Manager Forum

A new Manager SE video has been published to YouTube as part of the SE Help system. (F1 Key or by topic)

Manager SE WIP / Grid Appearance
https://youtu.be/l4LE7JTTUjw?si=rHxalygF8g5z6ToO

WIP/Order Grid Appearance (SE 9.0 & up) highlights:
o WIP/Order Grid Appearance includes first-time Order screen appearance options.
o Settings here also impact the Revision and History screens (displaying posted Invoices).
o In addition to white or yellow theme backgrounds, users may choose Dark Mode (like they did with WIP screen).
o Confirm each Row Type entry matches your color preferences.
o To make changes to the line color, click in the Color column for that Row Type.
o A box opens with 130 colors to choose from and a Custom tab to create your own colors.
o If you wish to change the text appearance, click on Adjust Font to view its settings.
o 6 font styles / 5 font sizes; 8.25 pt. thru 14 pt., selectable from drop-down lists. Bold Text option checkbox.
o Font configurations are applied globally to the WIP, Order, Revision and History screens.

Anyway to roll this function back or customize it some more? Prior to this update. I was running the dark theme WIP and the white theme on the other stuff. Now if I run dark theme it does WIP and order sections, but yellow on the recommendations, history and vehicle selection screen. I also have yellow and white on the labor input screen. I want to get rid of the yellow if possible. I like the dark theme on the wip screen, and the white on the others. I know im picky lol.

We are indeed still at work on expanding the customization of various screens. The next update (9.1) will bring some additional options.

As you likely surmised, we are in the process of replacing old grids (screens) with new ones that support the expanded themes/skins. This will occur over time when it makes sense to update them. I.e., if we're adding new information or functionality to an area.

With that said, I've not had this request yet. I'm not familiar with any application that does this - different themes in different areas of the application (other than our mismatch based on old controls vs new )

I don't know that we'd ever get that granular, but I appreciate you sharing. Input like this is how we evaluate things for consideration!

So far we are liking the new update, especially the Font Config within the Order/Revision/History page. Is there any potential plans to make changes to make the EDIT popup for Parts/Labor/Notes/Sublet when you're working within an invoice?

Great work!!