Leap Dashboard — 2.1.0

New Features

New section where all customers, estimates, attachments, and payments can be explored (replaces the Attachment section)
Send payment requests to customers when a payment gateway has been configured
Email domains are now automatically checked for SPF records when set as reply-to addresses in the dashboard
Enerbank integration is now available
Each category now can have a specific identifier to hold a category-specific markup in price formulas

Updated header and navigation styles
Updates to visual styles of the send messages list
Moved payments record and capture to new estimate section
Added a toggle to make option rows stick to the top of the page when scrolling
Limited warning message about unsaved lines in the measure sheet to only display once
Added new date-related placeholders to custom documents (%year%, %day%, %weekday%, %weekdayAbbv%, %month%, %monthName%, %monthNameAbbv%)
When a user selects fields to show/hide in the price guide, those selections are now saved to the user’s profile
Copying price guide now displays a success message when complete
Copying price guides now include formulas and identifiers
Copying settings now allows selection of source office
Custom document types cannot be deleted if templates have been created for that type
The “All” option from the office selector has been removed
Added a textarea input style to the results section standard picker
Added support to void transactions in the payment section
Import price guide has additional validations to prevent ambiguous commands
Additional validations to the appointments webhook
Users will now get a push notification if their Marketsharp or SalesForce API credentials fail to log them in
Email bounces now have more detailed reasons returned

Fixed issue where adding measure sheet items to collapsed options would cause existing options to be cleared
Fixed issue where users could not edit permissions beyond 25 users
Fixed issue where horizontal scrolling in dynamic cell editor would have unpredictable visual behavior
Corrected bug where dragging additional details would not re-order
Corrected issue where toggling the required flag with multiple unsaved additional details would clear the unsaved fields
New documents now correctly show the offices selected by default
Minor interaction bugs fixed
DocuSign settings now correctly shows that failure recipients are required
DocuSign carbon copy field now allows %userEmail% as a valid setting
Fixed UI issue where the cell title could not be highlighted in the editor
Font sizes can be specified in decimal numbers
Fixed bug where the document editor “Save as New” function would overwrite an existing document with the new changes
Watermarks on documents now upload correctly
Corrected payment capture bug where in certain circumstances a rounding error would reduce payment by a few tenths of a cent