Manager Forum

Some highlights of our next update:

v 7.2.3

• Inventory Attached Item: When attached items to inventory records, an updated search allows finding those parts easily, user can edit existing attached part lines, and adjust quantity.
  
  Change of Vehicle Ownership: Implemented a simplified process; software now includes toolbar icon and a wizard to walk the user through steps
  
  FirstCall catalog: Updated version installed, catalog will now warn user when there are no parts to transfer
  
  Check for Updates: Function now checks if you are on the latest version when requested by user, and if not will prompt to proceed with update
  
  Purchase Order: Comment Line within Purchase Orders will now remember the choice of 'Internal Notes' or 'Note to be included with PO'
  
  Kilometers: Manager can now be configured to treat odometer values as Kilometers. When launching Maintenance, Kilometers will also be used. Kilometer setting in Setup / Screen View
  
  New Spell Checker
  Underlines incorrectly spelled words
  Right click on misspelled words to open a context menu that contains the correct spelling
  Dictionary includes common auto/repair terminology.
  Spell Check to Include Uppercase and add custom words
  Hitting enter in note boxes no longer jumps to top
  
  NAPA Prolink US Catalog: Catalog updated to enable message input after Price Check
  
  Promo Package: Now display price with two decimal places, not four
  
  Invoicing:
  Standard invoice template updated to move work completed and reference number to the top of the page. Customer account number printed right of customer name now in smaller non-bold font.
  Wisconsin invoice updated to include Xcharge receipt option. moving completed and reference to top.
  Florida invoiced renamed to be more consistent with other template names
  
  Scheduler
  Schedule Window now includes a Help button on each screen
  Built-in Appointment State colors are now editable
  Appointment editor to alert when 'seeing' recommendations
  The Source of the invoice is now maintained in schedule, WIP and order
  Scheduler will now remember what the user Resources/Technicians selected to Show/Hide while in the schedule screen
  
  Sublet: Sublet/Labor within Canned Jobs now include individual options for each tax
  
  Database Engine: Manager database automatically updated to SQL 2014
  
  WIP: User may now sort and retain sorting order by Promised, Time In, Completed, and Drop Off

Johnny5 wrote:Some highlights of our next update:



Check for Updates: Function now checks if you are on the latest version when requested by user, and if not will prompt to proceed with update

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Does this mean when an update is released we can click the check for updates and we will get the update even if we are not in cue for it yet?

That is what it means, yes.

Silky7 wrote:That is what it means, yes.

Good! We was one of the last to receive updates. This feature will be good for us.

With the inventory part, will this update us when we're running low on an inventory? Or is there a different way of doing this now?

Very happy to hear spell check will work with uppercase letters. That is all we use it looks nicer and is easier to read.

Sauvageaus wrote:With the inventory part, will this update us when we're running low on an inventory? Or is there a different way of doing this now?

Nothing has changed in this regard; use the Low Inventory by Vendor or Low Inventory by Part Number reports*.
* reports are dependent on stock levels and reorder points being set in each part record (so that SE knows what to tell you)

In v 7.2: You can now edit email template for estimates, repair orders, and invoices. JD

Boom: