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Planned Release Date: December, 2024
Bug Fixes
- Site Export Limit will now transfer from Quote to Installation Job correctly.
- Fixed an issue where the Quote Design Image was not transferring to the Installation Job correctly.
- Tag colours will now display on My Calendar in desktop and mobile mode.
- Interval Data will now copy to the Installation Job when a Quote is set to Complete and Successful.
Features
Hub Spot Integration: Added a new integration to Hub Spot (CRM and Marketing platform). Customer records can be set to automatically sync between Hub Spot and Enterprise App. Custom field mapping can also be applied if using custom fields in Hub Spot. Requires a subscription to Hub Spot (more info)- Added a new Custom Report Datasource – Picking List Data.
- SMS Templates can now be attached to Admin Requirements. NOTE: Only Admin users with the Can Send SMS role can complete these requirements.
- Added a new tick box to Admin Requirements called Commercial Only. These requirements will only show for commercial Quotes/Jobs.
- Errors with the Xero Customer integration can now be viewed on the Customer List.
- Added Tag column and filter to the Sales Report and Jobs Report.
- Added a new filter to Product Search Report for Quote/Job Category.