VGM Release July 2018

August 8, 2018 13:50

This release includes a number of quality-of-life improvements to VGM. New features include the ability to select alternative templates when printing documents, and view the full history of a vehicle (rather than just its booking history).

Bug fixes

VGM

  • Bug: Browsers auto-fill email in add customer screen.
    Fix: Browser will now only populate email if user has specified this to be saved in the browser.
  • Bug: Customer Search doesn’t return results if customer has no vehicles.
    Fix: Customer search query now supports customers without vehicles.
  • Bug: VAT codes window displaying auto-generated columns.
    Fix: VAT codes window now displays correct columns.
  • Bug: Communication consent doesn’t pass customer name into the Add consent window.
    Fix: Add consent window now populates title with customer name correctly.
  • Bug: First name of customer not displaying on planner items.
    Fix: Modified query for planner items to correctly display the customer’s full name.
  • Bug: When deleting a slot type, not all references are removed in the database.
    Fix: Deleting a slot type now removes references to the slot type from all tables which reference the slot type.
  • Bug: Changing Vehicle Owner gets overwritten if the vehicles window is immediately saved.
    Fix: Vehicle owner is now unaffected when saving vehicle after assigning a new owner.
  • Bug: Purchase orders grid does not display empty purchase orders.
    Fix: Purchase orders grid now displays purchase orders with no items.

Enhancements

Barcode Search for Parts

The parts screen now supports searching via a part’s barcode. This means that parts can be found in VGM by scanning their associated barcode, rather than searching by stock code or description.

"Send Automatically" setting on new Slot Types now set to branch default

New message templates created for slot types now have automated messages turned on by default, if your branch has Automated Messaging turned on (visible by the tick or cross at the bottom of the VGM window).

Vehicle Bookings replaced with Vehicle History

We have replaced the "Vehicle Bookings" window (displaying all bookings for a specific vehicle) with a new "Vehicle History" window, which displays all Bookings, Jobsheets, Sales Invoices, Quotations and Sales Credits against that vehicle.

Customers can now be removed as a vehicle owner without setting a new owner

You can now remove the current owner of a vehicle without setting another customer as the new owner.

Default nominal codes for slot types

You can now specify a default nominal code for Slot Types, which will be populated automatically when a new slot type is created.

Future Printer Reminders can now be processed

VGM previously only allowed the processing of current or historic Printer Reminders from the reminders screen. You can now process future Printer Reminders, processed Printer reminders will now display in the outbound message queue.

Adding notes to a customer record

You can now add notes to customers from the "Add / Edit Customer" window.

Email Customer Statements to customers

You can now email customer statements to customers through the Reports screen.

Select alternative document templates when printing

In Jobsheets, Quotations, Sales Invoices and Sales Credits, you can now print with alternative document templates (templates other than the one currently selected in the financial settings).

Save Technician filters in Jobsheets Grid

VGM will now save your selected technician filters in the Jobsheets grid.

VGM Release June 2018

June 19, 2018 17:04

This release of VGM includes major time-saving features requested by our users, and minor adjustments to our new GDPR functionality. New features like Job Templates will help you to more quickly build up quotes, jobsheets and sales invoices, while the new “Find Duplicates” and “Merge” functionality will make it easier than ever to maintain the quality of your customer database.

Bug fixes

VGM

  • Bug: Converting a Booking to a Jobsheet doesn’t check that the Customer and Vehicle have been correctly completed.
    Fix: Converting a booking to a jobsheet will now validate both the customer and the vehicle.
  • Bug: Purchase credits cannot be unlocked after posting (while all other documents can).
    Fix: Purchase credits can now be unlocked by admin users.
  • Bug: In the edit user screen, when checking or unchecking the administrator box unsaved values could be lost.
    Fix: The issue was caused by showing and hiding the user privileges tab, this is now enabled and disabled instead.
  • Bug: Each time a VRM lookup is executed the vehicle fuel type dropdown duplicates its contents.
    Fix: The fuel types need to be reloaded each time a VRM lookup is executed, so the data source is now being cleared each time to avoid duplicate contents.
  • Bug: In the Outbound Messages screen, the message preview is being overlapped by search controls.
    Fix: Adjusted the control priority on the page allowing the message preview to appear on top of the search controls.
  • Bug: The customer consent management screen could run slowly on large customer databases.
    Fix: Optimised database queries for large data sets.
  • Bug: Jobsheets grid sometimes fails to refresh when creating a sales invoice or changing the jobsheet status.
    Fix: There was an error being thrown when there were no rows left in the list, there is now a check to resolve this.
  • Bug: Jobsheets don’t enforce validation on customer and vehicle details when going to convert to a sales invoice.
    Fix: Validation is now enforced, meaning these details must be entered to create a jobsheet.
  • Bug:Inserting a booking in the diary creates a slot for one minute later than the time selected.
    Fix: This was the result of a time conversion issue between the client and server. This has now been rectified.

