10011-emanage|ONE Release Notes

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
EM-689	City & State fields added into Jobs Installing grid on the Today panel
EM-516	Jobs Installing grid updated to show based on Orders (not projects) and several fields added into the Field Chooser