For the Case V8.14.0 Release, retargeted for June 23rd, we're planning the following improvements

• Edit Customer Screen - Audit History for Bill To & Ship To: We're adding blue dot icons next to the audit/history area for the Bill To and Ship To fields on the Edit Customer Screen.
• Edit Customer Screen - User Message for Bill To & Ship To: We're adding audit/history messaging to help users know details about prior changes to the Bill To and Ship To fields located on the Edit Customer Screen.
• Case Details: Relocation of the CDK Asset Sync Service feature.
• Mobile Estimates & Notes: Improved UI and user navigation for Mobile Estimates & Notes.

Coming Soon

• Vendor Profile Creation: Enhancements to the new vendor creation process will soon include a clearer user creation step.
• Expose the Customer Requested Completion Time field: Service providers can add the Customer Requested Completion Time field to all fleet cases registered or not, initiated by a service request or not.

Case V8.14.0 Release

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

We're adding 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 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

Edit Customer Screen - User Message for Bill To & Ship To:

We're adding audit/history to help users know details about prior changes to the Bill To and Ship To fields located on the Edit Customer screen. When viewing a Local Customer (non-registered fleet), Users will be alerted that adding a customer as a Bill To or Ship To customer will impact an existing relationship with another customer.

When a user clicks to select a customer to serve as the Bill To or Ship To customer for the displayed Local Customer:

• A check is performed to determine if that selected customer was previously saved for the same purpose (Bill To or Ship To) for a different Local Customer.
• If the selected customer is not already saved for the same purpose with a different customer, nothing additional needs to be done.
• If the selected customer is already saved for the same purpose with a different customer, a new confirmation alert (as seen below) will automatically open.
• If a user selects CANCEL, they are returned to the displayed screen with no change made.
• If a user selects CONFIRM, the changes are saved for the new Bill To customer, and they are returned to the Edit Customer screen with that new Bill To customer displayed.  

Case Details - Relocation of the CDK Asset Sync Service feature (Specific to locations integrated with CDK):

We’re relocating the CDK Asset Sync Service feature for better alignment with our newer UI to the Asset Panel located on the Case Screen.

If the CDK Asset Sync Service feature is enabled, the "CDK Asset Status" field will be displayed at the bottom of the Asset panel.

Mobile Estimates - Estimate & Notes UI Navigation Enhancements:

We’re improving the UI and user navigation for Mobile Estimates & Notes. Both estimates and notes are more easily accessible now by visiting the dedicated tabs located at the top of the screen.

Estimate versions, along with their associated PDFs, are more easily accessible from the Estimate tab.

UI improvements have been made to the dedicated Notes tab, helping to drive case communication.

Coming Soon

Vendor Profile Creation: 

Enhancements to the new vendor creation process will soon include a clearer user creation step.

Customer Requested Completion Time:  

Service providers will soon be able to add the Customer Requested Completion Time field to all fleet cases, whether registered or not, and regardless of whether they were initiated by a service request.