Enhancements

Move bookings without a destination slot

This new feature allows you to move any existing booking to any new time, regardless of whether you have an existing slot to move the booking into or not. This means that users who primarily work by inserting bookings (rather than using a default slot profile) can now move bookings without having to insert a new slot first.

Remember Search Type

VGM will now remember the Search Types (e.g. Starts With, Contains etc…) that you use for each Search bar within the system. VGM will pre-select your last used search type for that search box, allowing you to more quickly search your data in whichever way you prefer.

Find Duplicates

One of our biggest new features is the new “Find Duplicates” option within Customers. This screen allows you to select duplicate criteria (e.g. Full Name, Email Address or Phone Number etc...) and find duplicates of that criteria in your customer database. These can then be merged using our new Merge functionality.

New Customer Merge

Alongside our new “Find Duplicates” functionality, we have also overhauled the merge functionality for customers. Now when merging customers through the “Find Duplicates” menu, you can pick and choose which data you wish to retain in the merged customer. This will allow you to more easily consolidate duplicate customer records who may have different data that you wish to retain.

Job Templates

One of our most commonly requested features, Job Templates allow users to store pre-made templates of common Quotation, Jobsheet or Sales Invoice items and easily add them to sales documents.

Global setting to switch on message unsubscribe links

There is now a global setting to switch on message unsubscribe links. This means that every message that is sent out will have a shortcode appended to the end, allowing customers to manage their communication preferences. Beforehand the only way to do this would have been to enforce reminder or marketing consent.

Legitimate Interest message type

VGM now has an additional message type that you can assign to your message templates. This message type will allow you to send messages that do not require customer consent, such as same day reminders. You can still switch these off using the automated message status against the customer record, which will default to "Yes" for new customers (meaning they will receive all messages, as long as you have the correct consent if required).

Restructure of Financial Reporting screen

The financial reporting screen has now been refactored into report types for sales, purchases and stock, making it easier to read.

VGM Release May 2018

May 14, 2018 13:22

This release includes new tools to help our customers become GDPR compliant, as well as amendments to the messaging system (e.g. Unsubscribe links) in preparation for the legislation deadline on the 25th.

Bug fixes

VGM

  • Bug: Xero sometimes prevents users from connecting via VGM (multiple auth tokens issued to single user).
    Fix: This issue was caused by VGM trying to log in to Xero with old credentials from previous sessions. These old credentials are now removed correctly when connecting to Xero from VGM, preventing the issue.
  • Bug: The Customer name in the Reminders grid does not include the customer’s company
    Fix: We have added the customer company to the Customer Name field in the Reminders grid.

Enhancements

Communication Consent Management

We have added a new Communication Consent Management tool to VGM. This tool provides you with a vast range of filtering options, allows you to review and add consent for customers, and includes an export-to-spreadsheet feature. This new functionality will help you remain GDPR compliant when exporting your VGM customers to marketing platforms like Mailchimp, and give you a clear view of the consent status of your customer base at a glance.

Send SMS over multiple messages

For the first time ever, VGM users can now send SMS messages longer than 160 characters! This feature is disabled by default to prevent a sudden increase in credit costs for our customers, however you can turn it on by navigating to “Config” > “Settings” > “Messaging” and changing the “SMS Credit Limit” value.

Changing this value to a number greater than 0 will limit outbound SMS messages to that quantity of credits, so you can control your maximum cost per communication. Changing this value to 0 will remove all limits, meaning that every message will be sent in full.

Unsubscribe Links in SMS & Email

SMS Messages and Emails that require consent (Reminder or Marketing) will now automatically have an unsubscribe link added to them. This will take customers to our new Customer Portal, which will allow them to manage their own consent preferences whenever they like.

Live SMS Message Template Analysis

VGM will now analyse character length in SMS message templates, giving you a real time picture of how your messages will send. You can use this feature by clicking the ‘preview’ button, which will give you a breakdown by average and maximum character length and the amount of credits required to send the message.

When you are finished with editing a message template, VGM will also give you a summary of the message before you commit to saving it.

View unsubscribes in message preview

VGM will now show you unsubscribe links as part of the message preview, giving you a more accurate picture of the messages that will be sending out.

VGM Release April 2018

March 28, 2018 16:25

This release is the the first of several updates focusing on compliance with the new EU GDPR Legislation, coming into effect in May this year. Features include new communication consent procedures for all booking systems, alongside new tools within VGM to manage customer consent.

Bug fixes

Umbraco Websites

  • Bug: VRM Lookup sometimes hangs if a matching service price cannot be found.
    Fix: VRM Lookup now informs the user that a price cannot be found, and returns them to the “select slot type” step.
  • Bug: Tyre Lookup widget shows a “Change Vehicle” button if no VRM Credits are available.
    Fix: The “change” button is now hidden when VRM credits are missing.
  • Bug: Time estimates displaying incorrectly, if some durations aren’t configured.
    Fix: Time estimates will now be hidden unless durations are defined for all slots in the basket.

