Magic Touch Software releases version 8.5 of DLCPM™

  • Products: A new check box option has been added to the product page to prevent users from invoicing a case if the given product has a quantity of zero. This may be very useful for metal products where the weight is entered right before invoicing or this may generally be used to correct errors that could have occurred during data entry.
  • Case Entry, Metal Finish: A new maintenance section has been added to define the Metal Finish like Lingual Metal. When adding a product to a case, users will be able to select the Metal Finish from the list of available options defined in the maintenance section.
  • If a Product has any related products, the Materials associated with those related products will now also be added to the list of materials as the original product is selected during case entry.
  • LabConneX Portal (LXP): On the Product Page Web option, 2 new check box options have been added to allow the production lab to add a new product or edit the existing products. The LXP Interface now allows the production lab to Scan the lot and part numbers.
  • A new check box option has been added to the Invoicing page of Case Options to automatically print Case Materials when printing the invoices. If selected, when an invoice is printed, it will also print the list of materials used with that case.
  • In a multi-Lab environment, you may now identify which product is displayed on the Web for a given Lab. The list of labs are displayed on the Customer Portal page. By simply checking the box for each lab, you can provide access to it.
  • A new drop down list has been added to display products for All Customers, Lab Customers, or Doctors. Previously, the customer portal displayed all the products for the customers unless the customer was assigned to a specific Web Catalog defined under the Customer Settings. With this option, the Web Catalog is still enforced but additionally, a product can be hidden or displayed based on the customer.
  • Under the Shipping tab of Case Options, a new button has been added to load the scale devices. This option will load any USB device found in the system. The drop down below this button would allow to select the Scale Device.
  • A new drop down option is now available to select for “Reject Reason” on the reject task form. This is useful for tracking of technicians performance by taking a look at why certain tasks were rejected by quality control.
  • Call Edit: When viewing calls, a new button has been added to change the Customer ID and transfer the call to another customer. This option is not available if the Call has been linked to a case.
  • If a user changes the Status to “Submitted”, the case will have to be accepted again as if it just has arrived from the Customer Web Portal.
  • Case Edit: When a case is opened, the word “Remake” is displayed in red to identify if the case is a remake cases eliminating the need to navigate to the remake & discount tab.
  • Under the Action menu, a new Sub-Menu called “Jump to Field” has been added. This menu shows a list of shortcut keys that can be used such as Ctrl+D for Due Date for faster access to DateIn, Ship Date, Due Date, Try In Date, Invoice, and so on.
  • When Invoicing for TryIn, a new option is available to select called “TryIn Reason”.
  • Case Images & Attachments: While adding a new image, a new drop down list option has been added to select the image type such as Model, Design, Impression, or standard documents.
  • A new check box option has been added to allow for sharing saved images with the customer in the Customer Portal.
  • Settings, Laboratory Lists, Reasons, now offers a new checkbox option to mark the selected reason to be used with TryIn Cases.
  • Schedule Pickup: A new button has been added to schedule a pickup for a Customer or Practice Doctor. Some Customers may have practice doctors at different addresses. This option is available for both Local and Carrier pickups.
  • Shipping Manager: A new option for shipment rating has been added. Users may now get the actual rate from Carriers and optionally apply it as shipping charge.
  • If Customer is on COD, a red color message will display and the shipment must be set to COD. If a user does not intend to ship to COD, the customer must be removed from COD first.
  • Customer Form: A new drop down list has been added to the customer for “Contact Method” and located in the Customers section of the CRM Lists settings is the section where users can define those contact methods. This will also allow customers to specify if they would prefer to be contacted by Email, Phone, or Text message.