10.208 Release Date: 06/26/2023

Summary

Enhancements & Bug fixes.

Change Log

  • Ability now to assign distributor codes for each manufacturer. Setup is required via the Vendor’s Setup Window. Please call tech support if you need assistance.
  • Fixed problem when printing a COD invoice with more than 20 parts on the work order. The system was only printing the first page.
  • Added support for processing credit cards and checks through iWallet.
  • Updated Stripe Credit Card libraries to remain PCI complaint.
  • Minor bug fixes.

10.205 Release Date: 02/13/2023

Summary

Enhancements & Bug fixes.

Change Log

  • New Service Power Claims submission interface will eliminate the use of FTP. Claims are now uploaded and processed in real-time. The results and rejections are displayed on screen so you can immediately fix and re-submit your claims. Also added a function to query all rejected and re-submitted claims for reporting. This function is located in the COMMUNICATION->SERVICE POWER menu. Please contact tech support if you need assistance with this new feature.
  • Open Invoice Statements will now display in “Date Billed” order.
  • Fixed problem with Scheduler refreshing.
  • Fixed problem with Tracking Form being sent to the default windows printer instead of the assigned CDA Document printer.
  • Fixed some minor reported bugs.
10.204 Release Date: 07/29/2022

Summary

Enhancements & Bug fixes.

Change Log

  • Added support for the new Ultra High-Resolution monitors. Because of security requirements, CDA will only support Windows version 10 or higher moving forward. If this presents a problem for you, you may contact CDA Support to acquire a link to install the last build #203. This will allow you to use your older Windows computers with CDA, however you will not be able to upgrade to a newer release until you are able to comply with the new Windows requirements.
  • Add a method that will allow you to add new zip codes to the master zip code table in the event it does not currently exist. This is located on the File menu from the main CDA screen.
  • Fixed the accuracy problem with acquiring sales tax rates from addresses in New Mexico. The system will now also capture the Tax Location for this state as well. This will be mapped to the Location field on the main work order tab. This will also be displayed in the Sales Tax report.
  • Fixed the problem with the CDA Pidgins thread window changing resolution when it’s first opened.
  • Added an “ADD” button to the Custom Search window. This will allow you to add a new work order for an existing customer from this window.
  • Added “City” and “Location” columns to the Sales Tax Report.
  • Minor bug fixes.
10.203 Release Date: 04/17/2022

Summary

Enhancements & Bug fixes.

Change Log

  • Added support for the new Dymo Label Writer printers and software. If you are using a Dymo Label Writer 450, there is no action needed on your end. CDA will now support the latest Dymo Connect software for both the 450 and 500 series Label Writer printers. You are no longer required to use a legacy driver. ANY LEGACY DYMO PRINTERS HAVING A MODEL # LESS THAN 450 IS NO LONGER SUPPORTED.
  • Fixed problem with the Carrier Tracking number and Vendor’s invoice number not updating the PO when entered or changed on the work order and vice versa.
  • Several Minor bug fixes.
10.202 Release Date: 03/20/2022

Summary

Enhancements & Bug fixes.

Change Log

  • Repaired issue with the clipboard being cleared when saving or closing a work order.
  • Fixed bug when sending emails to multiple email addresses.
  • Extended the length of the Name field in the Store/Dealer table to prevent truncating when updating the Owner’s Information window in a work order.
  • Fixed issue with the Product Code and Brand dropdown boxes not populating when entering the Service History tab on the work order.
  • Fixed issue with searching by phone number in the Service History tab on the work order. The optional filters were not working.
  • Added a Pop-Up Notification to the CDA Message Center. A small window will appear in the lower right corner of your screen when you have unread messages. This window will automatically disappear after 4 seconds. This notification window will also display if you have CDA minimized, or you are in another application. You may click on it to open the CDA Message Center. You can de-activate this window or adjust the frequency of the displays via System Settings from within the Utilities menu.
  • Minor bug fixes.
10.201 Release Date: 02/27/2022

Summary

Enhancements & Bug fixes.

