Manager SE Version 8.3.1.36 Now Available

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Silky7
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Manager SE Version 8.3.1.36 Now Available

Post by Silky7 »

Hello,

I just wanted to let everyone know the latest version of Manager is now available. This will be distributed automatically, but for those interested you can also download the manual update here: https://kb.mitchell1.com/manager-files/ - Line one

Here are the full release notes for those interested:
  • SocialCRM details for customer records have been secured, and login is now required
    Parts entry now displays potential matches from inventory and will auto-complete after a selection is made
    Report Changes
    PO Reports now display the shipping cost
    The Invoice Date is now more prominent (bold) in the Invoice Templates
    The application startup process improved when a new potential host exist
    VMRS codes can be set for labor items sourced from the Commercial Vehicle Estimator
    Online Catalogs support Shipping Costs
    Fixed Issues
    Fixed incorrect spelling when using the Onboarding Wizard
    When ordering parts, Parts sent without a location will no longer cause an error
    Several Help links have been fixed
    Printing reports should maintain focus until complete
    Revision Changes
    New Setup option to update original estimate totals when selling a revision. Setup -> Default Settings -> Update original estimate amount when revision sold
    Scheduler Changes
    Appointment editor now detects and warns about technicians assigned to multiple, overlapping appointment time slots
    1st Mile Payment Processor
    New Ability to enabled saved payment accounts. Under the Payment Processor settings for 1st Mile, you can now enable "Saved payment methods for future use"
    Once enabled, during the processing of credit cards, can securely save the payment card information (No actual card data is saved. Only an identifier token)
    After account(s) have been saved, use customer tab to "Update Customer Status" -> Manage Payment Accounts to remove saved token
    If a customer has a saved payment account, both normal payments and batch pay window will allow you to easily the select saved account
    Text Message Archive Support
    Can now archive a full conversation from Text Message Center dialog, by clicking the archive button
    Archived messages are removed from your active conversation list, and only visible when opening up a new conversation to that customer
    Improved Fleet Support
    New Fleet/Warranty Setup Area (under the Configurations menu -> Fleet Vendor Setup)
    Ability to create a global fleet vendor that can be shared across customers
    Also able to create a customer specific fleet vendor with local modifications for a single customer (can clone a global one, or directly create a customer one from customer tab fleet vendor/warranty drop down)
    This dialog shows posted YTD orders and Total Posted Invoice $ per fleet vendor
    Ability to export data to Excel, PDF, or CSV
    Ability to configure Fleet Contact information, billing terms, and automatic approval limits
    Ability to control what address/billing information shows on Invoices and/or balance Due Report
    Balance Due Report
    Billing Terms and Due Date can optionally be shown on the balance due statement
    Billing Terms are displayed once near the Total Balance Due at bottom of statement
    Due Date is only shown in top section, separate Due Date for each invoice
    Addressee can be changed based on setup for associated 3rd party
    Fleet Vendor Name for top line (replacing Company)
    Fleet Vendor Billing Attention for second line (replacing Customer Name)
    Address, City, State, Zip in same locations
    When set to prompt, the "Use Fleet Vendor’s Address" Prompt will now occur once per each customer
    When converting from EST to RO if shop owner exceeds configured automatic approval limits, will prompt service advisor to get approval
    Main Invoice template report has been modified to show the Fleet Vendor and Attention instead of Cust\Company when a fleet is assigned to a customer
    The display of the Fleet VehicleID (Fleet #) was added to several screens
    Vehicle screen (Vehicle Selector)
    Customer screen new column added to vehicle grid
    Added to the Text Messaging template
    Added to email template along with the Unit#
    Fixed Issues
    Setup Tabs now reload/refresh when switching tabs resulting in improved setting handling
    RO/Print Setup changed email template Service Advisor to display as First then Last name (was Last, First)
    When sending a OLA decline text message without first onboarding the customer, fixed the issue where the customer responding did not show up
    Fixed slowdown from prior release in several of the Customer Reports (e.g. Customer Activity Report, Customer E-mail list by Last Name)
    Added help link from RO/Setup Email template editor
    Follow Up Reports when run for a single day will now return correct data
    Correctly set default service advisor when creating new appointments from order
    Optimized Loading of Revision tabs
PS - Sorry for the format. I don't think unordered lists are working correctly.
M1 Product Manager
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cardoc
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Re: Manager SE Version 8.3.1.36 Now Available

Post by cardoc »

Updated this weekend. Now when I print an invoice it asks me to mark it printed before I get a chance to read it and make sure I am really going to print it??? Second issue when I order parts the parts order screen shows the part in stock but I have to slide way over to the right to see where it is in stock. The status and location need to be next to each other like they used to be please!! Alan
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Silky7
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Re: Manager SE Version 8.3.1.36 Now Available

Post by Silky7 »

Hi Alan,

The completion prompt was moved up to allow the correct calculation of the Due Date option when it's in use.

As to the location column - it was missing from the previous version, and returning it put it in a location as though it were new. Someone else mentioned this, and we have recorded a backlog item to allow users to reposition/re-size columns and save those grid preferences (like the order screen or others).
M1 Product Manager
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