What’s New in WinServe+ 9.0x — Addendum (Customer‑Visible)

What’s New in WinServe+ 9.0x — Addendum (Customer‑Visible)

Summary: Additional user‑visible changes not covered in the first highlights: task tab action calendar, claim number search, power dispatch switch job type, default email receipts, colorization, etc.

Quick answer

This addendum covers minor yet helpful improvements users will notice while working—particularly in dispatch, search, tasking, and email defaults.

What you need

  • WinServe+ access
  • Appropriate role/permissions (as required)

Steps

  1. Task Tab **Action Calendar**: view scheduled actions; faster access to next steps.
    media/whats-new-9-0x-addendum-01.png

    [Insert screenshot for Step 1]

  2. Search **Claim Number** in WinServe: new filter to locate related orders.
    media/whats-new-9-0x-addendum-02.png

    [Insert screenshot for Step 2]

  3. Power Dispatch: **switch job type** inline; improved pink/gold highlighting for unassigned/special jobs.
    media/whats-new-9-0x-addendum-03.png

    [Insert screenshot for Step 3]

  4. Default **email receipts** option in Server Setup and A/R tabs; consolidated email fixes for stability.
    media/whats-new-9-0x-addendum-04.png

    [Insert screenshot for Step 4]

  5. Colorization by job type/priority and new columns (advance fees, docs count, miles) across boards.
    media/whats-new-9-0x-addendum-05.png

    [Insert screenshot for Step 5]

Confirm it worked

Users see the newer fields, highlights, and options in daily work without admin help.

Troubleshooting

If an item isn’t present, you may need a newer build (as noted throughout the manual’s update chronology).

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