New Features
March 22, 2023 | Here are the new updates and features applied:
Manage Lots page Action Buttons New Design
To be consistent with our User Experience design for Manage Configuration pages, we now have also updated our Action functions in our Manage Lots page.
Previously, we show an Actions button. Now, we’ve replaced it with an ellipsis (3 dots) so it won’t take up too much space on our table. You can find the same action functions there to:
- Manage Documents
- Manage Options per Plan
- Manage Plans
- Show Configurations using the Selected Lot
- Show History
- Delete Lot
Selection Fields Increased to 50 Max
We now have updated the Maximum number of Selection fields to 50 allowed selection fields and drop-down field options.
Lot Address in Schedules page
For easier reference, we have added the Lot Address on the Schedules page. You can also filter it through the text filter below the column header on the table.
Filter Tasks in Calendar View
For easier reference, we have added the ability to filter by task in Calendar View when managing Schedules. You can filter it by Tasks or by Milestone.
March 7, 2023 | Here are the new updates and features applied:
Sync Schedule Tasks to Pipeline Purchasing
For clients integrated with Pipeline Purchasing and Scheduling feature, we now have added the ability to sync Scheduling Tasks to Pipeline Purchasing.
March 2, 2023 | Here are the new updates and features applied:
Ability to Deactivate a Custom Field
We now have added a checkbox on the Manage Custom Fields page, so that you don’t have to delete non-active Custom Fields being used in a Configuration.
Instead, you can set it to “Active” or “Inactive” if you don’t want it to display in your Contracts on both the Sales Pages and in Document templates. This can be managed per Custom Field row so that it will no longer appear on any of the 3 pages where it was set up:
- Manage Configuration
- Manage Lots
- Manage Registrants
Enhance on How we Import Jobs (Lots)
We have enhanced how we import and export Jobs and Lots to include the following fields (when applicable in your organization’s setup for Jobs) as follows:
- Section Code
- Block Code
- Lot Code
Include Vendor and Person in the Automated Emails
We have enhanced to include the Vendor and PErson information in the Automated Emails we send to Vendors.
You can also watch a short Video Demonstration about Automated Emails sent to Vendors,
Enhancements
- We now have retained the filtering when managing Current and Completed Schedules.SIU-8503
- When creating a new Change Order, we now always redirect our Users to the Options tab instead of the Summary tab. SIU-8234
- Following the Configuration new Design updates, we no longer show extra white spaces in Registrants page. SIU-8490
- We have set a maximum limit of 200 characters for adding Custom Option names. SIU-8610
- Auto reload Pipeline Logs table after Syncing Lots. SIU-8638
- We have Updated the Confirm Exit modal for the rest of the tabs in Edit Configuration. SIU-8601
- We no lover override Lot Info if Lot is used in Configuration when syncing lots from Purchasing. SIU-8847
- We now Only Show the Community Column if ALL is Selected Filter. SIU-8803