November 7, 2024 - Carter Web 2.12.0 & Carter Mobile 2.9.10
What's New
Carter Web
Contacts
Updated calendar for Contact Events. (3411)
Updated requirements for Participants and Locations when creating new contacts. (3410)
Orders
For OEO Retailers, technicians can be assigned to multiple orders for the same date and time without encountering errors. (3481)
Account Managers will automatically be added as an Order Resource for any order in their district. (3398)
Orders can be imported in batch using a CSV file. (3393)
Products
Added UPC column to the Products table. (3521, 3504)
Stores
Order history is now color coded based on status. (3288)
Technicians
Added Employee Number to the Technicians table. (3520, 3503)
Absences will now display in the technicians local time zone. (3305)
Users
Added Employee Number to the Users table. (3520, 3503)
Belize has been added as a country option for users. (3476)
Update to the role filter in the user table. (3414)
Users can now be deactivated. (3243)
Carter Mobile
My Work Day
Vendor Invoice Number will automatically be generated and shown on the summary screen of an order. (3524)
Confirmation popup no longer displays after scanning a UPC/Barcode. (3483)
Summary page now shows all headings collapsed by default. (3461)
Questionnaire
New question types for order questionnaire. (3443, 3426, 3416, 3415)
Information Only
Multi Option - Single Selection
Multi Option - Multi Selection
Numeric
Specific questions can now be assigned to beginning, during and end of an order. (3338)
Display of specific questions can now be conditional on the answer of a previous question. (3337)
What's Fixed
Carter Web
Contacts
When changing months in the contact events calendar, the selected date will no longer be cleared. (3413)
Users can now create a contact event that occurred in the past. (3412)
UI Improvements to Contact Events. (3409, 3391)
Orders
Fixed an issue where Pre-Order Check questions were not displaying. (3515)
Order Photos will now properly save and delete. (3495)
Stores
Fixed an issue where the menu was not refreshing when switching between add and edit store contact. (3423)
Users will no longer receive an error when creating a new store with a name that already exists for a different retailer. (2133)
Technicians
Technician contact information will now save after updating. (3355)
Technicians will no longer be marked as late after past orders are rescheduled to the future. (3333)
Carter Mobile
My Work Day
Fixed an issue where scanning the NAI Barcode resulted in the app freezing. (3569)
Correct rates are now displayed for CVP repairs. (3558, 3542)
Fixed an issue where users were not able to scan or add pre-approved products. (3556)
UI and functionality improvements to the order questionnaire. (3516, 3514, 3510, 3419, 3417, 3396)
Fixed an issue where users were getting stuck trying to scroll in the order summary. (3496)
Improvements to the UI of the order summary page. (3460, 3434, 3334)
Order Resources are now sorted alphabetically. (3458)
Users will no longer receive an error messages when exiting repairs when no repairs were added. (3390)
Users will be able to attach photos to orders without receiving an error message. (3354)
Fixed an issue when scanning UPC-A barcodes. (3307)
Notifications
Users will receive push notifications when new orders are assigned to them. (3486)
Users will receive push notifications to inform them of when they should be leaving for an order. (3486)
General
Attached photos now sending properly when submitting feedback using the Feedback Form. (3352)
September 20, 2024 - Carter Web 2.11.1 & Carter Mobile 2.9.6
What's New
Carter Web
CVP Repairs and Totals are displayed in the Order Summary. (3332)
Improved column sorting within the Orders module. (2339)
Carter Mobile
Added APT QR Code to summary screen. (3342)
What's Fixed
Carter Web
General
An expired user session will now result in a full user logout. (3381)
Orders
Order count now correctly updating for users with multiple regions and districts. (3395)
Fixed an issue where orders were being saved even though a scheduling conflict was present. (3330)
Order Status cards now update without the need to refresh the browser page. (3281)
Users
System will now correctly update a user's permission after their role is changed. (3377)
Technicians
Technicians will no longer be permitted to log in after their termination date, if one is present in their profile. (3306)
Carter Mobile
My Work Day
Fixed an issue where multiple instances of the same were being created after selecting Save & Continue. (3400)
Improved warning/error messages when scanning QR codes. (3366)
Fixed an issue which caused the order status to show the incorrect color badge. (3365)
General
Feedback Form now correctly shows the username for all newly created technicians. (3404)
An expired user session will now result in a full user logout. (3381)
Improvements made to photo attachment in the Feedback Form.
