1303e -- August 24

Major Features

• Comments displayed in parent record -- comments made in appointments and contracts are displayed in customer contact.

• List view searches are remembered when using the browser back button.

• Drag and drop multi-file upload (Firefox only) -- click Add Documents button and drag and drop files from the desktop to the Add Files button.  Uploaded files are assigned to the current user by default.

• Improved page layout: header & main nav merged; calendar draws edge to edge; record contract form follows style of rest of site.  Responsive design stacks screen components more intelligently on smaller screens.

• Improved mobile layout: iPhone, iPad, and Android users can navigate calendars more easily.  Tap appointment to show Action menu.  Tap and hold to see appointment popup.

• When editing products in a contract or service, type directly into product name field to search and add a product -- no more popup and search.

• Locate Map requests on phones and tablets will launch device’s map app. If no app is installed, address will be sent to maps.google.com.

Other Changes

• New appointment action menu generated based on type/status of appointment.

• New Key Performance Indicator on home page: Last Year Month to Date.

• KPI LYTD and LYMTD color coded: green for up compared to last year, red for down.

• AMI FO’s and Assets can be mass edited to check in warehouse items manually.

• Mass Print from list view renders printables in order displayed on screen.

• KPI Leads Run matches Closing Percentage Leads Run (doesn’t count Cancelled and No Shows).

• Support desk integration for live chat and ticket creation.

• Report access can be configured by individual report instead of only by report group.