Crystal Release Notes

Stratawise Platform Release Notes

January 7, 2026 -

• Recap Finance Rate now 3 decimal places

• Added Target Marketing Approval Number for In Stock items that have a Target Incentive Description

• Rate Buydown and Finance Flat Fee Participation locked the same time and shown to same users as as Cost Adjustment in InStock

December 26, 2025 -

• Line Control field cut off in Trade In Line

• Selling Price not showing on the main form on the InStock line

• Line Item fields don't show in a narrow form (and on Phone)

• Accounting Cost Adjustment Should be formatted as a number on Grid

• Selling Price Validation showing required but allowing actions to be taken

  
  

December 18, 2025 -

• Made 2FA required for all users.

December 17, 2025 - 

• Made changes to resolve the 'accounting cost adjustment.' issue.
• We also fixed the issue where the in-store signing emails are sent to the store email instead of the 'esign.cust.<store>@crystaltractor.com' inbox.

December 15, 2025 - 

• Accounting Cost adjustments are now included in the margins
• Kubota Insurance calculations complete and now included in the margins

December 10, 2025 - 

• Assigned 84 users Quotes - Limited View role. 

            This is what users with Quotes - Limited View role would see - 

December 9, 2025 

• Added changes to Wholesale and We Owe sale types to hide sections and not allow AutoAdd Finance Products

December 7, 2025 

• Calculations for Kubota Insurance Percents and Selling Price now in production
• Fixes on Spreadsheet for KTC Rates
• Hide the Cost Summaries for the Inventory Grid
• Documents Should not be editable once created
• 2 Factor Authentication needs to be required when adding a new user before they can get in the system
• Improved Dashboard loading performance

  • Report Name	Old Time (seconds)	New Time (seconds)
    Historical Sales by store by sales person	18.5	1.4
    Current Month Sales	24.18	14
    Current Month Sales by Make	25.5	3.6
    Current Month Sales by Group Code	36.3	3.3
    Current Mth By Store by Make	16.5	3.2
    Current Mth By Store by Grp Code	18.1	3
    Historical Sales by Make	17.30	4.9
    Historical Sales by store by Make	18.77	4.9
    Historical Sales by Group Code	18.9	2.1
    Historical Sales by Store by Group Code	19.8	4.1
    Current Month Sales by Sales Person	23.2	5.8
    Current Month Sales without Quotes	22.5	4.8
    Financing Products	14.2	4.4

December 5, 2025 

• Checking for email conflicts when sending documents for signing. Customer records used by different roles (Customer, Co-customer, Trades) cannot have the same email addresses.  Showing a warning and blocking users from continuing to send the documents for signature until the issues are resolved.

December 4, 2025 

• Rate Buydown changed to affect front margin instead of back margin and Rate Buydown margin added
• Fields locked down in Booked/Closed or states like it

November 25, 2025 

• Added configuration option to specify the email address used for in-store signing notifications, allowing stores to route signing emails to a designated inbox
• Customer Accepted is now Read Only until the finalize terms to prevent store operators from declining
• Blocked the ability to enter duplicate In Stock Items
• New Role with limited view on Quotes module - "Quotes - Limited View"
• Added Accounting Cost Adjustment for Not In Stock and Financing
  
  

November 23, 2025 

• Added support for in-person signing within the document workflow.

• Fixed issue where completing an in-person signing session redirected the user to an error page.

• Corrected behavior where in-person signing was not using the defined templates.

• Enabled the ability to send reminder notifications when documents are pending user signatures. Reminder will be sent after 1 day and every day after. The documents expire in 30 days.

November 22, 2025 

What's new - 

•  Ability to do in-person signing
• Option to select signing type for customer and co-customer

• Trade In Owner and CoOwner signing types -
• Option to select signing type for Owner and Co-owner

Bug fixes

• Crystal Maintenance Spreadsheet should include Ineligible
• If an item has telematics included - EG SVL 97, then the term should show as listed and cost should say $0 Cost for all telematics should equal the selling price If the telematics are included in an item, then the customer accepted toggle should be show

November 20, 2025 

https://stratawise.atlassian.net/browse/CRYS-352 - Updated spreadsheet to latest. 

https://stratawise.atlassian.net/browse/CRYS-255 - Hide the Image data section in the 'In stock' details for users in sales person role. 

Also, fixed the issue reported earlier  with "Not in stock" - Batteries not getting updated/added correctly

November 17, 2025 

• Fixed bug related to GPS serial number validation requiring the user to open the GPS Locator product to continue processing the quote (reported by Dylan) 
• Added a usability enhancement to improve required-field validation: 
• Users can now see the number of missing required fields. 
• New Back and Forward navigation buttons appear at the bottom of the form when required fields are incomplete. 
• Enables users to quickly locate and correct missing information without searching through the form. 

October 17, 2025 

• Kubota Orange Protection now leverages the pricing calculator to automatically compute selling prices based on plan details. 
• If no plan exists for the selected product combination, users will see “No applicable plan found,” and the Customer Accepted option will be disabled. 
• Product Name and Applies To fields are now read-only for auto-added finance products. 
• Sample Orange Protection form included in deployment. 