September 6, 2024 - Carter Web 2.11.0 & Carter Mobile 2.9.5
What's New
Carter Web
Users Module
Ability to manage all aspects of user management for Carter, dependent on user permissions.
View all users (2341)
Create new users (3367)
Archive/Unarchive users (2349, 2350)
View/Edit user contact information (2343, 2344)
View/Edit user emergency contact information (2345, 2346)
View/Edit user region/district assignments (2347, 2348)
Fees can now be specified with a maximum quantity. (3289)
CVP pricing for repairs. (3266)
Carter Mobile
Improved error messages when searching in repairs. (3357)
Users will now see the last added item at the top of the worksheet. (3351)
Order questionnaire will now automatically save entries when a user switches to a different tab.(3336)
Repairs can now have optional photos and remarks. (3313)
Update to order lifecycle stages. (3294)
Fees can now be specified with a maximum quantity. (3289)
CVP pricing for repairs. (3266)
What's Fixed
Carter Web
Orders
Fixed an issue where order status was not being correctly updated after a technician update. (3353)
Carter Mobile
My Work Day
Users are no longer able to swipe down on the pause screen to hide it. (3359)
Products that have been added to pre-approved categories can now be used in Repairs while they are pending approval. (3321)
Repair search window now fits the entire screen. (3296)
Fixed an issue where actual earnings were not updated after an item was removed from the worksheet. (3230)
Improvements to UPC scanning. (3146)
August 22, 2024 - Carter Web 2.10.0 & Carter Mobile 2.9.4
What's New
Carter Web
Orders are now color coded based on their current lifecycle status in the Order History tab of the Stores module. (3288)
Technician Absence screen will now show the number of No-Shows. (3152)
Carter Mobile
Users will now receive an error message when trying to scan unapproved items in the Repairs module. Unapproved items (3292)
What's Fixed
Carter Web
Orders
Fixed an issue which caused orders to not save when a technician was assigned. (3326)
Fixed an issue where the category totals were not showing the correct values on the Order Summary screen. (3249)
General
When a users session expires, the Email address will be populated correctly at the login screen. (3291)
Carter Mobile
My Work Day
Fees can now only be added to a worksheet once. To add the same fee multiple times the user must change the quantity in the worksheet instead of adding the fee again. (3324)
Fixed an issue where selecting the Tools Required icon multiple times caused multiple windows to pop up. (3299)
Updates made to UPC scanning to fix issues where technicians were unable to scan known good UPC codes. (3297)
Notifications
Geolocation push notifications are no longer being truncated. (2506)
August 6, 2024 - Carter Web 2.9.10 & Carter Mobile 2.9.3
What's New
Carter Web
Order Summary will now break down repairs by type of repair and display the associated count. (3276)
Technician certifications are available within the technicians and orders modules. (3190, 3189, 3188)
Refresh icon added to the Stores and Products modules. (3183)
Order Schedule tab will show when a technician has been marked as a No-Show. (3150)
Improved calendar for selecting technician absences. (3143)
Carter Mobile
Users will now see previously scheduled absences when creating or editing an absence. (3267)
Summary now displays repair sub-categories along with counts. (3258)
Users are now able to update product information for continued repairs. (3216)
What's Fixed
Carter Web
Orders
Fixed an issue where the scheduled date and time are removed when moving an order back to Ready to Schedule. (3280)
Improved the user interface when adding a store contact within the orders screen. (3277, 3053)
Pre-Order Check is now correctly saving when moving between tabs for an order. (3272)
Fixed an issue which caused store contacts to be displayed incorrectly. (3271)
When items are removed from an order on the web they now correctly update in the app. (3179)
Contacts
Updated information required when creating a store contact. (3194)
Carter Mobile
My Work Day
When continuing a repair the information will no longer be collapsed automatically. (3268)
Order History now showing correct earnings. (3264)
