June 2021 – G.J. Software

We added a search bar to Quote Changes in sales quotes and variations to make it easier to narrow down results.

Items hidden from the quote will now appear in grey in Quote Changes and on the quote if it is printed for Estimator Approval.

Emails sent from Sales Folders will now be sent from the current user, not the salesperson to who the lead is assigned.

Now you can add Google Drive attachments from any file location when sending emails from the system. This is helpful if you’re trying to send a copy of your standard inclusions from your office folder without having to copy it to the sales or job docs folder first.

We removed the role permissions requiring access to view email and SMS templates before you could select them from a list when sending a message to clients. Now anyone sending an email or SMS messaged can select an existing template.

Cloning quotes now clones GTO images and measurements. This functionality has also been implemented for DPP and Quick Jobs as well as when you redo a job estimate.

We fixed an issue where you were still able to modify GTO values after a quote was printed.

We fixed an issue in GTO where the value of deleted take-off parameters was defaulting to 1.

We added the same search and filter function that we introduced last month for the Application Event Log (AEL) to the Xero Issues Log, Bulk Update Tasks Log, and Scheduled Tasks Log.

Now when you change the client for a job it will update the name of the job docs folder in Google Drive.

We made a couple of changes to the $PaymentSchedule placeholder used in contracts to clients to include the total contract amount and made it more obvious that the initial deposit or preliminary works fee is being deducted from the first deposit.

We’ve expanded the types of fields synced with TalentLMS to allow us to produce reports more easily.

Lots of testing and reconfiguration as we prepare to upgrade to Google Workspace Enterprise Standard.

Fixed an issue where the $ContractAmount and the $ContractAmountInWords placeholders were mismatched due to adjusted taxes.

Updated the Base Design list used when selecting a design when Completing a Sale.