Top-Liner - Case 8.1.0, Coming January 2025

For the Case release in January, we're planning the following enhancements:

• Recommended Operations, Campaigns, & Recall - We have implemented several new user interface enhancements in this area of the platform, which will be enabled on a rolling basis. 
• Case Attachments - Users will soon be able to attach and associate REC, MDV, BLF, ZDX, FF, and ZAX file types in addition to existing ones.
• Registered Fleet Assets - Once a registered fleet asset has been removed from the fleet if a service provider has previously serviced that asset/fleet, prevent them from creating new cases for the same asset/fleet.

Coming Soon:

• Job Code Enhancement - We have developed a method to expand the flexibility of the Job Code feature for locations currently using or would like to use it. Job Code now supports the ability to select a default code to be used in these fields for all cases.

Enhancements

Recommended Operations:

When creating a new case, a pop-up will now appear by default, presenting options for Campaigns & Recalls, Recommended Operations, Warranty & Extended Coverage, and Service Contracts & Subscriptions relevant to the asset.

Click here to learn more!

Location Administrators can modify the alert preferences in the Administrative Tools section by selecting Admin > Customize Your Database > Case Preferences > Recommended Operations, Campaigns & Recalls > Alert Preferences. Once on this page, the behavior for case creation and viewing notifications can be adjusted. 

Click here to learn more!

Case Attachments:

In addition to existing file types, users will soon be able to attach and associate REC and MDV, BLF, ZDX, and ZAX files in the platform. 

Registered Fleet Assets:

Once a registered fleet asset has been removed from the fleet if a service provider has previously serviced that asset/fleet, prevent them from creating new cases for the same asset/fleet.

Coming Soon

Job Code Enhancements: 

We have developed a method to expand the flexibility of the Job Code feature for locations currently using or would like to use this feature. Job Code now supports the ability to select a default code to be used in these fields for all cases. Some locations prefer a default Job Code because it changes by exception only. Other locations choose not to have a default Job Code because they only add these by exception.

Click here to learn more!