Users will no longer be able to add multiple repairs for the same product in the worksheet. (3255)
Fixed an issue the caused users to receive the message 'Cannot Start Order' when starting an order. (3234)
Fixed an issue that allowed the same NAI barcode to be added to multiple product repairs. (3222)
July 22, 2024 - Carter Web 2.9.9 & Carter Mobile 2.9.2
What's New
Carter Web
Questionnaire photos are now displayed in order summary. (3047)
Managers receive a notification when a technician absence is requested. (3115)
Carter Mobile
Technicians are now able to complete with a major repair once parts have arrived. (3207, 3206, 3204, 3015)
Technician will receive a notification informing them of a minimum wage pull up. (3113)
Technician will receive a notification informing them that they received a No Show. (3153)
What's Fixed
Carter Mobile
Worksheet
Fixed an issue where users were experiencing an error message when entering quantities for a fee. (3202)
Fixed error where form closes during Repair creation. (3198)
Warning confirmation on Repair type update (3233)
Allow alphanumeric values when manually entering QR code. (3254)
Ability to start repair from New Assembly (3253)
Notifications
Fixed grey screen error when accessing settings. (3124)
July 9, 2024 - Carter Web 2.9.8 & Carter Mobile 2.9.1
What's New
Carter Mobile
Repairs
Technicians will now be able to add repairs to their items within the order worksheet. (3089, 3088, 3013)
Work History has been updated to display repairs. (3176)
Summary tab has been updated to display repairs. (3175)
What's Fixed
Carter Web
Contacts
Fixed the modal title when creating a new product. (3122)
Notifications
Notifications module will display the Inbox when the browser is refreshed. (3110)
Notifications can now be moved successfully between custom folders and the inbox multiple times. (3109)
Orders
Fixed an issue where the calendar was not opening when selecting a date for an order. (3127)
Fixed the modal title when creating a new order. (3065)
Technicians availability status is now correctly updated when an order is finished ahead of schedule, they are now able to be assigned to additional orders. (3058)
When an order is in Ready for Billing the order description will now be scrollable from the order info window. (3052)
Products
Fixed the modal title when creating a new product. (3121)
Fixed an issue where filtering the fees table gave incorrect results. (3085)
Stores
Filtering stores with 'main phone does not exist' now gives correct results. (2865)
Technicians
User will now receive be informed when there are no items to display when expanding the absence types in the absences tab of a technician's profile. (3147, 3128)
Various UI improvements. (3140, 3139, 3133, 3131, 3105)
Default start time when creating an absence is now 8:00 am local time. (3134)
Fixed an issue where the calendar was not opening when selecting a start or end date when adding a technician absence. (3132)
Cancel button is no longer missing when reporting an absence in a technician's profile. (3130)
User will now receive an error message if they select a start time that is later than the end time when creating a technician absence. (3129)
Fixed the modal title when creating a new technician. (3123)
Fixed an issue where users with an absence type of Sick appear as On Vacation. (3106)
Emergency Contact is now optional. (2995)
Fixed an issue where filtering technicians by region and district was giving incorrect results when using the 'not equals' operator. (2862)
Carter Mobile
My Profile
User will now receive be informed when there are no items to display when expanding the absence types in the absences tab. (3147)
Various UI Improvements to the Absences tab. (3137, 3136)
Emergency Contact is now optional. (2995)
My Work Day
Fixed an issue where users were unable to scan a barcode after successfully scanning a different barcode. (2755)
When selecting a push notification for a new order assignment Carter will now open with the newly assigned order displayed. (2751)
Fixed an issue for android users where the Close button for an order description was not displaying. (2505)
Required tools list will now update correctly when an item is removed from the order using Carter Web. (2498)
June 19, 2024 - Carter Web 2.9.6 & Carter Mobile 2.8.5
