SolutionView 2.3.4 Release Notes

Pricing List Automation

Salesforce Market Segments

We introduced new functionality that uses a field from Salesforce to automate configurations and pricing list selection. As a company creates appointments and sets this field within their CRM, when sales reps begin the meeting - it will automatically select the corresponding configuration and price list associated with the appointment information in the CRM.

Product Placement Tool

Oval Shape

There is now a new object type within the Shape tool, the oval tool. Use this shape to include in your drawings and readjust it to a perfect circle or an oval shape.

Document Fix

There was an issue when projects that had products included in sub-areas without products in the main area would cause an issue where the product artwork would not be displayed on the drawing within the Contract PDFs.

Forms

Global Values Fix

When automating forms using global numeric or calc values to children forms, there was an issue with incorrect values when those forms were being automated from the recently new Accomplish List field type.