Enhancements:
Desktop
- Added sticky notes option in mobile (job and quote) and desktop. An icon indicates that the note is set as a sticky note in mobile and desktop.
- Text area custom field is now available, with a maximum length of 10,000
- Updated Advance Report supported module list
- Leads
- Customers
- Sites
- Contacts
- Quotes
- Quote Versions
- Jobs
- Assets
- Customer Invoices
- Purchase Orders
- Supplier Invoices
- Tax Codes
- Account Codes
- Payment Terms
- Items
- Pricebooks
- Pricebook Items
- Materials
- Time Entries
- Asset Types
- Recurring Jobs
- Recurring Invoices
- Contact Roles
- Stock Adjustments
- Warehouses
- Supplier Pricing
- Item Folder
- Activities
- For Asset, Asset Type field is now available
- The maximum characters for summary/notes/description fields are now 10,000.
Mobile
- Generating job from a recurring job with asset types in the job tasks tab now shows the files from the asset type to the corresponding assets when viewed in the mobile app (job>files, job>asset>files)
- Users can now add materials in the asset inspection. This would be also shown in the materials menu. Also, in the Asset screen, Linked Material History will show all the materials used in the asset in the current job
- In Assets, Name field is now available
- Display the Asset Name in the mobile app
- When selecting an asset from mobile, it shows Asset Name.
- Asset Name is used in asset list screen.
- In Asset hierarchy, asset name is shown.
- Location is now visible in asset list screen.
Fixes:
Desktop
- Fix 500 error when using fields as Top X Values
- Department, modules that support multi select field
- Relate fields
- Fixed the Module dropdown field to be able to search for the module based on the entered text
- When filtering/unfiltering lists and the result is more than 10,000, the warning message will appear
- When quote version is created, updated or deleted, the widget is now being reloaded
Mobile
- Fixed issue when searching for the document library name when linking it in the asset type>document library widget
- Able to select existing sites when creating job using the mobile app. User is still able to create customer and site if they don’t exist.