Product Update – April 2016

4.13.2016, Written by Ross French

This product update will take effect on April 15, 2016. The following release notes detail the changes available with this new update. Please contact your Field Nation representative with any questions regarding this release.

Highlights:

  1. Mass upload Shipment tracking, Contact, Address and Location updates to multiple work orders 
  2. Resetting Tasks to Project Template
  3. Auto-detection of shipping tracking carrier based on tracking number
  4. Filter on Preferred Providers

Mass upload Shipment tracking, Contact, Address and Location updates to Multiple Work Orders:

Mass edit allows you to update multiple work orders to a single value; but often times you have a list of work orders and a list of new values for each work order:

  • Shipment tracking numbers
  • Site contact names and phone numbers
  • Address updates

You can now use the Elevate mass upload tool to update the above three types of information in one step – Upload an Excel spreadsheet with a work order ID and the changes you need.

Go to ‘Manage Work” -> Import Options and you will see the below screen:

mass import_new

 

Resetting Tasks to Project Template:

Often Buyers upload large site lists or work orders in bulk from a template only to realize later that they need to modify the tasks within these work orders. Elevate now brings to you the capability to reset tasks to the Project Template and mass edit work orders in the Draft, Published or Routed statuses. 

Step 1: Make changes to the template – add, delete or re-order tasks at this stage

Reset tasks to template_10.10

Step 2: Mass edit work orders to reflect the changes

mass edit task 10.8-ver1

mass edit task 10.8_1_ver1

Auto-detection of shipping tracking carrier based on tracking number: 

A new feature in Elevate with respect to Shipping is that when buyers enter shipping details, the system automatically detects the shipping company – Fedex, USPS, etc.

Screen Shot 2016-03-29 at 2.46.32 PM(1)

 

Filter on Preferred Providers:

Buyers can now view their preferred provider lists by applying three new filters namely site location, Project Or Client. This can prove useful to locate providers  that the buyers have previously worked with. 

 

ppn filtering_10.9

 

We hope you find these changes useful. If you have any queries about these changes, please contact your CSM /Sales representative or the Field Nation Support team.