To view a list of recent documentation updates click here

Version 22.20.4 - Released 18th Oct 2022

Major Updates

Updates to Sales 360

- New User Interface

- Addition of Pipelines and Stages

- Two Way Email

- Email Engagement View

- Two Way SMS messaging (requires upgraded SMS account)

Due to the nature of the change, there is an online migration course in our Online Classroom - see Here

Integration of Motor Check Provenance Check - see https://www.dmsnavigator.info/customer-success/motorcheck-integration

Integration of Automotive Compliance - see https://www.dmsnavigator.info/customer-success/automotive-compliance-integration

Integration of ITC Compliance - see https://www.dmsnavigator.info/customer-success/itc-compliance-integration

CAP Used Vehicle Valuation Integration (to supplement the existing integration via Experian)

CAP New Vehicle Pricing

Purchase Ledger Automated Invoice Posting- see https://www.dmsnavigator.info/customer-success/invoice-post-and-capture

Rental System - Ability for Seasonal Pricing -

Integration of Bumper PayLater into Service System - see https://www.dmsnavigator.info/customer-success/bumper-integration

Screen loading speed improved right across the application

Other Updates

Sales

- Bulk upload of changes - several bugs resolved

- Upldate to Lombard Finance Stocking Feed to remove vehicles when invoice raised

- Date uploaded to Web Site now recorded

Service -

- Non Labour lines can now be unlimited length

- Collection Note now prints Special Instructions in full

- Extended Parts Discount Codes weren't being applied to workshop jobs

- Issue with Workshop Credit Notes to "Other" accounts being accounted for the wrong customer category

- Ability to extend the no of days in advance that a job can be booked in (standard is 90, can be increased to 365)

- Workshop Quotations - not printing customer postcode

Accounts

- Vat Return - update reporting of Exports on VAT Return

Interfaces

- Nissan feed to Snap-On- MOT charges were being reported as Labour

- Any third party interface which uses a web service now only supports TLS 1.2 or above

- Interface with MG Lead Management System

- New updated VW/Audi/Skoda comms system to resolve issues with Windows 10 security updates preventing working

- Interface with Trust Pilot - see https://www.dmsnavigator.info/customer-success/trust-pilot

General

- Lots of changes in back-end infrastructure to improve system performance

- VRM lookup on Motorhomes improved

Version 21.1.1 - Released 08/02/21

Updates

Volkswagen Group Lead Management System : Navigator 360 is now fully certified for integration with VW Group's Lead Management System to receive and report back on leads from both Volkswagen, Audi, Seat & Skoda as well as from Volkswagen Finance.

Volkswagen Interfaces Update : Interfaces for Elsa/Saga and DMS-I have been re-worked to function better in a Windows 10 environment on site.

Volkswagen : updates to the way vehicle price lists are uploaded. This is to increase performance when running overnight. The import utility has been updated to only process the most recent Model Year's updates rather then every vehicle in every model year since 2010 which are in the file that is distributed from Volkswagen Group

Force 24 : New interface developed for Force 24 marketing agency

Judge Service : The Judge Service feed now picks up on backdated invoices and sends these on (it used to only work for invoices either forward dated or dated on the current date)

Honda : update to the ETL Aftersales feed for Honda to support more secure data feed.

Peugeot : Addition of CSI interface to Future Thinking for Peugeot

Citroen : When printing a batch of Service Job Cards, the Citroen specific job card will also print.

Motorvise: Interface added for Motorvise marketing agency

Ford: Interface added for WERS system which replaces Vista

Marketing : Updates to click-to-mail system to allow creation of new marketing letters more easily

Navigator Phone : Updates to Navigator Phone User interface, as well as addition of more supported phone systems

Prohire : Interface to Prohire Rental System to import batches of invoices into Navigator

Exports/Imports from outside the EU : The system now reports better on the VAT report on imports/exports from outside of the EU (see here)

Navigator VHC : New Navigator Vehicle Health Check system - based on AutoVHC Engine. (Note all current AutoVHC users will be upgraded to the Navigator specific version during Q1/21)

Workshop : It is now possible to split workshop diary by makes of vehicle (useful for multi-branded workshops) - please email sow@dmsnavigator.com to request.

Fixes

Accounts

Ref	Description
3946	Importing a nominal journal wasn't always importing the Notes column
4869	Mis-setup of a customer record could have random "-1" within the nominal code, this has been updated to replace the -1 with zeros

ACM

Ref	Description
5209	Intermittent issue with customer addresses not showing correctly on screen

Infrastructure

Ref	Description
4632	Updates have been made to the communications services at the datacentre to prevent multiple long running processes crashing the communications server and causing hanging of Navigator
4633	Implementation of new load balancing to balance loading on Communications servers in the data centre
4634	Additional Monitoring of queue length on the communications servers in the data centre to manage before they get full
5021	Additional resiliance added to the Datacentre Communications servers to prevent them crashing under heavy load

Interfaces

Ref	Description
4270	Ford LMS leads were not importing fields which are then required when the lead is then updated back to Ford
4310	Ford LMS Leads were not always being sent back to Ford correctly
4447	Credit Card integration was not processing refunds correctly (an error was being received)
4541	The interface to Reef was not working correctly
4654	Ford LMS - Messages from Ford not being dequeued correctly
4658	Volkswagen Group integration improved to prevent the factory option tables becoming huge and affecting performance of the vehicles system
4664	Volkswagen Group integration improved to prevent the factory option tables becoming huge and affecting performance of the vehicles system
4988	Update to Ford REACT! Interface required after Ford upgrade to BCM servers
5167	Ford Price file downloaded from the BCM server each month was not processing correctly

Marketing

Ref	Description
4175	If a vehicle is first searched for by Registration no, and then a new record is created, it should transfer the registration no entered to the vehicle then created. This was not always happening
4511	When reporting on the Warranty Expiry date as part of a marketing campaign report, the date wasn't being displayed correctly on the report
4875	Some email formatting was becoming corrupted, particularly those imported from Word documents or with complex formatting. The internal third party control used to build these templates for sending emails

Parts

Ref	Description
4068	The accounting entries created when taking a deposit of Zero were not correct. The accounting showed a discount of the part sale price instead.
4123	If a part is credited from a job by selecting parts on a job in Parts Point of Sale, if a subsequent credit is to be done in the same way, the list of parts available to be credited is not always correct and double clicking on a part line didn't always credit that part line
4452	Goods In of a special order or stock order was not always marking the order as complete and deleting it
4656	Till drawer not opening automatically on some models of receipt printer setup
4827	Goodsing in the same part no twice on a goods in was not working as expected

Sales 360

Ref	Description
2121	New option when creating an diary entry not to list task on the diary if it is a follow up. Similarly, the display of diary entries which did not have a specific time of day has been tidied up
4648	Issue whereby when creating an enquiry, the user isn't warned if the prospect already has an open enquiry
4683	Updates to sales enquiries via API were sometimes causing the update not to happen and ultimately an infinite loop in the software causing performance issues with the system
4685	Updates to sales enquiries via API were sometimes causing the update not to happen and ultimately an infinite loop in the software causing performance issues with the system
4701	Internal issue with the indexing of messages attached to Sales Enquiries resolved.

Service

Ref	Description
615	On workshop job, if some of the job lines are not marked as "Complete", marking the first line as complete would have marked the whole job as complete.
4200	Returning a temporary loan car did not always delete the loan car from the system so it couldn't then be reallocated
4296	Intermittent issue with creating a workshop job with a new customer and vehicle where the job is not fully created and the screen would hang
4411	When viewing the diary, if the option to view the MOT Bay diary was selected, this wasn't always displaying the MOT diary for the date displayed for the main diary

4580	The end of day SMS booking reminder formatting was not correct when blank lines were setup in the SMS message.
4985	Digitally Signed copies of Service Job Cards were not available to be viewed from within the workshop job
5099	Vehicle Key Tag no wasn't printing correctly on job cards
5196	Workshop credit notes to customers marked with a Sales Category other than "Retail" were not being analysed correctly if the credit note was invoiced to an "Other Account"
5273	When viewing a warranty claim on a Sales Vehicle, the vehicle details on screen were not showing correctly

Vehicles

Ref	Description
4148	Delivering a vehicle did not always properly create and index the vehicle against the customer in the marketing system
4193	If a vehicle is added to used stock which is already on the system, there was a warning that the vehicle was already in the marketing system but no details were displayed and the vehicle then created wasn't fully populated.
4249	If a vehicle is a Part exchange and was appraised as part of the sales enquiry process, the appraisal was not always available to be displayed from within the stock record.
4473	Importing a file of vehicle updates would sometimes generate an error even though the file is valid
4514	Errors displayed on screen when importing a file have been removed
4517	Entering a finance commission on a Sales Order wasn't transferring this to the vehicle record and requiring it to be re-entered
4563	Statement of Account not correct for some Qualifying Vehicles
4618	When importing an update file, if the vehicle has an update, but does not already have a registration date, then the registration date was being erroneously set to the current date
4662	Display of User defined fields in the vehicles system was not always clean on screen.

Version 20.1.4

Major Updates

Online Integrated Payment Solution

Navigator now has the ability to allow online payments for Service Invoices and Vehicle Deposits. Please see here for more information

Navigator Digital Contracts

Navigator now has the ability to create documentation for online Digital Signature - this is implemented for Sales Orders and Workshoip Job cards. Emails can be sent to the customer to request signature and the digitally signed signature is saved to the job card or Vehicle Record automatically.

This is fully integrated with the Sales 360 process, and neatly links with the Online Integrated Payments solution so - for example - a Sales Order can be created using Sales 360, and the order emailed for signature. When the customer signs they are automatically taken to the online payments web page to make the payment. The signed order is returned to Navigator automatically and the payment of the deposit recorded. The Sales Executive is automatically advised that this has happened.

For more information please click here

Autotrader Integration (still in testing)

This software integrates with the new Autotrader technical platform to allow Autotrader adverts to be created and maintained automatically from Navigator - so oce created any changes made (eg a price change) are automatically uploaded to Autotrader.

For more information please click here - note that this feature is not expected to be available until June 2020.

Navigator Phone Integration

The existing Telephone integration within Navigator has been extended to support more phone systems. This integrates the phone ringing on the desk with a screen pop which searches for the customer and highlights any open workshop jobs or sales enquires in the system which can be accessed in a single click. Many systems also support click-to-dial.

Other Updates

General - Email Templates - when inserting an image into an Email, it is now possible to create link to a web page that will open when the recipient clicks on it

General - updated security on Navigator internal passwords.

Purchase Ledger - Transaction List now shows invoice notes

Sales 360 - full order book can only be viewed if the user has full Sales Managers Access

Sales 360 - Integrated Online Payments system integrated in to collect Deposits on Sales Orders

Sales Ledger - Invoice posting - If an account is suspended this is now shown on screen when posting an invoice

Utilities - API Key generation - API keys now have extra descriptive information attached to them

Vehicle Admin - Autotrader Interface - utility added to synchronise vehicles on Autotrader with Navigator.

Vehicle Admin - Integration with new Autotrader systems completed (still in beta release)

Workshop - Job Processing - Allocating parts to job lines - all deposits and deposit credits are now automatically allocated

Workshop - Job View - The Customer Account No is now displayed on screen if the customer has a credit account

Workshop - Quotations can now be printed and emailed.

