For the Case V8.13.0 Release, targeted for June 6th, we're planning the following improvements

• Edit Customer screen: Add history to “Bill To” and “Ship To” fields for Local Customer.
• Ability to select & deselect multiple note recipients - main Notes section of Editing Case screen.
• Labor Time Price Markup - Ability to apply labor time markups to additional sources outside of SRTs (Example Motors and Mitchell1)

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.

June Improvements

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 the name of the user who made the change
• Time of Change to display the timestamp of the 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
• The title of each pop-up should be the name of the associated field, Bill To or Ship To

Ability to Select & Deselect Multiple Recipients

Users will soon have the option to select and deselect multiple note recipients from the main Notes section located in the Editing Case screen. This enhancement will save time and effort when choosing more than one recipient for a new note.

Labor Time Price Markup

Certain Dealers often want to add a specific markup to the labor time for their operation sources. This could be for many reasons. For example, sometimes, the labor time hours do not consider extreme weather conditions or certain delays.

Since we already have the functionality to mark up SRTs from OEMs, we're now adding the ability for Admins to apply markups to additional operation sources outside of SRTs, such as Motors and Mitchell.

Located in the Customize your Database area of the Admin screen, Admin users will soon be able to select existing operations sources and apply markups.

Once applied, the markup will automatically associate itself with any operations of that source when it's added to a case, saving users time and effort in having to adjust the labor time manually.