Release Notes. Version

Transcription

1 Release Date: 06/12/2017 Release Ntes Versin SmartWare Accunting QuickBks Transfer: Reslved issue where QuickBks Transfer was including unused parts amunts fr a wrk rder in the Sales Amunt clumn Cmmunicatin Cmmunicatin Histry: Added new Cmmunicatin Histry feature t SmartWare Wrk Order Cmmunicatin Histry The Cmmunicatin Histry feature will allw yu t view all wrk rder cmmunicatin histry fr a given time frame and any ptential errrs assciated with the cmmunicatin messages. The Cmmunicatin Histry feature can be fund by navigating t Cmmunicatin Cmmunicatin Histry frm the main menu The Wrk Order Cmmunicatin Histry panel will lad allwing yu t view infrmatin abut the cmmunicatin recrds fr a specific date range Release Ntes Servantia SmartWare TM Page 1 / 8

2 In the Date: field enter in a starting date yu wuld like the search t begin n In the T: field enter in the ending date yu wuld like t search thrugh Next, click the (Search) buttn in the tp right f the Wrk Order Cmmunicatin Histry panel A list f results matching yur date range will be returned Belw is a list f each field available frm the Cmmunicatin Histry grid: Clumn Optins Ticket # Custmer Name Type Cmmunicatin Inf Cmmunicatin Type Errr Message Date Sent Latest Message Status Functinality Displays a list f wrk rder ptins: (edit WO): Will pen the wrk rder allwing yu t view infrmatin abut the wrk rder and make changes if needed Displays Ticket # frm the wrk rder that the cmmunicatin message was fr Displays the Custmer Name frm the wrk rder that the cmmunicatin message was fr Displays the type f message that cmmunicatin was triggered by: Cnfirmatin Cnfirmatin Text Receipt Travel Text Displays the Custmer phne r address used t send the cmmunicatin message Displays the cmmunicatin type that was sent: Indicates that an was sent t the custmer fr the selected Cmmunicatin Inf Text: Indicates that a text message was sent t the custmer fr the selected Cmmunicatin Inf Indicates if there was an errr received when trying t send the cmmunicatin message t the custmer. If n message appears then the cmmunicatin recrd was successfully sent Indicates the date and time SmartWare first attempted t send the cmmunicatin message t the custmer Indicates the last date and time SmartWare received a status respnse fr the cmmunicatin message that was sent Custmer Tabbing Sequence: Made the fllwing change t the tabbing sequence when creating a new Custmer Address: Release Ntes Servantia SmartWare TM Page 2 / 8

3 Changed tabbing sequence t jump frm Address 1 t Pstal Cde. Previusly tabbing was taking yu frm Address 1 t Address 2 then t Pstal Cde. Dispatch Daily Histry: Added Payments clumns t the Daily Histry grid Payments (clumn): Will display a list f payment types and payment amunts that were received fr the wrk rder during the selected date range Daily Histry Changed Payment Receive clumn t nly display a sum f payments that were received fr the wrk rder during the selected date range Made fllwing changes t Daily Histry Exprt: Added Payments clumn t exprt Reslved issue where Ttal Due, Payment Received and Balance clumns n the exprt were nt displaying any values Dispatch: When navigating away frm Dispatch panel and back, the Dispatch grid will nw stay laded t the same grid page yu were viewing when yu initially left Dispatch Ruting Setup: Changed wrding fr Anytime Avail Hurs clumn label t Standard Avail Hurs General General: Additinal imprvements and minr fixes implemented t help with perfrmance Release Ntes Servantia SmartWare TM Page 3 / 8

