MKSales New Features 2.0

❑Welcome to the Summary Page which describes the major New Features added to the MKSales application used with the MKMS STARK Version 5.1.34.82XX Release.

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•This New Features Table contains three columns of data relating to each of these New features:

1.Application Affected - This column lists the specific modules that were improved.

2.Pages Affected - This column lists of the link(s) to the chapter(s) where the previous instructions, illustrations and explanations have been revised to reflect the program changes and/or enhancements.

3.New Features & Anomaly Fixes - A brief explanation of the new features, functions and enhancements that have been added in this release with links to all of the affected chapters and some related chapters, also.

❑Understanding the New features Chart:

•The Affected application.

•The Chapter Links are provided for finding the instructions, illustrations, and details on the operation and usage of the new/fixed feature(s).

•A brief Description of the Enhancement or Fix is shown, sometimes with additional Chapter Links.

Module	Pages Affected	New Features & Anomaly Fixes
MKSales	Settings Closing the Sale in MKSales	E-Contract - If an E-Contract option is shown, and one or more have been made available for the Salesperson in Settings, optionally, the Salesperson may Tap the E-Contact button to display that document.
MKSales	Tasks	If a Tasks were completed in MKMS, they could be completed and saved without identifying a Completion Date. However, in MKSales, the app was looking at the Complete Date to determine if the Task was completed (so it could be removed from the Dashboard View page). This caused Completed Tasks to still be listed, when they should not have been. MKSales is now using the Completed field to determine when Tasks are completed.
MKSales	Dashboard View	a)Some Appointments that should have been included in the Today's Appointments section of the Dashboard View page were missing. This issue, relating to Time Zone differences between the Server and the Salesperson, has been corrected. b)Sometimes the Today's Appointments section of the Dashboard View page were showing some of "Tomorrows". This issue, also relating to Time Zone differences between the Server and the Salesperson, has been corrected.
MKSales	Proposal Package Proposal Details Add New Proposal	a)When a specific Proposal Package was chosen on the Proposal Details page, the Tax Percentage was not properly displayed and/or used to calculated the Sales Tax required. This issue is fixed. b)When a specific Proposal Package was chosen on the Proposal Details page, the order in which the items which make up that Proposal Package is different than what is in MKMS. This issue is fixed. c)If a new Proposal Package is entered in MKMS, the Salesperson must Logout, then Login to be able to use that added Proposal Package. d)After adding and saving a Proposal with Proposal Package, the Total shown did not match the actual total. The total being displayed did not include the Sales Tax or Labor line items. If the Salesperson exited and redisplayed the the Proposal Details page it was correct. The calculation is now performed when the Save button is selected. e)While entering a Proposal, some line items seemed to disappear. The cause of this problem has been located and corrected. f)After Adding a New Proposal and selects the Add New option again and continues editing, there is no a Save Button, just the Add New option. Pressing it again adds the same Proposal again as another number. It should show Save and not Add and not add multiple proposals. Now, once a Once saved, the page converts to an Edit Proposal mode to prevent this issue from happening.
MKSales	Subscriber Details page	a)The Subscriber Details page is now Read-Only. If necessary, it must be updated within MKMS The Calls, Proposals and Survey information for a Subscriber is accessible and may be added to and/or modified by the Salesperson. b)The Sales Tax Rate and Sales Tax ID assigned within MKMS were not being displayed on the Subscriber Details page. Both of these Sales Tax related fields are now shown.
MKSales	Proposal Paragraphs Proposal Details	The Proposal Paragraphs formatting in the Headers and Footers now print in a more presentable way.
MKSales	Subscriber	The Subscriber Search list showed multiple instances of a Subscriber if that Subscriber had multiple CSIDs. A Subscriber is now only listed once when accessing the Subscriber Search page.