VGM & Umbraco Websites

  • Bug: VRM Lookup sometimes returns a null tyre, causing the tyre select screen to hang.
    Fix: VRM Lookups have been amended to exclude null tyres returned from the data provider.
  • Bug: Some Mercedez VRM lookups not matching a service.
    Fix: The VRM lookup did not format the vehicle make correctly in some cases which caused it not to match a service make, this has now been fixed.

VGM

  • Bug: Using an existing slot in the planner doesn’t always put a booking on the selected date.
    Fix: The issue with loading the booking date has been corrected.
  • Bug: Fuel type not populated after VRM lookup when inserting a new booking.
    Fix: Fuel types were not being loaded through this entry point which was causing the issue, this has now been fixed.
  • Bug: When closing a Jobsheet the main grid clears any sorting.
    Fix: The grid has been enhanced to persist any sorting when closing a Jobsheet.
  • Bug: Adding parts to a work item does not filter by group.
    Fix: Implemented the ability to filter by part group in this screen.

Enhancements

Record specific communication consent on all Online Bookings

We have updated all booking systems to obtain specific, granular consent for customer communication on every online booking. This currently includes specific consent for reminders sent by SMS and Email, however will soon be expanded to include consent for Marketing by SMS and Email as well.

As part of these changes booking systems will now feature a new Privacy Policy, informing customers how their data will be stored and used.

Embedded
Mobile
Umbraco

Allow customers to manage their communication consent through all booking systems

We have also updated all booking systems to include a new Communication Consent Management section allowing customers to manage their communication preferences at any time - whether or not they are making a booking. Changes made here will affect their overall consent settings, determining whether they receive SMS and Email reminder messages.

As with the previous enhancement, this will be updated to include Marketing consent in the next release.

Embedded
Mobile
Umbraco

Configure booking system Communication Consent

To complement the new Communication Consent features in the booking system, we’ve also added a new configuration section to VGM. The Messaging Settings (Config > Settings > Messaging) now contain configuration options for the booking system communication consent sections, allowing you to configure:

  • Consent duration in months (default is 24 months).
  • Checkbox labels for the Email and SMS checkboxes.
  • Whether the checkboxes are ticked by default (defaults to un-ticked).
  • The “Preamble” messages, which appears above the checkboxes in the booking system.
  • Your Privacy policy.

View consent status of messages in Reminders and Outbound Message Queue

You can now view the consent status applicable to any message in the Outbound Message Queue and Reminders pages, within VGM. These will display as red if the message cannot be sent due to invalid consent, or black if valid consent is available. If the message has already been sent, the colour code will reflect whether it can be re-sent at that point in time.

Customer consent prompt at Point of Sale

VGM now alerts you to any missing customer communication consent at all points of sale, which can then be quickly captured and saved against their customer record.

Sales Invoice
Booking

Add Customer Consent from multiple entry points

VGM allows you to view queued messages and capture consent from Bookings, Jobsheets, Sales Invoices, The Outbound Message Queue and Reminders.

View a customer’s full communications consent history

You can now view a full audit log of customer communications consent in the edit customer screen, this screen also allows you to edit or revoke communications consent items.

Notes added to Booking Confirmations for all booking systems

Default booking confirmations for all booking systems will now contain the booking notes, alongside the all previously included booking data.

Order “Allocate Sales Receipt” window by Date Descending, and hide zero value sales receipts by default

The “Allocate Sales Receipt” window will now order by Date Descending (rather than Ascending), and the checkbox “Hide sales receipts with zero balance” will be ticked by default.

Change Log 2.0.1.27

November 25, 2015 15:31

Changelog 2.0.1.27 [BETA]

  • Bugfix - Adding Sales Receipt when invoice is negative
  • Bugfix - Transferring from Quote to Invoice / Jobsheet wipes item descriptions
  • Bugfix - When merging customers, if the invoice is open and they try to save the invoice the Bugfix - customer no longer exists and causes a null exception
  • Bugfix - Jobsheets, adding parts does not refresh window
  • Bugfix - Cost of booking not updating when vehicle changed
  • Bugfix - Ordering reminders by due date (order as a date rather than string)
  • Bugfix - Search bar in customers /vehicles / parts disappears
  • Bugfix - Customer price of 0 not applied in booking details form
  • Bugfix - Postcode lookups showing unknown (short postcodes only)
  • Bugfix - Send an email document to blank recipient gives an error
  • Bugfix - Parts interface hangs intermittently
  • New Feature - Add future scheduled messaged to the Outbound Message Queue
  • New Feature - Administrator control to unlock invoices
  • New Feature - Radio code field added to bookings
  • New Feature - Add order number field to Sales Invoices
  • New Feature - Slot type selection dropdown lengthened
  • New Feature - Add Sales Invoice support for Insurance Companies
  • New Feature - Add “Search by Mobile Number” in Bookings Customer Search (use international syntex, e.g. "447803 813 964")