Web v2.168, Portal v3.5.1
Quick Proposals
- Create Quick Proposalsdirectly from an Account or Site without first creating an Opportunity
- Added Copilot assistance for creating proposals
- Convert approved proposals into Work Orders
- Quick Proposals are now supported in the Customer Portal
- Improved proposal image handling and proposal option duplication
Analytics v4
- Launched the foundation of Analytics v4
- Organize analytics dashboards into folders
- Added Analytics Ask AIto help create and explore reports
- Improved performance and reliability when loading analytics data
Utilities & AHJ
- Ability to request changes for AHJ change requests
- Improved community data support and Utility/AHJ workflows
Communications & AI
- Portal communication messages now support attachments
- Improved AI user mentions and threaded agent replies
- Improved agent call recordings, disclosure behaviour, and call logging
- Unified several Copilot experiences under Ask AI
Billing & Access
- Billing-only users can now purchase additional seats
- Improved low-balance messaging when creating phone numbers
- Fixed autocharge not running immediately after being enabled
Work Orders
- Improved Service Work Order templates and visibility rules
- Fixed archived blockers appearing on active Work Orders
- Fixed blank screens when navigating back to project workflows
- Prevented payment structures from executing after a Project is archived