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Today's release sees the following addition to the SalesManager Web App:
Release Summary
The opportunity change affects the organization, user or list selected from the Dashboard and the ability to automatically select the matching information from the dashboard to the opportunities.
The organization drop-down has been added back to the Opportunities screen when accessing it from the dashboard.
A bug fix is included to pass the correct information from SalesManager to ServiceTrade for Project Jobs.
Added Organization option to Opportunities on the Dashboard
The Organization function from the Dashboard was to originally default and lock the organization selected on the Dashboard screen. This locked the organization when a user attempted to open Opportunity details from the Dashboard. Once a user was in the Opportunity list, users were unable to see any other details. They would need to go back to the Dashboard and start again. The new functionality allows the organization to be selected from the Dashboard, allowing users to either filter on all opportunities in an organization or filter further to see specific users. This carries into Opportunity Management. Once in Opportunity Management, users can select a different organization (from the card view) or select a different organization and user (from the list view). Users no longer need to exit the Opportunity screen to change organization information.
Bug Fixes
Project Management -> Deficiencies -> New Job -> Send Job to Service Trade
Items on the SalesManager Project Mgmt Menu job “Worksheet” were not coming over to ServiceTrade with "Item Code" and "Unit Cost" when the job was created from a deficiency in SalesManager. The process to send to ServiceTrade was fixed to include the missing fields. This process occurs when the Opportunity associated with the Project job is set to a Stage of Sold. This enables the Create Service Trade Job button that is used to pass the information over to ServiceTrade.
Technical Updates
Server Maintenance
Maintenance was completed on 7/13/24. This included improvements to security, application reliability, and performance.