How is everyones summer going…? If it’s like mine, it’s going fast…
Although it’s been a while, much work has been done.
1) Request Navigator
Double click method in the “On Order Qty” field now opens and displays the current orders for that part number. (Must have a On Order Qty greater then 0 . )
2) Customer Merge System
It’s finally here, you can now merge most (90%) of the data from one billing customer to another, one service address to another, one billing address to another service address, and one service address to another billing address. This addresses the long standing problem when a billing address gets demoted (customer moves and rents out his house) and needs to become a service address, with a new billing address. It really got problematic when the current billing address had linked TANS,and or MA or Service Contracts, etc… it was a nightmare. Now in a couple of clicks your finished.
3) QuickBooks Pro
Option for sending the repair number to QuickBooks Pro in the memo field. It was brought to my attention that the QuickBooks Pro Deposit Summary has no way of displaying the repair number in the report. Since the report displays the contents of the memo field, we use that.
4) Sort Order Functions
Added right click sort order functions to a bunch of setup menus.
5) Reverse Search System (Located on the fourth tab on the Inventory Nav.)
a) Expanded the search function.
b) Added the Zoom and Print (double click Service Note Field) function.
c) Added double click access to the invoice in history for each record.
a) Added an “Out of Balance” sentry — This system makes sure your flat rate total is equal to your details total.
b) Added a system to merge kit information when building estimates. When building an estimate based from multiple kits, it is generally easier to combined the kits into one kit with one price. This facilitates that very easily.
c) Added double click Zoom for kit description fields.
a) Added a spell check to Zoom box
b) Added menu access to the Open Kit Nav
c) a ton of other lesser refinements.
Still working on the previous graphic schedule navigator bug. It’s becoming very elusive…
Other smaller bugs found and repaired.
Well thatâ€™s it for nowâ€¦.
Until Next Timeâ€¦.