Workshop - There is now a warning about jobs the loan car is assigned to when deleting the loan car from the system

Bug Fixes

ID	Notes
3507	General - Emails - if an image was entered without a URL to link to the image wouldn't be attached to the email when sent.
1640	Marketing - Customer Record - Workshop Profile - the setup of certain discount levels eg Parts at cost + percentage, were not always displaying correctly once entered
2481	Marketing - searching for a customer record by registration number was not always working if the customer had multiple vehicles and the first vehicle on the customer record was deleted
3728	Navigator Digital Contract - Bugs relating to the combination of Digital Contracts and online Payments being used together resolved.
3790	Navigator Digital Signature - Sales Order now sends to the business email if a personal email isn't present.
3733	Navigator Integrated Online Payments - Removing the ability for a customer to pay twice by clicking on the link in the email twice.
3053	Parts - a part could be added to the point of sale multiple times - and stock could be sold multiple times without warning.
3246	Parts - Goods in - wasn't exiting the Goods in screen on completion of a goods in
3356	Parts - Point of Sales - Issues with Exchange unit surcharges not showing correctly on screen resolved.
2714	Purchase Ledger - the account search function no longer shows accounts that are setup only in another company
3364	Retail System - Point of Sale - Zero Rated Products were not being displayed correctly on screen
2685	Sales 360 - All Enquiries list - if a filter is applied and then an enquiry is selected to view, the filter is retained after closing the enquiry.
2415	Sales 360 - Creating an Appointment would sometimes give a strange error message relating to the time being invalid
2559	Sales 360 - if a reminder is entered with no next contact date, the system was continuously reminding to review it
3361	Sales 360 - if selling a vehicle from price list and creating a stock record, the profit on the approval screen on the sales order is wrong if viewed again after raising the order.
3494	Sales 360 - on occasion the vehicle price on screen differed to the invoice price by 1 penny due to rounding differences. This has been resolved.
3421	Sales 360 - Sending emails and attaching images - the button bar confusingly had two buttons that appear to add images but only one worked. The other has now been removed.
3421	Sales 360 - Sending emails and attaching images - the button bar confusingly had two buttons that appear to add images but only one worked. The other has now been removed.
2686	Sales 360 - When recording a contact it is now possible to enter a time for contact
3369	VAt Return - Making Tax Digital - error message when completing the vat return has bee resolved.
3619	Vehicle Admin - Autotrader - updates made following testing with Autotrader
1827	Vehicle Admin - Adding a used vehicle on the system wasn't checking correctly if the vehicle was already on the system and not warning all the time
3772	Vehicle Admin - Online Payments System bugs resolved.
1817	Vehicle Admin - Staff who haven't the option on their profile to allocate a registration cannot update the registration on a used vehicle
3461	Vehicle Admin - The audit trail wasn't auditing removal of a registration no,, a vehicle being delivered or some changes made by importing an update from from a spreadsheet - all have now been resolved.
3379	Vehicle Admin - The vehicle category was autoselecting incorrectly on occasion
2743	Vehicle Admin - when updating the price list, the option to reprice existing stock now pops up all the time
1766	Vehicles - Sales Order Processing - if a vehicle was discounted and the detailed analysis was displayed, on screen, the order didn't appear to add up - this behaviour has been resolved
3484	Vheicle Admin - Advertising Tab - it was not possible to remove an attention grabber or notes field once entered. This is now resolved.
2608	Workshop - bugs in the new automated job lines parameter have been resolved
3189	Workshop - credit card integration - no longer asks for credit card if the invoice value is zero,
3224	Workshop - Digital Service Reception - various bugs resolved - including GDPR tick boxes not updating, additional phone nos not saving and comments not saving correctly
2992	Workshop - In the Channel Islands only - there was an issue where service history was getting jumbled between vehicles which had the same registration no entered.
1353	Workshop - Job Processing - when completing the pre-checking of a job card a note is added to the job that this has been done by way of audit
1083	Workshop - Reception - if the workshop job list option is selected for report option, it is now possible to export the job list to excel
1241	Workshop - Technicians Setup - issues with saving addresses and other items on the setup now resolved

Release 19.3.8 has the following major updates :-

Document Archiving Updates

A new scanning solution is now delivered with this update, with an updated user interface and full integration with Navigator. It also includes :-

▪Ability to support any scanner

▪Ability to drag and drop documents rather than scan (useful when invoices are received by email)

▪Full integration with Various parts of the system (customer record, vehicle record, purchase invoice etc)

▪Retrieval of documents now integrated better

▪New internal storage solution

▪To switch the features on, please contact customersuccess@dmsnavigator.co.uk

Integrated Credit Card Solution

Navigator now has full integration with POS terminals with the benefits of :-

▪Ensuring all transactions are processed in Navigator

▪Removing mis-keyed values

▪Easy reconciliation

▪Integration is Free of Charge

▪For further information please click here

Computer / Telephone Integration

Navigator now fully supports a number of third party telephone systems as well as Navigator Phone

Judge Service

Navigator now supports integration with Judge Service for :-

▪ProAct - a re-engagement platform for "lost" sales leads

▪React - a CSI platform for Vehicle Sales

▪React Aftersales - a CSI platform for Workshop

Click here for more information

New Web Services for Vehicle and Lead Integration

This allows a dealer's web site and third party applications to easily integrate with Navigator Sales 360 to input leads instantly into Navigator - see here for more information. Please contact customersuccess@dmsnavigator.co.uk to discuss further.

Detailed Update List

#	Release Notes
1479	Accounts - Nominal Ledger - Setup - Import utility created for Shortcuts
1511	Assets - Screen display for the asset wasn't fitting on lower resolution screens
1447	Assets System - Updating an Asset - if multiple details of an Asset were updated in one go, some of these may go unsaved.
568	Cash Book - There are now totals displayed at the bottom of the unreconciled / reconciled totals
1529	Credit Card Integration - addition of Refund processing
1342	CTI - Addition of Bicom Communicator third party phone system
684	CTI - Navigator now supports Telephone System integration with a number of third party telephone systems
937	CTI - When an incoming call arrives, the incoming phone no is now reviewed in Sales Enquiries, Workshop Job Cards and Parts Orders to suggest why the person is calling
1381	Document Archiving - New Scanning System introduced
1139/1540	Internal reorganisation of system libraries in Navigator
1800	Marketing - error with entering an address to a business record now corrected
1801	Marketing - Issues with SMS templates not working as expected now resolved
1601	Marketing - Updates made to support Office 2016 for letter creationm/editing
1606	Marketing - Updates to Mass MOT Update routines to work with supplier updated
1662	Marketing - Updates to MOT update changed in line with Supplier change
1149	Marketing - when adding a vehicle, potential duplicates are selected using the VIN (Chassis) no as well as the Registration no
1790	Nominal Ledger - Posting a journal - the total shown at the bottom of the screen is now correct
1076	not for general release
1524	Parts - Managers Toolkit - History report - now works
1352	Parts - Point of Sale - Prepick System - it is now possible to abort pre-picking
1246	Parts - Point of Sale - Printing receipts - issue where the decimal point is missing on the print has been resolved
1804	Parts - Returning Old Units - bug whereby an old unit would be returned at the price of the part not the surcharge now resolved
1641	Retail - EPOS - random crashing now resolved
1803	Retail - EPOS - random crashing now resolved
1032	Retail System - products can now be created on goods in
1316	Sales 360 - Addition of Customer Information Form for FCA compliance (not available generally)
1764	Sales 360 - Error with Diary appointments not being able to be reviewed now resolved
1505	Sales 360 - Lost Enquiries now allow the entry and follow up of lost sales in the future
1945	Sales 360 - Prevent Customer Information form being printed if no information entered
1795	Sales 360 - Quotations were not time stamped and hence were not showing in order on the Enquiry History
870	Sales 360 - Sales Appointments now show in the Manager's Diary
1773	Sales 360 - Updates to Customer Information form (not for general release)
1940	Sales 360 - Updates to field validation in Customer Information Form
1489	Sales 360 - when amending an existing appointment it is no longer possible to enter a historical appointment date
1473	Sales Ledger - Issues with emailing statements now resolved
1799	Staff Records - an issue with adding staff members to a sales team is now resolved
1947	Staff Records - it is now not possible to create a staff record without assigning at least one branch
1976	Staff Records - Users with no permissions no longer have any access to Navigator (even those with no permissions required)
1937	Staff Records -The initial password entered against a staff record is now verified using Password Validation Rules
1674	Systems - Staff Creation - Welcome email now sent to new staff members
1208/1547	Vehicles - Addition of Cap Valuation to the Vehicle record and appraisal
1283	Vehicles - addition of other third party valuations (for furture release)
1510	Vehicles - Boat Name not showing on Vehicle when creating
1950	Vehicles - CAP ID was set to a currency feel
1866	Vehicles - error with opening a vehicle record without a CAP ID when automatic cap verification is switched on now resolved
1938	Vehicles - issues with the CAP Service not working now resolved
1370	Vehicles - Posting a purchase invoice to a vehicle using the GANI, a scanning sheet is no longer printed
1794	Vehicles - Sales Order Processing - the order of the tabs on the vehicle order form has been updated
1826	Vehicles - The option to Reserve a Vehicle for a customer now works as intended
1453	Vehicles - Warranty Details now store correctly
299	Workshop - Quotations - Extended the Parts Quotation to allow Labour to be added and then to be able to converted to a workshop job.
1483	Workshop - Digital Service Reception - Various issues now resolved
240	Workshop - Job Card Processing - Sub contract jobs now show the goods in reference for the sub contracted work
967	Workshop - MOT Diary display on Reception screen, the diary date wasn't moving when the date was updated
1580	Workshop - updated for new Document Archiving Solution

This is a roll up release up patch updates since the release of 19.2.9

#	Release Note
1479	Accounts - Nominal Ledger - Setup - Import utility created for Shortcuts see here
1363	Accounts - Sales Ledger - It is now possible to import batches from third party systems which have been generated for importing to Sale Line 50. See here
1373	Assets system - Posting a purchase invoice- the VAT was erroneously posted to nominal code 0.70.60.4 -updated to post to 0.0.60.4
1511	Assets System - screen display for the asset wasn't fitting on lower resolution screens
1447	Assets System - Updating an Asset - if multiple details of an Asset were updated in one go, some of these may go unsaved.
1019	Interfaces - IHS - "Polk" interface updated to correct issue with PDI work not being uploaded with the customer name on it if the PDI was completed after handover (this was causing an issue for IHS)
1437/1175	Interfaces - Updates made to JUDGE SERVICE feed to update ProAct and Aftersales feeds
1372	Interfaces - Vital Software - Only Navigator generated invoices are now sent to Vital (ie excluding Data Migration data which has insufficient information)
1257	Interfaces - Vital Software - remove commas from data being sent (was causing issues with the data format)
1499	Interfaces - PSA - CIS Report now includes all invoices
1492	Marketing - ACM - Update to create a parameter to define the no of days between a service and mot for them to come as a single reminder
1288	Marketing - Customer search wasn't recognising some customers as having multiple vehicles when searching
1244	Parts - Managers Toolkit - Invoice Report - reverse a previous update which was causing parts being booked to jobs to be reported.
888	Parts - Cannot access deleted parts records in Parts Sales
1432	Parts - Sales - If a delivery address is entered then this is printed otherwise it now leaves the delivery box blank
1065	Parts - Managers Stock List - intermittent failure of this report with an error now resolved
1510	Vehicles - Boat dealers - The boat name could not be entered when creating a stock record
1354	Vehicles - update to system to prevent erroneous postings being made to invalid nominal ledger departments
1170	Vehicles - Delivering and then undelivering a vehicle would sometimes create a duplicate marketing record when the vehicle was re-delivered
239	Vehicles - Handover diary - Now updated to show Registration no of vehicle, and sales persons initials as well as tidying up of the display
517	Web Feeds - Integration with AutoLoadIT for automated download of images to Navigator from AutloadIT turntable
1501	Web feeds - update to Gforces feed to upload Commercial Vehicles correctly
194	Web Services - The Technicians Clock Card Report now available as a web service

