Manager SE Reports & printing

Driver Contact Name Not Printed On RO?

Driver Contact Name Not Printed On RO?

Postby GUTHTIRE » Mon Aug 07, 2017 1:53 pm

A few releases ago there wasn't field for a customer's first name to be associated with the phone number list. Back then we were using the extension field to specify the first name, albeit it was truncated. Since then there's been an addition space provided for a name which is great however the RO now shows just the phone number. This creates a bit of a issue when contacting the customer in that by looking at the printed RO you have no idea whose phone number it is that you are calling. The only way to tell is to go to Customer Screen for that vehicle.

Can we get the "checked" names and numbers from the Telephone List printed on the RO and for that matter the printed Invoice as well?
Dan
GUTHTIRE
100 Club: Active Contributor
100 Club: Active Contributor
 
Posts: 186
Joined: Thu Dec 10, 2015 5:19 am
Location: Glenmoore, PA

Re: Driver Contact Name Not Printed On RO?

Postby Johnny5 » Tue Aug 08, 2017 8:54 am

Hi

In the next version to be release very soon, driver information and driver phone is printed on repair orders and invoices. The next version I am asking for the base telephone number notes to be printed.

JD
John Dwulet AKA: Johnny5
Sr. Product Marketing Manager - Mitchell1
Tuck in behind me, I'll show you where to crash. 8)
User avatar
Johnny5
System Guru / Moderator
System Guru / Moderator
 
Posts: 665
Joined: Wed May 26, 2004 2:03 pm
Location: Mitchell 1 John Dwulet, Sr. Product Marketing Manager

Re: Driver Contact Name Not Printed On RO?

Postby GUTHTIRE » Tue Aug 08, 2017 9:11 am

Johnny5 wrote:Hi

In the next version to be release very soon, driver information and driver phone is printed on repair orders and invoices. The next version I am asking for the base telephone number notes to be printed.

JD


Great, thx!
Dan
GUTHTIRE
100 Club: Active Contributor
100 Club: Active Contributor
 
Posts: 186
Joined: Thu Dec 10, 2015 5:19 am
Location: Glenmoore, PA

Re: Driver Contact Name Not Printed On RO?

Postby Johnny5 » Tue Aug 08, 2017 10:40 am

It will look something like below, if there are notes with the selected phone numbers, two lines will be used.

phonenote.gif
 
John Dwulet AKA: Johnny5
Sr. Product Marketing Manager - Mitchell1
Tuck in behind me, I'll show you where to crash. 8)
User avatar
Johnny5
System Guru / Moderator
System Guru / Moderator
 
Posts: 665
Joined: Wed May 26, 2004 2:03 pm
Location: Mitchell 1 John Dwulet, Sr. Product Marketing Manager

Re: Driver Contact Name Not Printed On RO?

Postby GUTHTIRE » Tue Aug 08, 2017 1:48 pm

Johnny5 wrote:It will look something like below, if there are notes with the selected phone numbers, two lines will be used.

phonenote.gif


Thanks for the pic. From our standpoint just the name would suffice. But it would, if possible and eventually, coincide with the checked number or numbers in the Telephone List.
Example: If Steve and home were checked ###-###-#### Steve, ###-###-#### Home (If only Steve was checked maybe Home would be a default. If Steve and Valarie were checked ###-###-#### Steve, ###-###-#### Valarie.
Dan
GUTHTIRE
100 Club: Active Contributor
100 Club: Active Contributor
 
Posts: 186
Joined: Thu Dec 10, 2015 5:19 am
Location: Glenmoore, PA

Re: Driver Contact Name Not Printed On RO?

Postby Johnny5 » Wed Aug 09, 2017 12:09 pm

It does this now: Coincide with the checked number or numbers in the Telephone List.
phone1.gif
 


phone2.gif
 
John Dwulet AKA: Johnny5
Sr. Product Marketing Manager - Mitchell1
Tuck in behind me, I'll show you where to crash. 8)
User avatar
Johnny5
System Guru / Moderator
System Guru / Moderator
 
Posts: 665
Joined: Wed May 26, 2004 2:03 pm
Location: Mitchell 1 John Dwulet, Sr. Product Marketing Manager

Re: Driver Contact Name Not Printed On RO?

Postby GUTHTIRE » Wed Aug 09, 2017 1:44 pm

Johnny5 wrote:It does this now: Coincide with the checked number or numbers in the Telephone List.
phone1.gif


phone2.gif


The only way that I see to get a name to show on an RO is to put the name in the Ext. field. If I use omit the name in the Ext. field it just shows the number. If I add a driver and phone number it still just prints the number. The report that we're using for RO's is "RO with Part Detail". FWIW, the only time we assign a "Driver" is with Companies that have multiple vehicles.
Dan
GUTHTIRE
100 Club: Active Contributor
100 Club: Active Contributor
 
Posts: 186
Joined: Thu Dec 10, 2015 5:19 am
Location: Glenmoore, PA

Re: Driver Contact Name Not Printed On RO?

