1304e -- December 8

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Additional Changes

Create appointment window phone search checks both Customers and Web Leads module. This will help prevent duplicating contacts when a prospect calls the office after submitting a web lead.

Print appointment detail direct link is back in appointment context menu. Users can print appointment details with one click instead having to select the printable from the Print Forms list.

In the contracts module, there is a new filter contract install stage filter called Install Stage 3: In Warehouse.

The contact lead source is displayed on the appointment tooltip (gray popup when you hover over the appointment).

Web Leads have a new date field. Users can edit and filter on this new field.

Fixes:

Job list no longer counts coupons and discounts which will make the window count more accurate.

The system can accept duplicate AMI FO numbers.

The report for Web Lead conversions has been fixed.

Office Managers can again create user accounts.

Store branding has been removed from commission and installer pay invoices.