{"id":3010,"date":"2023-03-02T13:37:34","date_gmt":"2023-03-02T13:37:34","guid":{"rendered":"https:\/\/help.strongtietech.com\/pipelinesales\/?page_id=3010"},"modified":"2023-03-22T14:15:43","modified_gmt":"2023-03-22T14:15:43","slug":"2023-march","status":"publish","type":"page","link":"https:\/\/help.strongtietech.com\/pipelinesales\/release-notes\/2023-march\/","title":{"rendered":"March 2023 Release"},"content":{"rendered":"

[vc_row row_type=”row” stretch_row_type=”no”][vc_column][vc_column_text]<\/p>\n

New Features<\/p>\n

[\/vc_column_text][\/vc_column][\/vc_row][vc_row row_type=”row” stretch_row_type=”no”][vc_column][vc_separator][\/vc_column][\/vc_row][vc_row row_type=”row” stretch_row_type=”no”][vc_column width=”2\/3″][vc_column_text]<\/p>\n

March 22, 2023 | Here are the new updates and features applied:<\/em><\/h6>\n

Manage Lots page Action Buttons New Design<\/h3>\n

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.<\/p>\n

Previously,\u00a0we show an\u00a0Actions<\/strong> button. Now, we\u2019ve replaced it with an ellipsis (3 dots) so it won\u2019t take up too much space on our table. You can find the same action functions there to:<\/p>\n

    \n
  1. Manage Documents<\/li>\n
  2. Manage Options per Plan<\/li>\n
  3. Manage Plans<\/li>\n
  4. Show Configurations using the Selected Lot<\/li>\n
  5. Show History<\/li>\n
  6. Delete Lot<\/li>\n<\/ol>\n

    [\/vc_column_text][\/vc_column][vc_column width=”1\/3″][vc_empty_space height=”50px”][vc_single_image image=”3041″ img_size=”300×100″ onclick=”link_image”][\/vc_column][\/vc_row][vc_row row_type=”row” stretch_row_type=”no”][vc_column width=”2\/3″][vc_column_text]<\/p>\n

    Selection Fields Increased to 50 Max<\/h3>\n

    We now have updated the Maximum number of Selection fields to 50 allowed selection fields and drop-down field options.<\/p>\n

     <\/p>\n

    [\/vc_column_text][\/vc_column][vc_column width=”1\/3″][vc_empty_space height=”50px”][vc_single_image image=”3042″ img_size=”300×100″ onclick=”link_image”][\/vc_column][\/vc_row][vc_row row_type=”row” stretch_row_type=”no”][vc_column width=”2\/3″][vc_column_text]<\/p>\n

    Lot Address in Schedules page<\/h3>\n

    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.<\/p>\n

     <\/p>\n

     <\/p>\n

    [\/vc_column_text][\/vc_column][vc_column width=”1\/3″][vc_empty_space height=”50px”][vc_single_image image=”3043″ img_size=”300×100″ onclick=”link_image”][\/vc_column][\/vc_row][vc_row row_type=”row” stretch_row_type=”no”][vc_column width=”2\/3″][vc_column_text]<\/p>\n

    Filter Tasks in Calendar View<\/h3>\n

    For easier reference, we have added the ability to filter by task in Calendar View when managing Schedules.\u00a0You can filter it by Tasks or by Milestone.<\/p>\n

     <\/p>\n

    [\/vc_column_text][\/vc_column][vc_column width=”1\/3″][vc_empty_space height=”50px”][vc_single_image image=”3045″ img_size=”300×100″ onclick=”link_image”][vc_single_image image=”3047″ img_size=”300×100″ onclick=”link_image”][\/vc_column][\/vc_row][vc_row row_type=”row” stretch_row_type=”no”][vc_column width=”2\/3″][vc_column_text]<\/p>\n

    March 7, 2023 | Here are the new updates and features applied:<\/em><\/h6>\n

    Sync Schedule Tasks to Pipeline Purchasing<\/h3>\n

    For clients integrated with Pipeline Purchasing and Scheduling feature, we now have added the ability to sync Scheduling Tasks to Pipeline Purchasing.<\/p>\n

    [\/vc_column_text][\/vc_column][vc_column width=”1\/3″][vc_empty_space height=”50px”][vc_single_image image=”3049″ img_size=”300×100″ onclick=”link_image”][\/vc_column][\/vc_row][vc_row row_type=”row” stretch_row_type=”no”][vc_column width=”2\/3″][vc_column_text]<\/p>\n

    March 2, 2023 | Here are the new updates and features applied:<\/em><\/h6>\n

    Ability to Deactivate a Custom Field<\/h3>\n

    We now have added a checkbox on the Manage Custom Fields<\/strong> page, so that you don’t have to delete non-active Custom Fields being used in a Configuration.<\/p>\n

    Instead, you can set it to\u00a0 \u201cActive<\/strong>\u201d or “Inactive” <\/strong>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:<\/p>\n

      \n
    1. Manage Configuration<\/li>\n
    2. Manage Lots<\/li>\n
    3. Manage Registrants<\/li>\n<\/ol>\n

      [\/vc_column_text][\/vc_column][vc_column width=”1\/3″][vc_empty_space height=”50px”][vc_single_image image=”3012″ img_size=”300×100″ onclick=”link_image”][vc_single_image image=”3019″ img_size=”300×100″ onclick=”link_image”][\/vc_column][\/vc_row][vc_row row_type=”row” stretch_row_type=”no”][vc_column width=”2\/3″][vc_column_text]<\/p>\n

      Enhance on How we Import Jobs (Lots)<\/h3>\n

      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:<\/p>\n