Version: DTS.L3.110.00 (23/Feb/2026)
List of changes and new features
A light user interface redesign has been implemented, with a focus on improving the user experience on mobile devices, including smartphones and tablets.
- A light user interface redesign has been implemented, with a focus on improving the user experience on mobile devices, including smartphones and tablets.
New Export Icon: A new export icon (three vertical dots) has been introduced in every list, replacing the previous printer and Excel icons. When hovering over this icon, a contextual menu appears with the following options:
- View the table in a pop-up window
- Export the table in Excel (.xlsx) format
- Export the table in CSV format
This functionality has also been added to all sections within the case management module. In sections that contain a list, the menu also includes the “Print/PDF of the section area” option, which opens the browser’s print dialog with the full content of the selected section.
In sections without a list, the only available option is “Print/PDF of the section area.”
The “Print/PDF of the section area” feature has some limitations, as the browser may not always render the entire section correctly; however, switching between landscape and portrait orientation generally produces a satisfactory result that can be saved as a PDF or printed.User Activity Monitoring: Administrators now have a new interface for monitoring user activity. This enhanced feature allows viewing most of the actions performed by a user, whenever recorded data is available. It is a technical tool, and many of the recorded details may require interpretation.
Three levels of consultation are available:
- First level: user login and logout events.
- Second level: main pages visited, including the parameters used.
- Third level: content details with, where possible, the data of the recorded entry.
For certain functionalities, it is possible to view a raw data string representing the recorded information (e.g., insertions, updates, and deletions within case-related tables). These are unprocessed technical logs that may require interpretation and/or assistance from the support team.
Due to the large volume of recorded data, activity logs are retained only for the current month. Data from the previous month is automatically deleted, with only login and logout information being preserved.
A notification in the administrator’s account will warn about the upcoming deletion of the previous month’s data, allowing the administrator to export the logs for historical archiving.
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Cost Centers: It is now possible to assign a specific cost center to an estimated or final cost at the time of entry. Cost center items can be created by navigating to Dashboard → Parameter Management → Cost Centers Table.
Company Email Configuration: The SMTP configuration parameters for sending corporate emails from DTS/PTS are now accessible through a new option located at Dashboard → General Parameters → SMTP Email.
This option allows administrators to manage the company’s SMTP configuration details as well as the general email signature used for outgoing messages. If you have not yet requested activation of the corporate email sending service, we encourage you to do so.
Quotes List: In the “Quotes” list section, a new column named “Next Commitment” has been added. This column displays the next scheduled user task recorded in the case, including today’s date. It shows the type of task along with the corresponding date and time.
Operations List: In the “Operations” list section, two new columns have been added:
- “Next Commitment”: this column displays the next scheduled user task recorded in the case, including today’s date. It shows the type of task along with the corresponding date and time.
- “Next Service”: this column displays the next scheduled work service recorded in the case, including today’s date. It shows the type of service along with the corresponding date and time.
File Status Change Dates: It is now possible to record a date when performing the following changes within a file:
- Quotes: when the quote status is changed to “Closed”.
- Operational: when the “Active case?” status is set to “No”.
- Warehouse: when the “Active case?” status is set to “No”.
The proposed date will correspond to the moment the change is made. This date can be manually adjusted by the operator if needed.
Quote Closure Reason: Within the quote management section, a new feature has been introduced to record the reason for closing a quote. This allows assigning a customized closure reason for use in control reports and statistical analysis.
The “Closure Reason” field is optional and may be left empty.
Customized closure reason options can be created by navigating to Dashboard → Parameter Management → Quote Closure Reasons.
Bulk Deletion of Contacts/Files: The bulk deletion feature allows administrators to delete multiple files or contacts simultaneously.
This functionality is not enabled by default. To activate it, please contact the support team.
The feature is strictly reserved for administrators.Goal Counters: Users can enable the “Goal Counters Bar” option within their User Parameters. Once enabled, users can select which counters to display on their Dashboard using the “Goals” button located in the Quick Functions Bar.
Available counters include:
- Total Quote Cases
- Total Pending Quote Cases
- Total Confirmed Quote Cases
- Total Quote Cases by Salesperson
- Total Operational Cases
- Total Unbilled Operational Cases
- Total Operational Cases by Shipment Type
- Total Contacts
- Total Contacts – Quote
- Total Revenue
For each counter, users can choose to display only the current year or all calculated years. By default, up to three years are shown (the current year and the two previous years).
The counters are automatically updated by the system twice a day and may not always reflect real-time data. If an immediate update is required, users can manually refresh the counters via a dedicated button located at Dashboard → Utilities → Info, option: “Update dashboard counter objects”.
P.S.: Custom counters can be implemented upon request.
New Resource/Service Management Function: In the Services calendar, a new icon is now available on each day. By clicking it, a full‑screen page opens, allowing you to manage the resources to be assigned to the services scheduled for the selected day.
This new method, offered as an alternative to the current one, allows assigning resources to work services without opening additional windows, significantly speeding up insertion and modification operations.
The page is essentially divided into two sections:
- Left side: the list of resources grouped by type, showing available hours with color indicators: green (fully available), orange (partially available), red (not available).
- Right side: a series of vertical blocks representing the services scheduled for the selected day, each displaying all relevant information and the list of assigned resources.
To work on a service, select its block on the right, then simply click one of the resources listed on the left and use the “>>” icon to assign it to the service, specifying hours and kilometers.
For resources already assigned to a service, icons are available to remove or edit the assignment.
To assign an anonymous resource of a given type, simply click the “>>” icon corresponding to the resource category instead of selecting a named resource.
We encourage you to familiarize yourself with this tool, as it greatly simplifies resource management.
- We have updated the terminology for Resources (Personnel and Vehicles) to make managing your fleet and external partnerships more intuitive.
The previous “Included in calculating daily” flag has been renamed to better reflect your operational workflow.
In the resource file, you will now find:
Planning: [Core / Optional]
– Core: Identifies the resources (internal or permanent external) that make up your regular team. These resources are automatically included in the daily production capacity calculation.
– Optional: Identifies resources (e.g., on-call cooperatives or occasional rental vehicles) that are not a permanent part of your daily workforce.
These terms are now used throughout the software wherever these resource types are differentiated. Digital Signature for PDF Documents: It is now possible to have a PDF document—either generated or imported into the software—signed using a pen or finger on tablets, smartphones, and desktop devices. DTS allows the creation of virtual envelopes containing a PDF document to be sent to the signer or to another person who can collect the signature in person (e.g., a team leader obtaining the customer’s signature).
The current version is in beta but fully functional. The only requirement is the activation of corporate email services within DTS. However, it is important to clarify several legal considerations regarding the validity of signatures managed through DTS.
The “Digital Signature PDF” module is a paid plugin (monthly fee).
There are certified solutions on the market for signing documents, and these can of course be used independently from DTS.
Certification—at least in Europe—is required to validate a technical and security process, ensuring that the generated signature has a strong degree of legal validity in case of disputes. The signature managed by DTS is not certified and, in its current version, may have limited legal validity. We are evaluating an additional level of information recording in the database with characteristics similar to certified software, although we will not pursue certification since DTS is not a product specifically dedicated to digital signing.
The future technical and security structure for recording document‑related data and generated signatures will be highly detailed and robust, potentially offering greater reliability in the event of a dispute (technical documentation and recorded data available for verification).