For the Case V8.10.0 Release in April, we're planning the following improvements

• Ability to Pin & Edit Notes Recipients: Administrators, 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, Administrators, 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.
• Exporting a Case to RO from the Mobile Check-In: We have extended the export Case to RO functionality to accommodate those who utilize the Mobile Check-In site.

Coming Soon

• Ability to use CTRL+click to select multiple note recipients - main Notes section of Editing Case screen.
• Block all Out-Of-Office (OOO) email responses before they reach the Case notes for note-processing.

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.

Case V8.10.0 Release

Ability to Pin & Edit Notes Recipients

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

Exporting a Case to RO from the Mobile Check-In

Exporting a Case to RO from the Mobile Check-In: Use cases for the Mobile Check-In site are expanding, as there is a growing focus on a mobile interface for on-site maintenance. We have extended the export Case to RO functionality to accommodate those who utilize the Mobile Check-In site. These updates are designed to streamline the mobile service process, ensuring improved efficiency, compliance, and better communication of export statuses.

Coming Soon

Selecting Multiple Note Recipients

Users will soon have the option to use CTRL+click when selecting 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.

Block Out-Of-Office email Responses for Case Notes

We're making enhancements for our main case notes so that new note email notifications received by contacts that have their out-of-office replies enabled, do not send their out of office messages back as a case note. 

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.