Case V8.41.0 - July 2026

• Warranty | The in-service date will appear in the left-side nav, the estimate PDF, the email template, and the Warranty & Campaigns section of the Edit Asset page.  
• Operations Search | The platform will provide persistent visual feedback when an operation has been added to a case.
• Vision | Vision now receives and displays the authoring user's name for portal communications when enabling the Last Note By field to show who sent the most recent portal message — not just the group/company name.

Coming Soon: 

• Operation Status Visualization | Provides a clear, centralized view of all active repair jobs on the case—showing what work is in progress, who’s assigned to each task, and the current status—so you can quickly understand what’s happening at a glance (Feature Launch Targeted for July 13th, 2026). 
• Customer Search | Search for a Customer using their phone number directly from the main Search screen in Desktop Case.

Case V8.41.0

Warranty In-Service Date

Operations Search 

• Instant confirmation — Once an operation is added to a case, a visual indicator appears directly in the search results to show it's already on the case.
• Stays visible — The confirmation persists for as long as the operation remains on the case, so status is always clear without needing to cross-reference the operations table.
• Repeat adds are still supported — The operation remains available to add again, preserving flexibility for valid scenarios where the same operation is needed more than once.

• Clears automatically — If an operation is removed from the case, the confirmation indicator disappears on its own — no manual refresh needed.

  

Vision - Last Note by Field

• Last Note now displays the author of the most recent note on a case, including when that note was from a Field Manager Representative.
• Field Manager communications are treated consistently with external notes for purposes of this field.
• Internal notes remain excluded from Last User — no change to existing behavior there.

Coming Soon: 

Operation Status Visualization

Customer Search - Phone Number

You can now search for a Customer using their phone number directly from the main Search screen in Desktop Case.

• A new Phone option has been added to the Customer search dropdown, located near the bottom of the list.
• You can enter the phone number in any common format — with parentheses, dashes, or no special characters at all — and get the same accurate results.
• You can also search using just the last four digits of a phone number if you don't have the full number handy.
• The All search option now includes phone number matches as well, so you'll see Customer results by phone even when searching across all categories.

This brings back phone search in a more reliable form, designed to work well even with partial or differently formatted numbers.