Below you will find a list of the Minor Enhancements included with Edge Beta 23.3
Customer History
A new Customer History tab has been added that separates out some of the data that was displaying under Customer Activity, such as notifications.
Special Order History
A new tab has been added to Special Order records displaying their history.
Dashboard – Honor Wish Splits
Dashboard tiles now honor wish list commission splits and follow the way you have them configured in System Options.
Service Photos – Option to Save to Subfolders
A new option was added under General Options called ‘Service Images Save to Service Folders’; if enabled, any service job photos will be saved under subfolders instead of being saved to your main Photos folder.
Receipts – Repair Task Formatting
Repair task descriptions have been improved to look cleaner on the receipt.
PO Print – Contacts Labeled
Purchase Order phone, contact, account number are all now labeled.
Report Grouping Options – Folio and PO
Inventory reports can feature two new grouping options: by folio # and by PO #.
Report Options – Serial Numbers
Serial numbers can now be included on inventory reports.
Joined Items – Can Now Include Builds
You can now include built items in a joined item.
Notification Option – Do not Notify Until All Jobs Complete
A new option was added under Notification Options called ‘Multiple Services Notifications Options’; this controls what happens when there are multiple jobs of different types that are set to notify.
Item Move – Vendor Barcodes
Support was added to move an item’s location using a vendor barcode.
Physical Inventory Scan – Larger Photo
The photo displayed at the top of this form is now larger.
Rapid Reorder Report – Page Breaks
This report can now include page breaks.
Associate Task Report – Clickable Links
You can now click on the tasks on this report to open the associated task record.
Commission Report – New Options
There are new options on this report so that you can hide commission percentages as well as include cost.
Item Record – Copy From
The Copy From button has been restored.
Service Jobs – ETA Estimated by Default Option
A new option was added under General Options called ‘Make All ETAs Estimated by Default’; if enabled, the Estimated checkbox will automatically be checked on all job intakes.
EDT/ECon – Exclude Items with No Web Titles
There is a new option in EDT/ECon that can be enabled if you want to automatically exclude any item that does not have a web title from being uploaded.