We are listening!  Items with this label are a result of your suggestions in uInnovate.  Please continue to share and support those ideas that help your business.

  We recommend reading these and understanding the impact prior to updating.  These features may require adjustments to security or configuration and may have implications for your operations or current workflows. 

 
 

Multi-Select Attachments:  When adding attachments to a record through the ‘Set File’ option, users can now hold down the control key to select multiple records at one time.  They will be added as individual attachments under the record.

Closed Contract Mods and Marking Nontaxable Contracts Taxable:  Two sprints ago we did work around marking a closed contract nontaxable and having the subsequent closed mods also be nontaxable.  We have now done the work in reverse.  When a nontaxable closed contract is marked taxable, the subsequent closed mods will also be taxable.

Pronoun Update on Contract Update Message:  When a customer is changed from ‘Cash’ to ‘On Account’, the user is given the following message: “Customer Is now On Account. Do you want To update all of his current contracts to On Account?”  Now, obviously, this does not make much sense in relation to all customers, so we’ve updated ‘his’ to ‘their’.

Support Request Callback Number:  When an operator accesses the ‘Support Request’ option in the right hand help menu, the form will reference their operator record when populating the call back number.  It will use their cell number and if no cell number exists, their office number.  If neither of those exists, it will populate the store number as it has in the past. 

Day at a Glance Tabs: Users have expressed the opinion that it is difficult to see which tab they have selected in day at a glance as they all blend together.  We have made them more visible by bolding the text of the tab selected. 

Item Options:  Users now have the ability to assign options to their items.  Think of this a bit like doing a search on Amazon.  You search for ‘shirt’ and get all the shirts.  To narrow things down, you select for certain brands or colors, only including shirts that fit your criteria.  This enhanced search tool is available wherever the inventory selection screen exists.  For a detailed explanation of how to assign options and how this works, check out the ‘Item Options’ document in NetHelp or uLearn.

Credit Card Retrieval:  For Moneris and Cayan users, the credit card retrieval screen only displayed a set number of previous valid credit card tokens.  This screen has been enhanced and users can scroll through as many tokens as are available.  

Minimizing ID/Password Prompts:  For our Elite browser users, credentials are required to log into the browser.  As such, many have expressed a desire to not have to reenter ids and passwords in various places in the program as the interface already knows who they are.  We started the process of eliminating these prompts.  Account payments, file maintenance, and end of day are a few of the places we touched this sprint.  Is there a place you have to enter your credentials that really bugs you?  Let us know!  This will not apply to users on shared terminals-for obvious reasons.

Xero API Accounting Integration:  We’ve added a new horse to the API accounting integration stable.  Aside from a small difference in the export credential screen, it works basically like our other accounting integrations.  If you keep buying bay horses, can anyone even tell the herd is growing?  Lol.  Sorry.  Horse girl joke.

POR One Release Notes
        
These are updates for Elite users utilizing the POR One app.

Easier to tab Checkbox -  The size of the area for you to check off bulk item on a checklist task, such as Driver Delivery and Driver Pickup, has been enlarged to make it easier to check off quickly. You can still tap in to complete a full checklist of the cognition status, if needed by tapped on the name of the item undergoing a condition check. Otherwise, tapping on the left side of the card will complete the task and you can move on to the next. 

Delivery Accordion Hidden when not needed -  The delivery and pickup details accordion on a Contract will not be shown anymore if the contract is set to be picked up and dropped off by your customer. This was causing confusion and the Delivery and Pickup tabs will now only be shown when relevant.

Memory Lane Monday

This is a fun corner where we republish release notes from previous sprints you may have forgotten about.

eSign Initials/Signature Update: People don’t read the fine print. *I* don’t read the fine print. “Do you agree to these terms and conditions?” “Absolutely, I do.” Of course, when later they want to question something they signed off on, it is helpful to point to specific places they were required to stop, read, and initial. We have enhanced our eSign/Countersign feature to allow users to collect initials/signatures in multiple places on a document. Within the Company Configurations of your eSign account, certain text tokens can be assigned to indicate whether a signature or initials are required. Insert these text tokens into various places (Legalese/terms/printout fields of items/etc) and the customer will be prompted to sign/initial at each of them when signing the contract through eSign or Countersign. Please refer to the help documentation to learn more.

 Special Order Part: We all know that when we have to go back to something, it falls through the cracks. In order to make the creation of special order item records even easier, the options to mark the item as a bulk item and/or a part item have been added to the screen that appears when the Special Order option is selected from the contract or purchase order.