Rename Report Subscriptions, default follow-ups to use Sales Resource, part # added to the Work Order, set a location to only send manual customer text/e-mail messages.
Rename Report Subscriptions
An edit button has been added next to the Report Subscription name that allows you to rename the subscription.
Default Follow-ups to use Sales Resource
A preference setting has been added that will default the follow up to the Folder Sales Resource instead of Service Resource. Contact Nexsyis Support to change this preference setting.
Note, if using Follow Up Templates, choose the Sales Resource as the "Resource" when creating a Folder, then set the Service Resource after the Folder is created.
Part # Added to Work Order
The part # has been added to the purchase line description on the Work Order report
Manual Customer Text/E-mail Messages Only
You can now choose at the Location level to only send manual customer text/e-mail messages. This will only send messages that the user manually creates and will not send any automated messages like appointment reminders, repair stage updates, and post-delivery notifications. This is helpful for MSOs that onboard new locations and do not want automated messages to be sent until the location is fully live and trained. This setting can be changed at any time. Let Nexsyis support know if you would like this set on any of your existing or new locations.