Enhancements:
1. Having the ability to have related items as required instead of optional:
Equipment Related Items can now be marked as Required. Required items are automatically included when the main equipment item is added to an event, cannot be removed, and must have a quantity greater than zero. Additional interface improvements make related items easier to view, edit, and manage.
1. On the left side panel, go to Data Items
2. Click on Equipment Management
3. Select Equipment Management (Active Items Only)
4. Open an existing item, go to the Related Items Tab, tab on the pen Icon and turn on the Is Required toggle
Next
5. Go to Sales & Marketing
6. Select Event & Order Management
7. Choose Event Management - All Status Types Included
8. Open an existing event, go to Order Details, search for the item previously edited:
2. Having a date controller & extend the grid view for the records on the "Equipment Usage" modal window:
The Equipment Usage section has been enhanced with date range filters, increased record visibility, and saved grid preferences. Users can now view more records per page, see a new Cost Center column in Where Used in Events, and open Equipment Usage records directly from the grid.
1. On the left side panel, go to Data Items
2. Click on Equipment Management
3. Select Equipment Usage (Active Items Only)
4. Open an existing item, go to the Where Used in Events Tab
Bug Fix:
1. Customer Quick Entry allows duplicate email addresses when creating Customers:
The system now validates email addresses during Customer Quick Entry and prevents the creation of duplicate customer records using an email address that already exists. This enhancement improves data integrity and helps maintain accurate customer information.
1. On the left side panel, go to Sales & Marketing
2. Click on Customer (CRM)
3. Select Customer Marketing
4. Choose Customer Sales and Marketing Management
5. From the New Entry drop-down menu, select Quick Entry
