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November 2021 – G.J. Software

November 2021 – G.J. Software

Patrick Haley avatar
Written by Patrick Haley
Updated over 6 months ago

Job Admin

  • Added new list views for Job Estimates, Orders, Change Orders, Financials, Draws, and Specifications and columns to provide more supporting information.

  • Added new sidebar menu options for Job Estimates and Specifications.

  • Added a new toggle to show or hide Not Proceeding jobs from the jobs list.

Sales

  • Added a Leads column to the Leads Board and a new Sales Folder status for leads.

  • You are now prompted to select a reassign all leads to when making a user who is a salesperson inactive.

  • All Active Sales Folders assigned to an Inactive salesperson have been reassigned to the First Franchisee.

Other

  • Removed the Environment field when reporting bugs and replaced it with the office display name.

  • Add new Office Role Permissions to support the list views for the new Job Admin and Estimating screens.

  • Added descriptions under the various role fields in user management to make them more clear.

  • Make a Draw under the Accounting tab in the sidebar menu has been renamed to Draws.

  • Added Draftsperson to Marketing Position field that displays on the website in User Management.

Bugs squashed

  • Fixed an issue with transferring users between offices.

Nerd stuff

  • Consolidated dictionaries to a single source and removed duplicates.

  • Updated Amazon SES credentials in all regions.

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