You can view the previous release notes here.
Week 7 - release 188
This release focuses on further building our Halo PSA integration (private Beta version), Whitespace and UI improvements, performance, user requests and bug fixes.
New Features
KPN / RoutIT Integration
Button to check RoutIT integration configuration [TN-4549]
Added a button to the integrations page to check RoutIT configuration without triggering an error.
RoutIT products and service handling extension [TN-4608]
Extended logic to handle cases where a service has both a setup fee and a recurring cost.
Allow self-configuration of RoutIT integration [TN-4890]
Added UI improvements for self-configuration of RoutIT (without help of the onboarding team), including a “test connection” button and indexing of products after saving.
Whitespace Enhancements (more on Whitespace here)
Show an icon in the whitespace tile for the opportunity with the highest margin [TN-4901] Added a visual indicator for the whitespace opportunity with the highest margin. Adjusted logic to only display the icon when one opportunity has the highest value.
Add tiles to the dashboard for Whitespace insights – Billing Insights [TN-4923]
Introduced new Whitespace dashboard indicators to highlight billing discrepancies, focusing on underbilling detection.
UX Improvements
Allow product multi-select and search when creating a ‘quick quote’ [TN-6043]
Improved the quick quote flow to allow multi-select and better product search visibility. This enhances the user experience when having to select multiple products and services for your quote.
Customer ask from https://feedback.salesbuildr.com/
Send preferred distributor to Autotask on product sync [TN-6107]
Optimized Autotask sync to only include preferred distributors, reflecting Salesbuildr distributor selection in Autotask.
Fetch ticket charges from Autotask and add them to the list of PO items [TN-6193]
Ticket charges from Autotask are now included in Salesbuildr’s purchase order workflow.
Distributor Integration: Bluestar [TN-6180]
Integrated Bluestar as a supported distributor.
Other improvements
Allow language selection in the profile menu [TN-6228]
The language selection option is now available for every user. Options are dependent on the languages enabled on the tenant by the tenant admin.
Bug Fixes
Quote: Multiple choice “minimum amount” [TN-6118]
Fixed a bug where customers could approve a quote without selecting the required minimum options.
Summary table displays individual items in a bundle when hidden in quote [TN-6195]
Fixed an issue where hidden bundle items were still appearing in the summary table.
When choosing “I want to sell”, don’t show the blue plus icon if the customer already has this exact service [TN-6199]
Adjusted UI to prevent duplicate service additions.