Contacts
*NEW* Customer - Add/Edit card window has been updated so the first and last name are no longer editable. *Dealers - if you need a name changed, reach out to your admin to have it fixed
Products
Add Photo Import - Blue Icon shows which photo is primary, Process to add photos to a product, edit/cancel buttons - More updates to this coming soon! This is all in preparation for website sales.
Production
Adding a photo during the final inspection process has a new process
Quotes
Changes are starting in ShedVerse to add Zone based pricing instead of only state based pricing. When you create a new quote, you will now be asked for a zip code, after you are asked for the state. Currently, the system is not making sure the zip you provide is in the state selected, but that will not always be the case.
Service Log
*NEW* Add new service records from the service log without going back to the asset record (before you could only add a new record from an asset) - also there are UI updates to the service log to make the summary information easier to read
Reports
- *FIX* When running the lot buildings report and choosing "no" to dealer details, you no longer get a request to choose the dealers
- *NEW* Repair Commission Reports - Paid and UnPaid
- The Awaiting Moves Report has been revamped to be more efficient and easier to review data including the ability to sort by driver and date
Templates
*NEW* A "Filter" section has been added to Templates. This will enable users to group/sort templates by various filter topics/themes/categories to make it easier to find sets of data that might need to be updated together. For instance, if you hire a new Production Manager and you want to add him/her to all of the repair notifications or all notifications related to new custom building orders, you'll now be able to use those filters to more easily navigate the templates, even if you don't know the name of the template you are looking for.
Version 24.18 | Beta Release: 12/04/2024 | Client Release: TBD
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