Enhancements in this release
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 |
Issues resolved in this release
Issue Number | Description |
EM-634 | Haworth - Add new Required fields for Order Submissions (Dealer Appointment Contact & Delivery Site Contact) |
EM-633 | Make Project Notes not customer visible (on customer web portal) by default |
EM-632 | Install At and Ship To not pulling from Company OFDA Defaults on Quote submissions |
EM-617 | TEK Issue #7 - Importing into e-manage from 2020 does not bring in the attribute lines (requested sample SIF file from Brandon but attached XML is showing the attribute line "Espresso Reflect" but again not coming into e-manage at all) |
EM-616 | TEK Issues #6 - Importing a 2020 Teknion SIF file into e-manage does not bring in the Phase Names correctly - in the XML file it is showing up under "U1" which does not translate into e-manage |
EM-614 | TEK Issue #4 - Importing 2020 OFDA XML into e-manage does not bring in the Option Groups |
EM-613 | TEK Issue #3 - Importing CAP Studio SIF into e-manage brings in incorrect sell price (sell price is being brought in as list price from the file) |
EM-612 | TEK Issue #2 - Importing 2020 OFDA XML into e-manage does not bring in CR # (Quote # in 2020) |
EM-608 | Add "Salesperson" in field chooser of Booked Orders Needing Scheduling grid in Installation Calendar |
EM-607 | OrderBookings - ActualPOCost should not include Subcontractor labor |
EM-592 | Importing Parts Via PSpec button in BOM sometimes adds to multiple projects instead of just one |
EM-588 | New Project form error when not selecting a contact even though contact is not required |
EM-587 | Error when running Aging / Invoicing Report |
EM-569 | TEK Issue # 1 - Importing CAP Studio SIF into e-manage does not bring in CR# (Quote # in 2020) |
EM-323 | Teknion Web Service button in the Batch Entry should only show if you are a Teknion Dealer |
EM-164 | It would be helpful if you could go directly to Lynx website from the notification in the right hand corner if Lynx pricing comes back with an error. Now there is a note of the error in the BOM line item, which is great, but sometimes it is still necessar |