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Manager SE 7.1.7 Release Feedback

Manager SE 7.1.7 Release Feedback

Postby GUTHTIRE » Thu Feb 02, 2017 11:08 am

It appears that the Customer Telephone List is separate from the Vehicle Driver Telephone List, correct?
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Re: Manager SE 7.1.6 Release Feedback

Postby timbre4 » Thu Feb 02, 2017 11:15 am

GUTHTIRE wrote:It appears that the Customer Telephone List is separate from the Vehicle Driver Telephone List, correct?


Correct. The Customer telephone list is the same as before with the exception of the additional field for notes. The Driver Telephone List is generated from user input on the Vehicle screen; if there is no input, then it doesn't come into play. A list of Driver contact information is created as entries accumulate. This will make it easier to assign Driver to different vehicles under the same customer record.

This is a step towards a composite "family" or "fleet" (truck) customer contact model. As we go forward the Driver telephone contact list will become available in more places in the program.
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Re: Manager SE 7.1.6 Release Feedback

Postby Rich » Thu Feb 02, 2017 12:31 pm

I love you people!!!
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Re: Manager SE 7.1.6 Release Feedback

Postby ricmorin » Thu Feb 02, 2017 12:55 pm

Rich wrote:I love you people!!!

We really love the driver name and number fields. Using it a lot already.
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Re: Manager SE 7.1.6 Release Feedback

Postby GUTHTIRE » Thu Feb 02, 2017 2:06 pm

ricmorin wrote:
Rich wrote:I love you people!!!

We really love the driver name and number fields. Using it a lot already.


Agree, only wish the two Telephone Lists where tied together, if you select driver name would be nice to have it pull from the Customer Telephone list although there may be a "method to the madness" as to why this wasn't done. :wink:
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Re: Manager SE 7.1.6 Release Feedback

Postby timbre4 » Thu Feb 02, 2017 2:50 pm

Deja Vu - I think this has been discussed at least twice before. :wink:

The Driver contact phone list was provided to give you something additional over and above the standard customer phone list. Specifically the son or daughter cell phone numbers are probably not in the customer phone list because they don't actually belong to the customer. In the fleet scenario, the driver cellphone would definitely not appear in the Customer/Company list.
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Re: Manager SE 7.1.6 Release Feedback

Postby Pauls Automotive » Fri Feb 03, 2017 4:36 am

Tim I am curious. Will the driver phone numbers be available through the Bolt-On products. In other words say I had a son or daughter on the driver phone list and they were paying the bill and I wanted to text them the Electronic inspection form. Will that shop up in Bolt-On's number pick list or will it only show the owner list of numbers?
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Re: Manager SE 7.1.6 Release Feedback

Postby timbre4 » Fri Feb 03, 2017 8:05 am

Paul - Can't say for sure what their plan is. We do share all of the changes as we make them. Maybe drop them a note about this.
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Re: Manager SE 7.1.6 Release Feedback

Postby Pauls Automotive » Fri Feb 03, 2017 9:14 am

I am loving the auto updating between the WIP and the scheduler. That is such a wonderful feature. It makes the scheduler so much easier for me to use. I honestly wasn't using it much before because it seemed like I was having to double enter information. I have been using so much more since yesterday. :lol:
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Re: Manager SE 7.1.6 Release Feedback

Postby timbre4 » Fri Feb 03, 2017 9:19 am

We are very glad to hear that. :wink:
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Re: Manager SE 7.1.6 Release Feedback

Postby sbebenelli » Mon Feb 06, 2017 7:55 am

Could 7.1.6 have broke the Wise connect catalog? It is not transferring the vehicle info over.


EDIT:

Seems to only be doing it on this vehicle. 1GTJTFDE5A8133750 2010 GMC Canyon. It takes you to the home page and does not transfer the vehicle info over to the parts catalog.

I have tried other vehicles and they are working.
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Re: Manager SE 7.1.6 Release Feedback

Postby jjoldtwn » Mon Feb 06, 2017 1:43 pm

Just installed today and we are already loving the new updates, especially the updated spell check. We do have one possible problem. When viewing in the appointment tab the technician information does not update from the work order. It will change and retain the info if you set a tech at the time you schedule the appointment but if you change it when it is an actual RO it does not change it on the scheduler/appointment screen.
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Re: Manager SE 7.1.6 Release Feedback

Postby Johnny5 » Mon Feb 06, 2017 2:06 pm

jjoldtwn wrote:Just installed today and we are already loving the new updates, especially the updated spell check. We do have one possible problem. When viewing in the appointment tab the technician information does not update from the work order. It will change and retain the info if you set a tech at the time you schedule the appointment but if you change it when it is an actual RO it does not change it on the scheduler/appointment screen.


You may have to close and reopen the appointment tab so the data gets refreshed. It is changing on my test system.
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Re: Manager SE 7.1.6 Release Feedback

Postby Johnny5 » Mon Feb 06, 2017 4:17 pm

sbebenelli wrote:Could 7.1.6 have broke the Wise connect catalog? It is not transferring the vehicle info over.


EDIT:

Seems to only be doing it on this vehicle. 1GTJTFDE5A8133750 2010 GMC Canyon. It takes you to the home page and does not transfer the vehicle info over to the parts catalog.

I have tried other vehicles and they are working.


Nope, it's WHI's system, sometimes that system has trouble with light trucks. It (WHI's catalog) appears to be ignoring the VIN even though it is valid. I'll report it.
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Re: Manager SE 7.1.6 Release Feedback

Postby ricmorin » Tue Feb 07, 2017 1:44 pm

When typing in a labor window, specifically the Work Performed window and the text goes beyond the visible window, the window goes back to the beginning when creating a new line (carriage return). Minor issue but kind of annoying. :| You need at least 5 lines for it to occur, and regular typing without a hard return allows the window to scroll correctly.
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Re: Manager SE 7.1.6 Release Feedback

Postby Johnny5 » Tue Feb 07, 2017 1:57 pm

It's not set to auto scroll. Small fix I believe, I will record it.
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Re: Manager SE 7.1.6 Release Feedback

Postby ricmorin » Tue Feb 07, 2017 2:04 pm

Also on that same window, right click select all no longer works. Worked in 7.1.4.
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Re: Manager SE 7.1.6 Release Feedback

Postby Johnny5 » Tue Feb 07, 2017 2:24 pm

Recorded
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Re: Manager SE 7.1.6 Release Feedback

Postby ricmorin » Tue Feb 07, 2017 2:30 pm

Johnny5 wrote:Recorded

That might have something to do with the new spell checker since it is now in that window.
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Re: Manager SE 7.1.6 Release Feedback

Postby Johnny5 » Tue Feb 07, 2017 2:32 pm

Absolutely!
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