Miscellaneous Item price can store a formula and recalculate automatically
Add 2 MAC Address fields to Project Items, Task Items and Mobile Install Task Items
Add four date, four numeric and four boolean project custom fields
Allow projects to be force checked in if checked out to others
Support multiple company addresses and allow users to select a specific company address for a project presented by address and purchase order shipping address
Display primary project contact email on Project Explorer
Improve project export to allow users to select specific fields to export
Improve project export to allow users to export all projects
Add snippets to Misc Items
Group By options are available on the layout tab of the Project Compare Editor and Task Editor
Project Editor should remember last custom layout by default
Add Autosize functionality for all columns in Project Editor and Product Editor
Add option to delete a SOW on server
Contact should automatically set as Primary when adding contact to the project which is not having any primary contact.
Project Export to Json/Xml to have option for integration format
Allow multiple projects to sent to integrations
Owner Furnished Equipment, Non-Billable, Discount fields are added on similar items update options.
Add Start Date and End Date fields to the Filters in Dashboards
Improve Find Products in Projects to display summarized data and also include products not part of projects
Display custom field names in Import CSV
Update from Library to have option to update Manufacturer and Model for close matches and persist list of fields to update
Add option to not include Misc sub-phase for items added to Tasks
Add Mobile Number to Tasks and Service Orders
Unpublish task and service from Mobile Install to give a strong warning that site notes, site images will be deleted
Add Project Number to Tasks and Mobile Install
Add mass update feature for purchase orders
Add project names to Purchase Order Explorer
Report Viewer to have an option to add exported files to project files
Add “Project Install Summary Detail” sub-report to all Install Price reports
Auto-populate the “To” field w/ Primary Contact email address when emailing report through Report Viewer
Customer Portal should respect Foreign Currency report settings
Allow Customer Portal reports to be generated for filtered items and selected items
Add ability to edit/create Report Definitions on Add Reports form in Customer Portal
Site Address displays in Client Explorer and be part of Client Import and Export
Display “Include Inactive” on the Manage Users ribbon tools to make it more visible
Allow purchase tax code to be set on non US QuickBooks companies when creating items
Warning prompt when transferring inactive items to QuickBooks estimates and QuickBooks purchase orders
Add to existing estimate to display tax on estimate
Change Shape on Visio has option to maintain shape properties
Enable resizing AutoCAD schematic block width
Enable AutoCAD layer color for schematic wire and block
Enable AutoCAD grip handles feature for schematic block
Enable layer linetype property for schematic wire in AutoCAD
Add a rack units block in AutoCAD
Add show/hide functionality for location and model on blocks in AutoCAD
Users can type a folder path for their SI server backup file in the SI Server Manager
Mobile Install dashboard to have option to filter by Client and Project
Mobile Install service order site items and task site items can be marked taxable and use tax rates from service order or task
Mobile Install daily notifications to have option to choose date of week
Mobile Install has dropdown list of all installers and publishers for site notes email
Mobile Install option added for checking “Send Email” by default when adding site notes for a Task or Service Order
Mobile Install site note email notification contains client and project name
Bugs
Inner Exception error when saving a Package
Can’t edit Revision Notes the first time you try
Getting error message as “An appropriate license has not been given to the program” when share the document to customer portal from project editor inside the Visio and AutoCAD.
Checking out a project from project editor should update the latest changes.
Crash occurs using Visio Developer “Operations” - “Join” tool to join a wire shape and line connector connected to an equipment.
Labor hours of labor items not displaying as per custom themes in reports.
Alternate items to not show as negative numbers when subtracted
Equipment value shows wrong with non billable items in change order report.
File names with periods truncate at the period in CP