Customer Relationship Management, CRM

Version: 2021 Build: 0215
Release date: 15 Feb 2021

Improvements:

Fixed an issue when on the opportunities screen where a company name that was previously used is auto populated when creating a new opportunity.
Fixed an issue where users where unable to add internal staff when wanting to send an email to a customer.
Added a cancel button to each step of the quote process. If you click cancel on step 1 it will take you back to the screen you originally came from. If you click cancel on step 2 or 3 it will take you back to the Opportunity.

Bug Fixes:

Added a Save & Update at the bottom of New/Edit activity mobile responsive forms.

Version: 2021 Build: 0215
Release date: 15 Feb 2021

Improvements:

Fixed an issue with Escalation Messages enter keys and keywords not performing correctly.
Fixed an issue where an event email was sent despite being unable to complete the job due to not completing required fields.

Bug Fixes:

Fixed an issue when completing a job in the afternoon it was capturing an "AM" time instead of a "PM" time.

Version History