01/16/2022 v2023.01  

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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. 

Web Quote Conversion:  A flaw was uncovered that allowed users with unified numbering turned on to convert a web quote from a quote to a reservation with the web quote customer still intacct.  It should prompt for an actual customer in the conversion.  This has been corrected.

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

Dynamic Sales Item Transfers: This feature makes it easy to create a transfer for restocking bulk sales items between stores. When the transfer contract is written, the system will provide a list of available items that can be transferred from one store to another to satisfy items that are below their minimum at the receiving store.

Asset Selling Items From Other Stores: Now, if the user tries to sell another store’s item on their contract, they will receive a warning that they are unable to do that. The items will either need to be transferred or sold out of the store they are in.

Release Notes (informational only)

In the past, we have kept the Expert and the Elite release notes in separate camps to avoid confusion.  However, we think it’s time that the fence comes down between The Sandlot and The Beast.  After all, we’re all on the same baseball..er…software team. Because Elite is the next evolution of Expert, the latest and greatest technology moving toward the future, we thought it would be beneficial for our Expert customers to be in the know.  As Elite features release and mature you may find functionality that you just can’t live without.  While new features in Expert are limited due to its older technology, fear not, Expert will continue to be supported.  Below are the release notes that our Elite customers received for this release; there is also a link to the Elite Release notes on the home page of this site if you are interested in learning more about past Elite releases.

Saved System Views for Contracts:  Within the browser contract search, the system views combo box has been enhanced with four ‘out of the box’ options (similar to the pre-filtered tabs in Day at a Glance): Quotes, Reservations, Open Contracts, and Internal Work Orders.  The view filters can be manipulated, but the original settings will always persist.  If the user tries to save a manipulated system view, it will be saved as a customer user view and be labeled ‘Reservations-COPY’(for example).  It can then be further edited as a saved user view if so desired.  System views will be separated from user views and will be at the top of the drop down.  A checkbox on the right side of the views allows the user to choose a default view.

Saved Search Filter Updates:  The behavior of the ‘Clear’ and ‘Cancel’ options has updated slightly when using saved searches within the browser interface.  ‘Clear’ will clear the filtered values, leave the filters and anything entered in the search field in place, and trigger a new search.  ‘Cancel’ will clear the search field and reload the previous saved search view.  If one does not exist, it will default to the ‘No saved search view’ option.

Browser Security Navigation:  As a user scrolls up and down through browser security options (from browser configurations accessed through the gear icon at the top right of the application), the column header containing the labels (definition, version, etc.) will persist to allow users to quickly identify the information they are looking at.

Rental Revenue Insights Widget:  There is a new widget on a sales type dashboard for Rental Revenue Insights.  This operates very much like the existing Revenue Insights widget, it simply filters it to only be for rental items.

Web Quote Conversion:  A flaw was uncovered that allowed users with unified numbering turned on to convert a web quote from a quote to a reservation with the web quote customer still intacct.  It should prompt for an actual customer in the conversion.  This has been corrected.

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

Dynamic Sales Item Transfers: This feature makes it easy to create a transfer for restocking bulk sales items between stores. When the transfer contract is written, the system will provide a list of available items that can be transferred from one store to another to satisfy items that are below their minimum at the receiving store.

Asset Selling Items From Other Stores: Now, if the user tries to sell another store’s item on their contract, they will receive a warning that they are unable to do that. The items will either need to be transferred or sold out of the store they are in.