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 |
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
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 |
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 for Service Agreements |
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 | Ability to go directly to Lynx website from the notification in the right hand corner if Lynx pricing comes back with an error |