SI 2017 Release Notes

Details

• Pre-configured dashboards to view sales pipeline & tracking, product usage & margin analysis, and labor utilization & margin analysis.
• Custom dashboards - user can create custom dashboards with specific filters
• Find Product in Projects – Search across projects to find specific products used in projects.
• New Client Report Themes – All stock client reports have been updated with a new modern look and feel.
• Add factor to package labor hours.  
   
• Labor Cost, Labor Price and Install Price are included catalog product CSV export
• New fields Cost, Price, Margin, Markup and Tax to projects in Project Explorer
• Define multiple contract payment schedules in project settings
• New permission "View My Projects (Resource)" to display projects where signed in user is a resource.
• Merge primary project contact with project contacts
• Add a Component ID option - “Always increment Component ID (do not fill missing sequences)”
• Allow locations to be cloned (duplicated) with a prefix and sequence of numbers
• New permission "Force Undo Project Check Out"
• Add a workflow status of Open/Won/Lost to each Project Progress
   
• New client report called "Line Item Detail (Install Price)"
• All Proposal and Line Item Detail reports have the option to display a subtotal of Equipment and Labor
• Update Brother Wire Label SDK to support latest brother label printers
   
• Copy and Paste Line Image shapes in Visio to maintain shape size
• Replace products outside Visio will update product image on Line Image shapes when Visio opened
• Smart Title Block in Visio updates when project information is updated
• AutoCAD command "DTSetDrawingType" to create D-Tools drawing with a page type
• Add support for dwt files as AutoCAD templates
   
• New permission "View Resource Costs"
• New permissions "View service order costs" and "View service order prices"
• Mobile Install - Ability to change time of daily email notification
• Increase Character Limit to 500 on Tasks and Service Order Description
• Add "Update from Mobile Install" option in Resource Hours View
   
• Export purchase order receives as Item Receipts in QuickBooks Desktop
• QuickBooks Estimate when summarized as one product should summarize by location, system or phase
   
• SCW give option to backup SI Server for upgrade users
• Support multiple dictionaries for spell check including English (UK)
• Set default address type to be Site for new clients
• Do not display user password when editing a different user profile
• Increase records size to 500 per page for Project explorer, Task explorer, Service Order explorer and Product explorer
• Improve Cloud API to include resources and Assigned to (Owner)

Updates

February 14th, 2018 Update

November 15th, 2017 Update

July 12th, 2017 Update
May 9th, 2017 Update