We are pleased to introduce the new features that CUBE created for you during the month of February 2023, related to Modules such as: Sales, Engineering, Projects, Service, Inventory and Users.
Sales Module
Here you'll find the new functionalities related to Sales Leads, Sales Project and Customers. See details:
Sales Leads
The name of the section that refers to Customer Contacts is now called Customer Contacts Relationship.
Sales Project
Link is created to navigate to the customer from Who requests this price.
Now in the Site name field it is indicated if the Site is for Sales or Service.
Engineering Module
Here you'll find the new functionalities related to Estimates and System Components. See details:
Estimates
The order of the areas will be done according to the order of creation in the Price Summary list.
We added the Master group to the list of options when assigning an image to a component in Control Drawing.
System Components
We improved the option to search for Components in the Component SVG image of System Components.
Projects
You´ll find a new functionality related to Projects and Task. See details:
Projects
Now in the Projects grid it is available to filter by AIA Billing.
Task
The Save and Edit from Task functionality will take you to the editing screen.
Now you can filter by Resources in a more agile way from 2 weeks Schedule.
Now the services or tasks with the Call ahead criteria can be identified with a color in the 2 Week Schedule.
Service
You´ll find a new functionality related to Service Work Order. See details:
Service Work Order
The Completed On field is now available in the Service Work Order Template III report.
Inventory
You´ll find a new functionality related to Inventory and Parts. See details:
Inventory
The Location ID field of the Inventory On Hand grid was removed.
Parts
We added the Close Off Pressure field to the Control Properties in the Part section.
Users
You´ll find a new functionality related to Users. See details:
Manage Users
You now have the option to create a New Group from Configuration Navigation and Configure Reports functionalities in Manage Users.
Thank you for being a loyal customer.
New Features Coming Soon!