2017 - December

Override Next Due Date For Assets On Maintenance Plans
Overview With this feature, you will be able to edit the next due date for assets on Maintenance plans instead of the maintenance plan locking the date....
Wed, 22 Nov, 2017 at 3:23 PM
Parts And Charges On Order Level
Overview With this feature, you are able to add miscellaneous items, parts, and charges on an order level instead of an asset level. This allows for gre...
Wed, 22 Nov, 2017 at 3:22 PM
Unassign Primary And Secondary Tool In The Work Order
Overview With this feature, you are now able to unassign tools from an asset in your work order.  This will help technicians correct any accidental tool...
Wed, 22 Nov, 2017 at 2:53 PM
Display And Change Client's Asset Assignment To Vendor Sites
Overview With this feature, you are now able to change a customer's asset's location to a site within your Portal . This will help streamli...
Wed, 22 Nov, 2017 at 2:53 PM
Additional Sorting Criteria For Assets
Overview With this feature, you are now able to sort the Assets Table by Asset, Serial #, Asset Tag, User, and Product. This will help streamline your t...
Wed, 22 Nov, 2017 at 2:53 PM
Searching Client Companies By Alternative And Legacy Names
Overview With this feature, you are now able to search for your client accounts by DBA or legacy names.  This will help streamline service workflows ...
Wed, 22 Nov, 2017 at 2:52 PM
Custom Company Links In Dashboards And Toolboxes
Overview With this feature, you are now able to add custom links to your company dashboard. This will help streamline service workflows by saving time ...
Wed, 22 Nov, 2017 at 2:52 PM
Orders Rejected By Clients
Overview With this feature, you are now able reject an order from your customer while being required to enter a note to inform them as to why.  This ...
Wed, 22 Nov, 2017 at 2:51 PM
Conditional Report Definitions
Overview With this feature, you are able to generate a certificate that propagates each asset's service record in accordance to the specific rep...
Wed, 22 Nov, 2017 at 3:22 PM
Using Customer Standards
Overview With this feature, you are now able to add a customer standard or reagent as a tool within a work order. This will help streamline service w...
Wed, 22 Nov, 2017 at 2:51 PM