Highlights of DQB 1.67
The following enhancements are available in both DQB Starter and Standard: DQB Sequencing of Local Route Stops for Pickup & Delivery In the Pickup & Delivery Reports options (available from the Customer action menu and the Customer Center), you can now sequence the stops for each local route. A Stop column has been added to the report. The sequence can be easily changed whenever needed for the best efficiency and/or to meet customer requests. Included in the report are the cases scheduled to be delivered, the pickups requested, and the customers that have requested pickups every work day. DQB Capture of Errors with Easy to Understand Messages (New)
This new feature captures some of the most frequent errors and first presents an explanation or message that will be easier to understand and resolve. You will still be given the option to send the detailed technical message to Mainstreet.
DQB Call List: Add Date Range Previously you chose one date to generate a list of cases for which the dental office requested a call. We have added the ability to request a range of dates. DQB Customer Mailing Label (New)
Previously address label selections were based on cases. This new option provides for creating a mailing label for a specific customer. The default will be a 2 x 4 inch label with From: (lab name and address) and To: (customer ship-to name and address). You can request customization of this label. It is available from the customer's additional details screen and from the action menu at the bottom left for the selected customer in the customer list.
QB Inactive Customers
In Case Entry and Invoicing (Single, Batch, Sequenced Batch), the program will determine if the customer has been set to Inactive. If it has, the transaction will not be continued and an alert will be issued:
This customer has been set to Inactive in QuickBooks. Your request can not be completed. If invoicing, the message will also say: Invoice for case #_______ cannot be created. NOTE: Before setting a customer to Inactive status in QuickBooks, be sure to check in DQB whether there are still cases that have not been completed in DQB. You can set the criteria in the Case List for status and customer to determine this. The following are available only in DQB Standard: DQB Daily Schedules: Grid View Added DQB now has three graphic presentations for the work schedules, one for the Master Schedule in which the selected work center calendar is presented, another for the Weekly Schedule that lists all work centers for the week, and a third for the Daily Schedule with options to select work centers, status and/or technician. You can now choose to show the Daily Schedule with panes or in a grid view. DQB Case Alerts/Communications Report (New) In the top criteria section, you will have these selections: Case Communications Option to include only those marked Case Alert Date Range ______ to ________
The report will use the latest entered/edited date to select. The report will provide these details: Customer, Case #, Entered, Edited, Entry By, Spoke To, Patient, Teeth, Short Memo, Communication/Alert Memo DQB Special Items Reports: Add Case Status For Special Items by Product Group and Special Items by Customer Group, a Case Status column has been added to the right of Case #. |