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  3. Version 9.0

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Version 9.0

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This section contains the updates to be made in 9.0 as well as to the ESM module.

  • 9.0.2 Release
  • Version 9.0 Overview - Summary
  • 9.0 - New Feature Summary
  • Service Agreements - Multiple Locations Overview and Other Issues
  • How to Export in 9.0
  • 9.0 Expectations
  • ESM - Custom Proposal
  • Service Agreement Updates
  • Reorganization & Layout Overview
  • Where did my tab/fields/pages go?
  • ESM Profit Estimate from Brand/Series Setup
  • ESM Proposal Profit and Expense Breakdown
  • Customer Report - Exporting to Excel and Download Icon
  • Multiple ESM Finance Options
  • Customize Email From Address on ESM Proposals
  • ESM Proposal - Remote/Online Acceptance
  • ESM Proposal Number
  • Customer Report - Search by Created By/Added Date
  • No More Contacting Support to Reset Technician App
  • Convert ESM Proposal to P3 Invoice
  • Top Nav - Customer Search
  • New Login Screen
  • Action Bar
  • Short Cuts
  • Recent History
  • Create Service Call from Calendar
  • ESM - Email All Proposal Options
  • Remove Tech Information from ESM Proposal
  • Version 9.0 Overview - Detailed

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