RFQ Management updates
Added a Quote Number column to the Quotations table so you can quickly differentiate between printed quotes.
Added the ability to sort Quote Changes table columns in sales quotes as well as change orders/variations.
Now when adding Quote Changes in sales quotes and change orders/variations, the RFQ items and components window will default to search the full list instead of displaying cost centers.
Profit is now hidden by default on quotes for franchisees. Now you need to click the Show Profit icon to display it.
Fixed an issue to round items where prices are shown on quotes via the RFQ Document Structure to round to the nearest dollar if the setting is enabled in System Variables. Clients will see the rounded value on printed quotes.
Sales Folder updates
Updated and simplified the sales folder Referred By statuses (US region only).
Fixed a bug that prevented users from changing the follow up date on some sales folders.
Email and SMS updates
Now you can select a template for email and SMS messages before sending to a contact.
Added Cc/Bcc fields when sending email from the communication window.
Added help text explaining how to send an email to multiple recipients.
Removed the indention for emails sent from the system for a more consistent email experience.
Changed the character limit for SMS messages to 1,600 characters.
Fixed an issue that caused the screen to freeze if more than 200 characters are added to the email recipients field.
Fixed an issue with the Google Picker for a more consistent experience when attaching files to emails from the communications window.
Other updates
Added search and date filters to the Application Event Log (AEL).
Changed the color of the Close Year with Zero button in WIP to gray to make it less prominent and require a Master Authorization Number before it can be used.
Adjusted the calculations to determine the Contract Completion Date for jobs. If All Days are used in System Variables, the Contract Start Date will default to the actual start date, not the next working day.
Added logic to display new rounded totals in change orders/variations for credit items when the Recalculate button is clicked.
Fixed an issue in our staging environments that prevented us from running WIP in testing.
Squashed a minor bug in scheduling that prevented some jobs from being updated.
Minor general fixes to the Front-End.