September 14, 2025 

• Resolved: [CRYS-237] Status and Condition changes were not appearing on Inventory views. 
• Validated in staging; requires Production validation to prevent inaccurate equipment status changes. 
• Resolved: [CRYS-130] Invoice and MSO attachments now display correctly. 
• Example: Q-0915-PARTS WAREHOUSE-027779 
• Please verify attachment link access (VPN required to test Intellidealer file retrieval). 

September 10, 2025 

• Delayed Payment Form added into the signing stack (position can be adjusted as needed). 
• Signed documents now include a complete audit trail (example: Q-0911-PARTS WAREHOUSE-027557). 
• Completed deals are now flagged with Document Signing Done status. 
• Fix applied for VIN validation messaging on existing quotes. 

September 12, 2025

• Updated incentive and rebate mapping based on latest board items
• Added Incentive Description and Rebate Description for Not In Stock
• Added Rebate Description for In Stock
• Mapped new fields to spreadsheet and updated spreadsheet
• Spreadsheet changes:
  • Fixes to “We Owe” functionality
  • Calculation updates
  • New dropdowns for incentive and rebate descriptions on both In Stock and Not In Stock units

September 10, 2025

• Delayed Payment form now included in the signing stack
• Audit trail added to signed individual documents
• Deals marked with “Document Signing Done” once fully signed
• Fixed VIN validation not triggering for existing quotes

September 5, 2025

• Updated latest spreadsheet with additional currency formatting
• Enabled Send Documents for Signature for Quotes users with proper permissions
• Work Order Form now stays open after performing actions

August 11, 2025

• Added support for specifying Status/Condition on inventory items
• Awaiting decision on role permissions for Status/Condition action

June 26, 2025

• Added tooltips to financing product lookup (Terms and Hours/Mileage fields)
• Added Customer Signature to Finance Menu and Finance Declination
• Reordered Product dialog fields (Terms, Hours, Equip Class, Service Loc, GPS fields)
• Override Make for In-Stock items now used in documents
• Referred Terms used until Agreed Terms are fully completed
• Bug fix: RTV inventory added as first item now includes Power Battery product properly

June 8, 2025

• Added Authorized Signer requirements for Trade-In items based on customer type (entity vs. individual)
• UI library upgrades included in production build

May 26, 2025

• New required Customer Type field: Individual or Entity
• Authorized Signer required when Type = Entity
• Existing customers must update Type value before quote creation if missing

May 23, 2025

• Store signing user email now selectable from internal users
• Ability to override store signing email when sending documents for signature

May 18, 2025

• Tax Exemption separated from Pre-Invoice signature stack for non-exempt deals
• Fixed incorrect creation of As-Is documents for New units

May 10, 2025

• Finance Menu Updates:
  • Add-On Unit Applies functionality added
  • Automatic product add-on for Parts & Warehouse stock
  • Customer acceptance required from Financing stage onward

May 5, 2025

• PII access security enforced:
  • Only users with proper role can view PII fields and attachments
• Signature stack enabled in Pre-Invoice and Invoice stages
• Signature stack content adjusts by state
• Regenerates on “Regenerate Invoice” action in final approval
• Requirement checkboxes for In-Stock, Not-In-Stock & Trade-In lines added, with rule-based read-only behavior
• New role for ID Verification added

April 30, 2025

• Co-Customer support added to main form
• Trade-In form enhancements to Owner, Co-Owner, and Lender data
• Additional fields added to In-Stock, Not-In-Stock, and Trade-In lines

March 18, 2025

• Line-by-line document generation capability added
• Co-signer support for document signing
• Masked PII storage support introduced
• Added row filtering for date & numeric fields in Subledger
• Fixed salesperson inventory view errors due to hidden fields

November 19, 2024

• Inventory items can now be set to Loaned/Rented or Offsite
• Actions currently admin-only

October 23, 2024

• Tooltips enabled in search result grid
• Module-based base filtering reintroduced for inventory visibility control
• Increased precision for numeric rate/lookup fields
• Floorplan now stored as numeric for formatting consistency

August 26, 2024

• Salesperson role restricted from viewing cost fields in inventory
• Idle auto-logoff added with configurable timeout
• 2FA indicator added to user grid

August 14, 2024

• Search optimized to use only visible fields in search choosers
• Inventory search now includes item age
• Fixes implemented:
  • DMV/Tag/Title fees remain open for financed invoiced deals
  • Cost of financed items editable after invoicing
  • Recap regeneration improved
  • Five-We-Owe dropdown consistency enhancements
  • Matrix rates/terms locked after referral to finance

August 12, 2024

• Required fields surfaced earlier when missing on a line
• Fixed We Owe dropdown not loading
• Additional UX changes:
  • Removed automatic first line in In-Stock and We OwepSorr
  • Improved We Owe entry options
  • Front screen Product acceptance visibility added
  • All attachments now separated as individual items
  • Improved validation and warnings for required subform items

August 11, 2024

• Kept form open after each action
• Moved system messaging to top of form
• Wait cursor shown during document generation

July 23, 2024

• Required-field blocking improved (Zip, Email, Serial numbers)
• Stock Number Search improvements (wider columns, added Serial #)
• Better dropdown UI for Views/Store
• Store display bug fix
• Performance improvements to Customer & Inventory views
• Confirmation added to Create Invoice
• Multiple UI/field updates and data cleanup in Inventory system