This release is a roll-up maintenance release

#	Release Note
1215	Accounts - Purchase Ledger - When Posting a purchase invoice and Allocating to Gani, it wasn't possible to part-allocate to a GANI entry when posting
1020	Interfaces - Fiat - Update to Loyalty Logistix upload routines to migrate to secure upload
1158	General - Updates to Till Reconciliation and Nominal Ledger transactions for bankings to include Credit Card Transaction No
1293	Accounts - Vat Return - Multiple companies which share a Vat Number now have all company vat returns completed in one go (inter company entries are generated and the payment made from the company the user closes the vat return)
1356	General - Updates to Workshop Till Reconciliation (related to 1158 above)
1354	Accounts - Resolves an issue with corrupted nominal codes being used when posting a vehicle receipt
1285	Vehicles - Posting Part Exchange Settlements were sometimes posting to an incorrect nominal code
977	Workshop - clock card issues for 24 hour workshops where technicians are clocked onto jobs over midnight (it was allocating idle and clock time to the wrong days)
1332	Interfaces - Fiat - CSI Report was not working
1244	Parts - Invoice Report - issue with parts being booked to job appearing on the report (which in turn was causing issues with the DOC) now corrected
540	Accounts - Nominal journals to the VAT accounts now requests a VAT Turnover figure to add to the VAT report (required for Making Tax Digital)
1245	Interfaces - PSA - CSI report was not working
1221	Marketing - Campaigns - when sending bulk SMSs - the description entered into the customer history record did not cross reference the campaign no
1330	Vehicles - Stock List - Guide Price and Previous Price fields were being displayed without a decimal point
1180	Vehicles - Incorrect advisory error of No Purchase Price entered when closing a deal now resolved
1237	Workshop - issues with technicians clock card corrupting after crediting invoices resolved
1252	Workshop- Digital Service Reception - Updates to job card made (specifically to support Skoda Dealer Standards)
1161	Workshop - It is now no longer possible to to update a technicians clocking on a job if he is clocked onto that job currently
794	Workshop - Invoice report was not always showing the correct hours taken (this relates to 24 hour workshops)
1258	Workshop - Technicians Time Analysis report not showing the job no correctly at times
194	Webservices - The Clock Card Report is now available as a web service for external reporting purposes
1292	Sales 360 - The Colour of the vehicle required was not displaying when a vehicle is selected
1099	Vehicles - Sales Order - Issues relating to the Part exchange value being pulled incorrectly back from the Appraisal when viewed. This now only updates the Sales Order if the figures on the appraisal are updated
1365	Accounts - Nominal Ledger - Journal Posting - The quantity column on the report showing the posting entered or imported was blank.
1313	Vehicles - Parameters - Changes made to Factory Option pricing were not always saving
1288	Marketing - Customer search - some customers with multiple vehicles are not able to have all vehicles searched by registration no

This release includes 180 individual updates, including 125 Bug fixes. It is largely a maintenance release, but has several key feature updates including :-

▪A New Email system throughout - enabling "HTML" emails including images and font changes etc. All email now is sent through a third party emailer to enable more reliable delivery

▪Updates to all reports - to allow updating in background (which enables Navigator to be continued to be used whilst reports are running). Nearly all reports can now be exported to Excel and nearly all have the extended Filter bar present.

▪A New ACM - this is a complete re-write of the ACM. Whilst in the release, it is not switched on by default - we hope to contact and migrate all users in the coming months.

▪Updates to the Vehicles system for storing images and advertising details, and a new web service to allow easy upload to web sites (already supported by a number of third party web site providers)

▪A migration to the latest version of Microsoft and other third party tools used in Navigator - this improves some of the layout, colour schemes etc.

▪Contains the Making Tax Digital updates - see here

▪Implementation of Credit Card integration interface

▪Improvements in security of system access

The detailed list is at :-

#	Release Note
141	Accounts - Back posting prevention date - the back posting prevention date was not applying to Sales/Purchase Ledger posting. This now works.
669	Accounts - Nominal Ledger - when importing a journal the total in the bottom right hand corner "Balance" box does not match the total in the report column. This is now resolved.
106	Accounts - Purchase Ledger - when posting an invoice, if the invoice had been posted previously this was not always being reported
82	Accounts - Sales ledger - backdated debtors list adjusted to work better with unallocated payments
47	Accounts - Sales Ledger - When creating a Sales Ledger Manual invoice, there is an option to change the address on the specific invoice. This address wasn't printed on the invoice when generated
840	Accounts - Cash Book - Clicking Print was crashing Navigator on occasion
861	Accounts - Double click in nominal linking was selecting the incorrect row when filtered. it now selects the correct row
567	Accounts - Nominal Ledger - If the Reverse Journal tick box is selected then confirmation is requested before continuing
972	Accounts - Nominal Ledger - It was not possible to correct a line already entered
782	Accounts - Purchase Ledger - Totals on Creditors report now show correctly
4685	Accounts - Nominal Ledger - Trial Balance - Lines with zero balances on all lines are no longer displayed on the Trial Balance
4739	Accounts - Both Detailed Debtors and Creditors report updated to show historical balances correctly
5113	Accounts - Sales Ledger - issues relating to statements not being emailed resolved
5185	Accounts - Sales Ledger - email moved to new email system
5078	Accounts - Purchase Ledger - issues with consolidated payments making multiple entries to the cash book resolved
3222	Accounts - Purchase Ledger - copies of remittance advices where the payment has been made by Direct Debit did not always show the correct list of invoices the payment has been allocated to
4850	Accounts - Purchase Ledger - updates to Detailed Creditors list, also updates to the way that unallocated payments are displayed on the account have been made to enable easier visibility of historical allocations
4899	Accounts - Nominal ledger - drilling into an extended nominal code now shows only the transactions for that detailed code
4862	Accounts - Sales Ledger - it was impossible to remove an account from Auto Suspending once it had be configured to do so
4815	Accounts - Nominal Ledger - if you listed the list of recurring journals and then added one, the list could not be refreshed. This is resolved
4814	Accounts - Nominal Ledger - Scheduled nominal reports can now be run using a "masked" nominal code, eg *.30.60.80
4708	Accounts - Purchase Ledger - Detailled Creditors List - would sometimes print creditors for another company
4813	Accounts - Nominal ledger - further updates to the trial balance to only show codes with a balance
4465	Accounts - Purchase Ledger - Invoice posting - when allocating to the GANI the total amount allocated was not always showing correctly
4994	Accounts - Purchase Ledger - when posting a payment the running total of the amount allocated wasn't always updating
5032	Accounts - Sales Ledger - clicking Details > View customer was displaying an error
5080	Accounts - Cash Book - when reconciling a transaction, the screen was refreshing and the user was returned to the top of the list of transactions. Now the user stays on the line they were on.
5076	Accounts - Nominal Ledger - on some occasion the trial balance could miss lines where the YTD balance was zero but there were transactions within the year in different periods - this is now resolved.
5138	Accounts - Nominal Ledger - Trial Balance - the column widths on the trial balance were not always wide enough to display the information within the columns
5124	Accounts - Purchase Ledger - Creditors List - it wasn't possible to double click on a line to view the account
5128	Accounts - Nominal Linking - this has now been improved so lines can be double-clicked, multi-selected or drag-dropped to link
5205	Accounts - Purchase Ledger - double clicking on a transaction on an account would not always display the transaction correctly
5253	Accounts - Nominal Linking - further updates (see 5128 above)
1115	Accounts - Nominal Ledger - "Reverse Journal" button wasn't working in initial release




539	Marketing - ACM - Telephone Method - when updating the telephone screen and selecting next, the details did not save. This has now been resolved.
308	Marketing - Campaigns - it was not possible to run a Marketing campaign selecting for customers financed with a specific finance company - this now works.
297	Marketing - Customer records - if the business address was non-UK it wasn't displaying the address
431	Marketing - Merging Records - the merging of SL accounts would not bring any of the information across and would lose the vehicle records. This now works.
7	Marketing - Searching Customers/Vehicles by Registration No. was displaying customer records who historically owned the vehicle even though it was deleted from their record
780	Marketing - Update to MOT Check Service to speed it up when running large batches of checks
855	Marketing/ACM - when uploading an image larger than 200kb an error messaged displayed. This is now resolved.
485	Marketing - Campaigns selecting on Service Invoice Date from/to were not selecting correctly
943	Marketing - Adding a new vehicle to an existing customer was not always working
485	Marketing - Campaigns selecting on Service Invoice Date from/to were not selecting correctly
801	Marketing - Creating an additional vehicle on an existing record was failing
647	Marketing - Customer Record - Service History is now sorted in date order correctly
814	Marketing - Customer Record - the customer name now correctly converts to upper/lower case
5339	Marketing - sending a £ sign in a text message - the £ sign was being sent as a ? instead
5180	Marketing - searching for customers by name where the customer has several vehicles on his record, was not always showing that the customer had multiple vehicles
4969	Marketing - Campaigns - GDPR options are now able to be reported on in a Campaign Report
5344	Marketing - Vehicle Record - when delivering a vehicle, the stock number wasn't being copied onto the customer's vehicle record
4496	Marketing - Customer Record - Parts Profile - it was not possible to remove a Cost+ % discount from a customer record.
4336	Marketing - Customer Record - the MOT and Service reminder dates are now audited so changes can be logged
5026	Marketing - Customer Record - clicking the "Clear Personal" button on the Business Tab wasn't clearing the address on the personal record
5079	Marketing - Vehicle Record - selecting "Tourer" as vehicle type should self populate the registration no with a reference. It now does once more
5061	Marketing - Business Record - preferred method of contact was defaulting to SMS
5062	Marketing - If a Vehicle on a customer is marked as "Replaced" and there was an open job card, even though there is a warning on screen it still allowed the vehicle to be replaced. This is now no longer allowed.
5074	Marketing - New ACM system (which will not be available in this release but shortly after) - changes to switch between MOT and Service Required
5077	Marketing - New ACM - if a customer was updated from belonging in one branch to another, the ACM record was not transferring to the new branch. This will do so in the New ACM when released
5109	Marketing - Viewing vehicle service history would sometimes display service bookings not related to the vehicle being displayed. This has now been resolved.
5176	Marketing - Vehicle history display - the vehicle history has now been updated to index history by Chassis no, so changes in registration no etc will not have any effect on the service history display.
5155	Marketing - clicking on the "map" button was not working (due to a change in the web address used by supplier of the mapping)
5210	Marketing - Vehicle Record - if a warranty company was manually entered, this was not being saved back to the record.
5217	Marketing - intermittently Navigator would crash when creating a new customer / Vehicle after VRMing the vehicle
5229	Marketing - New ACM - new reports written for this (not yet released)
5233	Marketing - it was not possible to upload files to a customer record. You can now do so
5245	Marketing - internal tool written to mass check vehicle MOT dates against the VOSA database
5262	Marketing - when updating a vehicle registration no and re-vrming to retrieve the vehicle details, this was sometimes not working
5309	Marketing - IHS (Polk) interface updated to correctly send business name details
5341	Marketing - Campaigns - if a secondary selection was added, it was not possible to then remove this.
1168	Marketing - Creating a new vehicle wasn't displaying the VRM button (which meant two clicks to VRM the data)
1050	Marketing - It is now possible to update Letter Templates using MS-Word.


