IDI Platform Version 25.11 Details

When linking a service address on an order, the search field auto-populates with the account’s primary contact address. Also, the results display the MSAG and Address Validation status for each address.

The following enhancements are provided in this release:

• The button to add new tender formerly labeled +ADD is now labeled +ADD TENDER.
• When selling a retail installment plan and the Min Number of Installments = Max Number of Installments, the Number of Installments field defaults to that value.
• The quantity is displayed for staged items when assembling a transaction in the Orders web app

This enhancement provides robust two-way integration for custom-defined extended data, improving efficiency and flexibility. You can easily add extended data to work orders, offering valuable extra information to assist your technicians and Zinier in completing tasks more effectively. The system also automatically retrieves, stores, and displays data collected by technicians, delivering a unified view of all information related to the work order.

Refer to the Field Service Management article in the IDI Knowledge Center for details.

Customer Portal Administration in Customer Care has a new page that lets you quickly view and export all Customer Portal users.

Refer to the Customer Portal article in the IDI Knowledge Center for details.