6.13.0 Visit Checklist Enhancements

Visit Checklists Enhancements 

Per client feedback, we have implemented changes to enhance the visit checklist functionality in the following ways: 

•  You can make visit checklist items mandatory for a specific opportunity instead of only at the service catalog level so that you are not required to make a system-level change for particular use case scenarios when you have the Make Visit Checklist Items Mandatory permission enabled under your user role.

• The ability to Make Visit Checklist Items Mandatory at the opportunity service level will only appear if visit checklists are enabled at the system and branch level first. 
• You can apply this to existing opportunities by resetting the opportunity status to Bidding. 
• This functionality can be applied to existing, new, and one-time visit checklist items. 
• If you mark an item as mandatory at the opportunity level, you can update the opportunity via an opportunity renewal and deselect the mandatory status. However, if the item is marked as mandatory at the service catalog level, you can not undo this status via an opportunity renewal. 

• When you are on the Visit Checklist advanced search list or on the Visit Checklist Reports screen, you will notice that the cursor icon is of a hand instead of a pointer to indicate that an element is selectable.