678	Parts - Discounting using Extended Discount Tables wasn't discounting
125	Parts - Goods In - it was possible to goods in a fractional quantity of any part (not just those where fractions were allowed)
81	Parts - Goods in - when processing a goods in, the screen did not clear - leaving the previous information on screen. This now works.
444	Parts - New Reorder Category on Products for Manufacturer Auto Replenishment
555	Parts - POS - if a delivery address was entered, it was not displaying on the parts invoice. This now works.
3853	Parts - Audit trail - this can no longer be sorted and is shown in transaction sequence
5141	Parts - Creating a full stock check did not always create all the pages correctly for inputting the stock check sheets
5247	Parts - when selling multiple quantities of parts, the system was sometimes displaying a Negative Stock message when there was sufficient products in stock to complete the sale.
1207	Parts - Audit trail sort order updated (was in document order which wasn't correct)

886	Retail - EPOS - Vat Inclusive Price was not always calculating correctly (was sometimes out by 1p)
96	Sales 360 - When creating a new enquiry, the customer address entered was not always being updated as entered
4907	Sales 360 - Managers Toolkit- Enquiry Analysis report updated to run without locking the screen whilst it runs
4822	Sales 360 - Creating an Enquiry now saves the time of creation (for reporting purposes)
4818	Sales 360 - Order Book - Viewing a vehicle record from the Order book was not respecting the Staff setup
4697	Sales 360 - Allocating an Enquiry to another member of staff now closes the Enquiry automatically
5055	Sales 360 - Adding multiple Part Exchanges was not showing all Part Exchanges in the Part Exchange summary screen
5006	Sales 360 - Closing an Enquiry and entering a follow up date was not generating a follow up in all occasions
5099	Sales 360 - Appraisals - if the vehicle is marked as having a full service history, this flag was not being transferred to the PX Vehicle record when created
4923	Sales 360 - Adding a PX wasn't always giving the option to VRM the PX from it's registration no
5058	Sales 360 - Extending a test drive was not updating the diary display on screen
5054	Sales 360 - issue with error message displaying on entry to Sales 360 resolved
5167	Sales 360 - feature to select a model of interest rather than a specific vehicle added back in (it was removed in error)
4998	Sales 360 - Recording a contact, the "time" of next contact now removed.
5028	Sales 360 - When selecting a vehicle of interest, the colour was filling in the registration number box
4845	Sales 360 - Individual Emails and SMS now updated in the showroom log for reporting purposes




605	Third Party - Web Site Feeds Process updated for third party web designers (see Vehicle Web Service)
352	Vehicle Admin - it is now possible to email a copy of a sales order (previously this wasn't functioning)
46	Vehicle Admin - It is no longer able to post Supplementary invoices after a deal has been marked as closed.
102	Vehicle Admin - Stock List - the invoice date on the stock list was not being removed when the vehicle invoice was credited
88	Vehicle Admin - Warranty Description is now populating on the customer record when the vehicle is delivered
530	Vehicle Admin - Adding a used vehicle was defaulting the Advertise on Web flag incorrectly
917	Vehicle Admin - Cash Flow report was not working
860	Vehicle Admin - Date in stock wasn't always displaying on the vehicle record
4725	Vehicle Admin - PX - Accepting a Part exchange manually ( as opposed to when delivering the outgoing vehicle) was not displaying an error if it was unable to complete
4686	Vehicle Admin - uploading vehicle images to a stock record improved
5177	Vehicle Admin - It was not possible to assign a category to a vehicle in the price list setup
5118	Vehicle Admin - Completing purchase orders now allows posting direct to Purchase Ledger rather than always going to the GANI
1001	Vehicle Admin - when posting a settlement payment, if there are multiple bank accounts available to pay from this can be selected when posting the settlement
5045	Vehicle Admin - Updating Price lists - an error meaning it wasn't possible to always update the retail price of factory options is resolved
5184	Vehicle Admin - Stock list - an issue where random old deals appear on a current stock list are resolved
4985	Vehicle Admin - Sales Order - The order notes box did not have a scroll bar to be able to see long notes.
4950	Vehicle Admin - Vehicle Purchase Order was not populating the purchase pricing
4936	Vehicle Admin - When accepting a vehicle into stock a number of "tick" boxes have been added which update relevant statuses on the vehicle record (eg V5 present)
4988	Vehicle Admin - Proforma invoice sometimes displayed the vehicle description several times in error
4890	Vehicle Admin - Stock list - when sorting by stock no this is now in strict numeric order (historically would be 1,11,12,2)
4785	Vehicle Admin - Actions report - updated to new look and feel
4383	Vehicle Admin - Parameters - Stock list - it is now easier to move fields around on the stock lists setup
4511	Vehicle Admin - It is now no longer possible to raise a Supplementary Invoice on a Closed deal without first re-opening it
5035	Vehicle Admin - if you UnAdopted a vehicle, the "Unadopt" button text didn't change to "Adopt" until you saved and reloaded the record
5108	Vehicle Admin - if a vehicle has an open job card at the point of delivery, the next service and MOT dates were not then being updated on the customer when the job was then closed. This has been corrected.
5069	Vehicle Admin - Service history was not always showing on Stock records - this relates to a general change in the system whereby Service history is now searched by chassis no rather than registration no. Service records on PDI's were not always recording the chassis no of the vehicle (as the vehicle didn't always have a chassis no when the job card was created)
5084	Vehicle Admin - uploading images to vehicle records was not always saving the image
5196	Vehicle Admin - Vehicles marked as "Closed - Pending Payment" were only displayed if clicking "Closed deals" on the vehicle search screen. They now display even if only searching for open deals
5137	Vehicle Admin - Parameters - Warranty & Receipt Type tables - when adding a line these were not displaying until Navigator was closed and re-opened
5168	Vehicle Admin - Stock Search/Stock List - Option to Select all vehicle types (eg cards and commercials) was missing - this is now there/
5237	Vehicle Admin - Importing Vehicle Updates - some fields were not updating correctly
5171	Vehicle Admin - after closing a vehicle record, the search screen returns to be able to enter the next stock no (without having to first click in the stock no box)
5190	Vehicle Admin - The "Advertise on Web site" tick box was working back-to-front, this is now resolved
5216	Vehicle Admin - The ability to close a deal in another branch had been lost - it is now back
5342	Vehicle Admin - Further updates to the Advertise on Web site tick box (see 5190)
1195	Vehicle Admin - Source of Supply field was being updated with a staff member's name
1190	Vehicle Admin - Delivering and then un-delivering a vehicle was creating two records on the customer record for the vehicle
1134	Vehicle Admin - Delivering a vehicle to a customer who had a single deleted vehicle would mean the delivered vehicle would not be searchable.



8	Workshop - In certain circumstances, when processing an MOT in workshop, the MOT Expiry date was not always being automatically moved by 12 months
95	Workshop - Invoicing - if a vehicle mileage was updated on generating a Proforma the mileage wasn't updating the customer's Vehicle Record
143	Workshop - it is now possible to switch a techinician from one non-productive code to another which requires management authorisation (previously it was necessary to clock out and back in)
72	Workshop - it was not possible to create a parts special order from a workshop job when the job was an Appointment
467	Workshop - Loan Cars - loan cars we disappearing and were having to be re-instated. This is now resolved.
118	Workshop - Pound notes entered in job descriptions were showing on screen and in some prints as Question Marks
508	Workshop - Quick Links - the quick link for Service reception was not active. This now works.
863	Workshop - Sales Appointment - when scheduling a Sales Appointment, the time was not being deducted from the workshop diary. This now works.
399	Workshop - Service Reception - Navigator would crash and close due to the auto refreshing of the service reception screen. This has now been resolved.
424	Workshop - Technicians clock - when clocking onto a job the "clock onto a specific job line" dialog box will submarine so you couldn't access it. This has now been resolved.
182	Workshop - the Parts tab on the workshop job now refreshes automatically to show parts that are on order for the job (this didn't display correctly until the point of invoice previously)
789	Workshop - WIP Report - the time taken was not displaying correctly. This is now resolved.
927	Workshop - Error message was popping up when cancelling an appointment
862	Workshop - Navigator sometimes randomly closes several seconds after closing Service Reception window
946	Workshop - Parts list was not always pricing parts correctly
4705	Workshop - Courtesy Cars - it is no longer able to allocate a courtesy loan vehicle to a historical workshop booking
4701	Workshop - Courtesy Cars - if a courtesy loan vehicle was allocated at the time of making a booking , the vehicle was not showing as booked to that job
5323	Workshop - Proforma Invoicing - if the service and MOT expiry dates were updated when doing a Proforma, these were not being saved
4820	Workshop - Customer Parts discount wasn't always applied to workshop invoices
4963	Workshop - When completing an MOT the MOT date wasn't always being updated correctly for 1 year
4885	Workshop - Parts list - this list can now be filtered and exported to spreadsheet.
4538	Workshop - Loan Car history report now shows all temporary loan cars used in the period
5191	Workshop - Unable to add a vehicle to an existing customer record when creating a booking
5047	Workshop - Additional Collection/Delivery instructions were not always saving
5050	Workshop - Unable to add a new courtesy car by clicking "VRM" after entering the registration no
5051	Workshop - History - the Job Booked by would sometimes show the person who accepted the job in - not who created it
5065	Workshop - The suggested Next Service date was sometimes being miscalculated when releasing a job
5102	Workshop - When allocating a specific loan car to a job this wasn't displaying on screen when confirming the appointment (though the loan cars was being reserved)
5071	Workshop - It used to be possible to copy-paste from some of the vehicle fields on the workshop job (eg reg no) - some changes in the look and feel user interface lost this functionality - it is now back.
5100	Workshop - Job descriptions which contain a £ sign were showing as a ?
5110	Workshop - Service invoices to Business addresses were not displaying the house no of the business in the address on the invoice
5081	Workshop - Invoices which are generated to non-UK individuals can print the VAT Reg No or Passport no for VAT purposes. This was not always printing correctly
5101	Workshop - Changing the owner of a vehicle when creating a booking was not working
5134	Workshop - Futher updates to improved Service/MOT date forecasting
5153	Workshop - Techs Clocking Report - some columns were too short to display the information in them
5204	Workshop - Service Reception screen was not always automatically refreshing
5218	Workshop - Standard Jobs - there was an error if you tried to create a standard job with a zero standard time
5282	Workshop - Proforma Invoicing - if updating the mileage and then creating a pro-forma invoice - the mileage was not being saved
1144	Workshop - Invoice Report wasn't reporting Time Taken on Bodyshop insurance jobs
1146	Workshop - Manually adding Technicians clocking whilst that Technician was clocked on the job was corrupting the clockings on the job card
1158	Workshop - Till reconciliation report has been re-written to display Receipts and not invoices. Therefore jobs that have been invoiced and credited before release will only display the final payment. There have also been adjustments relating to the way deposits on jobs are handled to make this neater.
1114	Workshop - Technicians name show on the Job search list (this was missing in the earlier release)
819	Workshop - Loan car forms now only print when there is a loan car allocated (was printing when there wasn't a loan car on early versions of the release)


4875	Assets System - Contract Invoicing - the list of invoices to be raised now displays the Vehicle Registration no and contract no on each line
4872	Assets System - Contract Setup - the Invoice Narrative Field was not being saved when entered when creating the contract
5308	Assets System - Hire Agreement creation - customer addresses manually entered were not always being saved
3546	Assets System - Posting Maintenance invoices - it wasn't possible to direct post to the purchase ledger an invoice with zero vat (eg an MOT)

5072	Setup - it is now possible to set up to force password changes after a set number of days
4762	Setup - Branch Setup - if the company on a branch is changed a warning is made to confirm this (in case made in error)
4868	Infrastructure - updates to web services to improve Navigator security and reliability
5129	When starting Navigator, if the menu had not been displayed, clicking on the main form would cause Navigator to crash
5106	General issues with error messages when reports/grids are populating have been resolved. At the same time, most grids/reports should populate more smoothly and in background, allowing Navigator to be used whilst reports compile.
5326	Updates made to the Navigator install to prevent install errors on users who are not Administrators of their own PCs
5219	Copy/pasting from Excel was causing some strange issues - this was due to an update in Excel 2016 which meant that extra characters were being sent at the end of the data being pasted
5296	The "filter" bar now shows almost right through Navigator to enable searching grids and reports easier
1181	Credit Card Integration updates to till reconciliation reports and other items.

