Features and Enhancements:
SL-3197: New Automation Type for Customers
Introduced a new automation type for customers.
SL-3160: New Automation Type for Reports
Refactored scheduled reports job.
SL-3267: UI Improvements
Added tooltips to multi-select values.
Moved select search components to their own folder.
Prevented components prop from being overridden.
SL-2870: Team Member Value Fix
Resolved the issue of the team member value resetting after a change.
SL-3321: UI and Layout Adjustments
Added search functionality to additional custom settings sections.
Adjusted mobile layout.
Made tables scrollable.
SL-3315: Integration Logs
Made integration logs expandable.
SL-3363: Proposal Template Verbiage
Updated verbiage for proposal template change prompt.
Bug Fixes:
SL-3345: Proposal Navigation Fix
Fixed the issue where navigating directly to the Send step was possible when there were no changes.
SL-2870: User Display Fix
Resolved the issue of unable to display the correct user upon save.
SL-3372: Integration Logs
Added integration logs to Melissa.
SL-3373: Assets Variable Fix
Added a fallback value to assets variable.
SL-3374: Mobile PDF Fix
Fixed the issue where customers were unable to open/sign PDFs with a signature requirement on mobile devices.
SL-3375: Proposal Export Functionality
Implemented proposal export functionality.
SL-3355: Recommended Pricing Fix
Fixed the issue where recommended pricing line items were not being checked after changing the recommended items.
SL-3380: PDF Generation
Always generate PDF when sending a proposal.
SL-3328: Tax Endpoint Fix
Fixed unnecessary early call to taxes endpoint on customer selection in the proposal.
SL-3376: Form Field Options Fix
Fixed form field options not showing in mapping options.
SL-3334: Legend Display Fix
Resolved intermittent absence of symbols in legend display.
SL-3278: Numeric Limit Increase
Increased limit up to 12 digits for initial billing amount and first-year revenue.
SL-3197: Automation Fix
Fixed the issue causing an error when creating a new customer with Fieldwork integration enabled.
SL-3160: Dashboard Reports Automation
Applied IS, IS NOT, IS ONE OF, and IS NOT ONE OF operators and filters.
SL-3197: Team Permissions
Added manage and user permissions for teams.