...
· Added checkbox to send an email notification to the Salesperson on the project as a secondary notification.
...
· Added Surveys configurable per action item type. These will automatically save to the “Surveys” module.
...
Reporting:
· Added Order Status grid within all projects.
...
o Contains all orders on a project and the acknowledgments tied to them (the little +) on the left)
...
· Updated Project Information report to include Order Status
...
· Corrected problem that prevented seeing public saved queries by adding a checkbox to make them not public.
...
· Added Project Manager to several grids in the “Today” tab
...
· Updated Sales Tax Report to allow for cash-based reporting by Paid Date
...
· Updated PO Report for continuous line numbering rather than resetting each phase
...
§ This is only true if you have the option selected in the Administrator to update the Approximate Value with Quote Value.
NOTE: You will need to manually uncheck any quotes that are not valid/most likely in this grid. Previous quotes that had been removed may re-appear as they were never truly completed/cleaned up.
UI Updates:
· Revamped Asset Manager for easier understanding.
· Updated New / Edit Part window for easier data entry. Pricing starts with list price and flows down while updating.
...
· Added Quote # to Quick Search and re-assigned shortcut key from Service Ticket to Quote # (F6)
...
· Enhanced Auto Parts Configurator Window.
...
Web Services
· Hon:
...
· Added functionality to attach emails to Service Agreements
Web Portal:
· Upgraded Web Portal Server for increased performance
...
· For more information, please refer to the Help Guide
...
Bug Fixes
Canadian Dealers:
...