#	Module	Original Issue	Change/Resolved
4726	Parts/Workshop	New Workshop Job Pre-Check status and report, and update to Parts Pre-Pick report.	see Workshop Pre-check and Parts Pre-pick
4751	Accounts	Trial balance was displaying all nominal codes, including those where no postings had been made	The trial balance will show zero lines but only for nominals whereby postings have been made to them during the selected period
4698	Accounts	Purchase Ledger accounts were not including unallocated cash in the running total	Resolved
4677	Accounts	When going into the cleared Transactions on a Purchase Ledger account and double clicking an invoice lines to see the Gani Allocation - this report was not populating	Resolved
4666	Accounts	When going into the cleared Gani on a Purchase Ledger account and double clicking a line - the Invoice Summary was not populating	Resolved
4657	Accounts	The Nominal Linking was not populating the correct customer names	Resolved
4627	Accounts	When searching for an account on the Purchase Ledger - if the wrong name has been entered, you are not able to amend. You have to close the search and go back in.	Resolved
4587	Accounts	When running a transaction report for a selected date range, it would only pull 3 months of data and not the whole selection	Resolved
4540	Accounts	Occasionally the nominal linking screen will go blank when allocating lines	Resolved
4525	Accounts	Drilling down on the schedule nominal will no longer allow you to enter *.30.60.80, etc.	Resolved
4518	Accounts	If you run a transaction report, and then change the report style, it will not let you run the report	Resolved
4515	Vehicle Administration	When uploading images to stock records, they were not saving	Resolved
4440	Accounts	The Reset button was not working on Transaction Reports - Search by Nominal Code	Resolved
4414	Accounts	When posting a purchase ledger invoice and allocating gani lines, if you actually filter down the list for a select gani number and double click, it will reduce the gani allocation but if you unfilter you are not able to see what line it is that you have just allocated.	Resolved
4350	Accounts	When raising invoices through the sales ledger, the EC VAT Number/Passport number doesn't pull through correctly	Resolved
4258	Accounts	When doing a statement run the system ignores the nominal categories set against accounts and prints all statements, see below.	Resolved
4231	Accounts	Sales Ledger - Days overdue - If terms were set to 31 - it is not calculating it correctly on months with less days - i.e. February has 28. Kicks out a random figure.	Resolved
4215	Accounts	When saving remittances and you try to overwrite a file with the same file name it crashes the whole system (it says not responding)	Resolved
4200	Accounts	When changing a status to "Suspended" it will not save - it defaults back to "Open"	Resolved
4156	Accounts	If you run a schedule nominal report by "Job Number" it is reporting the incorrect headers	Resolved
4135	Accounts	In Accounts - VAT Return - VAT 100.... The V100 Form when you print it out it doesn’t print out the words it Sales box 1 etc just the figures	Resolved
4122	Accounts	Unable to run a creditors report, the report itself is completely blank when you run it for any date	Resolved
4008	Accounts	If you select the option to Print/Email remittance via the Suggested Payment run after selecting Confirm - it will always default to print, it does not acknowledge that any accounts have an email address.	Resolved
4005	Accounts	Nominal - Schedule Nominal - The registration date field is not being populate on the report.	Resolved
3852	Accounts	Sales Ledger > Details > Address details were showing blank but in the customer list they were showing	Resolved
3616	Accounts	Cash book - Reconciled items are not saving	Resolved
3556	Accounts	Addresses against purchase ledger accounts are showing either incorrectly or are completely missing	Resolved
3535	Accounts	Trial Balance - Print outs are not showing the date or time	Resolved
3525	Accounts	Sales Ledger > Post Invoice > If you enter the incorrect amount when posting a sales ledger invoice so then update the amount - the system does not recalculate the VAT.	Resolved
3442	Accounts	Schedule Nominal - When searching by Stock no. on nominal 1.31.60.80, sometimes the stock record shows no vehicles details at all. This is due to the vehicle being transferred to another branch.	Resolved
3188	Accounts	The Nominal Reconcile report seems to be pulling vehicles with no actual costs ect posted	Resolved
3169	Accounts	Sales Ledger - The export button for Detailed Debtors is missing	Resolved
2973	Accounts	WIP Clearance Journal - is adding a random invoice number and account number against every single line on the journal	Resolved
4637	Global	Print forms - when you add a header or footer on a print it doesn't appear, this is because it's outside of the print margin	Resolved
4477	Global	When you right click on a report on Navigator and copy cell, the system doesn't copy the data so it appears copy and paste isn't functioning.	Resolved
4403	Global	Drop down lists within Navigator are not displaying in Alphabetical or Numerical order	Resolved
4199	Global	It is not possible to minimise the main Navigator screen to the task bar.	Resolved
4125	Global	When you click on the task/messages option, the screen is showing blank with no data.	Resolved
4878	Hire System	The Contract number isn't in the nominal ledger entries when doing contract accruals.	Resolved
4658	Hire System	All details have been input as normal but the payment schedule on Purchase / Finance tab and the depreciation and finance interest tabs are not populating as they normally would anymore	Resolved
4632	Hire System	Asset - when selecting Search, it brings up all the fleet assets but the filter option has disappeared	Resolved
4425	Hire System	If you go to the Asset Management> Create P/O - the service history is always blank.	Resolved
4392	Hire System	Assets - The Maintenance report is ignoring the Date To and is reporting all vehicles	Resolved
3400	Hire System	Assets - Income History - this doesn't not display the Contract hire invoices	Resolved
4855	Marketing	ACM - Fleet Review - when selecting the ‘Contract Manager’ option through the ACM menu, the list within the main screen is empty. In order to pull through this data, you have to click in and out of the top ‘Method Selection’ area several times	Resolved
4855	Marketing	ACM - Fleet Review - when you select the ‘Fleet’ tab, the data that is pulled through doesn’t show the customer name, we think is linked to the type of customer i.e. if set up as ‘Personal’ this data will show as per the ‘Contacts Methods’ tab e.g. ‘Old Vehicles’. However, ‘Business’ names do not display	Resolved
4835	Marketing	Searching by only part of a registration number via Marketing, does not always display all vehicles	Resolved
4757	Marketing	Vehicle record - the warranty purchase date seems to be displaying the date the vehicle was bought into stock	Resolved
4721	Marketing	Campaign - when using user defined fields it not check GDPR preferences	Resolved
4710	Marketing	Service followup - Service reminder letters not printing	Resolved
4707	Marketing	If you set up a new customer and tick all the marketing settings it is not included in the audit	Resolved
4706	Marketing	ACM - Records are still on the ACM even though the a service has been completed	Resolved
4646	Marketing	Service history issue - Sales Vehicles - When a vehicle that is already on the system has been brought into stock (eg customer PX'd a vehicle in) the system doesn't pull all history that is against the customers vehicle, meaning when the vehicle is delivered part of the service history is missing	Resolved
4641	Vehicle Administration	The variables for "Deliver To" are only pulling the customer details - when the order is set to business, the Deliver To should pull the Business details information	Resolved
4628	Marketing	When merging customer records - the system was freezing and not completing the merge. If you selected "Cancel", it would merge the customer records but not copy the vehicles across	Resolved
4620	Marketing	If you view the Customer Contacted list and scroll to the left, the last 5 columns are blank	Resolved
4604	Marketing	ACM - If the records on the ACM list go off the bottom of the screen - Second Page - the check all box will only tick and send the records you can see on screen	Resolved
4554	Global	Emailing - When sending an email from Navigator you used to get a copy of the email being sent, this no longer appears to work	Resolved
4524	Marketing	Marketing Campaign - Report - showing random dates - Produce a marketing campaign - and then report filtering down on reg no. and Warranty Expiry. The dates that show do not reflect what is shown on the customer record for expiry end date.	Resolved
4493	Marketing	Vehicle Record - Service/contract plan, the finish date and the reference field are now blank	Resolved
4474	Marketing	The system hangs each time when you try and delete multiple customers/vehicles, works on the first instance, however when you go into another customer record and delete, the system hangs.	Resolved
4446	Marketing	MOT dates changing - intermittant	Resolved - there is also now an Update MOT button next to MOT date field which will pull the vehicles current MOT expiry date to ensure the information shown is correct
4443	Service/Workshop	Booking confirmation email from a workshop job is blank	Resolved
4401	Marketing	Customer Records - when entering an email address, if you do not click out of the field before saving, the email address is not saved	Resolved
4353	Marketing	Customer Records - when entering a telephone number, if you do not click out of the field before saving, the telephone number is not saved	Resolved
4340	Marketing	Campaigns - when doing a selection on the last workshop invoice date, it doesn't seem to be pulling any data	Resolved
4314	Marketing	When sending an email via the customer record, it doesn't seem to be attaching the body of the email to everything else, and it is not sending	Resolved
4295	Marketing	The Customer Contact list is showsomg the wrong user who updated the record, it pulls through a completely different user	Resolved
4259	Marketing	ACM - when trying to send text messages, she is getting "Error: Missing fields"	Resolved
4253	Marketing	Vehicle Record - on the customer record, under vehicle, the lease company seems to be disappearing	Resolved
4249	Marketing	Service Follow up > Secondary Follow up - you can no longer click into the customer records from within the screen	Resolved
4193	Marketing	ACM - Print/Email - the "Please Wait" box is not being closng after the action has been completed	Resolved
4144	Marketing	ACM - no cars older than 3 years old are getting service reminders	Resolved
4143	Marketing	ACM - Sending wrong letter	Resolved
4124	Marketing	ACM - Pulling vehicles onto the ACM after they have already been contacted for a Service/MOT, or after the data has lapsed	Resolved
4099	Marketing	Customer Record > History - you cannot sort the date column into date order	Resolved
4081	Marketing	Campaigns - Next Service Appointment variable does not work	Resolved
4074	Marketing	Campaign > When in a campaign selection, and adding fields for Branch number, it doesn't allow you to then delete this field as it does with all others that are available to add	Resolved
4072	Marketing	ACM > Contact Method > Telephone - telephone was created to always be used as the last method and doesn't have the set up function to advance along to another method	Resolved
4041	Marketing	Customer addresses changes/amendments are not saving	Resolved
3646	Marketing	ACM - if a customer has their vehicle booked into the garage, but it is not a Service or MOT, it is still removing the vehicle from the ACM	Resolved
3620	Marketing	When merging customer records - the system is not tranferring across the Tacho Date	Resolved
3563	Marketing	Campaign - when doing a campaign and selecting Vehicle Type - the add button does not work	Resolved
3317	Marketing	Campaigns - you are no longer able to tick customer to remove them off of the marketing campaign list	Resolved
3309	Sales Toolkit	Sales Enquiries > Record Contact - when saving a contact on an enquiry, it would look as though it had saved. But closing the enquiry, and then going back into the contact had not saved, and did not display on the customer history either	Resolved
3099	Marketing	Vehicle Record > Service history - the service is being populated using the reg as a reference point instead of the chassis number.	Resolved
4867	Parts	Point of Sale > If you sell a list of parts over the parts front counter and select the "Bottom Line Price (F6)" option. If you enter a percentage ie. 5% it instead of taking the 5% of off the retail price adds a percentage onto retail instead. (Does not seem to be 5% that it is adding)	Resolved
4613	Parts	Retail > Goods In - On the retail goods in screen the bin location field is missing	Resolved
4542	Parts	Parts transfers are not working	Resolved
4489	Parts	Parts - Point of Sale - when discounting fractional quantity parts such as oil, the system increases the retail value	Resolved
4241	Parts	Special Order - on a parts special order, it seems to have resurfaced that the \ control character isn't being converted correctly to a newline.	Resolved
4236	Parts	Retail System - EPOS - when attempting to process an F2 discount through the Retail EPOS, it will not work. It goes through the motions of discounting the part, but when adding it to the invoice, it will not reduce the amount.	Resolved
4174	Parts	In parts, point of sale, in the orders list, there is a column for reg number, this seems to pull through random reg numbers for customer orders and jobs, the reg's pulled don't seem to have any link to the customer/jobs	Resolved
4097	Parts	Parts > Managers Toolkit - the invoice report, it is duplicating some invoices in the detailed product analysis	Resolved
3449	Parts	Stock orders not retaining the supplier account number	Resolved
2939	Parts	When trying to delete a line from the Parts Extended Discount Table the “Delete” function does not work	Resolved
2824	Parts	If you goods in an order but you don't goods in all the parts, because the parts are on back order, the system creates a duplicate order	Resolved
4861	Sales Toolkit	Sales Enquiry > 2nd Part Exchange - Select the Full appraisal for the 2nd PX and you will see that there are no vehicle details shown and also the VIN, etc. is missing. Did not come across on the VRM	Resolved
4861	Sales Toolkit	Sales Enquiry > when raising a sales order that has two part exchanges, the second px stock record created is not retain the vehicle information - only the model, registration and registration date	Resolved
4593	Sales Managers Toolkit	If you go into the Sales Managers Toolkit and select Create Enquiry, and then select the required customer - the Group and member selection box appears. If you select a group or member - it closes the box but does not produce the an Enquiry.	Resolved
4562	Sales Toolkit	Sales Enquiry > Record Contact - The "Note" option is greyed out, no option activates this option	Resolved
4528	Vehicle Administration	When viewing an appraisal against a used stock vehicle - the system is reporting back error message "Err: ActiveX"	Resolved
4442	Sales Managers Toolkit	Sales Managers toolkit > Order Book - the report is displaying all staff orders. It should only display the staff the user manages	Resolved
4067	Sales Managers Toolkit	SMS send issue - when a secondary mobile number is entered on a customer record, when sending the SMS the 2 numbers appear with an umlaut separating the values	Resolved
4062	Sales Managers Toolkit	Enquiry Log Analysis - can now longer double click to view an enquiry	Resolved
3240	Sales Managers Toolkit	Pipeline Profit Report - the report is not displaying customer details for trade sales	Resolved
4901	Sales Toolkit	Sales enquiries - when creating a sales enquiry, go onto vehicle required and select a car, the car details don't show straight away, you need to go off of the tab and back on again for it to show	Resolved
4849	Sales Toolkit	Sales Enquiries - the system allowed the sale of a vehicle twice at the same time	If a sales order is created within seconds of each other for the same vehicle, the second attempt will fail and not save anything
4847	Sales Toolkit	Sales Enquiries - when assigned to sales person or team, the enquiry used to auto-close. However, it no longer does this	Resolved
4664	Sales Toolkit	Sales Enquiry - when create a new enquiry, if there is one already open for the customer a pop up window appears - and displays the enquiry and the staff member it is assigned to. This shows as a user number and not the staff name.	The staff name now displays instead of their user number
4612	Sales Toolkit	Sales Managers Toolkit > Pipeline Profit Report - when amending the branch selection, it is losing the ticks	Resolved
4571	Sales Toolkit	Sales Enquiries - when creating a new customer at the same time as raising a sales order, if halfway through you click on the cancel button it asks if you want to cancel all updates. If you click said yes, it closes the window returns to the home screen then instantly opened up a new window with a blank sales enquiry	Resolved
4441	Vehicle Administration	Sales Orders - If you change the salesman on an order and press save, a copy of the order form displays with the old salesman on. You have to close it and press the press print to get an order form with the correct details on.	Resolved
4433	Sales Toolkit	Sales Enquiry - when creating an enquiry and selecting a previous customer, you're given a "Multi-Vehicle Customer Selection" window to select their previous vehicle. This will then populate the PX tab of the enquiry with the vehicle details. This is fine, however - there is no cancel button, and the vehicle the customer is Part Exchanging may not necessarily be on the system.	Resolved - a button named "Not on of these" has been added to the window
4387	Sales Toolkit	Enquiry List - Sales enquiries which have already been closed by a Sales Manager are still displaying on the report	Resolved
4319	Sales Toolkit	Sales Enquiry - when trying to view a provenance check from an enquiry, it does not display on-screen	Resolved
4981	Vehicle Administration	Stock Record - the audit is not being update with the mileage if it has been amended due to the completion of a workshop job	The mileage changes are now recorded in the stock record audit
4976	Service/Workshop	Workshop Job - when creating an appointment for a new customer, the date on the scheduling tab displays no date	Resolved
4973	Service/Workshop	Workshop Job - when you create a workshop sub-contract job line, if you remove all the text from the job line and click "Add" you get an error message saying "Job Description must be filled in" and you cannot close the box with out adding any text. But if you click the "X" to close the window it closes the window in submerges the job line	Resolved
4962	Service/Workshop	Warranty Ledger > the payments were not displaying correctly on the search screen against warranties with multiple job lines	Resolved
4943	Service/Workshop	Service Managers Toolkit > Clock Card > on multiple jobs across multiple days the time added to WIP is blank	Resolved
4763	Service/Workshop	Warranty Ledger > Payment Report - showing all historic data	Resolved
4743	Service/Workshop	Service Reception > Sales Work - Columns are not auto resizing	Resolved
4740	Service/Workshop	Workshop Job > Notes - you can add a long detailed note. However, once saved it does not display in a readable format	The note tab has been modified so the note displays on screen in full
4680	Service/Workshop	Workshop Job > Job Cards - there is a loan car variable on the job cardhowever the variable is only correctly populated on the very last job card page, it used to print on all pages	Resolved
4673	Service/Workshop	Service Reception - Today's job filter does not seem to apply and does not filter down the job queue on the T-Card	Resolved
4644	Service/Workshop	Service Reception > Sales jobs - the registration isn't being brought over to sales jobs when raised	Resolved
4642	Service/Workshop	Warranty Ledger > Claims - display issue whereby the payments are not visible on screen	Resolved
4565	Service/Workshop	Workshop Job - there used to be a "Warranty Service Contract" in the drop down on job lines. However, this is no longer available	Resolved
4563	Service/Workshop	Workshop Job > Accept Job - the Key Tag field does not save	Resolved
4527	Service/Workshop	Workshop Job > Adding a Loan Car - if you go into a workshop job that is already in Appointment - if you allocated a loan car then go back to the main reception screen and click View Diary it does not show with a tick in the courtesy field.	Resolved
4486	Service/Workshop	Service Reception > Workshop Job > Accept Job - the Allocate Loan Car button does not work	Resolved
4480	Service/Workshop	Digital Service Reception - when going into the Digital Service Reception screen, the loading bar never disappears - the dots keep going across the screen	Resolved
4445	Service/Workshop	Workshop > Parts on Order - you can invoice a workshop job with a parts order against it, however - you cannot cancel a parts order against a workshop job unless the job is not invoiced	Message to state there is a part on order now displays at point of invoicing
4393	Service/Workshop	Workshop Job > Notes tab > there is no longer a text field for the General Notes	The General Notes field has been reinstated
4345	Service/Workshop	Workshop > Till Rec - the print is dropping the decimal points	Resolved
4320	Service/Workshop	Workshop Job > when in a workshop job, you can add and email notes from the notes tab. This doesn't work, the email shows on the tab once added, however vanishes when you close the job and go back in again (and the email isn't sent)	Resolved
4304	Service/Workshop	Service Reception > View Diary - when viewing the details for a set date, it will still show lines which have been unauthorised in the diary	Resolved
4289	Service/Workshop	Workshop Reception > T-Card - when scrolling down to the bottom of the available T-Cards on the Workshop Reception, it doesn't display the entire T-Card	Resolved
4270	Service/Workshop	Workshop Reception - when attempting to use the filtering checkboxes on the workshop reception, it will not filter the job cards	Resolved
4218	Service/Workshop	Workshop Job - when a job is in a completed state, it will not allow you to reschedule loading hours until the day after	Resolved
4214	Service/Workshop	Service Reception > Sales Appointment - when raising a Sales Appointment through the Service Reception, it has started setting the reference as "VL" instead of "SALES<BR>". When it does so, it also doesn't set the stock reference, and as such, it looks to be raised against the correct vehicle	Resolved
4211	Service/Workshop	Workshop Jobs > Special Labour Rates - When invoicing jobs with a special labour rate entered against the request line, that are being invoiced out to an account, it does not take the special labour rate into account	Resolved
4189	Service/Workshop	Workshop Jobs > MOT - when releasing a job for an MOT after a day (or more) has passed since it was invoiced, it will set the date of the next MOT to one year from the current date; not the date it was initially invoiced	Resolved
4161	Service/Workshop	Loan cars - The system is not keeping track of loan cars correctly. It says certain cars are not available when they should be	Resolved
4158	Service/Workshop	Service Reception > Book Appointment - historically when you went to make a booking and the service or MOT was due the system would highlight the maintenance box yellow, however, it now only shows yellow behind the box which can easily be missed	Resolved
4131	Service/Workshop	Service Reception - when using the grid/reception view, instead of the T-Card screen, the state of the "Parts on Order" checkbox doesn't reset itself when the check is removed from the job card itself	Resolved
4130	Service/Workshop	Warranty Ledger > when searching by a job number in the warranty ledger, it won't bring back any claims	Resolved
4087	Service/Workshop	Service Reception > Book Appointment - Service Alerts no longer display when creating an appointment	Resolved
3959	Marketing	Vehicle Record > History - if you view a copy of a historic workshop invoice - it is displaying the current next MOT date, not the previous MOT date that was due at the time	Resolved
3959	Service/Workshop	Workshop Job - if you amend the MOT date on the invoice screen, the first invoice that prints out displays the historical MOT date... However, when you then go and do a copy invoice, the correct date is displaying	Resolved
3929	Service/Workshop	Service Reception > Create Appointment - when you enter a request description and tick the diagnosis only tick box, it removed the text entered into the request description and replaces it with "Investigate & Report"	Resolved
3784	Service/Workshop	Workshop > Till Reconciliation - when you invoice items to "cash", "credit card" or "cheque" the system is not always populating the till rec correctly	Resolved
3785	Parts	Parts > Till Reconciliation - when you invoice items to "cash", "credit card" or "cheque" the system is not always populating the till rec correctly	Resolved
3738	Service/Workshop	Workshop Job - when you transfer parts from one job to another it should transfer over the same QTY, however, the system is getting the QTY wrong so its making the job/stock incorrect.	Resolved
3618	Service/Workshop	Workshop Job - when you transfer parts from one job to another it duplicates the parts if the part has a fractional quantity	Resolved
3532	Service/Workshop	Workshop Job - when you invoice/release a workshop job it should move the date forward 1 year, however, this is not always the case	Resolved
3348	Service/Workshop	Workshop > Create Appointment - when creating an appointment for a diagnosis, if you don't enter a time, there is no prompt to tell you that this is the case. It will carry on and allow you to add a job line for diagnosis with no time	Resolved
3152	Service/Workshop	Workshop Job - when posting a receipt via the workshop, it is not logging the user number	Resolved
4667	Global	If you send a message to another member of staff there does not seems to be a way of clearing them once you read them	There is now a Clear button
4487	Utilities	Staff Record - Mobile / Telephone no. dropping the zero	Resolved
4470	Utilities	Forms Designer - Demands & Needs Variables not populating	Resolved
4238	Service/Workshop	Online Service Booking not working	Resolved
4966	Vehicle Administration	Stock Record > Sales Order - the Cancel Order button does not work	Resolved
4840	Vehicle Administration	Stock Record > Purchase Tab > Profit Anaylsis > View Deal Summary - incorrect descriptions are displaying	Resolved
4790	Vehicle Administration	Stock Record > Sales Order > Add Part Exchange - the VRM button is not always work	Resolved
4776	Vehicle Administration	Vehicle parameter > Bonuses - No longer able to double click and amend bonuses	Resolved
4742	Vehicle Administration	Part Exchange > Pre-adopt - if a settlement hasn't been posted against a PX then it will not allow you to pre-adopt. However, a message does not display to tell you this	A message now displays to inform the user the settlement has not been posted
4679	Vehicle Administration	When creating a new vehicle, the vehicle type should default to what is set in Setup > Branch Setup. However it has now started to default to car no matter what the above option is set to	Resolved
4631	Vehicle Administration	Debtors Report - the report was not populating	Resolved
4625	Vehicle Administration	Vehicle > sales Order - when creating a order against a vehicle and adding a PX with SIV, it's not moving across the SIV to the PX even though the value is entered against the order	Resolved
4616	Vehicle Administration	Stock Record > Update Spec - if you amend the vehicle details it no longer updates the stock record	Resolved
4611	Vehicle Administration	Sales 360 > All Enquiries - this report used to have a registration number column, which displayed the registration no. of the vehicle wanted	Resolved
4574	Utilities	Staff Record - the privilege for "do not allow export to spreadsheet" no longer works	Resolved
4568	Vehicle Administration	Stock Record > Post Purchase - when allocating more than 7 lines, it does not allocate the costs correctly	Resolved
4553	Vehicle Administration	Stock List - totals not displaying	Resolved
4545	Vehicle Administration	Order book > branch selection - selecting on other branches produces a blank screen for Profit analysis	Resolved
4541	Vehicle Administration	Vehicle Stock Record > Adoption date - If you make an amendment to post purchase, and post an additional cost or a credit - it is updating the Adoption Date field to the date that the Post Purchase has just been posted to	Resolved
4526	Vehicle Administration	Stock Record - When delivering a host deal, and the PX hasn't been accepted in at this point, it will bring the PX into stock the same date the host deal was delivered. However, if you happen to back post the delivery date say today is the 09/05 but you actually delivered the vehicle on 07/05 - the system will put the accepted in date as 09/05 rather than the date of 07/05 that was entered on the host deal as confirmed delivery date, and vehicle being delivered.	Resolved
4506	Vehicle Administration	Create Used Vehicle > VRM button does not always work	Resolved
4500	Vehicle Administration	Stock Record - if you go into a stock record, that is not invoiced, and go to the PX tab - it will not allow you to put a tick in the contra field	Resolved
4467	Vehicle Administration	Vehicle Admin > Reports > Stock List - can the Type field default back to "All"	Resolved
4461	Vehicle Administration	Provenance checks - the bar at the left hand sides cuts off the information	Resolved
4459	Vehicle Administration	Stock Record - the Target Close field no longer displays	Resolved
4455	Vehicle Administration	Actions Report - Part exchanges are appearing on the Actions Report as overdue stock even though the est. date in stock is blank	Resolved
4430	Vehicle Administration	Stock Record > Sales Status > Profit Report > Print - the print display is not in a readable format	Resolved
4424	Vehicle Administration	Pipeline Profit Report - when a vehicle is sold at Auction, the customer name field is blank	Resolved
4409	Vehicle Administration	Order Book - The report is no longer in any sense of order, it use to be sorted by order date newest to oldest	Resolved
4367	Vehicle Administration	Stock Record > Tranfer to SL - when you transfer commission to a sales ledger account the system posts a one sided journal to the sales ledger control code. This will put the TB out of balance. It also affects the vehicle debtor’s report/Tab	Resolved
4339	Vehicle Administration	Order Book - The profit analysis button is no longer active	Resolved
4326	Vehicle Administration	Stock record> PDI/Prep> Create Job - when going into a stock record, to the PDI/Prep tab and create a job, once you enter the request details and raise the order, if you load the job up through the workshop it doesn't pull through the request lines	Resolved
4313	Vehicle Administration	Stock Record > Profit Analysis > View Deal Summary - the bonus values are showing as batch numbers	Resolved
4206	Vehicle Administration	Vehicle Parameters > Price list - in the factory options tab if you scroll through the options and tick one, it then takes you back up to the top of the options list, this delays adding a vehicle on	Resolved
4196	Vehicle Administration	Sales Managers Toolkit > Enquiry > New customer - when creating a new customer, if you type the name and postcode in then hit search then new customer once it pulls through the record, it's cleared the customers name and only pulled the address	Resolved
4159	Vehicle Administration	Stock Record - there is no longer a box to input the CO2 and number of previous owners	Resolved
4151	Vehicle Administration	Stock Record > Sales Orders - when you first open the sales order form, the tick box for detailed analysis doesn't show, you have to close the screen and re-open to get it to appear	Resolved
3993	Vehicle Administration	Stock Record > If you view an appraisal through vehicle admin, it will show a different number in the appraisal ref box than if you view the record via the reports and stock list	Resolved
3967	Vehicle Administration	Stock Record - when 2 or more PX records are against a deal, if you try to print the purchase invoice again for the second PX it prints the details of the first	Resolved
3801	Vehicle Administration	Stock Record - Image are duplicating when uploaded to the stock record	Resolved
3781	Vehicle Administration	Stock Record - when adding an RFL to a stock record, the actual cost isn't being populated on the purchase status tab and throwing the reconcile out	Resolved
3569	Vehicle Administration	Stock Record > Service History tab - the service history is being put onto one single line rather than individual lines	Resolved
3557	Vehicle Administration	Stock Record - when notes are added and new lines are entered, it prints out on the vehicle purchase order with umlauts	Resolved
2995	Vehicle Administration	Stock Record - the Available for Sale keeps unticking itself	Resolved

