Crystal Release Notes

Stratawise Platform Release Notes

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