Releases Notes 1.41 – June 29, 2016

Looking for a quick overview of the changes that you don’t have to read?
Check out our 1.41 release video on YouTube: https://youtu.be/4wjn05sIVvc

New Features

There are some updates to the mobile, you’re going to love!

    • Changed the look and feel of mobile – (check out the new icons and easier to read fonts)
    • Automation Rules will now be applied when saving an activity in mobile
    • Automation Rules will now be applied when saving an appointment in mobile
    • Users can now edit an inquiry when in mobile
    • Users can now edit a contact when in mobile
    • Users can now transfer a prospect to a lead when in mobile
    • Users can now add an inquiry to a record when in mobile

Users can now add a contact when in mobile

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There are now Automation Rules for the Job Status field

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Users can now lock out an employee without having to make them inactive

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Employee can now reset their own password

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Feature Enhancements

Project Manager has been added to the Upper-Level (Blue) Production Tab

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Address Line 2 has been added to the Upper-Level (Blue) Production Tab

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Delete All Not Complete Production Tasks in the Production Link

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Production Processes now have an Expected Start Date option of “Immediately when Added” and “X Days after Added” to calculate the Production Expected Start Date from the date the production task was added to the record

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QuickBooks Online integration now has support for those companies who have Multi Database Management

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Quick Find changes

  • Will no longer pull records that only match city when searching multiple fields
  • Will no longer pull records that only match on zip when searching multiple fields

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The Upper-Level (Blue) Activity List now has some new date searching options – Activity Due Date was “Yesterday” and Activity Due Date is “Tomorrow” so you can see what was missed yesterday or even get a jump start on tomorrow’s work

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When creating a Work Order Template – there is now a merge field for “Workers”

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Service Request Date now appears on the Upper-Level (Blue) Service Tab

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Address Line 2 has been added to the Upper-Level (Blue) Service Tab

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Call Center Report has new fields for the Activity Result

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Bug Fixes

The sort order of Email Template dropdown in Activities will now be in alphabetical order

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The “Clone All Permissions From” dropdown in the Employee Maintenance are is now alphabetized

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