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April 2023 – G.J. Software

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

Sales

  • Increased the height of the Description field in the Activities window.

  • New website leads are now displayed at the top of the Leads Board by default.

  • To Do messages for activities now show the contact’s name instead of the user’s name.

  • Meeting activity assignees will be able to confirm their RSVP to the event.

  • When a guest is removed from a meeting activity an email cancellation is sent to both the guest and the assignee.

  • New guests added to an existing meeting activity now receive an email invitation to the event.

  • When a new meeting activity is created but it is marked as done, no email invitation will be sent.

  • Acres and hectares are now available as units of measure for land area in House & Land Packages.

  • House & Land Packages are now reassigned when a user is made inactive.

Estimating

  • Now you can upload plans and leave GTO without having to set scales first. When you upload a plan to a view and cancel to leave GTO the plan will still be there when you return to GTO.

Schedules

  • To Do tasks for schedules are now reassigned when a new person is assigned the role in Job Details.

Other

  • User files are transferred to the Franchise Owner when the user’s status is changed to Transferred.

  • Unused office roles under Setup > Manager can now be deleted.

  • Jobs will not be automatically finalized if any claims are outstanding.

  • Migrate to the new Google Identity Services library.

  • Various bug fixes

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