Next Release Candidates - Case 7.302

Ongoing Projects

The next release is primarily focused on longer term projects and back-end continuous improvements, to include: 

• longer term projects -- bi-directional mobile communications, estimate/operations table enhancements, improved visibility of open cases, improved OEM data integration, configurable OEM resource links, dealer business system integrations, and support for serial number-based assets (e.g., reefers, APUs, generators, etc.).
• back-end maintenance -- platform upgrades and security hardening.

Enhancements

In addition, we are planning the following enhancement which will initially be deployed to those locations currently participating in the pilot of our new operations table features:

Improved usability of Recommended Operations, Recalls & Campaigns

This work has three goals:

• Remove the need for the user to land on the Recommended Operations page when expecting to land on the Editing Case page
• Make the feature work asynchronously, so that users can continue working with the case while the Campaigns and Recall data is being delivered to the case from external OEM sources
• When using the Pending Asset feature, allow users to get the information about asset-specific Recommended Operations after an asset has been added to a Pending Asset case.

What changes can the user expect?

• When creating the case, the user will go directly to the Case Information screen if enabled, otherwise to the Editing Case screen.
• The user will see notifications if there are any Recommended Operations, as well as if there are Recalls & Campaigns that are in the process of being retrieved.  The user can click those notifications to open a window with the relevant information, without navigating away from the case screen.
• The user will see indicators at the top of the estimate/operations section if there are any Recommended Operations or Recalls & Campaigns as an easy reminder to check for them and to add any while they are building the estimate.  These will also click to open a window to add the operations without having to navigate away from this section of the case screen.

We will be providing a Help Center article to cover the changes in more detail.

Bi-Directional Mobile Communications Launching to All Locations on March 26th!

We are pleased to announce the launch date of Bi-Directional Mobile Communications to all LINQ service locations.  These features include:

• better ways to manage customer contacts, including mobile phone only contacts 
• the ability for dealers and customers to reply to case notifications and notes via SMS text or a mobile user interface, as well as to send notes to a case
• the ability for dealers and customers to be able to see the current list of cases in the mobile user interface
• the ability for customers to approve estimates at the line item level via the mobile user interface

The documentation for these features is now posted in the Help Center.  See the Overview article for a rundown of all the documentation, including a video demo of the new features in action.