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
Improvements
- 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
Bugfixes
- 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
Deprecated/Removed
- Attachments list section (replaced by Estimates section)
- Amerifirst URL redirect setting
Releases