14293 Release Notes
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Customer flags -- There are two new fields in the customer contact: Flag and Flag Reason. The flags and colors are defined, but the associated flag reasons can be set manually (customer owes money, don’t schedule appt, etc). On a calendar phone number lookup, a flag will be displayed in the create appointment window, and the flag reason can be seen by hovering over the flag icon.
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Sales goals -- Office Managers can enter monthly sales goals for members of the sales team from the main menu, Sales -> Goals. Sales reps will see progress toward monthly and yearly goals on their home screens. Managers will see progress for the entire store on their manager home screen.
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Send reports by email -- Run any report from Manage -> Reports, and click the email icon below the report title. Complete the address information in the popup, and click send. The report will be sent as an html email attachment.
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Job List refresh -- The job list will update automatically (20 second pulse) similar to the calendar day view. This will keep the information on page consistent when multiple users are viewing the job list simultaneously.
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Improved Recycle Bin pagination and controls -- Recycle bin searches and list sorting are preserved when paging through long lists (40+ results). Previously it was annoying to find a particular item when searching a long list of recycle bin items.
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Filters preserved when switching pages in reports -- In Manage -> Reports, searches and list sorting are preserved when paging through long lists of report results (100+ results).
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Ad Campaigns linked from Ad Campaign report -- The ad campaign names in the Ad Campaign Detail report link back to the entry in the ad campaign module.
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More results added to KPI -- home page KPI widget includes additional entries for sales reps and managers: Patio Doors, Entry Doors, Storm Doors, Closing %, Avg Win Price, Win Low-E %, Win Grid %, Win Cap %.
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New trim color: Burgundy
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Install appointment cancellations are no longer displayed on sales rep upcoming installs home page widget.
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Customer Statement printable -- For stores that track customer payments in MetricWise contracts, customer statements can be printed from the contract Print Forms function.
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Customer Payment Receipt printable -- For stores that track customer payments in MetricWise contracts, receipts can be printed from the contract detail view in the customer payments related list. From the context menu for a specific payment, choose the Print Forms, Receipt.
- Appointment confirm for tomorrow can be checked from the appointment context menu without opening the appointment detail. Appointments can still be confirmed from the appointment detail or list as always.
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