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Module Builder: Summary Wizard settings moved to Tickets and Tickets by Stage modules

Tickets
April 16, 2024
What’s New:
  • New Settings Added to Module Builder for “Tickets” and “Tickets by Stage”:
    • Summary Ticket
    • Summarized Tickets
    • Summary SKU
    • List Each Line Item
    • Attachment Type
  • Summary Ticket modal now includes the Attachment Type setting.
  • Default Tickets and Loads pages also show the “Attachment Type” in the Summary Ticket modal.
  • Summary Wizard module is now deprecated.
How It Works Now:
  • Go to Module Builder > select Tickets or Tickets by Stage module
  • Configure the new settings under Summary
  • When selecting tickets and clicking [Summary Ticket], all selected settings will auto-fill in the modal
  • Default module pages will show Attachment Type, even if other settings aren’t configured
Impact:

More intuitive configuration
Cleaner setup – no more separate Summary Wizard module
Easier control over Summary Ticket behavior