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Module | Description |
New Layout for Companies & Contact modules | Ribbon has been added to both Companies and Contact modules |
New Tab control for Projects, Companies and Contacts | Modules in Projects, Companies and Contacts all open in tabs that can be stacked vertically, horizontally or dragged out of e-manage completely. |
Bid Information | Added Bid Information to Current Opportunities grid |
Organized Menu Items (Today Tab) | Grouped Today tab into the Flow of Business (Business Development (CRM), Opportunity Management, Order Management, Servicing & Admin) |
Organized Menu Items (Main Menu) | Analysis Menu: Organized Analysis menu to give quicker access to all items instead of having to dig under sub-menus |
Updated Survey Report | Formatted to allow for less unused space to condense paper usage |
Order Status Grid | Added to the Today tab to show ALL Open Orders that have not been completed or cancelled along with Order Details for one centralized location to check the Order Status |
Right-Hand Toolbar Moved | Toolbar that contains Today, Prospecting, Queries, Etc. moved to the Left-Hand side of the screen |
Color Scheme Changes | Added “Blue Ocean” which contains a line divider between lines and alternate line color change added to the “Modern” color scheme for better clarity |
Bill of Materials Report | Report updated to reflect lines sorted by priority |
Configura XML format | Update to Configura’s XML format to utilize the new structure for dealer & customer discount |
Issues resolved in this release
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