Top-Liner - Case V8.6.0, Coming February 2025

As a pre-release to Case V8.6.0, targeted for Thursday 2/20/25, we are planning the following improvements:

• Operations Builder - We are excited to announce a new feature in Builder that improves the CSV export for administrators and enhances the import processes for our onboarding team by including Additional Charges related to operations. This update aims to streamline your workflow and facilitate better management of these additional charges.

For the Case V8.6.0 release, targeted for the last week of February, we're planning the following improvements:

• User Access Enhancements for Dealer Admins - Includes changes to how Dealer Admin users can add or remove user access and improvements to admin screens that provide additional information about user location details.

Coming Soon:

• Karmak - Parts Search: We have enhanced our integration with Karmak to provide the ability to perform parts searches using partial or semi-matching parts information.  Please reach out to your Decisiv representative for more information on enabling this new feature for your location.
• Karmak - Related RO's: Locations integrated with Karmak can now relate more than one RO number with a single case. Please reach out to your Decisiv representative for more information on enabling this new feature for your location.

Pre-release to Case V8.6.0 - Targeted for Thursday 2/20/25:

Operations Builder - CSV Export with Additional Charges: 

We are excited to announce a new feature in Builder that improves the CSV export for administrators and enhances the import processes for our onboarding team by including Additional Charges related to operations. This update aims to streamline your workflow and facilitate better management of these additional charges.

CSV Export with Additional Charges: When downloading the operations list from Builder, the CSV file now includes columns for Additional Charges (Additional Charges Category | Additional Charges Code | Additional Charges Description | Additional Charges Amount). This allows administrators to easily confirm, update, and manage additional charges directly from the CSV file.

CSV Import with Additional Charges: Our onboarding team can import Additional Charges data when importing operations into Builder.

• Feature Benefits:
  • Improved Data Management: Simplifies the process of tracking and updating additional charges associated with operations.
  • Enhanced Efficiency: Reduces the time and effort needed to manage additional charges, allowing users to focus on other important tasks.
  • Seamless Integration: Ensures that all relevant data, including additional charges, is accurately imported and exported, maintaining data integrity.

Case V8.6.0 release - Targeted for the last week in February:

User Access Enhancements for Dealer Admins:

Admin users will now have a more streamlined process for adding or removing access. Additionally, we've improved the Associated Locations admin screen to offer more comprehensive information about user-location details, making it easier to manage and understand access levels.

Admin users can view current and past locations, remove users from locations, and restore access all from the Associated Locations screen.

Coming Soon:

Karmak - Parts Search:

Providers often spend significant time searching for parts because some integrations require precise part specifications to return valid matches. Karmak offers a fuzzy search for parts through its API, allowing users to perform partial searches. This enhancement will display a modal with the search results for parts, enabling providers to select a part of their choice. Once the part is selected, it will be added to the operation.

Karmak - Related ROs:

Service providers currently have the ability to generate additional repair orders (ROs) from within an existing RO in the dealer management system (DMS). This allows them to bill repair line items separately and select an alternate billing account for warranty items. However, when a new RO is created in this way, it is no longer visible from the originating case or RO.

The Related RO enhancement provides the means to retrieve related RO information from the DMS and populate the case accordingly.