Ref	Department	Description
4398	Service	Loan car dates changing when job closed
4396	Service/Accounts	Fixed issue with service credits causing corruption of Sales Ledger Accounts. Update to run overnight to correct historical invoice data.
4391	Accounts	Nominal Ledger transaction reports with no nominal codes entered were reporting on all companies
4388	Hire	Maintenance HIstory not displaying on vehicles correctly
4386	Vehicles	Vehicles were being allowed to be closed with future dates - warning now given and rejected.
4362	Parts	Parts Transfer to branch screen updated for new 2.1 display format.
4357	Service	Fixes issue whereby Technician ends up in limbo as he is showing as clocked on a job that has been closed. Relates to not clocking off the job at end of day.
4355	Sales Toolkit	Enquiry Statistics Report on Sales Managers Toolkit now works.
4353	Marketing	Updating customer details - field level changes wouldn't update unless the field was tabbed away from. This is now resolved
4351	Vehicles	Trade Sales - updating the retail price and then processing the sale price without first closing the stock record wasn't functioning correctly.
4350	Accounts	Sales Ledger invoices weren't printing the EC Vat No/ Identification details (only relevant to non UK users)
4345	Service	Workshop Till Reconciliation wasn't printing the decimal point on some credit notes (see 4396)
4344	Franchise	Dacia Warranty claims were not being transferred correctly.
4343	Franchise	Polk interface updated for Vehicle Prep Invoices to be transmitted.
4340	Marketing	Marketing campaigns with invoice date selection were not returning data.
4339	Vehicles	Profit Analysis button on the order book report was not working correctly.
4336	Service	MOT and Service Date changes were not being updated all the time when using the "MOT" check button
4335	Vehicles	If running a debtors list for another branch and click on a vehicle a blank record was displayed. This is now fixed.
4334	Accounts	Nominal Ledger - the nominal linking routines now display the customer name for invoices
4330	Service	Getting a copy of a bodyshop invoice now prints both the insurance and customer invoices
4329	Accounts	Sales Ledger automatic internal clearance nominal entries now include the invoice no cleared to more easily drill into the expense
4328	Parts	Goods in of a parts stock order, if the retail price of the part was changed, the quantity goods'd in was updated to 1. This is now resolved.
4327	Service	There is now the ability (In General Parameters) to set a keyword to invoice a job that has had no technician clocked on.
4326	Vehicles	Creating workshop requests wasn't transferring the full job description to the job card
4325	Accounts	Schedule nominal report has been updated to that it runs in background - this means it no longer times out if the report takes a long time. The Navigator screen no longer locks whilst the report is generated so other functions can be used.
4323	Sales Toolkit	It wasn't possible to delete email templates - this is now resolved.
4322	Franchise	Renault DREU Warranty claims were not being transferred to Renault correctly (the DREU option was missing from the costing screen)
4321	General	More visible Help button now available on all Navigator screens.
4320	Service	Sending emails from a service job card wasn't always working or saving the email on the job
4319	Sales 360	Viewing a Vehicle provenance check from within a Sales Enquiry wasnt displaying this on screen but saving to a file on the pc.
4315	General	Performance improvement of Navigator made in several areas - including faster startup of screens, more more done in background rather than tying up the user waiting and smoother switching between screens within Navigator. Various issues relating to crashes and hangs on some pcs now improved.
4313	Vehicles	Bonus postings were not displaying correctly on the costs analysis report.
4312	Marketing	GDPR related update. Customer records can now be marked as "do not archive" on the Marketing Profile of the customer record. This ensures that the monthly archiving process does not archive these records.
4309	Sales 360	Sales Managers toolkit - Today's Enquiry list displays multiple copies of the same enquiry - this has been resolved.
4304	Service	Service diary reporting was showing unauthorised work as being booked in. This is now resolved.
4301	Accounts	Sales Ledger Statement of account feature was missing - this is now on the Details tab of the Sales Ledger Account.
4292	Service	When crearing a service appointment, at the minimum screen resolution it was impossible to view the service history. The screen has been reviewed to make this display.
4282	Service	Random issue whereby some job cards were created in duplicate now resolved.
4281	Contract Hire	The registration no of the vehicle has now been added to the search screen.
4280	Hire/Assets	The customer details have been added to the Asset Schedule Report and the Contracts Accounting Schedule
4278	Assets	The maintenance history of an asset now totals the maintenance costs
4277	Assets	Funding assets via HP rather than Lease is now easier with the addition of a "Zero VAT" check box when setting up the financing of an asset.
4272	Vehicles	Searching for vehicles using some of the search criteria on the screen wasn't always working
4258	Accounts	Sales Ledger Statements wasn't allowing printing for certain categories of accounts only
4235	General	Access to Navigator Twitter support feed displayed on main login screen.
4156	Accounts	Nominal Schedule report for workshop reports had incorrect column headings.
4041	Marketing	Issues with saving addresses resolved
4374	Service	Issues relating to saving telephone nos resolved
4402	Vehicles	The tabs on a vehicle record were not always displaying in the same order. This is now resolved.
3828	Marketing	It is now possible to delete an address from a customer record.
4393	Service	The notes tab on a job card now has the General Notes text box on.
4316	Service	Updating customer consent tick boxes on creation of a service appointment wasn't always working
4383	Vehicles	Vehicle Parameters > Stock List fields - it is now possible to change the order of the fields on the stock list
4378	Vehicles	If reopening a deal to change the Sales Executive, the Sales Profit report - if consolidated - may still report the original sales executive. This is now resolved
4390	Service	If aborting creating a service job card, a job card to a random customer/vehicle was sometimes created.

