In May, we're planning the following improvements

• Ability to Pin & Edit Notes Recipients: General Managers, Service Managers, and Parts Managers will soon be able to pin contacts in the "Send To" recipient menus found in the notes section. Pinned contacts will appear at the top of the menu under a new "PINNED" section. In addition, General Managers, Service Managers, and Parts Managers can edit their Dealer Customer Contacts directly from the "Send To" recipient menu in the main case notes area.
• Ability to select & deselect multiple note recipients - main Notes section of Editing Case screen.
• Improved user experience in defining PDF options.

Ready for Pilot

• Karmak - Parts Search: We have enhanced our integration with Karmak to provide the ability to perform parts searches using partial or semi-matching part numbers or descriptions.
• Karmak - Related ROs: Locations integrated with Karmak will have the ability to store Alternate RO's from Karmak in the originating case.

May Improvements

Ability to Pin & Edit Notes Recipients

Administrators, General Managers, Service Managers, Parts Managers and Service Advisors will soon be able to pin contacts in the "Send To" recipient menus found in the notes section. 

Pinned contacts will appear at the top of the menu under a new "PINNED" section.

In addition, Administrators, General Managers, Service Managers, Parts Managers and Service Advisors will have the ability to edit their Dealer Customer Contacts directly from the "Send To" recipient menu in the main case notes area.

Ability to Select & Deselect Multiple Recipients

Users will soon have the option to select and deselect multiple note recipients from the main Notes section located in the Editing Case screen. This enhancement will save time and effort when choosing more than one recipient for a new note.

Improved PDF Options for Request and Send Approval

We are enhancing our Request and PDF modals to help users better understand how their PDF selections differ from their location's "Default" settings. Improvements will include additional messaging and a better layout for the PDF modals. Additionally, we will remove the Save button and implement an auto-saving feature instead.

Ready for Pilot

Karmak - Parts Search

Providers often spend significant time searching for parts because some integrations require precise part specifications to return valid matches. Karmak offers a fuzzy search for parts through its API, allowing users to perform partial searches. This enhancement will display a modal with the search results for parts, enabling providers to select a part of their choice. Once the part is selected, it will be added to the operation.

Karmak - Related ROs

Service providers currently can generate additional repair orders (ROs) from within an existing RO in the dealer management system (DMS). This allows them to bill repair line items separately and select an alternate billing account for warranty items. However, when a new RO is created in this way, it is no longer visible from the originating case or RO.

The Related RO enhancement provides the means to retrieve related RO information from the DMS and populate the case accordingly.