852 Release notes

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Process Server Software

852 Release Notes

Batch Assign Work

Mass Assign server feature from the orders tab.  This feature is most often used in conjunction with a handheld barcode reader.  Scan field sheets to populate your list view and mass assign them to a single server.

WinservePlus Dashboard version 1

The dashboard gives uses an over view of what’s going on without checking the various import queues. It will also serve as a quick search tool and provide quick links to Unprocessed jobs (Jobs that need attention) or the new Diligence tracker.

 

The diligence tracker is a new tool created to help you verify that your Servers are keeping up on their work. Jobs are sorted by most days since last attempt in descending order. This list comes with various filters. Client, Server, Milestone, Branch, and Job type. This can also be exported into Excel.

 

We created new  shortcuts to customer comments in all types of work. This is useful if you need to follow specific instructions on a per client basis or if you.

We have added a quick email button to the diligence tab. This will send the client a complete diligence list for a particular job.

 

We can now send your clients new order confirmations when an order is entered. This is a great way to let you clients know what their workorder # is and allows them to double check the address/case info prior to actual service.
Be sure your contacts are marked that they want to receive confirmations.

We added a quick/display on the dispatch board which displays all diligence attempts or statuses for a particular job.

 

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