September 2021 – G.J. Software

Implemented backend infrastructure to create web leads in CRM.

New website leads will automatically be created in G.J. Software.

Referral Sources are set from the website form.

Web lead information from the form completion is displayed in the Communications Log.

Changed values for the Type of Customer field in the Sales Folder to match the website.

Added Round Robin functionality to assign new website leads to your sales team.​

Leads for existing contacts assigned to an inactive salesperson will be reassigned.

Inactivated customer contacts will be activated again and assigned to a salesperson.

Existing contacts without Customer Contact type will be made active customers.

A new sales folder will be created if no active sales folder exists for a duplicate contact.

Users now receive a notification when a reply to an SMS sent from the system is received. 2

Users will be unable to send an SMS to recipients who subscribed from receiving SMS notifications.

Now you can click on the customer name in the header of Job Details to go to the contact. We also made it easier to access contact information from other job admin modules.

Now you can delete unused draw rule stages. Stages will not be permanently deleted if they have been used, but will rather be Flagged as Deleted and hidden from the draw rule.

More information including the job number and site details is now displayed in Google Calendar events and To Do messages schedule tasks.

Adjusted Gross Profit calculations to make the Job Bill of Materials – Summary and Job Bill of Materials – Presentation reports more consistent.

Changed some wording in Xero Issues Log for overnight syncs to reduce confusion around “Initial Synchronization”.

Changed the email reminder schedule.​

Fixed an issue where the Referral Source from the contact details wasn’t showing in the Sales Folder.

Fixed a misspelled label for “Authority to Commence” in E-Doc Signing.

Fixed an issue with Tax Invoices sent from the system for access to G.J. Software was showing the incorrect month.

Removed the country code validation for Twilio Integration accounts that prevented SMS from being sent to Australian phone numbers.

Fixed an issue with formatting for US Twilio phone numbers.

Fixed a back-end issue that was causing issues with Staff details being sent to the website.

Setup scheduled connection cleanup for WildFly pods.

Setup Web Application Firewall (WAF) for CloudFront.

Fixed Google Analytics for Customer & Supplier Portals.

Created new referred_description data source for Jasper Commercial.