System Update - November 2018 - Discover the latest updates to My Gadget Repairs
As always, our team’s core focus is to deliver a seamless experience for our users. We have been busy working on product improvements over the past month and wanted to share a few highlights.
- -- Custom Field Tabs (Tickets)
- We have expanded the functionality of our custom fields and now you can create tabs on the ticket interface and display custom fields on those tabs. This will allow you to manage your custom fields better and categories them according to your needs. You can still apply "Custom Fields Categories" on your tabs.
- -- New type in the checklist called "Section/Group"
- We have added a new type called "Section/Group" in the checklist (custom fields) so you can separate each section.
- -- Copy custom fields in the "Checklist" section
- New option to copy custom fields within the checklist section to speed up the process.
- -- Default Product Margin
- New option to work out the default profit margin on a product, once its set it will automatically make the sell price based on the product margin. Default value is 0 which means it's not set.
- -- Customize "Customer Label" and "Shipping Label"
- There is a new tab in the Settings > Template Editor called Labels, we have listed all 3 types of labels there for you to modify if needed.
- -- Default Date Range for Search
- We have added 3 new values "180 Days", "360 Days" and "Everything"
- -- Default Number of Records Per Page
- New option has been added to manage the number of records displayed on each page (Pagination), available options are "10 Records","25 Records", "50 Records", "100 Records" and "500 Records", default value is "25 Records".
- -- Default Time Clock Entries
- This option allows you to manage default entries for the notes box available on the time clock screen, this will speed up the time clock entry process. Default values could be "Started my shift", "Going for lunch", "Came back from lunch", "Shift Ended" etc.
- Two-factor verification via email
- Two-Factor authentication is growing to be a web standard for cloud software. When enabled this will require you to use Two-Factor auth when you login to your account. An additional code will then be required each time you need to authorize a new device to access your account, or even each time you log in to your account (that is for you to choose).
- Session Timeout
- Session timeout feature allows you to set limits on idle time before your users' browser sessions automatically expires. Users then need to enter their password to sign back in to continue.
- Employee Badges
- Option to print "Employee Badges" with the barcode so they can easily login to our system. You will still need to add password manually for security reasons.
- Custom Field Tabs
- We have expanded the functionality of our custom fields and now you can create tabs on the ticket interface and display custom fields on those tabs. This will allow you to manage your custom fields better and categories them according your needs. You can still apply "Custom Fields Categories" on your tabs.
- Option to upload multiple files at once.
- Multiple Updates
- You can make ticket updates to many tickets at the same time. For example, if you want to assign yourself to a number of tickets, you just select them in a view and then set yourself as the "Technician". You can also update ticket status, due date, comments and custom fields.
- Process payments of multiple invoices at once
- You might have situations where you’ve received a single payment from a customer for payment on multiple open invoices. This works really well if you have customers on "Accounts", throughout the period you can create invoice and when it comes to take payment you can do all at once.
- Customer Labels and Shipping Labels (Customers, Suppliers)
- There is an option now to print "Customer Label" and "Shipping Label" from the list tickets interfaces.
- Associate "Ticket Statuses" with Canned Responses Categories
- Attaching canned responses category with “Ticket Statuses” is very useful. System knows the current ticket status when you click on the “Canned response” button, if you have attached the canned responses category with ticket status, system will automatically select that canned response category by default.
- Ticket Status - Follow up Reminder
- This option is very useful when you may need to add some reminders after the status of a ticket changes, e.g. You may have to make a call or do something after 60 (x) mins.
- Loan Device Management
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Loan Device Management module enables you to track / issue loan devices in the best way possible. The system also reminds the customer when loan device has to return back. You can also attach an agreement so customer has to sign the agreement along with additional notes.
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- Can create tickets in bulk
- Enabling this option will allow customers to create tickets in bulk from the customer portal interface.
- Default Statuses of the tickets
- Set the default statuses when they create tickets from the customer portal interface.
- Create Leads/Appointments
- This allows your customers to create new leads/appointments from the customer portal which later on can be converted to a ticket by shop admins.
- Create Ticket in Bulk
- Option to create tickets in bulk, very useful if you have corporates, other shops, mobile carriers or B2B as customers. They can create multiple tickets at once. Please make sure that you have enabled "Can create tickets in bulk?" option during the create customer process.
- Default Product Margin
- New option to work out the default profit margin on a product, once its set it will automatically make the sell price based on the product margin.
- Inventory Control
- Activates full inventory control to keep track of the number of items currently in stock or sold. Enable this if you want system to maintain the stock. Default value is YES.
- Create Product Bundles
- A bundle is a “build your own,” customizable product. A bundle is a product with optional features or components that you want to include on a single quote line. Product bundles allow you to link multiple products from your inventory together to create a bundle/kit. The product bundle feature will remove stock from the products that are included in the bundle/kit.
- We have added the following new notification alerts.
- 42 - Notify shop admin about the new bulk ticket(s) created from customer portal - Enabled by default
- 43 - Email to customer with the information about the loan device - Enabled by default
- 44 - Email to customer if a loan device has passed due date - Enabled by default
- Multi-currency in the PO interface
- This allows shop user to create purchase orders in the supplier's currency, which gives them much better control.
- Google Cloud Print
- We have added an option to print landscape or portrait along with Dymo label sizes.
- Print Node
- We have added an option to print landscape or portrait along with Dymo label sizes.
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