New Features & Enhancements

Pipeline Status

• Dispositions - settings, filters
• Transitions
•  Filters - state, quoted product

Usage

8760 csv upload

Project

• Project: installation end date validation, hovers, creating extra sides, azimuth edge with 2 digits, redrawing multi point first array, array separated, editing vertices blocked while moving  
• optimize design algorithm
• override production on cap+eqp
• unable to delete/save array
• edit manual input

Contracts & Operations

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Pipelines

We know that finding your deals and ensuring you are taking the best next steps is super important!  To help you with this, we have completed the following enhancements:

• Added ability to filter by state
• Added ability to filter by which finance product(s) were quoted on the job

Usage

• For ultimate accuracy of utility bill modeling we have added the ability to upload an 8760 of historical usage data

Project

We have made multiple improvements to the project design experience: 

• User Experience Improvements:
  • Added validation to the installation end date
  • Ensure the azimuth edge shows only to 2 digits
• Stability: 
  • Fixed issue creating extra sides
  • Fixed issue with redrawing a multi-point array
  • Fixed issue with array image separating for the maps & editing vertices while moving
  • Fixed issues saving arrays
  • Fixed issue overriding production on the Cap & Eqp design input mode
  • Fixed issue editing manual input array
• Commercial system design: Updated the design algorithm to choose optimal designs for arrays of any size!

Contracts & Operations

• New Notifications:  The following email notifications have been added and can be turned on in your user settings if you would like to receive them.  By default all of these notifications are turned off.
  • Qualification
    • Added notification to Sighten users with qualification results 
    • Updated logic to send approval if ANY product is approved
    • Fixed issue sending email when there are multiple recipients with the same email
  • Milestone comments
    • Added notification to Sighten users when a new comment is added to an operations milestone 
  • Task commentsqual (logic and ST2.0, multiple contacts), comments
  customer
  • • Added notification to Sighten users when a new comment is added to an operations task
• Contract email to homeowner : We have added the homeowner name in contract email subject
• sunnova title check
• contract email address update with new contact, contract pulls correct name

Proposal

• module wattage metric
• new proposal no longer valid

Assignment

• Do not unassign on user deactivationfor easier tracking
• Contract contact: Contract contacts will now update immediately when you update the list of contacts for a job and will include the correct  contact names

Proposal

• Added module wattage metric so it is available to add to any custom proposal templates
• Improved user experience for expired / invalid proposals

Assignment

• Updated user deactivation so all deals remain assigned to the inactive user and can be re-assigned to active users as desired

User Experience Updates

We have made multiple improvements to the user experience across the sales phases:

• Address: validation added to address override validationfields 
• settingsSettings: Improved error handling EE Sku
• Project: installation end date validation, hovers, creating extra sides, azimuth edge with 2 digits, redrawing multi point first array, array separated, editing vertices blocked while moving  
• Qualification: Overlapping icons fixed; multi-click prevention added; amount approved can now be added with cents 
• Proposal: Timestamp used on proposal will display in timezone of Sighten user

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• on SKU field while adding/updating EE equipment

Release 09/19/2019

See our release schedule to learn more about release timing and upcoming release dates.  

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