Attention: As part of the Week 1 release we've introduced user profile menu in the top-right corner of the Salesbuildr application, in line with UI best practices. The menu also supports easy switching from one to another company in case your account is linked to multiple organizations. With this change, we've also moved certain elements from the dashboard:
The language selector has moved to 'manage your profile'
The 'Dashboard' link in the top-left has moved to the new menu
My favorites list has moved to the new menu
The 'admin' option in the main menu bar has moved to the new menu and is renamd to 'settings' (admin role only).
We've added a direct link to the subscription menu for convenience (admin role only).
The logoff button has moved to the new menu
You can view the previous release notes here.
Week 3 - release 186
This release focuses on improvements and bug fixes, done in our end-of-year 2024 sprint.
New Features
Enhancements and New Features:
Renewal Proposal Option [TN-5414, TN-5430]: Added a "Renew All" button to allow users to add all services from different contracts to a renewal proposal. Additionally, when creating a renewal proposal, there is now an option to add services to an existing quote.
HubSpot Authentication [TN-6154]: Added a button to allow users to update their HubSpot authentication scopes.
Bug Fixes:
Quote Creation and Editing:
Fixed an issue where users could not continue filling contact data in the modal if the automated information fetch failed [TN-5159].
Resolved a bug where text disappeared from a quote when it was retracted and then edited [TN-5685, TN-6039].
Addressed a bug where prices could be edited on a quote after it had been sent [TN-5827].
Resolved an issue where a quote with a shipping option toggled on would be copied with the shipping option toggled off [TN-5794].
Fixed an issue where the financial summary was not displaying VAT or Sales tax [TN-5796].
The issue with the financial summary not displaying anything in certain cases has been resolved [TN-6156].
The issue with the summary table missing items without a term has been resolved [TN-6196].
Resolved a bug where the discount was not applied to one-time item bundles [TN-5859].
Fixed an issue where in a specific case the original price wasn't crossed through when a new price was added to a product in a quote [TN-6187].
A fix has been implemented to ensure that the correct billing cycle is used for products in quotes [TN-6172].
A duplicate scroll bar that could appear in the 'manage settings' modal in the quote editor is resolved [TN-5920].
Resolved an issue where the "automatically change price based on currency" options were visible when not needed [TN-6175].
Product Management:
Fixed an issue where products imported from the marketplace could not be found directly [TN-5679].
A bug was fixed where deleting a product and then recreating it would trigger a message that a product with the same name existed [TN-5879].
An issue where default product settings were not working correctly for the "is serialized" option has been resolved [TN-6109].
A bug has been fixed that was causing a new product to be created when importing an existing product with a different case [TN-6192].
Resolved an issue with long descriptions of products syncing to ConnectWise with HTML code showing [TN-5897].
Contact and Company Management:
An issue was resolved that caused contacts to sync with a delay [TN-5738].
Fixed an error encountered when saving a company due to an unexpected character [TN-5741].
Resolved an issue where contacts created in ConnectWise were not automatically syncing to Salesbuildr [TN-6113].
An issue where deleted contacts were not being moved to inactive has been resolved [TN-6119].
ConnectWise Integration:
Fixed a bug where a 0 quantity on a quote would create errors in ConnectWise [TN-6129].
Addressed an issue that could cause a crash when opening product import [TN-5686].
The issue where the Product ID could be altered after syncing to ConnectWise has been resolved [TN-6143].
The issue where opportunities created in Salesbuildr were not immediately created in Connectwise has been resolved [TN-6121].
Resolved an issue where ConnectWise issues list showed errors when synchronization to ConnectWise was disabled [TN-6131].
The issue with multiple mapping screens opening at the same time when setting up Connectwise has been resolved [TN-6139].
A fix was implemented to ensure that opportunity statuses are fetched automatically when using the ConnectWise integration [TN-6140].
Whitespace:
A bug was fixed that caused the contract expiry tab to show all categories when filtering by contract category [TN-5374].
User Interface:
Changed the default font to a nicer looking one, which is used when creating a new Salesbuildr account [TN-5230].
Fixed an issue where the filters in the quote widget would default to "display all" under the "status" category [TN-5374].
Corrected an issue where the max categories markup and credit limit values were not aligned on the left [TN-5936].
Resolved an issue where the user ID was not visible in the Admin > User section [TN-6120].
Fixed an issue where the color of the heading style in a widget could not be changed [TN-6194].
Other Fixes:
The issue where help center articles were not loading has been resolved [TN-6071].
Addressed an issue where a crash could occur when adding a video widget and image widget [TN-5900].
Fixed a bug where internal inventory was displayed in EUR instead of USD for a US customer [TN-6075].
An issue with the 'lock' flag in widgets has been resolved [TN-6009].
Fixed an issue where an excel attachment could not be opened from a quote [TN-6023].
An issue where a user could accept a quote without explicitly accepting terms and conditions has been resolved [TN-6117].
A bug was fixed that could cause a crash when editing a procurement order [TN-5795].
Email Templates:
Resolved a bug where the first word was not visible when editing text in email templates [TN-5633].
Implemented additional measures to ensure that email notifications are sent after a quote has been approved [TN-5741].
Other Updates:
Dashboard Tiles [TN-5584]: Fixed some inconsistencies that could occur between what is presented in dashboard tiles and what is shown when clicking on the widget.
Quote Notifications [TN-5738]: Implemented a flag to control whether a notification is sent to the recipient when a quote is marked as sent.
Opportunity Page [TN-5738]: Fixed an issue where a spinner appeared when loading the tiles on the opportunity page.
User Roles [TN-6148]: Fixed a bug that could prevent user roles from being changed.
Product Display [TN-6149]: The "Hide products that are not in stock from end customers" setting now applies to storefront only.
User Mapping [TN-6150]: The issue where a user was displayed as "not mapped" has been resolved.