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Planned Release Date: 09 May, 2021

Sales App

Bug Fixes

  • Fixed: Fixed the format of savings amounts in the Solar Power Estimated Savings grid on the Quote Proposal.
  • Fixed: The areal imagery dropdown box in the Quote Design tool will now display the date and time the image was taken.
  • Fixed: The map location will now reset when the Clear Design function is used.
  • Fixed: STC amounts on Sales Report (New) should now be correct where the Quote’s STC Calculation Date is different to the current year.
  • Fixed: The Monthly Repayment amount should now be correct on Quotes with a Total Price less than $6,000.00.
  • Fixed: Fixed an issue where Customer Comments were cut off when printing or emailing the Quote Proposal.
  • Fixed: Decimal places are now hidden on the Solar Power Estimated Savings grid on the Quote Proposal.
  • Speed Fixes: Filling out a Quote, Save Design and Duplicate Quote have had performance improvements.

Features

  • Updated Feature: Contact information can now be added against a Site record.
  • Updated Feature: Email address is no longer mandatory on the Customer Card.
  • Updated Feature: Duplicate Quote (more details).
  • Updated Feature: Lead Source is now mandatory on Leads and Quotes.
  • New Feature: Added a new report New Customer Report (more details).
  • New Feature: Added a new button to the Customer Card called Email Log. This will display a list of emails sent to the customer’s email address.

CRM App

Bug Fixes

  • Fixed: When installing or servicing assets, the installer can now select multiple Assets to install/service.
  • Fixed: Asset filter on the Asset Service report is now working correctly.

Features

  • Updated Feature: When a Quote is complete and successful, the system will ask the user before creating the Installation Job.
  • Updated Feature: Sales people can now see Site and Asset data (view only).
  • Updated Feature: Added Site Image to the Customer Card.
  • New Feature: Jobs Report (more details).

Previous Changelog: Solahart 0.22
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