Version 19.3
- Overview - 19.3
- ESM – Brand Image Cropping Tool
- ESM Proposals - Add Material to All Options
- ESM Financing - Updating Financing Number Values allows updating of Existing Open Proposals
- ESM - Set Cost or Price when Creating Install Materials
- QuickBooks IIF - Added Customer Data Fix Progress Status
- Telephone & Athena - AI Transcript and AI Summary for Audio Recordings
- Add Search by Name Functionality to List Pages
- ESM Templates – Set Active/Inactive Status
- Business Automation - Send Immediately behavior clarification
- SPIFF - Manager and Approver Roles
- QuickBooks Customer Name Field
- Invoice Report - Added Repair Financing Filter
- Card Expiration Report and Expiration Alert
- ESM Proposal Email - Edit Email Body before Sending
- ESM - Apply updated Pricing Labels to All Proposals
- ESM - Editable AFU Value for Equipment
- Improved Data Consistency between ESM Install Material Pages
- Apps - Download P3 and ESM Marketing Materials in the Background
- Map Added to Location Add and Edit Pages
- Customer Location Validation for Duplicate Prevention in QuickBooks
- Apps - Multiple Photo Upload - Max Photos Increased, and Background Sync Implemented
- Change Recurring Billing Date
- Technician Photo Cropping Tool
- Customer Location Validation for Duplicate Prevention in QuickBooks
- My Dashboard - Search & Category Filter
- Configurable Maximum Voicemail Recording Time - Changed to Slider
- Updated Allowed Set of Special Character for Customer Names