SolutionView 2.3.8 Release Notes
Customer Information
Project Information
A new section called Project Information is now available in the Customer Info form within the Overview section. Sales reps can specify the project name and set a different project address if it differs from the customer’s contact information. When filled out, this information is added to contract PDFs under a “Job Location” section.
Inspection
Drawing Visibility Field
For sales reps that would like to see the drawing within an inspection form, it can be placed within a form. For sales reps that do a drawing first, place the drawing within a form to reference for inspection details.
Field Requirements
Have a hard time remembering to complete details within an inspection form? Fields can now be set to be required, which will visually remind sales reps to complete the fields.
Product Placement Tool
Inspection Details
There is now an additional icon in the top toolbar that gives sales reps access to the inspection details. When a rep uses this tool, they will see the inspection values so that they can represent them in the drawing accurately and without leaving the drawing tool.
Set Canvas Size
Sales reps can now set the canvas width and height when entering the drawing tool, allowing for better customization of drawings that are not created outside of SolutionView.
Undo Options
All dynamic shapes now include an undo button in the bottom left of the drawing tool when being added. This feature allows sales reps to remove their last action, making it easier to correct mistakes.
Number Pad
For shapes with distance measurements, sales reps can click the measurement to bring up a number pad and specify the exact length.
Rectangles
Users can now rotate rectangles within the canvas.
Line Customization
Lines can now be set to dashed lines to help separate them from other line artwork.
Additional Improvements
The drawing tool has undergone several tweaks and enhancements, improving its overall functionality and impact on projects after drawings are saved.
Findings
Photo List
Sales reps can now display photos added to a form in the Details tab. A “Photos List” button shows all corresponding photos in a grid layout, providing easier access and organization.
Default Notes
Default notes can now be added to SolutionView appointments. These notes appear in the quick nav’s notes section and can be included in the customer PDF if the sales rep chooses.
For companies integrated with a CRM, these notes will be included in the appointment update in the CRM when the appointment is finalized.
Solution Detail
In the Solution Detail screen, sub-areas are now visible as chips. Selecting or deselecting these chips will add or remove these areas from each product included in the solution.
Project Section
Product Editing
A new feature allows users to edit product pricing when accessing solutions from the Single Project View or Project Comparison.
When enabled, editing a price will update the product pricing in all associated projects. A message reminds sales reps that the product pricing will be updated universally.
Complete Screen
Complete Appointment Forms
The complete appointment screen now supports multiple forms based on the appointment result. Companies can have forms specific to appointments resulted as Sold, Pending, or custom statuses.
Complete Appointment Field Requirements
Form fields within a complete form can now be marked as required, ensuring important fields are not overlooked by sales reps.
PDFs
Job Details Section Enhancement
The Job Details section in standard PDFs now includes notes from the appointment quick nav, provided they are marked “Show in Customer PDF.”
Discount Descriptions
Descriptions for override discount types will now appear below the discount in the Proposal Summary.
Email Consolidation
Customer Portal Email
Emails containing the customer portal link now include both the PDFs and the access link in one email, reducing the number of emails sent and consolidating all necessary information for the customer.