv=2026-02-06&spr=https&st=2026-11-15T01%3A37%3A23Z&se=2026-11-15T02%3A37%3A23Z&sr=c&sp=r&sig=KyoaLmT6vin6WUvKaKokjKQx%2BwHhxFLo5xe5PDql2S0%3D)

## Enhanced Activities Functionality

To increase the overall usability of the *Activities* modal, the following enhancements have been added:

• Instead of only having the ability to add a *New Appointment* or *New Task* within the *New Activity* section of the details screen for the *Properties* and *Opportunitie*s module, you will now see the additional availability to create a *New Issue* or a *New Email* as well. This way, you can remain on a details screen to carry out and save all actions before leaving the screen.

- ![](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/image-1657120626394.png?sv=2026-02-06&spr=https&st=2026-11-15T01%3A37%3A23Z&se=2026-11-15T02%3A37%3A23Z&sr=c&sp=r&sig=KyoaLmT6vin6WUvKaKokjKQx%2BwHhxFLo5xe5PDql2S0%3D)Within *Activities*, you can now *Copy* a *Task* or an *Issue* to use as a template within the *New Task* or *New Issue* modal. To carry out this action, navigate to *New Task* or *New Issu*e under the *Quick Menu* and select Create a Copy option. Then, click *Save* or *Complete,* and you should see newly created tasks that contain the same information provided within the template you copied.
- ![](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/image-1657120648818.png?sv=2026-02-06&spr=https&st=2026-11-15T01%3A37%3A23Z&se=2026-11-15T02%3A37%3A23Z&sr=c&sp=r&sig=KyoaLmT6vin6WUvKaKokjKQx%2BwHhxFLo5xe5PDql2S0%3D)In lieu of navigating to the *More Activities* menu to *Add* a *New* *Milestone*, you can do so from an *Opportunity* by going to the *More Activities* menu on the *Opportunit*y details screen and selecting *New Milestone*.

![](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/image-1657120708725.png?sv=2026-02-06&spr=https&st=2026-11-15T01%3A37%3A23Z&se=2026-11-15T02%3A37%3A23Z&sr=c&sp=r&sig=KyoaLmT6vin6WUvKaKokjKQx%2BwHhxFLo5xe5PDql2S0%3D)

- You can now add a *New Contact* or *Propert*y to a *Company* directly from the *Compan*y details screen. You can do this by first going to the *Properties* module and then clicking on the *Company* tab. Select a *Company* from the search list and click on the *New* button right above the *Contacts* or *Properties* section of the screen.
- Within In the *New Milestone* modal, the *Regarding* field is restricted to *Work Tickets* and *O![](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/image-1657120744605.png?sv=2026-02-06&spr=https&st=2026-11-15T01%3A37%3A23Z&se=2026-11-15T02%3A37%3A23Z&sr=c&sp=r&sig=KyoaLmT6vin6WUvKaKokjKQx%2BwHhxFLo5xe5PDql2S0%3D)pportunities* to prevent the case of a *Milestone* being assigned to a *Property*.

• When you are creating a new appointment, you will find that the location will list the associated address in the regarding field when you are in the *Quick Menu* or one of the following modules:

1. *Property*
2. *Opportunity*
3. *Work Ticket*

• In the *Service* details screen on the *Estimate* screen, you will see a warning prompting you to save any unsaved changes if you try to navigate outside of this screen.

## Attachment Enhancements

The *Attachments* modal has undergone extensive enhancements that lend an increased user-friendly experience for you as an Aspire user when managing and viewing attachments. When you navigate to the *Attachments* modal, you will observe the following new functionality:

• The *Opportunity* or *Property* name will be displayed within the attachment modal.

• So that you can initiate advanced searches that are more granular and precise within the *Attachments* modal, you will now have the following new additional *Advanced Search* options available within the *Attachments* modal:

○ *Filter* and *Sort* columns

○ A *Search* field

○ The option to *Delete*, *Download*, *Expose to Crew,* or *Attach to Invoice(Opportunities only)* for more than one attachment item simultaneously by navigating to the *Bulk Actions* menu within the attachments modal.

![](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/image-1657127990012.png?sv=2026-02-06&spr=https&st=2026-11-15T01%3A37%3A23Z&se=2026-11-15T02%3A37%3A23Z&sr=c&sp=r&sig=KyoaLmT6vin6WUvKaKokjKQx%2BwHhxFLo5xe5PDql2S0%3D)

• When creating a *New Email*, *New Task*, or a *New Issue*, your attachment search results will be filtered by most to least relevant given the *Regarding* category most associated with the attachment search. For example, if the regarding category is a *Work Ticket,* the first search result would be an attachment from the *Work ticket,* and the last search result would be an attachment from a *task* associated with that *Work Ticket*. You can see all search results by ensuring the *Regarding* field is blank.

