SolutionView 2.3.2 Release Notes
Form Field Enhancements
Accomplish List Field Type
Introducing a dynamic field type enabling the addition of forms and solutions directly into selected forms. This seamless integration meets specific sales process needs by making added solutions readily available for presentation.
Default Global Field Values
Elevate your efficiency with fields automatically defaulting to global values. This applies across dropdowns, single-selects, and text fields, ensuring a cohesive data experience.
Solution Details Screen Revamp
Organized Tabs
The Solution Details screen is now elegantly separated into tabs for drawings, findings, and products, making navigation and presentation clearer and more focused.
Drawing Annotations
Enhance your discussions with the ability to annotate drawings using a highlighter tool, perfect for emphasizing specific aspects directly with customers.
Presentation Screen Enhancements
Streamlined for visibility, with a consolidated "start presentation" button and collapsible sections for intro, form/areas, and outro-intro being the primary focus upon screen opening.
Add Solutions Screen Improvement
A clearer interface with 'Done' and 'Cancel' buttons, making selections straightforward and mistake-free.
Add Product Prompt Clarification
Updated dialogues clarify the process of adding products with or without sub-areas, removing any confusion and enhancing user experience.
Product Placement Tool Upgrades
Drag-Select
Introducing drag-select for easy adjustment of multiple objects.
Customizable Shapes
In the shapes tool, companies can now create unique shapes including images, lines, and areas for a personalized touch.
Arc Line Dynamic Shape
Draw custom curved lines on your canvas.
Snap Tool
Enable snapping to the grid for precision while placing lines, objects, and areas.
Tool Reorganization
Optimized placement of canvas and drawing tools to enhance accessibility and workflow.
Enhanced Line Drawing
A new pulse animation indicates the starting point for line drawing, improving clarity and user interaction.
Discount Features
Form/Area Specific Discounts
Offer discounts targeted at specific form/areas, providing flexibility and customization in promotions.
Automatic Default Discounts
Streamline appointments with discounts that are automatically applied. For the new form/area specific discounts, those discounts will only be added if the form/area has been added to the appointment.
Project Comparison Enhancements
New display options to hide products or sub-areas for a cleaner comparison view, along with a toggle for viewing two or three projects.
Review & Complete Screen Enhancements
Review Screen
The project summary now takes a prominent top position, ensuring project details is the first information the customer and you see when opening this screen.
Complete Screen
A redesigned layout offers a clearer path to completing appointments, with options for form completion, customer portal contacts, and cloud sending options, including a choice to send the customer portal link each time you send to cloud.