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New Features & Enhancements

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:

  • Disposition transitions: specific Milestones & CreditAutomatically open most recent proposal/contractYou can now automatically transition the status of a job using specific milestone updates and qualification (credit/title/property) status updates
  • When navigating to the proposal or contract phase of a job, the most recently updated proposal/contract will open automatically for ease of use

Channel management

It is a major priority for Sighten to ensure you can interact with other organizations and channel partners seamlessly.  We have introduced a few new features to ensure this process is as seamless as possible:

  • Update permissions on proposal templates for improved sharing across organizations
  • Added organization name to the pipeline for clear management of deals you are working on with other organizations in Sighten

Project

  • EE quantity - We have added the ability to add a quantity of the energy efficiency item on your project, making it easier to calculate costs and explain the the homeowner to the proposal
  • Array manipulation - deleting array, multiple array validation, overlapping arrays validation, drawing new arrays through manually added panels, 
  • adding keepouts over manual panels glitch, moving array updates intersection with keepouts
  • setbacks should stability - We have smoothed out the project design process, focusing on the following enhancements: stabilized deleting arrays, added multiple array validation
  • Ensure setbacks do not apply to the azimuth edge

Quoting

  • Use Allow for entering the loan amount with CB
  • quotes failing revalidation

Settings

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

  • delete a team

Usage

  • CSV upload - improved directly while using cost buildup
  • Ensure the numbers all quotes are recalculated when updating projects designs

Settings

  • Added the ability to delete a team 

Usage

  • Improved user experience of CSV upload - Added error handling on duplicate entries with same date & time, made column names case insensitive, increased the file name length restriction loosened, file spans allow for files that span over a year


Release Date: 10/24/2019

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