• For the details screen for the following modules: *Equipment*, *Purchases*, *Work Tickets*, and *Properties, y*ou can now upload and save multiple attachments without leaving the details screen. This can be done by clicking the new *Save* icon in the details screen's Attachments section. The maximum amount of attachments that can be saved is 10.

![](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/image-1657128193145.png?sv=2026-02-06&spr=https&st=2026-11-15T01%3A37%3A23Z&se=2026-11-15T02%3A37%3A23Z&sr=c&sp=r&sig=KyoaLmT6vin6WUvKaKokjKQx%2BwHhxFLo5xe5PDql2S0%3D)

• You can see an enlarged preview of the attached images. If you select the option to preview a Word, Excel, or PDF file, you will see an image of the file-type logo. The option to close the preview will be located in the right corner of the preview window.

• When you navigate the *Attachments* modal from the *Property*, *Work Ticket*, or *Opportunity* module, your attachment search results will automatically appear in order of relevance to the search item. For example, if you search for an attachment from the *Work Ticket* details screen, the first search you will see is relevant to the *Work Ticket,* and the last search result would be an attachment for an *Appointme**nt* tied to the *Work Ticket*.

- The search fields you designate within the Attachment modal for one module will not be retained or carried out for another. All search parameters will be cleared.
- Users can now utilize the *S**earch* field and the options to *Filter**,* *S**ort*, and *D**isplay* information to carry out a *Quick Search* within the *Attachment*s modal.

## Manage Site Audit Tags

The *Site Audit Photo Tags* workflow has been improved to increase the usefulness and efficiency of tag management. The *Tags* field is no longer inactive, and you can use this field to add, edit, and remove tags for an image directly from the *Photo Editor* screen by placing your mouse within the field to activate your cursor so that you can type out your photo tags.

![](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/image-1657132087799.png?sv=2026-02-06&spr=https&st=2026-11-15T01%3A37%3A23Z&se=2026-11-15T02%3A37%3A23Z&sr=c&sp=r&sig=KyoaLmT6vin6WUvKaKokjKQx%2BwHhxFLo5xe5PDql2S0%3D)

To add a tag to an image from a desktop, you can type out the tag and press *Enter* or *Return* on your keyboard. If you are using a mobile device, you can add tags by clicking the plus icon to the right of the *Tags* field. After adding the tag, you will notice a pencil icon appear to the right of the tag. Click on this icon to modify or remove the tag.

![](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/image-1657132401004.png?sv=2026-02-06&spr=https&st=2026-11-15T01%3A37%3A23Z&se=2026-11-15T02%3A37%3A23Z&sr=c&sp=r&sig=KyoaLmT6vin6WUvKaKokjKQx%2BwHhxFLo5xe5PDql2S0%3D)

By clicking the pencil icon, you will open the *Photo Tags* modal (previously called *Category Tags*). Within this modal, click on the pencil icon to edit a tag and the *x* icon to remove the *Tag*. After modifying or removing a *Tag*, click on *Update* or press the *Enter* or *Return* key to save your changes. The *Tags* field can contain up to 750 characters for custom and pre-defined tags.

## New Work Ticket Bulk Action

If you are an Aspire user with the following permissions:

- *Complete Work Ticket*

AND

- *Full Access to Schedule Board*

OR

- *Read-only Access to Schedule Board*

You can now mark multiple work tickets as uncomplete by clicking *Uncomplete* in the *Bulk Actions* menu. This enables you to swiftly update work tickets previously marked as *Complete* without individually marking each work ticket as uncomplete.

By selecting this bulk action option, work tickets containing visits will revert back to Scheduled status; if no visits are associated with the work ticket, it will revert to *Open* status.

![](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/image-1657139112878.png?sv=2026-02-06&spr=https&st=2026-11-15T01%3A37%3A23Z&se=2026-11-15T02%3A37%3A23Z&sr=c&sp=r&sig=KyoaLmT6vin6WUvKaKokjKQx%2BwHhxFLo5xe5PDql2S0%3D)

## Purchase Receipt Work Ticket Hyperlink

You can now navigate to a work ticket associated with a purchase receipt without navigating away from the *Purchase Receipts Details* screen. To do so, you must first navigate the Purchasing module and click the *Purchase Receipts* tab. You will then notice that the previously read-only *Ticket* field now contains a hyperlink to the work ticket associated with the purchase receipt. After you click the hyperlink, it will open a new tab for the work ticket so that you do not have to navigate away from the purchase receipts details screen.

![](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/image-1657167369111.png?sv=2026-02-06&spr=https&st=2026-11-15T01%3A37%3A23Z&se=2026-11-15T02%3A37%3A23Z&sr=c&sp=r&sig=KyoaLmT6vin6WUvKaKokjKQx%2BwHhxFLo5xe5PDql2S0%3D)