Customers Module + Inventory Brand/Model

3/11/2021
Enhancements

• Customers is the latest module to receive the updated Lightning treatment!
  • Customers module includes KPI (Key Performance Indicator) graphics at the top of the page, focusing on your active customer numbers, and which ones are keeping you busy. 
  • When tracking maintenance on Customers' assets, now you can add the customer name to the asset file (under the Asset details tab) 

• The Inventory module now includes the ability to track part Brand / Model.  These fields will appear under the part details tab.  It can also appear on the Inventory List View.  
• Now in every module, the search parameters will be retained when moving back and forth between the details screen and the list view.  Once you move on to another module, the search results will again be reset.

Fixes

• Fixed issue causing PO's to duplicate in the list view, after receiving the inventory
• Resolved issue with Asset list not loading in the Open portal when a location has been selected
• Fixed Purchase Order Reset Grid option so it returns to the default settings
• PM notes can once again link to Service Tasks
• Issue resolved on Inspection Template steps being re-ordered, but not saving
• Inactive budgets can no longer be selected during Cycle Count creation

Enhancements

• Nothing New

Fixes

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Fixes

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Enhancements

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Fixes

• No Updates