Change Log

  • Revised the Sales Tax report to group and sub-total by County, State, Zip Code, or Product Code.
  • Fixed issues with SMS text message not including the Schedule Date, Tech, or Claim Number when scheduling from the Search Availability Window.
  • Fixed problem with the system not updating Service Bench and Service Power when the system automatically changes the Sub-Status code.
  • Fixed problem updating the PO record when declining an estimate with multiple parts.
  • Fixed pricing issue when changing coverage in the Parts window.
  • Increased length of the Carrier’s Tracking Number field.
  • Fixed the problem with text messages for Awaiting Cancellation functions.
  • Mobile CDA Preferences: Added selection to allow 3rd Party charges to be visible.
  • Company Profile window: Added ability to add your company logo. This will automatically be attached to COD, Warranty, and 3rd Party printed invoices.
  • New methods added to the Scheduler to better manage Dispatch Notes between the Tech and Office. This includes a new button on the Scheduler window “Active Dispatch Correspondence”. This will display all Dispatch Notes organized and color coded for easy management. Easily see which tech have not responded.
  • Open Jobs Log: Now has the ability to filter jobs “Awaiting Response from Tech” and “Jobs with a New Response from Tech”.
  • Add new color code on the Scheduler to show the Tech is the Primary Tech on a 2-man job. The Claim Number field will highlight Gray if the Tech is the Primary Tech and Yellow if the Tech is a Secondary Tech. When hovering over this field, the system will show who the related tech is.
  • Fixed problem with the system not carrying over the Carrier’s Tracking number when receiving parts in the PO window.
  • Fixed problem with Work Phone not locating on search forms.
  • Fixed issue in the Scheduler when sorting the job status by “NEEDS ESTIMATE”.
  • Fixed problem with the Custom Search window only locating the primary phone number.
  • Fixed problem with the Custom Search window not able to use other filters when searching by phone.
  • You now can setup Email notifications to be automated through the In-House Sub-Status Setup window. Emails can be customized for each code, same as the SMS text message.
  • Added a selection in the Utilities System Profile under the heading “Enterprise License Settings” allowing you to set the parts ordering process from within the Executive Parts Dashboard to automatically close the purchase orders. This will save steps in having to go into the PO window and manually close all the purchase orders.
  • Fixed problem with Stripe Charges for Canada being processed with USA currency.
10.200 Release Date: 09/15/2021

Summary

Enhancements & Bug fixes.

Change Log

  • Fixed problem with the Scheduler dashboard plotting a manually entered job having no address or claim number.
  • Fixed problem with the Cancellation List posting a request date of “1/1/1900” when you select 1st Available.
  • Added a “Clear All” button on the Purchase Order Browse window that will clear all selected filter options.
  • Fixed problem with work order not automatically entering the City, State, and County when you change the Zip code and “Shop Repair” is checked.
  • Fixed the problem with not being able to copy and paste to any Zip Code field using the keyboard shortcuts.
  • Fixed the problem with zip codes starting with 0, not saving in the Dealers table.
  • Added a Tax Rate column to the Sales Tax report.
10.199 Release Date: 06/15/2021

Summary

Enhancements & Bug fixes.

