SolutionView 2.3.6 Release Notes

CRM Calendar Update

Enhanced Color Coding

Companies can now color code events on the calendar for better organization.

Salesforce Integration

Enhanced display of information on calendar events for Salesforce users.

Project Screens

Improved Visibility

Larger text for project breakdowns on single project views to enhance visibility for customers.

Products as Install Today or Not Today

New feature to mark products as installable today or not, perfect for service-type appointments.

Solution Level Marking

Products are marked at the solution level in the project screens and applied to the products within each solution.

Project Breakdown

The project breakdown in the app and on contract PDFs will now reflect what is owed based not the products being installed today or later, and what is owed today based on the project being installed and the deposit for later work.

PDF Separation

Contract PDFs will separate products based on whether they are installed today or later.

Design Enhancements

Present Screen

Presentation queue interface now adjusts dynamically based on screen size and device orientation.

Comparison Screen

Adjusted spacing between solutions on the comparison screen for better visibility.

Specifications

Better display of options selected on the specifications screen.

PDF Updates

Contract PDF

Option to hide discounts from appearing on the customer contract PDF.

Job Information Page

Simplified project summary available, excluding data like commissions.

E-Sign Enhancements

Signatures and initials that are not required are now optional for a signing customer, and this detail will be reflected in generated PDF documents.

Customer Contract Email

Enhanced Subject Line

Company name now included in the subject line of customer emails.

Consolidated Emails

When generating PDFs for multiple projects, they will now be included in a single email instead of multiple emails.

Bug Fixes

Support Organizations

Resolved issue where switching between companies was not possible.

Product Pricing

Fixed issue where products set to $0.00 couldn’t have their prices changed.

Presentation

Fixed issue where solutions were not being automatically added to the presentation section.