Enhancements
What's New:
Added new filters and customization options for proposals and reports (SL-4422, SL-4624).
Introduced tax type configurations in Tax Settings (SL-4381, SL-4567).
Enhanced CRM and third-party integration capabilities (SL-4637).
Improved UI for form field definitions and multi-select options (SL-4644).
Streamlined automation and webhook configurations for better efficiency (SL-4549, SL-4635).
Added additional filters, variables and functionality to the Smarter Leads integration with Smarter Launch.
New Features
Exciting Additions:
Introduced a "Team Supervisor" role for enhanced team management (SL-4210).
Enabled advanced on-demand report generation with filtering options (SL-4222).
Added a county-level data sync from FieldRoutes (SL-4246).
Integrated zip.tax for dynamic tax rates in the US so that you no longer have to manually handle tax settings (SL-4572).
Bug Fixes
Resolved dashboard discrepancies and enhanced reporting accuracy (SL-4466, SL-4621).
Fixed template and proposal UI issues, including dropdowns and status displays (SL-4509, SL-4550, SL-4651).
Addressed login and user profile inconsistencies (SL-4528, SL-4559).
Improved data import processes for forms, descriptions, and CSVs (SL-4541, SL-4585).
Enhanced handling of permissions for users and roles (SL-4622, SL-4662).
Fixed "Load failed" errors in the Attached Documents step (SL-4406).
Resolved sync issues with the FieldRoutes Customer Sync Button (SL-4408, SL-4606).
Corrected PDF formatting and display issues for forms and comments (SL-4443, SL-4525, SL-4537).
Fixed variable insertion issues in Pricing Group and Service Plan descriptions (SL-4445, SL-4538).
Resolved field data population and validation issues for square footage and Melissa Listings (SL-4494, SL-4660).
Addressed errors on iPads and other browsers, improving extension and automation stability (SL-4495, SL-4496, SL-4498, SL-4501, SL-4575).
Corrected calculation issues for proposals and billing schedules (SL-4517, SL-4546).
Fixed errors in importing, duplicating, and editing forms and templates (SL-4561, SL-4565, SL-4562).