Change Log

  • Fixed problem when rescheduling a job from within the work order. The Unit status was not being updated properly.
  • Fixed problem with Export Codes missing from the dropdown box in the MFG edit window.
  • Fixed problem with the system not releasing a work order lock when using the NEXT and PREVIOUS functions.
  • Fixed problem with the “Ship To” zip code not saving in the Vendors file.
  • Added the ability to Edit an entry on the “Awaiting Cancellation List” rather than having to delete it and re-assign it.
  • Added two new features to the Scheduler Dashboard: (Pro License Required)
    1. List All Jobs Awaiting to Be Scheduled - This will plot every job on the map that has an In-House Sub-Status code reflecting the job is in an Awaiting to Be Scheduled status. You will then be able to click the map pin and easily schedule it to the desired tech. The In-House Sub-Status code will then automatically be updated to whatever code is associated with the scheduled status and notifications will be sent accordingly.
    2. List All Unassigned Jobs - This will plot all the Unassigned Jobs on the map for that day. This will save you from having to click on each job one at a time to see what needs to be assigned to techs.
  • Fixed the Employee Time Log login to accept passwords that are more than 10 characters.
  • Added ability to remove Remote Locations from a particular part while in the inventory record. This is accomplished by opening the inventory part record, right click on the Location and select Remove from the context menu. The system will validate that there is no current activity associated with the part assigned to the Location you want to remove.
10.198 Release Date: 04/05/2021

Summary

Enhancements & Bug fixes.

Change Log

  • Fixed bug on Scheduler where the job order was changing to 99 after sending a single notification.
  • Fixed problem with sending purchase orders to Reliable.
  • Fixed intermitting error when exiting the Work Order Locate window.
10.197 Release Date: 03/07/2021

Summary

Enhancements & Bug fixes.

Change Log

  • Fixed problem with Cancellation List showing jobs from previous assignments.
  • Fixed bug in Commissions report.
  • Fixed problem with system sending Warranty Invoices to MFG.
  • Fixed intermitting problem with Tech name being removed from the Scheduler.
  • Added ability to email a Claim Check from the Work Order Print window.
  • Fixed problem with the Unit Label printing “1/1/1900” for the Purchase Date.
10.196 Release Date: 02/17/2021

Summary

Enhancements & Bug fixes.

Change Log

  • Fixed a bug in Batch Payments.
10.195 (194 internal release)Release Date: 02/14/2021

Summary

Enhancements & Bug fixes.

Change Log

  • Fixed Claim # not showing in Work Order Comments window.
  • Corrected the Receive Date on Non-Trackable parts label. The system was using the current date instead of the Date Received field.
  • Add support for Canada.
  • Fixed problem with the Reliable Parts ordering interface. The system was allowing orders to be placed with a PICKUP ONLY depot.
  • Minor bug fixes.
10.193 Release Date: 01/10/2021

Summary

Enhancements & Bug fixes.

Change Log

  • Fixed intermitting error when exiting a work order with the Parts Page Open.
  • Fixed bug when adding a job to the scheduler from the Work Order. The system was not defaulting to an available Group and Route. This bug was introduced with the 192 build.
  • Fixed bug with Search Availability. The system was displaying incorrectly if the Time-Band contained a dash.
  • Fixed bug when deleting a Group from the Scheduler Profile. The system was not updating the zip code and availability tables.
  • Added a new user profile, “Delete In-House Sub-Status”. This is in the “Employee Edit Window, User Profile section’s “Utilities” tab. By default, no one will have privileges to delete In-House Sub-Statuses. You will need to grant this privilege to only essential personnel.
10.192 Release Date: 12/27/2020

Summary

Enhancements & Bug fixes.

Change Log

  • Fixed error when placing a Stock part order. This problem was created with the 191 build. It is part of the Reliable Parts interface.
  • Added Schedule Date column to the Incomplete Jobs report’s Excel Export.
  • Fixed problem is Labor Sales Tax on the Sales Tax Report.
  • Fixed bug when you select to Re-Assign a Tech to a job on the Scheduler. If you do not select a Tech and “X” out of the window, the system was removing the currently assigned tech from the job.
  • Fixed an updating issue when deleting Groups from the Scheduler profile. All the zones for the selected Group were not being removed.
  • Some minor bug fixes.
10.191 Release Date: 12/06/2020

Summary

Enhancements & Bug fixes.

