SolutionView 2.1.2 Release Notes

Non-CRM Users

Enhanced Calendar Functionality

Experience a more streamlined calendar view in SolutionView. We've introduced a range limitation feature to optimize loading times and improve usability. Don't worry - you can still easily access all past appointments through the “Open Company Proposals” button.

Form Enhancements for Tailored Product Recommendations

New Field Type - Filtered Product Recommendation

Introducing a smarter way to suggest products. This new field type filters the Add Products screen based on predefined properties or categories, helping you recommend the most relevant products to your customers.

New Field Type - Predefined Product Recommendation

Customize your product offerings with ease. This feature allows you to predefine specific products to populate in a dropdown field, streamlining the addition of these products to any project.

Refined Selection Screens for Project Adjustments

We've updated the selection screens for modifying a project’s discount, tax rate, and financing plans. Now, these screens are consistent with the look and feel of the Project Screens, ensuring a cohesive user experience.

Tweaks for Better Workflow Management

We're fine-tuning your experience

Customer Portal links will no longer be automatically sent to sales reps. This change provides better control over when and how customer information is shared.

Fixes for a Smoother SolutionView Experience

Contract PDF Pricing Clarity

We’ve resolved an issue where itemized pricing was inaccurately displayed on contract PDFs for forms with subareas lacking product quantities.

Job Info PDF Data Consistency

We've fixed a bug to ensure that all form data correctly appears on the Job Information PDF, maintaining the accuracy and reliability of project documentation.