Ref	Department	Description
4675	Sales 360	Sales Managers Toolkit - Vehicle Provenance check was not working
4660	Vehicles	Parameters - setup of additional vehicle bonuses - screen wasn't refreshing to display added bonuses
4652	Accounts	VAT return - Sales Department Analysis wasn't reporting if a long date period was selected
4648	General	Checking for messages on-screen has been reduced to once every 5 minutes to reduce server load
4637	General	Reports were not printing headings
4630	Accounts	Nominal Ledger - trasnsaction reports couldn't be selected by nominal code using a * mask (eg 1.*.60.0)
4616	Vehicles	Updating the specification of a vehicle wasn't working in a number of places in Navigator
4614	Workshop	Exporting the Sales Work list to a spreadsheet was only producing headers
4606	Workshop	Technicians clocking screen wasn't always automatically refreshing
4602	Vehicles	Pricelist could not be filtered by vehicle category
4578	Vehicles	Sales Order very slow when vehicles has hundreds of potential factory options
4570	Vehicles	The vehicle administration screen layout was different depending on how the vehicle was accessed - this is now more consistent.
4525	Accounts	Scheduled nominal report could not be generated based on a masked nominal code (eg *.30.60.80)
4659	Vehicles	Some vehicle invoices weren't printing
4650	Marketing	Marketing preference (GDPR) tick box fields added to the Marketing reporting suite
4647	Marketing	Campaigns report - marketing records to companies were not displaying the marketing preferences correctly
4645	Marketing	On Marketing Campaign selection, if non-report campaign was selected by no methods of contact ticked the selection appeared random
4628	Marketing	Merging records - it was not possible to merge multiple records together in one go.
4626	ACM	Letter printing would not always print all letters
4620	Marketing	Customer contacted list wasn't displaying all the Marketing preference tick-boxes correctly
4601	Marketing	The now-depreciated no-marketing field had been left on the customer record even though it could not be changed. These have been removed and the Marketing Preferences updated to reflect this.
4596	ACM	Ability to add a link to the customer to update their preferences now available. All ACM emails will shortly be upgraded with this link. More individualised messages/links can be added on a consultancy basis.
4568	Vehicles	If posting costs to a vehicle with more than 7 dealer accessories, the cost allocation could often go out of line.
4554	General	When sending an email, the sender is now bcc'd the email (this was present in older software versions but then removed)
4537	Vehicles	A stock record can no longer be merged into another stock record if it has a receipt attached to it.
4685	Accounts	Nominal ledger trial balance report was not displaying lines with a zero balance - these are now added back.
4661	Sales 360	Screen refresh of all enquiries wasn't clearing the existing reporting first.
4657	Accounts	Nominal ledger linking, the customer name being displayed was not always correct.
4642	Workshop	Warranty Ledger - Payments against warranty claims were not showing detail
4632	Assets	Filter bar added to the search assets screen.
4631	Vehicles	Clicking on a vehicle in a debtors report, when the vehicle was in another branch was not displaying the vehicle.
4627	Accounts	Purchase ledger -searching for an account- if an incorrect search term was entered it could not be corrected.
4611	Sales 360	All Enquiries list was not showing the registration no of the vehicle of interest.
4588	Workshop	Notes added to a job were not displaying until the job was saved and re-opened
4571	Sales 360	If an enquiry was created by firstly creating the customer the customer details were not passed to the enquiry.
4562	Sales 360	recording a customer contact was not giving the option to record a note only
4651	Sales 360	It wasn't possible to record an enquiry as a Lost sale
4545	Sales 360	Order book, clicking on orders created in other branches was not displaying the vehicle details.
4409	Vehicles	Sales Order book was unsorted - now sorted in age order
4062	Sales 360	Enquiry Log Analysis - clicking on an enquiry in the enquiry list didn't display the enquiry.