Change Log

  • Added a selection to the Purchase Order Window (Right Click Menu) to “Add Carrier’s Tracking Number”. This will give you the ability to highlight any number of rows, right click, and enter the Carrier’s tracking number for all rows highlighted.
  • Added a button on the Purchase Order window to “Receive by Carrier’s Tracking Number”. This function will do a batch receive for all purchase orders having the Carrier’s tracking number entered.
  • You now have the ability to batch receive parts on the Purchase Order window.
  • Fixed problem with user profile not working for viewing the Billing, Totals, and Parts windows.
  • Fixed bug when adding a part order to an existing PO. The system was using the description of the first part on the existing PO rather than the description the part being added.
  • Added a context menu selection to “Check for Pre-Authorization” to the Parts Dashboard (Enterprise License only). If the job has a coverage of 3rd Party, the Coverage column will have a light-yellow background.
  • Fixed bug in Revenue Breakdown Report where other charges was not calculating sales tax.
  • Add the PO Number to the Non-Trackable parts labels.
  • When printing a Work Order, the system will now leave totals blank if amounts are 0.00.
  • Corrected typo on COD invoice. (Technician’s)
  • Ability to add Digital Badges for next day notifications for routes. (Pro or Enterprise License)
  • Ability to enable Guided Work Flows for mobile techs (Pro or Enterprise License)
10.190 Release Date: 09/07/2020

Summary

Enhancements & Bug fixes.

Change Log

  • Added 2 Factor Authentication to CDA Login. This can be turned on or off and select the delivery method of Email, SMS Text, or Both via System Settings. (Enterprise License Only)
  • Addressed the issue where LG was not closing out jobs in Service Power when CDA sends the completed sub-status.
  • Fixed a few minor bugs in the new Parts Dashboard.
  • Fixed bug in Parts window. When deleting a part that was assigned from another remote inventory, the system was not updating the parts usage in the inventory table.
  • Fixed bug in the Work Order’s Totals page. If you had an Approved Estimate, then applied a Revised Estimate, the system would not allow you to remove the Approved status.
  • Improved performance on a few Invoice reports.
10.189 Release Date: 08/16/2020

Summary

Enhancements & Bug fixes.

Change Log

  • When printing a COD invoice, the system will not print “0.00” when no total amounts exist. It will remain blank space.
  • Fix bug when adding a Labor Code from the Code selection window, the system was removing the Commissions checkbox for the selected tech.
  • Fixed issue with Sales Tax Report not listing all the counties in the dropdown box.
  • Added fields to handle a Parts Ship-To address for each Remote Inventory location.
    This can be found from: Inventory Menu -> Assign Remote Inventory Locations.
    Double click on a location to bring up the edit window. Add your Remote Location’s address.
    This will be used when placing purchase orders for Encompass or Reliable using the Real-Time Interface.
    These functions are available via the Batch Ordering functions built into the advanced Parts Dashboard. (Enterprise License Only).
    The system is also capable of supplying the Technician’s or Customer’s drop-ship address with each PO.
    See our videos or contact CDA Support for assistance with the functionality of the Parts Dashboard.
10.188 Release Date: 08/02/2020

Summary

Bug fixes.

Change Log

  • Added Close Date to the Outstanding PO report.
  • Fixed bug in Batch Payment function with marking work orders Paid-In-Full when split billing is involved.
  • Continued development for managing 3rd Party Pre-Authorization validations. (Enterprise License Only).
  • Continued development for CDA Advanced Parts Portal. (Enterprise License Only).
  • Fixed bug when printing techs route sheet. The barcode image was throwing off the alignment.
  • Added two columns to the “Parts Received Report”: Date Ordered and PO#.: Date Ordered and PO#.
  • Fixed intermitting problem when submitting LG claims to Service Power.
  • Added a new field to the Labor Edit window in the work order. “LABOR NOTES”. This is a Memo field that will allow unlimited characters for long messages for each labor entry. These notes are intended to be saved with the work order and not printed anywhere. They are only visible when you double click the labor line to edit.
  • Fixed Sales Tax Report when selecting to filter by County.
10.187 Release Date: 06/08/2020

Summary

Bug fixes.

