New User Settings->My Settings->Appearance->Color Scheme Light with larger/modern borders
Grids
with Double Row heights cleaner and easier to read (grey areas removed)
Search row fields easier to identify
Products include sales and quote summary for last 1 year, 2 years, and all time on every product
Appointment Preset Messages (View->List->Mobile Schedule & Routing->Preset Service Messages can be set with an appointment color. When an appointment is created and that Service is selected, the color will be automatically filled in
Customer Data
Messages: Customer Messages can now be found as a tab within the customer
Customer Contact Info
New STATUS drop down to replace Do Not Email with a list of options to reflect the contact status. This is expecially useful for emails that the customer has asked to Do Not Solicit email, or bounced back.
Do Not Solicit (can still invoice, but do not send solicitations)
Non-Valid
Disabled
Blocked
Undeliverable
Does Not Exist
Suspended
Other
Appointments
Contact list column ordered by settings in the Customer Contact tab
Activity Tab can open and add a new activity
Manually created appointments will automatically check the Do Not Move and/or Do Not Remove from date so that SMART Routing will act accordingly without the user having to remember to check these boxes.
Appointment Search Criteria # of Hours can now be a decimal (ie: .5 = 30 minutes, 1 = 1 hour, 1.5 = 1 1/2 hours)
Schedule has an improved WEEK view
Products
Location Grid now shows Tax Type
Layout changes including
New Field Manufacturer Part#
Shows Number of Quotes in past 1 year, 2 years, all time
Shows number of sales in past 1 year, 2 years, all time
My Day
Has a Week view option
Mobile Device Settings
A mobile device can be set “Can Pull From Warehouse Directly”
Reports
Customers Basics with Overdue Invoices (AR). A simple list of customers with overdue invoices for the purpose of printing and checking off on a physical paper the status of AR making collection calls.
New Sales Totals By Month Between shows a chart of total sales by month that can be added to the dashboard.
Crystal Reports no longer needed on desktop. Reports are created on server as PDFs
Route Sales Trakker 2024.4.9.x
Menu added to bottom with Main, Inventory, and Reports
From Inventory, if set to “Can Pull From Warehouse Directly,” can tap the 3 dots and open Load from Warehouse to do their own inventory transfers from the warehouse to this device
Dark Mode supported
First Aid Trakker 2024.4.9.x
Menu added to bottom with Main, Inventory, and Reports
Fill level lists grouped as one scrollable list with highlighted rows that have qty delivered
From Inventory, if set to “Can Pull From Warehouse Directly,” can tap the 3 dots and open Load from Warehouse to do their own inventory transfers from the warehouse to this device
Dark Mode supported
Field Service Trakker (Android(2024.4.9.x) / iOS(20245.09.x))
Menu added to bottom with Main, Inventory, and Reports
From Inventory, if set to “Can Pull From Warehouse Directly,” can tap the 3 dots and open Load from Warehouse to do their own inventory transfers from the warehouse to this device