Postby DynaBMan » Fri Aug 11, 2017 3:53 am

I see this as a feature that I am definitely going to utilize in our shop. Any idea when the release is going to start rolling out?
Larry Jackson
Greg's Too Car Care
Fort Smith, AR
DynaBMan
100 Club: Active Contributor
100 Club: Active Contributor
 
Posts: 107
Joined: Tue Mar 27, 2007 9:28 am

Re: Driver Contact Name Not Printed On RO?

Postby Johnny5 » Fri Aug 11, 2017 8:07 am

Trying to wrap this new version this week, it will go to tech support next week for their review, then shortly after we will start deploying to users.

JD
John Dwulet AKA: Johnny5
Sr. Product Marketing Manager - Mitchell1
Tuck in behind me, I'll show you where to crash. 8)
User avatar
Johnny5
System Guru / Moderator
System Guru / Moderator
 
Posts: 665
Joined: Wed May 26, 2004 2:03 pm
Location: Mitchell 1 John Dwulet, Sr. Product Marketing Manager

Re: Driver Contact Name Not Printed On RO?

Postby DynaBMan » Wed Sep 06, 2017 3:35 am

Johnny5 wrote:Trying to wrap this new version this week, it will go to tech support next week for their review, then shortly after we will start deploying to users.

JD


I am really looking forward to the new version. Any more news as to when it could be deploying to users? Or is there a way to manually download it?
Larry Jackson
Greg's Too Car Care
Fort Smith, AR
DynaBMan
100 Club: Active Contributor
100 Club: Active Contributor
 
Posts: 107
Joined: Tue Mar 27, 2007 9:28 am

Re: Driver Contact Name Not Printed On RO?

Postby Johnny5 » Wed Sep 06, 2017 6:31 am

DynaBMan wrote:
Johnny5 wrote:Trying to wrap this new version this week, it will go to tech support next week for their review, then shortly after we will start deploying to users.

JD
I am really looking forward to the new version. Any more news as to when it could be deploying to users? Or is there a way to manually download it?


It is available now, you can download the update from http://www.m1faqs.com/fix/SE , I strongly suggest you not do this update in the morning or the middle of the day. Do it at the end of the day, if you get stuck ring up tech support as soon as you can.

JD
John Dwulet AKA: Johnny5
Sr. Product Marketing Manager - Mitchell1
Tuck in behind me, I'll show you where to crash. 8)
User avatar
Johnny5
System Guru / Moderator
System Guru / Moderator
 
Posts: 665
Joined: Wed May 26, 2004 2:03 pm
Location: Mitchell 1 John Dwulet, Sr. Product Marketing Manager

Re: Driver Contact Name Not Printed On RO?

Postby DynaBMan » Wed Sep 06, 2017 6:38 am

Johnny5 wrote:
DynaBMan wrote:
Johnny5 wrote:Trying to wrap this new version this week, it will go to tech support next week for their review, then shortly after we will start deploying to users.

JD
I am really looking forward to the new version. Any more news as to when it could be deploying to users? Or is there a way to manually download it?


It is available now, you can download the update from http://www.m1faqs.com/fix/SE , I strongly suggest you not do this update in the morning or the middle of the day. Do it at the end of the day, if you get stuck ring up tech support as soon as you can.

JD


Is there a good likelihood that the install will give me troubles? :D
Larry Jackson
Greg's Too Car Care
Fort Smith, AR
DynaBMan
100 Club: Active Contributor
100 Club: Active Contributor
 
Posts: 107
Joined: Tue Mar 27, 2007 9:28 am

Re: Driver Contact Name Not Printed On RO?

Postby Johnny5 » Wed Sep 06, 2017 6:53 am

The main issue we see here with installation is 1. User needs to temporarily turn off Windows firewall, 2. must be logged into pc as Admin, and 3. Exit all other running programs and temporarily shut down anti-virus software for the update install.
John Dwulet AKA: Johnny5
Sr. Product Marketing Manager - Mitchell1
Tuck in behind me, I'll show you where to crash. 8)
User avatar
Johnny5
System Guru / Moderator
System Guru / Moderator
 
Posts: 665
Joined: Wed May 26, 2004 2:03 pm
Location: Mitchell 1 John Dwulet, Sr. Product Marketing Manager

Re: Driver Contact Name Not Printed On RO?

Postby DynaBMan » Wed Sep 06, 2017 10:49 am

Installed and up and running like a charm. So far, I like a lot. :D :D :D :D :D
Larry Jackson
Greg's Too Car Care
Fort Smith, AR
DynaBMan
100 Club: Active Contributor
100 Club: Active Contributor
 
Posts: 107
Joined: Tue Mar 27, 2007 9:28 am

Return to Printing / Reports

Who is online

Users browsing this forum: No registered users and 1 guest