Changelog: Sales App 0.31

Planned Release Date: Nov, 2022 Bug Fixes Leads from SAP will now match Customers and Pre-CRM Customers by Postcode + (Email OR Mobile Number OR Phone Number). Leads from SAP with an incomplete address will not create a Site record (the Postcode will still be imported and visible on the Read more…

Changelog: Sales App 0.30

Planned Release Date: Apr, 2022 Hot Fixes Fixed CEC Battery warning. The system will now check if the PV System Size exceeds the Inverter Size x 1.34. Quote Assumptions and Disclaimer Page has been updated. Bug Fixes Page grids will now show 200 rows by default (instead of 50). When Read more…

Changelog: Enterprise App 0.29

Planned Release Date: Feb, 2022 Bug Fixes Asset Service Report: If a Site has contact information, it will display instead of the Customer information. Fixed an issue where Timesheet entries would cause events to disappear from the Scheduler. Inventory will now display in the correct UOM in the Stocktake Journal Read more…

Changelog: Sales App 0.29

Planned Release Date: Feb, 2022 Bug Fixes Lead Notes will now display above Customer Notes on the Lead Card. Added Email and Phone to the Leads List. Systems Sold in the Sales Dashboard will now multiply by the Quantity on the Quote Product. When a Customer accepts a Quote using Read more…