January 2023 – G.J. Software

Changed label from “Meetings” to “Activities” in Sales Folders

Added new fields to the Activity window: Start/End time, Activity Type, Subject, Add guests, Description, Assignee, Mark as done

Changed label in create/edit Activity window from “Message” to “Notes”

Made Location optional in the Activity window

Users are now prompted user to schedule new Activity when Mark is done is selected

Created new Google Calendar event for Activities that sends all fields except Notes for the Assignee

Added link to the Sales Folder in the Google Calendar Description

Added new columns to Activities table: Subject, Activity Type, Done status, Description, Assigned to

Overdue activities are now highlighted in red in the table view

Added quick action button to the Activities table to mark an activity as done/undone

Removed the ability to delete an activity once it is Done

Mark historic sales Activities as Done unless they are scheduled in the future or the most recent activity scheduled on or before today

Updated To-Do Messages with information from Activities and assign them to the Activity Assignee

Integrated ToDo Messages with Sales/Job/Contact Activities

Integrated Sales Activities with the Follow up date on the Leads Board

Now when you change the Follow up date on the Leads Board the create/edit Activity window opens

Added ‘Next Activity’ column to list in Sales > Leads

Activities are now visible in the Communications section of the Sales Folder

Changed labels and display activity type in the “Client Meetings” and “Meetings in Pipeline” reports to “Client Activities” and “Activities in Pipeline”

Create Activity button is now available for contacts, jobs, and sales folders Window for
Activities added to the Communications tab are now visible from the Contact, Job, and Sales Folder Communications tab

Renamed the labels on the Communications tab from “Add Meeting” to “Add Activity” and “Show Meetings” to “Show Activities”

Standardized columns in the Communications tabs for Sales Folders, Contacts, and Jobs

Changed all dashboards and reports that count leads based on Sales Folder Meetings to Sales Folder and added date

Increased the character account for the Xero reference to match Xero’s allowed length

Improved the matching algorithm when an SMS is received from a known contact but the phone number doesn’t match exactly

All users can now run the Supervisor’s Graphic Timeline report if they have sufficient permissions regardless of their System Role

Fixed an issue where changing user emails caused issues viewing reports

Fixed an issue that prevented some users from editing Contacts

Fixed various broken links to invoices in Xero

Fixed issue where WIP Included transactions posted after End of Month Date

Fixed issue where some users were unable to run the Supervisor’s Weekly Progress report

Fixed an issue where some users were unable to view data in the Meetings in Pipeline report

Fixed an issue where contacts were not displaying in the dropdown when creating new leads

Fixed an issue where color selection details were not appearing in the job estimate due to broken cost center linkages

Fixed an issue where an office user was able to see the master view of the Financial YTD Averages report

Fixed an issue that caused an error when cloning color selection headings by increasing the size of requests to 10Mb

Fixed an issue with incorrect whitespace being added to the primary and other emails for a contact when sending an email resulting in an invalid format error

Fixed an issue that prevented some offices from bulk deleting house plans

Fixed an issue preventing specification templates to be replaced for DPP jobs

Fixed an issue preventing some offices from being synced with the Marketing Hub

Fixed an issue that prevented some Credit Note Bills in Xero from being synchronized

Fixed an issue caused during the office cloning process

Migrated Contacts-Leads to microservice

Upgraded Angular version