Change Orders - re-engineered change order and revision process with support multiple persistent change orders in Project Editor with approval process. Multiple pending change orders can be worked on in a single project. Support internal and external change orders.
Use Tax/Purchase Tax added to products in projects and purchase orders.
GDPR Compliance - Improved security with user sign in policies for strong password, cannot repeat passwords, must change password, session timeout, lock user after multiple failed logins etc.
Sync user policies to Mobile Install and Customer Portal
PSA product data available for download with automatic pricing updates
Support for AutoCAD 2019
Ability to add multiple packages in Mobile Quote Explorer to project at once
Add Budget fields to projects with ability to filter for over budget projects
Add Export Current Layout functionality to Project Editor and Project Compare Editor
Add Expand/Collapse All buttons to the Manage Project Locations interface as shortcut menu
Prompt to restore product cost and price is OFE is unchecked
Add Updated On field to Packages in Projects
User sign in and sign out logs
Server exception logs
Client and Vendor notes increased to 4000 characters
Project setting to display page number on Visio Off-Page reference shape
Quote Report has parameter to "Show Labor Items"
Add option to display labor hours in Proposal Summary section of all reports
Add ability to mark Tasks/Svos as Unapproved in Mobile Install
Preview Site Notes and Site Images in Mobile Install
Log Customer Portal shared documents
Improve performance and reduce memory usage in critical parts of application
Allow users to select billing or site address when exporting estimates to QuickBooks
Add QuickBooks Setting to include Project Number in Job Name when creating New Customer/Job
Add QuickBooks Settings to not include "Labor:" in front of Phase labor
Allow for all Project Custom Fields to be added to Notes field for Tasks
Each SI user must have a unique email address
Add ability to choose a Template from the New Project Wizard
Update Brother Wire Label SDK to 3.2.010
Add a prompt "Are you sure you want to cancel?" throughout SI
API Improvements to support new change orders process and allow integration to update existing items in a project.
Improve project check in and check out to remove dtp files on server (database is only store of project data)
Rename "Progress" to "Status" throughout SI
Hotfix 1
Project Editor items can be repositioned after item update
Clients are not listing in alphabetic order in New Project Wizard client dropdown
Refresh on Project Editor does not refresh location and system grouping
When cloning items with accessories in an unapproved project they may not aggregate correctly on client proposal reports
Replace on Approved Items is disconnecting the shapes/blocks
Revision compare of an approved and unapproved projects do not show deleted items in unapproved project
Importing projects can change revision price and remove tax and phase information on revisions.
Remove prompt for "Do you want to check in project"
Site Address does not default to client site address in QuickBooks Desktop
Create Estimate in QuickBooks dialog has additional blank button on ribbon
Extra space in warning message when unpublishing a Service Order
Move up and down not working properly in manage project number format dialog
Extra column GroupId displays when creating new snippet in insert snippet dialog
Hotfix 2
Project can lose connection to Mobile Quote after project check in and check out [Server update also required]*
Arrange Items on reports not working properly after project check in and check out [Server update also required]
Non-billable and Client Number field may loose value on check-in/check-out [Server update also required]
Project can prompt to add Mobile Install Site Items even after site items are added to project after project check in and check out [Server update also required]
Price Rules may not work when Unit Cost is the source field [Server update required]
Crash error occurs when importing catalog products with the price type which is not used in catalog
“Ignore labor in products” option is disabled in the catalog package
“Maintain margin/markup and recalculate price” may not work when mass updating unit cost in Project Editor
Updating similar items should not change approved project item bulk wire length
Accessories inheriting discount from parent item in projects
Maintain Shape to be disabled on replace products if all items approved
Crash error occurs when creating a revision with special characters in revision name during project approved or change order approved
Equipment price total is having rounding issue in the project summary report for project items with discount
* Contact Support for the most current server update.