Change Log

  • Fixed bug with the system allowing you to change the part quantity when editing the line for the 1st time. All edits after the 1st edit validates properly.
  • Fixed bug in Employee Commission Report with long processing time.
  • Fixed bug in Vendor Setup window with the 1st record being changed to blank when navigating through the grid.
  • Fixed bug in Sales Tax Report with Labor markups.
10.186 Release Date: 05/17/2020

Summary

Added Security updates for Service Bench and Service Power, as well as bug fixes.

Change Log

  • Fixed a few minor reported issues with build 185.
  • Fixed bug with Technician Productivity Report.
  • Fixed bug with the system entering “AWAIT P/U” in the parts reference field when receiving parts. Now enters “RECEIVED”.
  • Added support for the security upgrades required for Service Power.
  • Added support for the security upgrades required for Service Bench.

10.185 Release Date: 05/04/2020

Summary

Added new enhancements to both Professional & Enterprise, as well as bug fixes.

Change Log

  • Fixed issue with Open COD Invoice Report not including Other Charges.
  • Fixed bug with Technician Productivity Report not picking up multiple techs on a job.
  • Fixed bug with the system throwing an error on some of the revenue reports.
  • Fixed bug when deleting a part from a work order having more than one part line. The system was not changing the PO record from a CLAIM order to a STOCK order.
  • Fixed bug with the number of Slots not being carried over when rescheduling a job.
  • Fixed bug in Employee Commissions report.
  • Fixed bug when assigning a part on a work order from status “Holding for Return – New Unused”. The system would loop back to the options window.
  • Fixed security issue with Encompass that was causing the interface to error.
  • Fixed bug when ordering stock parts. The system was not picking up the description from an existing inventory record.
  • Fixed intermitting error when exiting a work order with the Parts page open.
  • Fixed problem when selecting multiple copies for work orders and invoices. The system would only print one copy no matter what number of copies was selected.
  • Fixed intermitting bug in Inventory Report by Remote Location.
  • Fixed bug in Sales Tax report.
  • Added the ability to select multiple jobs on the Scheduler and Re-Assign the tech. Originally you had to process each job individually which was very time consuming if you needed to change many jobs.
  • The CDA Parts Tracking labels now prints and supports QR codes.
  • Mobile CDA App now allows for bar code scanning from within the App. Supports both standard and QR codes. (CDA Pro and Enterprise licenses only).
  • Changed the PDF Purchase Order from portrait to landscape and increased the font size.
  • Updated Service Power RTI to included additional mapping for Group and Area information.
  • Some servicers have created a Tech Code of “UNASSIGN” to temporarily assign a job that has not yet been given to a tech. When displaying the Scheduler Dashboard, the system was giving these jobs the color of the last tech in the data grid. This has been fixed to assign the color BLACK to these jobs.
  • Added Refresh button to Parts Tracking window. This will allow you to save changes without exiting the window.
  • Added ability to print you current billing statement from within the Help menu on the CDA tool bar.

NEW -- Advanced Parts Request Portal. [CDA Enterprise License Only]

  • Manage all part requests for both the Desktop and Mobile from one porta
  • Instantly see the current status of all parts.
  • Ability to filter the grid view to make working with part requests simple.
  • Instantly shows availability from other inventory locations prior to ordering.
  • Allocate from Remote inventory locations with one click.
  • Creates a Pick List for Remote Inventory to pull and process requested parts.
  • Monitors parts that are In-Transit to a tech or Awaiting to be picked up by Tech.
  • Mobile techs can receive in parts with a simple scan from their mobile device.
  • Date stamps when the Tech receives (scans) the part.
  • Create a purchase order for multiple selected parts.
  • CDA will provide training on this powerful new dashboard by appointment only.


10.184 Release Date: 01/26/2020

Summary

Added 3 new enhancements, as well as bug fixes.

