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November 2022 – G.J. Software

November 2022 – G.J. Software

Patrick Haley avatar
Written by Patrick Haley
Updated over 5 months ago

Job Administration

  • Added support for Job Specifications and Color Selections for DPP jobs.

  • Added support for producing Letters/Docs for DPP and Finalized jobs.

  • Added support for sending email/SMS communications and Meetings to DPP and Finalized jobs.

  • Added support editing the Memo field for Finalized and Not Proceeding jobs.

Sales

  • Leads are now highlighted in red in the leads list if the sales folder failed to be created.

  • Added lead filters to the clone quote window so quotes from completed sales can be cloned.

Other

  • Manually created and linked job and contact folders permanently deleted by Franchise Owners.

  • Removed the Mailchimp integration.

  • Added support for assigning multiple states to Master Zones for better lead assignment in the Marketing Hub.

  • Added more information to Bulk Update Task Log for when orders are completed with errors

Bugfixes

  • Fixed: Leads that failed to have a Sales Folder created are now highlighted in red in the leads list.

  • Fixed: Information in the Agreements tab being overwritten when cloning offices

  • Fixed: Duplicate invoices displayed on Overbudget Invoices Report

  • Fixed: PayPal transactions were not syncing and blocking offices

  • Fixed: Broken link for invoice in Job Financials

  • Fixed: Client initials placeholder missing from Color Selections sent for e-doc signing

  • Fixed: Issue where the user is taken back to the Job Specifications list after processing a specification

  • Fixed: Issue where the Leads list did not load after the first click from the menu

  • Fixed: Issue where leads with 0 Meetings did not appear in the leads list

  • Fixed: Issue causing the Excl GST to equal the Incl GST column in claim payment schedules

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