For the Case V8.9.0 Release in April, we're planning the following improvements

• Case Notes Recipient Group: The Dealer Customer Contacts Recipient group will be renamed Case Contacts.

Coming Soon

• Ability to Pin & Edit Notes Recipients: Administrators will soon be able to pin contacts in the "Send To" recipient menus found in the notes section. Pinned contacts will appear at the top of the menu under a new "PINNED" section. In addition, Administrators can edit their Dealer Customer Contacts directly from the "Send To" recipient menu in the main case notes area.
• Exporting a Case to RO from the Mobile Check-In: We have extended the export Case to RO functionality to accommodate those who utilize the Mobile Check-In site.

Ready for Pilot

• Karmak - Parts Search: We have enhanced our integration with Karmak to provide the ability to perform parts searches using partial or semi-matching part numbers or descriptions.
• Karmak - Related ROs: Locations integrated with Karmak will have the ability to store Alternate Ro's from Karmak in the originating case.

Case V8.9.0 Release

Case Contacts

The recipient group known as Dealer Customer Contacts will be renamed to Case Contacts. This change is being implemented based on user feedback, with the goal of reducing confusion. The term "Contacts" encompasses all types of contacts and is not exclusively related to dealer contacts. For example, some users have raised concerns about fleet users accessing these contacts, as they are currently labeled "dealer" contacts.

Coming Soon

Ability to Pin & Edit Notes Recipients

Admin users will soon be able to pin contacts in the "Send To" recipient menus found in the notes section. 

Pinned contacts will appear at the top of the menu under a new "PINNED" section.

In addition, Admin users will have the ability to edit their Dealer Customer Contacts directly from the "Send To" recipient menu in the main case notes area.

Exporting a Case to RO from the Mobile Check-In

Exporting a Case to RO from the Mobile Check-In: Use cases for the Mobile Check-In site are expanding, as there is a growing focus on a mobile interface for on-site maintenance. We have extended the export Case to RO functionality to accommodate those who utilize the Mobile Check-In site. These updates are designed to streamline the mobile service process, ensuring improved efficiency, compliance, and better communication of export statuses.

Ready for Pilot

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/partial 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 can 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.