Background

Decisiv has introduced both user experience enhancements and new functionality to help users create and modify estimates quicker in Case. The following areas have undergone significant redesign in 2024:  

• Configurable Settings - provides users the flexibility to customize the esitmate operations table to suit their preferences
• Searching for Operations - provides users the flexibility to search across multiple operations sources, and an advanced search to provide an easier way to find operations directly from the main case screen
• Editing Operations - enables the user to edit operations directly from the main case screen, reducing the number of screens and clicks the user has to navigate
• Approval on Behalf of the Customer - enables the user to record estimate approval when receiving approval from the customer via a note, email, text, phone call, in-person, etc.

Operations Table Settings

Users can now configure their view of the Operations table to include or exclude the fields pertinent to their role. Selecting the "gear" icon located in the upper left corner of the screen will open the Operations Table Settings modal.

Users can choose to check or uncheck the boxes next to the Operations table fields.

You can also click and hold on the drag-and-drop icons to the left of the checkboxes, and move the field names to arrange the order of the Operations table columns as you prefer.

Selecting the SAVE button located in the footer of the modal places users back on the Case screen and applies the changes.

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