Versione: DTS.L3.010.00 (29/Jan/2024)
List of changes and new features
- Slight general graphic restyling.
FILE MANAGEMENT - In file management it is now possible to have the vertical list of ‘tabs’ positioned on the left (editable by each user in their own info area).
- With the ‘tabs’ view, the header has been slightly modified to emphasize the code and the shipper of the file. In addition, the ability to scroll back and forth through the “< tab name >” selector located to the right of the header has been added.
Now it is also possible to ‘hide’ the ‘tabs’ list via the icon
and, in case of a hidden ‘tabs’ list, it will always be possible to select a ‘tab’ via the selector located on the right. - If changes are made in a ‘tab’, an asterisk ‘*’ is added to the title of the corresponding ‘tab’: in this way the user knows exactly where he has made changes before saving. In the case of block display, instead of the asterisk, a red border is placed on the block opening button.
- The following search filters have been added to the Advanced Operational File Search: proforma number and survey.
- The invoice payment date has been added in the Invoicing ‘tab’.
- In multi-row tables (the yellow ones) it is now possible to size the height to improve reading in the case of numerous rows.
- In the lower right corner of the yellow area is present
- the drag icon
to vary the height. The change is extemporaneous and is not memorized in file. - Another feature added to multi-row tables is the ability to manually sort the rows by dragging them with the mouse pointer. The function is activated via the icon button
positioned next to the “add new row” button.
If the icon is red the function is deactivated, if green
the function is active. The new layout of the lines will be maintained by saving the file.
P.S. the manual sorting function is not active for all multi-row tables, in which case the activation icon will not be present.
NEW DATA INFORMATION
There is some new information available - Added ‘Second Time’ for Services and User Tasks. Each company will decide whether to use it and what meaning to give to the second time…
- Indication of when a service takes place (morning, afternoon, evening, whole day), this information can be reported on the service calendar. (ON REQUEST!)
- The payment date has been added to invoicing.
- “Price list items” table: each item can be used or not to calculate seller commissions. This means that in an invoice eligible for the calculation of the seller commission, not the entire amount could be used for the calculation, some items may not be considered.
- “Cost Detail table”: in the configuration of cost items you can indicate whether the cost item is “company cost” or “supplier” cost. In the practices (also in the estimated costs) the default set will be indicated but can always be modified by the user.
- New fields in ‘PET DETAILS’: d.o.b., implant date and rabies date
PLANNING OF USER COMMITMENTS (survey, recall, …)
Until now it was possible to plan a user commitment from a contact card and from the ‘PROPOSAL’ tab of a Sales file. You can now schedule multiple tasks for a user in different ways: - From the contact card it is possible to plan only one commitment and only in the case of a contact that has not yet become a Sales file.If contact is converted into a Sales file, the list of only future commitments linked to the associated quote procedure will be displayed.
- From the management of a file (Sales, Operations) via the Options->Commitments menu which allows you to view the list of commitments relating to the file and delete, modify and insert new commitments. The possibility of planning the survey has been removed from the ‘Estimate ‘PROPOSAL’ tab.
- From the Commitments/Services Calendar. There is now a link to make a new entry of an commitment or to make a change or delete an existing commitment.
P.S. We remind you that commitments can be managed by any user. - In the ‘GENERAL’ tab of a file, all surveys will be displayed, if any.
PERSONAL PROMPTS - It is now possible to insert reminders associated with a file and not, from any prompts management: from within a file or from the dashboard.
- In the Commitments/Services calendar, the ability to insert new reminders and to edit or delete existing reminders has been added but only if generated by the connected user.
- Reminders can be addressed not only to a specific user but also to a group of users. Groups can be created by the administrator (Dashboard->Parameter Management->Departments/Users) who also decides which users are part of the group (for example the users could be divided into departments).
SERVICES - The non-mandatory ‘second time’ field has been added to the management form of a work service. Use is at the discretion of the company.
- The ‘Duration’ field has been added to the management form of a work service. It is not mandatory and can be used to indicate when the service takes place. The available values are: Full day/Morning/Afternoon/Evening. This field is NOT related to the declared times but is only a label that the user can apply to have a better understanding of a working day especially in the work calendar view. ON REQUEST!
- Improved the automatic calculation of resource costs in the final costs of the Operations file.
USER PERSONAL AREA (INFO)
Each user, in their personal area (‘info’ option by clicking on their name at the top right), can activate/deactivate some features as well as change their access password. Let’s see some new implementations: - In the user list it is possible to find out if a user is part of a predefined user group/department.
- The administrator can, via the “RESET” button, displayed next to each user, reset the password of any user. This operation automatically sets the recovery password (declared in Parameter Management->General Parameters), then the user can return with the recovery password and set their own again. This feature is useful when a user can no longer log in, for example, because he does not remember his password.
In the “CONFIGURE USER OPTIONS” section we remind you that there are very important options: - Ability to receive email notifications for personal reminders, system reminders, commitment and services.
- Possibility to set the default display of the list of Sales, Operations files. Example: set the list of Operations files to initially display only the active files. Or for Sales files, initially view only waiting or confirmed files.
PARAMETER MANAGEMENT (adminitrator) - General Parameters: “Recovery password” field added. The administrator can “reset” the password of a user to whom the recovery password will be assigned. The user can subsequently change their password again.
- Departments/Users: user groups can be created and the users who are part of them can be indicated. Groups are used to send a reminder directly to all users who make up the group.
- ‘Cost Detail Table’: the ‘Cost Type’ field has been added which can take on the following values: none, company cost, supplier cost. This indication is only a default which is then proposed when entering the costs (estimated/final) in a file but the value can be changed as needed.
- When moving from Sales to Operations it is possible to configure which type of estimated costs must be brought into the final costs of the Operations file (all, only company costs, only supplier costs). By default all costs are carried. (ON REQUEST!)
PROGRESSIVE SEARCH FIELDS
Some features have been added in fields with progressive search that is activated by typing: - Name fields:
– with the ‘*’ character you can search for names belonging to the same gdb type. example, typing *AG will list all names with type AG
– with the ‘=’ character you can search for names with the same alternative gdb id (for installations configured with an alternative gdb id). - City field:
– with the ‘*’ character you can search for all the localities belonging to the same state/province, for example by typing *MI all the localities in the province of Milan will be listed
– with the ‘=’ character you can search for locations relating to a country, for example: by typing =FR all French locations will be listed.
PETS DETAILS - The following new fields have been added to the ‘PET DETAILS’ tab:
– D.O.B.
– Implant date
– Rabies date