New Features
- Documents can be restored after being deleted
- Documents now support revisions allowing previous states to be restored
- Documents now can be created as landscapes of Letter, Legal, and A4
- Commission formulae now can be given a priority order to determine which to use if two theoretically apply
- Payment capture requests from the dashboard now support both capture only and charge payment workflows
Improvements
- Dashboard menus will now be kept open when explicitly clicked on (they do not close on hover in this case)
- Office selectors and similar controls are hidden on plans that are limited to a single office
- Minor interface improvements to payment request email display
- Added validation check that prevents results from having two “Total Sale” cells
- Added support for custom document type display in breadcrumbs
- Added a transaction ID column to the transaction table on estimates
- Various minor visual improvements
- Upgraded the resend-attachment system to allow resend attempts after the user has logged out
- Performance improvements to search by name system for Estimates
- Improved messaging when packages failed to copy to indicate the issue
- Added support for resulting JobNimbus jobs (contacts were already supported)
Bugfixes
- Corrected issue where under certain circumstances dynamic conditions could not be added in the document editor
- Corrected issue where under certain conditions the category display did not allow users to update entries or add new categories
- Corrected issue where new packages could not be created for certain accounts
- Corrected issue where certain empty appointment values would not display correctly when downloaded from SalesForce
- Corrected minor interface bugs with document editor drag-and-drop functionality
- Corrected bug that would prevent users from changing offices while editing custom document types
- Corrected Docusign display in dashboard to correctly display when there were 2 file attachments
- Corrected issue where payment capture page would not display correctly in certain circumstances
- Corrected bug where two items that shared options were being batch deleted would error out
Deprecated/Removed
- Microsoft Internet Explorer Support (Microsoft Edge is still supported)
Releases