3.14
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:
- 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
- Added notification to Sighten users when a new comment is added to an operations task
- Qualification
- Contract email to homeowner : We have added the homeowner name in contract email subject for 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 fields
- Settings: Improved error handling 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.
For questions about these improvements or any others please reach out to our support team on chat or via support@sighten.io