What's New
Carter Web
Applying a district filter will result in the associated region filter applying as well. (3081)
Current Order Status counts now show the filters being applied by hovering over the information icon. (3075)
Carter Mobile
Users are no longer required to select the service type when an item is added to the worksheet. (3090)
What's Fixed
Carter Web
Orders
When creating an order, the product selection is now sorted alphabetically. (3048)
Fixed an issue where users were able to create new orders for times that occurred in the past. (985)
Stores
Fixed an issue where entering information for a store contact made that field required and the user was unable to remove the information. (2577)
Users are no longer able to switch between tabs when creating a new store. (2127)
Products
Fixed an issue where users were unable to add new product categories and were encountering the error 'Category name already exists.' (2921)
Notifications
When selecting a folder from the drop down selection, the current folder will no longer be listed in the drop down. (2536)
Fixed an issue where users were unable to archive folders. (2530)
Carter Mobile
My Work Day
Fixed an issue where audio playing on a device stops after scanning an item. (3055)
When adding a store contact from within an order the First and Last name are now the only required fields. (3032)
My Profile
Changing between tabs in My Profile no longer results in an automatic update. (2699)
Fixed a display issue with the New Password error message. (2463)
Notifications
Users no longer encounter an error when trying to send notifications to multiple recipients. (2535)
User Interface Updates (2517)
June 6, 2024 - Carter Web 2.9.5 & Carter Mobile 2.8.4
What's New
Carter Web
Fees (2883)
Add New Fee
Edit Existing Fee
New question type for order questionnaire: Photo (3001)
Carter Mobile
New question type for order questionnaire: Photo (3001)
Users are now able to filter orders by date created in the Ready to Schedule table. (2947)
Stores
After a store is archived, the window is now refreshed with the option to unarchive or delete the store. (2864)
After a store is unarchived, the window is now refreshed with the option to archive the store. (2864)
After a store is deleted, the window will close automatically. (2864)
Products
Fixed an issue where users were unable to paste a UPC when adding a new product. (2679)
Contacts
After a contact is archived, the window is now refreshed with the option to unarchive or delete the contact. (2864)
After a contact is unarchived, the window is now refreshed with the option to archive the contact. (2864)
After a contact is deleted, the window will close automatically. (2864)
Notifications
Fixed an issue where users were unable to move notifications from the inbox to a different folder. (2869)
Fixed an issue where users were unable to reply to notifications in the inbox after viewing sent notifications. (2868)
General
Various performance improvements. (2737, 2736, 2734)
Fixed an issue where filtering by a region adding a district filter would show all districts and not only the districts for the filtered region. (2426)
Carter Mobile
My Work Day
Products with long names no longer block the QR code icon when being displayed in the worksheet. (2406)
Fixed an issue where selecting the Turn-Away button and then cancelling caused a grey error message to appear on the screen. (2137)
My Profile
When adding an absence the end date is no longer changed after selecting a start date. (3026)
Menu items no longer disappear after a users updates information in My Profile. (3017)
Notifications
Fixed an issue causing notifications to disappear from the Sent folder. (2870)
Notifications are no updating automatically after they have been moved or archived. (2697)
May 24, 2024 - Carter Web 2.9.4 & Carter Mobile 2.8.3
What's New
Carter Web
Users can now go to previous tabs when creating orders. (2831)
Row Numbers have been added to tables. (2807)
The time selection in Order Scheduling is now searchable. (2849)
Contacts can now be added from within the Create Order module. (2936)
Store Contacts can be edited in the Stores module. (2964)
Multi-Technician Order Update (2963, 2964, 2974, 2979)
Phone Numbers are now automatically formatted when entered. (2991)
