The main focus of this release has to do with fixing minor usability issues, as well as introducing you to the Case Quickstop Banner.
- Fleet Users
- Service Providers
Issue Fixed: Editing Asset Maintenance Schedules
Some fleet users encountered errors when trying to save changes to the Maintenance Schedule for an asset, but received an error indicating an issue with the fleet ownership problem.
This issue has been fixed, and you will be able to edit and update maintenance schedules as expected.
See also: Manage Maintenance Schedules
Issues Fixed: Unexpected Estimate Displayed to Fleet Users
Previously when a service provider sent a note to a Customer Contact, the system posted the Estimate PDF to the case and requested approval even though the service provider didn’t post the estimate yet.
Now when a service provider sends a note to a Customer Contact, only the note is sent to the contact.
Issue Fixed: Save Appointment Button Creating Multiple Appointments
Previously when you clicked SAVE after creating an appointment, the system allowed you to click the SAVE button again resulting in multiple, duplicate appointments.
Now when you click SAVE, the system disables the button to prevent unnecessary duplicates.
Issues Fixed: Incorrect Unit Number Displayed in Appointments
If a user updated an Asset Unit Number and then created an appointment with that asset, the appointment in the calendar didn’t reflect the updated Unit Number.
Now when a user creates a new appointment for an asset, the appointment displays the latest Unit Number as expected.
Issues Fixed: CDK Error Message When Exporting a case
Previously when a CDK Service Provider exported a case to a Request Order, if an error message containing special characters was generated, it wouldn’t display on the page.
Now when you export a case to a Repair Order, if CDK responds with an error message that contains special characters, the message displays as expected when hovering over the EXPORT TO RO error marker.
Case Quickstop Banner
The Case Quickstop Banner displays critical case information at the top of the page for easy location. Your admins can decide which values to present in the banner area, choosing from options like Customer, Unit, Repair Status, Follow-Up, Estimate, and more, putting that information at your fingertips no matter where you are on the page.
We built this feature using feedback from users like you. So give yourself a pat on the back!