New Features & Enhancements
Added ability to store an additional identifier for CRM's that support both a custom account number and a CRM defined ID. Specifically, Evolve, Fieldwork, and Gorilla Desk. Ability to search by the account number is also added.
SL-3781: Added ability to archive Service Plans
SL-3929: Improved UI/UX for mobile/tablet users in proposal flow. Modals will now display for Location, Proposal Template, and Customer selection - making the experience much more user friendly on a tablet device.
SL-3987: Improvements to Direct Search with ability to quickly search various integration sources within the same panel.
SL-3947: Improved Forms to allow swapping out a PDF without losing mapping. Any mapped fields that match the new PDF will retain the mapping data.
SL-4002: Add ability to insert variables into Service Agreement text inputs within Proposal Templates
Evolve, team member import will only bring in "Active" employees
Added ability to set a range for Wisetack Financing to be displayed rather than only $500-25K we can set a different range for your account. If you'd like this to be done on your account, message support.
SL-3989: Multi-location accounts with the need to support different Wisetack merchant accounts (for example, you have branches with different bank accounts where funds should be deposited) can now be setup. Contact support if you need this.
SL-3856: Improvements to ISN integration search functionality, more accurate results to customer search.
SL-3741: Add "Hidden" field type to forms functionality.
SL-3979: Include referral source description on the referral source selector.
SL-3711: Added ability to import ArcSite drawing directly into the drawing tool via Media Hub.
SL-3846: Integrate Forms Table Variable into Proposal Automations
SL-2436: Improved logging on document sending to CRM, adding ability to re-send on failure.
SL-4004: Ability for direct search and sync to handle multiple email addresses separated by semi-colon.
Bug Fixes
SL-3850: Fixed overlap of pricing group description text into Pricing field
SL-3872: Issues with Service Agreement and Pricing Description format on Proposal Preview and PDF
SL-3986: Fixed variable insertion for first drawing photo
SL-4012: Fixed various issues with Pricing Group conditional settings
SL-4001: Fixed issue where a form of the same name would be deleted from a proposal template if multiple were set.
Various tweaks to dashboard reporting.
Various other bug fixes were also performed during this batch. As always, if you are experiencing any new errors or issues, please don't hesitate to reach our to our support team.
We have multiple significant features being added in Q3 that we are excited to get into your hands including better handling of findings during inspections (California WDO support), deeper integration with Smarter Leads, SMS texting, and much more. Thank you for your support as we continue to make Smarter Launch into the tool your business needs to achieve greater success!