Release Notes v878

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Release Notes v878

for our  Customer Appreciation Release!

 

  • The ePouch Dashboard has been completed! Not only can you send via ePouch to other fellow Tristar clients, you can now import all the completed work , including PODs, Process packages, diligence and orders BACK to your own program for a full circle job sharing solutions between all of you!epouch dashboard
  • Added the ability at server options settings to create the default servee address by company

servee address

  • Auto email templates for PROCESS job types have new data fields added as shown below:

auto email fields

*We also expanded the auto email template body to accommodate up to 4000 characters!

  • New Set Up features in WinServe+ allows you to maintain your own branches company information. Go to MAINTAIN>>SETUP>>COMPANY SET UP.  Please note: This feature must first be activated by Tristar Software.  If your company has multiple branches a Tristar Software representative must  be notified to input the actual Branch Names.

branch management

  • Another Added Set Up feature in Maintain includes the ability to manage your Email Connection Settings/Parameters within WinServe+ instead of having to go through Client Set Up.  Go To MAINTAIN>>SETUP>>EMAIL SETTINGS
  • We have automated the Do Not Bill checkbox on Proof of Delivery for both Court and Delivery Job Types so that a $0 invoice is auto generated without requiring invoice completion at job close out!donotbill

 

  • The Customer Search dialog box has been expanded to display the customer phone numbers in the results list box.

customer phone