The new TaskWise Alert Manager portal includes the following enhancements:

• Quickly and efficiently review TaskWise alerts information
• Access the Alert Portal including:
  • ​Alert Transactions
  • Alert Driver Files
  • Alert Schedules​
• Alert Transactions Tab are based operator's security to see specific alerts
• Please review the documentation for more information and details

SouthWare Notes are now available in ODBC.
(XD Notes are not available at this time.)
Please review the documentation for more information and details.

Users can now Export to EXCEL using FYI to export more than 65,536 rows.
EXCEL2007 and above will now create .xlsx files.

• If using EXCEL2003, the older .xls file is still created and limited to 65,536 rows.
• Technical Note: File format for Excel 2007 and above was changed to "Default" instead of "Normal".

The Technician Installer Portal now provides technicians a simpler way of doing installation work by using a phone (or tablet) browser to:
·         View scheduled install work
·         See what items are to be installed
·         Record when they start/stop work on a service order
·         Capture a customer signature
·         Update finish status for a service order (including entering notes if needed)
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This portal is a subset of the SouthWare Mobile Tech portal and doesn’t allow any data entry except for signature and finish status/notes.  It is designed to be easily usable on the smaller screen of a phone.

When viewing SO History from the Remote Tech portal a new tab allows you to add or view Notes.  ​

This new feature provides Subareas to print SouthWare notes on selected SF Forms. These subareas offer flexible width and the option to select a specific note category. 

FlowPoints are also available so that you may use WorkFlow FlowMods to conditionally control whether a subarea prints on a form. This gives you the option to define multiple notes subareas and conditionally print only the ones that apply in a given situation.
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The forms that support this feature are:

• Sales Order Picking Ticket
• Order Acknowledgement
• Invoice
• Quote
• Service Order
• Service Order Picking Ticket
• Purchase Order

In Standard Bill of Materials maintenance (IS0713) a new option will allow you to skip entry of the price of a miscellaneous stock item (stock number begins with a *) in order to use standard SW pricing. 
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During Order Entry, the stock price will be used if one exists.  If not, you will be prompted to enter the price.