SI v12 Release Notes

Video

Major Features

• Workflow Rules – Lock projects, service orders, tasks and purchase orders based on criteria.
• Notifications – Configure Email and In-Application notifications based on criteria for projects, service orders, tasks and purchase orders.
• Calculated products and labor items - The cost and price of product and labor can be automatically calculated and recalculated based on a formula.

Projects

• Add documents from Mobile Install to project files and project setting to prompt for new Mobile Install documents
• Locations can be promoted and demoted in Project Editor
• Option to convert package items to items in projects
• Approved change orders can be deleted
• Option to not create revision for internal change order
• Split Order Number field to “Order Number” and “Accounting Order Number” in projects
• Add “Do Not Order” field on catalog and project items and ignore “Do not order” items when ordering
• Add hyperlinks to “Order Number” on Project Editor to open purchase order
• Prompt to delete order number(s) in project editor when purchase order deleted.
• Improve Avalara tax integration to account for specific location tax adjustments
• Allow Installation Price window to be maximized and printed
• New Item Validation Setting for Unit Price > MSRP
• Display Average price and total labor hours for selected items in project editor
• Update Foreign Currency option for project reports to automatically pull current exchange rate

Catalog

• Support png image format in Product Thumbnails
• User can apply both quick filter and query at same time in product explorer
• Filter for unassigned subcategory in project explorer and labor explorer
• Add Margin and Markup fields to CSV Export
• Add "Has Large Image" to queries and as a column in Product Explorer

Reports

• Clients reports to have new parameter to allow for discounted amount to not show per line item
• Add report setting to Management Reports to include Use Tax in in item cost

Drawings

• Improve the speed for opening Visio drawing
• Renaming a port will not disconnect connected ports in Visio schematic pages
• Fix scaling issues in AutoCAD Elevation blocks

General

• Upgrade to .Net Framework 4.7.2
• Allow users to sign in with user name or email
• Display Session Timeout/Terminate date on user sign in logs
• Allow users to configure number of older automated backups to store
• Allow Client and Contact Owner to be exported to CSV

Bugs

• Active Reports Out of Memory exception when inserting high res images in report designer
• Latest image not displayed when project item in project editor
• Change to long password may get error message as “string or binary data would be truncated”.
• Timeline scroll bug in Calendar interface
• Records per page not persisting for Add Product dialog in Project
• Warn user when publish task or service order with Inactive Mobile Installer
• Billing Address field in Report Designer not working
• Downloads not displaying on right panel when downloaded from recent products
• "Category" filter clearing when searching on shape drop