For the Case V8.12.0 Release in May, we're planning the following improvements

• The Pin & Edit recipient feature will work on sub-cases for broker-enabled locations.
• Improved user experience in defining PDF options for a case.
• Fleet: New Inspections tab allows easy access to inspections associated with versioned estimates.
• Edit Operation screen: Log changes to the operation name in the User & System Notes section.
• Edit Customer screen: Add history to “Bill To” and “Ship To” fields for Local Customer.
• Include SOLD Line Item Approval Status in the Case Export configuration options.

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 V8.12.0 Release

Ability to Pin & Edit Notes Recipients for Sub-cases

Ability to Pin & Edit Notes Recipients: Administrators, Managers, and Service Advisors will soon be able to pin contacts in the "Send To" recipient menus found in the notes section of Sub-cases for broker-enabled locations. Pinned contacts will appear at the top of the menu under a new "PINNED" section.

Improved PDF Options for Request & Send Approval

We are enhancing our Request and PDF modals to help users better understand how their PDF selections differ from their location's "Default" settings. Improvements will include additional messaging and a better layout for the PDF modals. Additionally, we will remove the Save button and implement an auto-saving feature instead.

Fleet Inspections

We've made improvements to our Inspection feature for fleets. Both registered and non-registered/local fleet users will be able to more easily view completed inspections from the new Inspections tab located in their Viewing Case screen. The new Inspections tab will list completed inspections and allow users to click into each and view results, as well as a PDF by selecting the PDF button. 

Edit Operations Screen - Audit History for Operation Names

If the name of an operation changes after it has already been added to a case, that change will not currently be visible in the User & System Notes section on the Edit Operations screen. We plan to display these name changes in the User & System Notes section soon to enhance tracking.

Edit Customer Screen - Audit History for Bill To & Ship To

We are planning to add blue dot icons next to the audit/history area for the Bill To and Ship To fields on the Edit Customer screen. When users click on either blue dot icon, a pop-up will appear, following the same format used for existing audit/history pop-ups. The pop-up will display the following columns:

• Provider to display name of user who made the change
• Time of Change to display timestamp of change
• Change to display the name of the new customer saved as the Bill To or Ship To customer for the currently displayed Local Customer
• Title of each pop-up should be the name of the associated field, Bill To or Ship To

SOLD Line Item Approval Status - Case Export to DMS

To provide better flexibility over which line items export to the DMS, we are adding new export criteria in the Export Case to RO area located in the Location Information section of the Customize Your Database Admin area. Soon, Admin users will be able to set their Case export criteria to either include or exclude line items based on their status (None, Pending, Approved, Deferred, or Declined).

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 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.