|
Date Corrected, release will occur tonight at 10:30 PM EDT
|
|
DS|Manage360 v3.06 Update
|
Your DS|Manage360 site will be automatically updated to the latest version starting tonight at: 10:30 PM EDT August 4, 2016. We expect this update may take up to an hour, during which time your site may be unavailable.
|
- Added the ability to search for items using the SKU values.
- When adding or editing a Kit, the supplier of the Lead Item is now visible.
-
The Home page has been redesigned to give the you an overview of all of the current tasks in Manage360, regardless of whom they are assigned to or to whether or not they are connected to an Account, an Opportunity, or Job. By default, the list comes with two system views: "My Tasks", which is a list of incomplete tasks assigned to the currently logged in user, and "All Tasks". Users can search, sort and create custom views to alter the list of tasks.
-
The journal entries have been moved to their own section and can be accessed by clicking on your username in the top right corner.
- Changing the amount or percentage of unbilled Milestone Billing payments will no longer adjust amounts of payments that have already been invoiced.
- Proposals generated by Manage360 will now have a blank Author field and an accurate Content created date in Microsoft Word.
- Opening the Select Contract Services map view on a Route will no longer give an error message if one of the accounts has a linked billing account.
-
Estimate locking has been added to Maintenance Estimates. When turned on, only one user can work on a maintenance estimate at a time. If a user accesses a locked estimate, it will open in read only mode. A warning will be displayed to the user with the option to unlock the estimate. Users' with only read-only access cannot obtain a lock on an estimate.
The Maintenance Estimates list page will show a lock icon besides the locked estimates to make it easy to see which estimates are currently being modified. Inline editing the status of locked estimates is disabled to prevent conflicts.
-
Fixed a bug which would prevent a work order from successfully saving if it had a kit with multiple items from the same supplier.
|
|
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.
|