4 Parts: MFG # type ahead fields will nw include the manufacturer cde in the drp-dwn list return making it easier t identify parts with the same MFG # but frm different manufactures Edit Purchase Order Part Material Parts: Reslved issue where Parts panel was lading in a pending state preventing users frm clicking the Add Part t Lcatin r edit buttn under the Lcatins sectin Reslved issue when creating a new part frm either the ipad r SmartWare was nt always prperly setting the custmer price Physical Inventry Scan: Reslved issue when scanning a part that was previusly marked inactive n a lcatin was prperly updating the lcatin part quantity but was nt marking the part as active n the lcatin Purchase Orders: Changed label fr Receive Lcatin field t say Expected Receive Lc:. This change was made n bth the Part (edit) and Part (receive) panels fr a purchase rder. Added grid n purchase rders t display part receiving infrmatin. Grid will display n bth the Part (edit) and Part (receive) panels fr a purchase rder. Release Ntes Servantia SmartWare TM Page 4 / 8

5 Edit Purchase Order Part Reprts Custmer With Lead Surces: Changed reprt name frm Custmer With Lead Surces t Custmers Custmers: Added fllwing clumns t the Custmer reprt: Clumn Custmer Type Address1 Address2 City State/Prvince Functinality Displays Custmer Type assciated with the Custmer Name Residential: Indicates that Type: Residential was selected frm the Custmer panel fr the specific custmer Cmmercial: Indicates that Type: Cmmercial was selected frm the Custmer panel fr the specific custmer Cntact: Indicates that the custmer name recrd is assciated with a cntact recrd fr a custmer Displays Address 1 field infrmatin as it appears frm the Custmer Address panel fr the custmer Displays Address 2 field infrmatin as it appears frm the Custmer Address panel fr the custmer Displays City field as it appears frm the Custmer Address panel fr the custmer Displays State/Prv field infrmatin frm the Release Ntes Servantia SmartWare TM Page 5 / 8

6 Custmer Address panel fr the custmer Pstal Cde Phne Number(s) Address(es) Displays Pstal Cde field infrmatin frm Custmer Address panel fr the custmer Displays primary phne numbers frm the Custmer Cmmunicatin Inf panel fr the specific custmer Displays all addresses frm the Custmer Cmmunicatin Inf panel fr the specific custmer Wrk Order Adjustments: Reslved issue where nt selecting a task t assciate a credit mem with was nt apprpriately dividing the credit mem amngst all task. This was resulting in a Bad Accunt Cde message when trying t transfer Adjustments t QuickBks. Bucket Scheduler: Made fllwing changes t labels n the Bucket Scheduler: Original Label Befre-Nn: Anytime: Afternn: New Label AM: Standard: PM: Day f week selected will nw display t the right f Jb Date. Day f week is based ff the date that is currently selected in the Jb Date field. Bucket Scheduler Release Ntes Servantia SmartWare TM Page 6 / 8

7 Cmmunicatin Ntes: Imprved wrk rder cmmunicatin ntes t display sender name, date/time sent, recipient infrmatin, and cmmunicatin status Wrk Order Cmmunicatin Ntes Ntificatins: Reslved issue where Ntificatins panel was smetimes failing t lad prperly and instead was lading with all ntificatin ptins unchecked Print: Selectin f Print Invice frm a wrk rder will nw generate better messages infrming the user if there are issues that are preventing the ing f the Invice (i.e. Please save wrk rder changes first) Wrk Order - Search: Added Claim Inf: field as a search criteria t the wrk rder search panel allwing users t search based n the claim infrmatin entered n a wrk rder Added Cntact field as a search criteria t the wrk rder search panel allwing users t search based ff custmer cntact names. Cntact search field uses a typeahead methd which will return a list f custmers based ff an exact match n last name t the infrmatin yu typed in. Users will be required t select an exact match n cntact name t search by Cntact typeahead results will return a maximum f 20 results t select frm Changed label n Name search field t Custmer Name. Release Ntes Servantia SmartWare TM Page 7 / 8

8 Custmer Name search field will return results based ff partial matches allwing yu t type a prtin f a custmer s name and view all results that cntain the cntent. Wrk Order Search Exprt will nw include a clumn t display the technician s name Added space t the search criteria label fr Ticket #. Prir t change the label read Ticket# Setup Franchise Optins Pstal Cdes: Added Zne clumn t the Pstal Cdes grid. Setup Franchise: Pstal Cdes Release Ntes Servantia SmartWare TM Page 8 / 8