Change Log

  • Added 3 new selection to the CDA Help Menu.
    • 1. Install Dymo Driver 8.7.2
    2. Install Adobe Reader
    3. CDA Newsletters
  • Fixed bug when deleting a part from a work order that is currently on an open PO. If the part is flagged as trackable, the system was trying to open the tracking record, but it doesn’t exist because the part has not yet been received. The system will now go through it’s normal deletion routine and remove the part from the PO as well.
  • Fixed error when running some of the reports. This was a bug introduced in the 183 release.
  • Fixed issue where certain combinations of sales tax rates and dollar amounts were not rounding up. System now rounds all tax amounts up to the next penny.
  • Added legal disclaimer to In-House Sub-Status setup regarding Business Texting
    • CDA Software provides an automated texting engine allowing you to give your customers a modern source of communications. Business texting must adhere to all local and federal regulations. By turning on this feature, you are agreeing that you are compliant and take full responsibility in its use and will hold CDA Software harmless of any claims, costs, liabilities, damages, and expense resulting from its misuse.
  • Added Product Code to Scheduler Job Edit window.
  • Fixed bug when entering an invoice number larger than 12 characters when receiving a part through the PO. The system would throw an error.
  • Fixed error in “In-House Contract Report” when running the report for a wide date range.
  • Fixed the Print Button in the Custom Search window.
  • Added a button to the Receiving Parts window “Insert Previous Invoice Info”.
    • This will save you from having to re-enter the invoice information when adding multiple parts for the same vendor invoice.


10.183 Release Date: 01/09/2020

Summary

Bug fix with auto tax calculation, and more.

Change Log

  • Fixed issue with auto tax calculation of new tax rules in the Pro Version.
  • Fixed problem when deleting a trackable part from a work order. The system was not bringing up the tracking record if the part was updated from a purchase order.

10.182 Release Date: 01/08/2020

Summary

Bug fixes related to 10.181 release.

Change Log

  • Fixed bug in scheduler when selecting Tech Edit Mode.
  • Fixed problem applying the appropriate Service Bench and Service Power Sub-Status codes when selecting an In-House Sub-Status from the Scheduler Dashboard.

10.181 Release Date: 01/05/2020

Summary

Added more items under Help Menu, as well as bug fixes.

Change Log

  • Added a validation when receiving parts so you cannot inadvertently leave the quantity field zero. This was generating an error.
  • Added three items to the CDA Help Menu.
    • 1. Join a Remote Support Session.
    2. Create a Support Ticket.
    3. CDA Release Notes.
  • Fixed bug when ordering a Stock part and selecting to add the part request to an existing Open PO, the part number being carried over to the open PO was wrong.
  • Fixed intermitting bug with the Scheduler changing job information when assigning an In-House Sub-Status code and then selecting another action.
  • Fixed problem with deleting a trackable part from a work order. The system will now bring up the tracking record so you can select the appropriate action to remove the part from the job.

10.180 Release Date: 12/26/2019

Summary

Scheduler Profile updated, as well as many bug fixes.

Change Log

  • Added Location field to Open Jobs Log
  • Fixed error when trying to open a scan in Full-Screen mode
  • Fixed Florida Sales Tax issue on the Sales Tax Report
  • Fixed error when trying to add a job to a blocked zone
  • Fixed bug when trying to change the time band on a blocked zone
  • Added a Scheduler Profile to allow adding a record to a blocked zone. (**The Default is to deny this action)
  • Added “Description” to the Non-Tracking parts label

10.179 Release Date: 12/11/2019

Summary

Introduced auto-tax calculation, as well as many bug fixes.

Change Log

  • Introduced auto-tax calculation
  • Introduced Dispatched notes
  • Introduced SP Co-Pay Watch Here
  • Fixed availability bugs
  • Fixed report bugs

10.178 Release Date: 08/10/2019

Summary

Release many bug fixes.

Change Log

  • Bug fixes