Ref	Department	Description
4635	General	update to stop application hanging if there are temporary network glitches
4611	Sales 360	Registration no of vehicle required added to All Enquiries list in Sales 360
4597	Sales 360	Managers Toolkit - viewing a staff members diary now displays booking for demo drives and appointments
4593	Sales 360	Managers Toolkit - creating an enquiry and assigning to a group (rather than a person) wasn't working
4560	General	Performance of displaying initial start up screen improved
4545	Sales	Order book - selecting vehicles that aer in other branches displayed blank details
4523	Service	When creating a sub contract the sub contract data entry screen would disappear behind the main Navigaor window
4275	CTI Integration	Fixes to the CTI integration layer
4544	Sales ledger	Editing marking record (for discounting etc) wasn't working for account nos > 9999
4062	Sales 360	In All enquiries report an enquiry can now be displayed by double clicking .
3521	Parts	Goods in of an order - the supplier code selected at the point of order can now be changed
4599/4489	Parts	Discounting parts with fractional quantities (eg Oil) now calculates the discount given correctly.
4598	Workshop	Sub contract outstanding orders listing updated to use more of the screen width.
4480	Digtial Service Reception	Several User interface issues with DSR resolved
4640	General	VRM/Provenance/Valuation services updated to higher security versions as required by supplier
4555	Nominal Ledger	Issues with nominal ledger transaction reporting hanging and not producing complete rerports resolved
4436	Franchise - Fiat	Marketing extracts for Loyalty Logistix completed
4526	Vehicles	PX date in stock updated to vehicle delivered date
4242	Sales 360	All enquiries report updated to include all details on all enquiries
4330	Bodyshop	Bodyshop invoices - if a copy of the customer or insurance company invoice is requested, both are printed.
4334	Nominal Ledger	Nominal Linking - if a nominal code referred to an invoice the customer name now displayed when linking
4260	Franchise - PSA	updates to CSI extract for PSA to split Peugeot, Ctroen and DS brands
4661	Sales 360	Issues with all enquiries list not refreshing correctly resolved.
3280	Vehicles	Invoice print now updated to clarify the amount owed by the customer
4098	General	Some reports were not sorted in the correct order
4541	Vehicles	Posting any cost (not only vehicle) was updating the date of adoption of a vehicle
2572	Workshop	Jobs can no longer be released with unfulfilled special orders

Update 18.14.11 - Release 14/5/18

- can be downloaded at http://install.dmservices.co.uk

Ref	Department	Description

4396	Service/Accounts	Fixed issue with service credits causing corruption of Sales Ledger Accounts. Update to run overnight to correct historical invoice data.
4388	Hire	Maintenance HIstory not displaying on vehicles correctly
4386	Vehicles	Vehicles were being allowed to be closed with future dates - warning now given and rejected.
4362	Parts	Parts Transfer to branch screen updated for new 2.1 display format.
4344	Franchise	Dacia Warranty claims were not being transferred correctly.
4343	Franchise	Polk interface updated for Vehicle Prep Invoices to be transmitted.
4340	Marketing	Marketing campaigns with invoice date selection were not returning data.
4336	Service	MOT and Service Date changes were not being updated all the time when using the "MOT" check button
4335	Vehicles	If running a debtors list for another branch and click on a vehicle a blank record was displayed. This is now fixed.
4322	Franchise	Renault DREU Warranty claims were not being transferred to Renault correctly (the DREU option was missing from the costing screen)
4321	General	More visible Help button now available on all Navigator screens.
4313	Vehicles	Bonus postings were not displaying correctly on the costs analysis report.
4312	Marketing	GDPR related update. Customer records can now be marked as "do not archive" on the Marketing Profile of the customer record. This ensures that the monthly archiving process does not archive these records.
4301	Accounts	Sales Ledger Statement of account feature was missing - this is now on the Details tab of the Sales Ledger Account.
4292	Service	When crearing a service appointment, at the minimum screen resolution it was impossible to view the service history. The screen has been reviewed to make this display.
4282	Service	Random issue whereby some job cards were created in duplicate now resolved.
4277	Assets	Funding assets via HP rather than Lease is now easier with the addition of a "Zero VAT" check box when setting up the financing of an asset.
4272	Vehicles	Searching for vehicles using some of the search criteria on the screen wasn't always working
4235	General	Access to Navigator Twitter support feed displayed on main login screen.
4316	Service	Updating customer consent tick boxes on creation of a service appointment wasn't always working
4378	Vehicles	If reopening a deal to change the Sales Executive, the Sales Profit report - if consolidated - may still report the original sales executive. This is now resolved

Ref	Department	Description
3722	Service	Accepting a Sales Request and booking for today prompts to accept job in immediately
3719	Sales	Allow option to create workshop job when accepting a vehicle into stock
3687	Sales	Ability to update vehicle fields by importing a text file - useful for bulk price update for example
3688	Sales	Ability to create stock records by import - useful for import of vehicle list from auction etc
3798	Interfaces	Ford Field Service Actions now integrated into Navigator
3793	Interfaces	Vital Franchise interface - update of contact settings
3733	Parts	Parts Management - Parts Invoice report, the date column is now fully populated
3726	Sales	New Vehicle Profiles implemented to allow granular access to the vehicle admin system
3723	Sales	It is now possible to set up vehicle stock records to automatically be closed a number of days after they are the are invoiced and delivered providing they have been purchased and fully paid
3721	Parts	Parts on order for workshop jobs now include the Registration no of the vehicle on the Order report
3720	Parts	When creating a special order for a job card, it is now possible to goods in the order straight away.
3721	Sales	When accepting a vehicle into stock it is now possible to create a workshop order at the same time.
3715	Sales	Workshop preparation work can now be requested from multiple woprkshops (on a job line by job line basis)
3694	Sales	The location of a vehicle can now be selectedfrom a drop downlist as well as being free-text entered
3329	Workshop	Notes can be entered against a date in the diary
3090	Workshop	The collection and delivery addresses can now be removed from a jobcard
3806	Interface	Volkswagen Group EGM Hub - updated made to the wat that leass are reported to the hub
3724	Sales	It is now possible to post costs to a closed deal.
3710	Sales	Default dealer options can be added to all deals
3703	Sales 360	Incoming emails from eBay can be converted automatically into Sales Enquiries
3702	Sales 360	Incoming emails from Autoexposure/motors.co.uk can be converted automatically into Sales Enquiries
3700	Sales 360	Incoming emails from Autotrader can be converted automatically into Sales Enquiries
3877	Sales	A supplementary invoice can now be processed on a closed stock record without re-opening
4090	Service	Entering a special labour rate on a job line now uses that labour rate on Lease company and other charge lines as well as those billed directly to customer
902	Interfaces	Ford eCAT integration
1633	Interfaces	Nissan - integration with NMGB Hub
1907	Interfaces	Land Rover Service Interface via Loyalty Logistics
3588	Vehicle Administration	New button bar added
3585	All Reports	Any report can now be exported to both CSV and Excel file (right click on the report to display the export menu)
3633	Vehicle Admin	New Vehicle Image management system

Detailed Change List

Version 22.20.4 - Released 18th Oct 2022

Version 21.1.1 - Released 08/02/21

Version 20.1.4