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DS|Manage360 v3.03 Update
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Your DS|Manage360 site will be automatically updated to the latest version starting tonight at: 10:30 PM EDT June 27, 2016. We expect this update may take up to an hour, during which time your site may be unavailable.
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- Loading time of the following lists have been improved:
- Supplier list
- Contact and Select Contact lists
- Job list
- Maintenance Routes list
- Opportunity and Select Opportunity lists
- Timesheet list
- Fixed an issue that prevented importing Material and Plant CSV files that contain new suppliers.
- Maintenance Estimates are now included in the Sales Performance Summary report.
- The correct payment schedule now shows on the Proposal when you edit the Total Price of a Construction Estimate inline whether it contains sales tax or not.
- When refreshing costs on a Construction Estimate, the unit cost of General Conditions will be refreshed as well.
- Construction Estimate save performance has been improved.
- It is no longer possible to delete an estimate that has already been won in another one of your tabs or by another user.
- To improve reporting, the following changes have been made to Opportunities:
- Only one estimate can be created per opportunity. New versions of an unapproved estimate can be created.
- Changes to the Opportunity status are prevented when an open Maintenance Estimate exists. The status will be updated when the estimate is Won or Lost.
- Changes to the Opportunity status, outcome, and outcome date are prevented when the opportunity is linked to a Construction Estimate that was Won or a Maintenance Estimate that was Won or Lost.
- Closed Opportunities will not be shown when prompted to Select Opportunity during the New Estimate process.
- New feature has been added to Maintenance Estimates, which now allows users to save and create maintenance estimates from templates.
- When creating a new Maintenance Estimate, the list of templates to pick from is filtered based on the opportunity's division. Templates from other divisions can only be used if they have no services.
- The blank template option is always accessible.
- All the past payments are deleted when creating estimates from templates that use Periodic Billing. A warning message will appear when the payment schedule needs to be updated.
- Templates must have unique names and can only be deleted, not modified. To modify, create an estimate from the template you wish to modify. Make any modifications. Save the Estimate as a template with an updated name. Delete the old template.
- There is now a utility available in the Settings page to re-win Maintenance Estimates that were won before the Maintenance Job Management module was enabled. This re-win procedure will create the missing Maintenance Jobs for those contracts which will allow access to all of the Job Management features (Scheduling, Routing, Job Costing, Billing, etc).
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Special Note:
Some of the updates in this next release of DS|Manage360 are for clients who have added the Maintenance module. If you are interested in adding the Maintenance module, please contact one of our account managers 1.800.710.1900 x2 or sales@dynascape.com.
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