my.cat.com release notes

March 2020

New Features

March 2020:

  • “Administrator Initiated Accounts” Report
    • A new “Administrator Initiated Accounts” report makes it easy for Dealers and Customers to see Validation Requests in a single view. This makes it easier for whoever is using the report to keep track of accounts being added to their business, dealership, etc. The new report will have its own entry in the “Administration” drop-down. This report provides a list of user accounts that were added by a Dealer or Customer Admin - and automatically validated from the “Administration: Manage Customer Users” page. 

enhancements

Upgrade & improvements to existing product features. 

March 2020: 

 

  • “Safety Service Letters” and “Customer Value Agreements” records added to the “Asset Details – “Dashboard” and Timeline” tabs
    • The “Dashboard’ tab on the “Asset Details: Overview” screen now includes “Customer Value Agreements” and “Safety Service Letters” information.
    • The “Timeline” tab on the “Asset Details: Overview” screen now includes any “Safety Service Letters” or “Customer Value Agreements” that are tied to the date range being displayed. 
  • Update Display in “Customer Selector”
    • For Dealer and Dealer Admin users, the display of customers in the “Customer Selector” is updated to display the name of the customer in bold text, as well as the customer’s UCID. Beneath the customer name, the company name(s) and DealerCustomer Number(s) (DCNs) that are associated to that UCID display. Customer users should not see any change to how it displays today. The customer’s name will not display in bold text, but should continue to display in standard text. For Employee users, the display of customers in the “Customer Selector” is updated to display the name of the customer in bold text, as well as the customer’s UCID. 
  • “Manage Groups” Modal
    • Users can create their own asset groups in the “Manage Groups” modal, accessed from the “Manage Groups” button on the “Assets: List” page. Within this full-page modal, a user can create a new group, or edit an existing group. A complete list of the user’s assets are displayed on the left side of the screen (with the asset location, and connectivity status). As assets are selected, they will display on the right side of the screen – and will be part of the group. Once the desired assets are selected, clicking the “Save” button will update the group with the selected assets. 
  • Add “Description” for Maintenance Tasks
    • A “Maintenance” task description has been added to the intervals displayed on the “Maintenance” list page. In addition to including it on this page, the description text will also display within the following modals:
      • Share
      • Request Dealer Quote
      • Set Maintenance Status - Complete
      • View Completion
      • Schedule Service 
      • Shift Due Date 

 

Download the March Release Notes (PDF)