Release Notes: Jan 13th, 2025

Nicolas Audet
Nicolas Audet
  • Updated

Overview

This release delivers several updates across the platform, focusing on bug fixes, feature enhancements, and user experience improvements. These updates enhance the functionality of the CRM system, particularly in billing, workforce management, and user interface usability.

 

User Interface

  • Standardized Property Tabs
    Unified language and UX across property tabs for a more cohesive experience.
  • Standardized Empty States
    Updated empty states for consistency and easier implementation in future updates.
  • Additional Updates
    Improved global search for addresses, added a readable ID for Property Group Manager, and updated account and technician icons.
  • Bug Fixes
    • [Fixed] a bug that allowed users to iterate through numbers in number input fields by scrolling up and down.
    • [Fixed] an issue where notes copied in dark mode retained the dark background when pasted.
    • [Fixed] an issue that prevented the country field from being populated for addresses in Baltimore.
    • Resolved an issue preventing users from accessing the contracts tab without the documents permission.
    • Resolved a loading state issue when toggling between the attachments tab and the contracts tab.

Checkout

  • Process Add-ons in Orders
    Add-ons can now be processed like other products, with support for subscriptions and billing.
  • Mobile and UI Improvements
    Enhanced input text sizes on mobile devices, improved button color support for branding, and rearranged the router selection step for better flow.
  • Bug Fixes
    • Resolved an issue with client portal settings while the announcement bar was hidden.
    • [Fixed] an issue preventing invoice downloads in Safari.

Client Portal

  • Mobile Text Input
    Increased text size for better usability on iOS devices.

Integration

  • [Avalara] Added the ability to specify if tax is charged on custom discounts or debits.

Billing

  • Tax Exemption Granularity
    Added flexibility to specify individual taxes for exemption, including tracking exemption reasons.Taxes_Exempt.png
  • Discount Eligibility Period
    Introduced time-restricted eligibility for recurring discounts with permissions for override.Discount_elligibility.png
  • SEPA Direct Debit Support
    Expanded payment options with support for SEPA Direct Debit.
  • Bug Fixes
    • Resolved an issue with invoice PDFs preventing shared subscription information from appearing.
    • [Fixed] an issue where applying a payment on an invoice updated the due date of the invoice.
    • Addressed an issue preventing transaction details from expanding when a custom debit was used.
    • [Fixed] an issue where the MDU Group Billing setting was inaccessible.

Workforce

  • Work Order Enhancements
    Improved work order markers and added completion time details to procedure views.Completion_time_work_order.png
  • Field Service App Updates
    Enhanced notes display for previous work orders, location permission logging, and multiple image upload functionality.
  • Schedule Improvements
    Prevented unnecessary reloading of schedules when changing time zones.

Products

  • Coverage Area Optimization
    Improved support for larger file imports by address for coverage area management.

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