Detailed Change List

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To view a list of recent documentation updates click here

 

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

 

 

hmtoggle_plus1Version 19.3.8

 

 
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

 

 

 

hmtoggle_plus1Version 19.2.13
 
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

 

 

hmtoggle_plus1Version 19.2.9

 

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

 

hmtoggle_plus1Version 19.2.6
 
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.

 


 
hmtoggle_plus1        Version 18.38.8

 

hmtoggle_plus1Update 18.38.3 - Released 24/9/18

 

hmtoggle_plus1Update 18.16.2 - built 15/4/18 - Not yet released -18.14.24 current version (see below)

 

hmtoggle_plus1Update 18.14.24 - Released 25/06/18

 

hmtoggle_plus1Update 18.14.22 - Released 18/06/18

 

hmtoggle_plus1Update 18.14.21 - Release 06/06/18

 

hmtoggle_plus1        Update 18.14.11 - Release 14/5/18

 

hmtoggle_plus1Update 18.14.10 - Release 8/5/18

 

hmtoggle_plus1Update 18.14.7 - Optional Update Released 3/5/18 - can be downloaded at http://install.dmservices.co.uk

 

 

hmtoggle_plus1Update 18.14.4 - Released 25/4/18

 

hmtoggle_plus1Update 18.14.3 - release 12/4/18

 

 

hmtoggle_plus1Update 18.11.5.2 - Released 26/3/18

 

 

hmtoggle_plus1Initial Global Release 2.1.38.3