Partner Portal – Release notes ver 5.2.4

Posted on Wednesday, February 8th, 2017 By Soorej Warrier

Audit trail

The new audit trail in partner portal helps you keep track of each & every action taken on your client accounts, i.e., who performed what action and when exactly.

E.g.,

User11 added a new client, david@example.co.uk, on 01/02/2016 10:42:12 am.

Admin deactivated a vehicle (Vehicle 4, SDK 3456 G) of a client, david@example.co.uk, on 17/06/2016 11:55:13 am.

John Smith canceled a subscription, Pro B Singapore 5 vehicles 10/02/2017, of david@example.co.uk on 12/02/2017 10:58:37 am.

Please access audit trail from the grid on the top right-hand side of your screen.

Grace period for renewals

You might have been receiving calls from your clients requesting to extend their renewal date for a few more days.

Renewals tab has been classified to 3 tabs, Upcoming, Expired, Renewed. A new option ‘Extend’ has been introduced for ‘Expired Subscriptions’ on ‘Renewals’ tab that helps you set a grace period for renewals.

Add vehicle history/notes

All activities related to vehicles to be listed on edit vehicle page.
Clients => Choose client => Choose vehicle => Edit

View order summary

View a summary of orders on ‘Orders’ page itself
Orders => Choose Order => Click on the row

Vehicle diagnostics

RUN diagnostics to identify, analyze and rectify issues before it starts hurting the clients.

Clients => Choose Client => Choose vehicle => Diagnostics

A quick search on dashboard

Search for Devices, Users & Sim details using the quick search option on the dashboard.

Dashboard => Quick Search

This can also be accessed from any page on your partner portal using the grid on right-hand side top.

Generates Credit note

The system automatically generates a credit note upon cancellation of a client account with days still to go for the expiry of current subscription.