New Features & Enhancements
Usage
Improved error handling on demand management to ensure min value is 0, excluding 0 as an allowed value.
Quote
Added product rules that determine product eligibility based on the result of the credit application and production methodology used.
Proposal
Fixed issue with availability of proposal pages for copying into templates.
Operations
Added the ability to rename uploaded files, archive files uploaded in error, and compress and download all files uploaded in a task.
Updated the UI to show warnings of upcoming milestone submission deadlines.
Updated the milestone deadline time of enforcement to be midnight of the user’s local time.
Updated contract, milestone, task comment, and milestone comment to contain milestone and task definition IDs for improved processing of webhooks.
Settings
Added the ability to change the production methodology used on the account level.
Ensured that archiving adders carries down across data sync partnerships.
Ensured that the Status is displayed and editable when adding a new user.
Added the ability to assign milestones and tasks to different users based on workflow.
Stability
We have been hard at work generally improving the stability of our platform. Some of the specific improvements are:
Project
Improve the error messaging in the case of a PV Watts API outage.
Resolved error with sunroof area loading.
Quoting
Fixed issue where install cost and line item mismatch by manually entering install cost and then using cost buildup without quoting.
Ensured that cost build up always shows correct details as per the project to be quoted
Contract
Ensured that contract preview displays the correct document in multiple contract scenario.
Account
Improved error handling preventing circular partnerships (where organizations are upstream partners of each other).
See our release schedule to learn more about release timing and upcoming release dates.
For questions about these improvements or anything else please reach out to our support team on chat or via support@sighten.io or attend our weekly basic & new feature training and office hours which are a great opportunity to get your questions answered: How do I attend in person training?