May 31st, 2024 Release Update: New Enhancements and Fixes for Platform/Web 2.39 & Portal 1.1 🌐🌞

We're excited to bring you the latest improvements and fixes with our upcoming May 31st, 2024 release for Platform/Web 2.39 and Portal 1.1. These updates are designed to enhance the user experience, streamline workflow management, and increase system functionality. Here's what's coming:

Platform/Web 2.39 Enhancements:

Features & Enhancements 🎉:

Redesign & Refactor Record Filters:
Introducing a revamped filter panel with added workflow filters and several bug fixes to enhance your filtering experience.
Record Workflow & Stage Update Consolidation:
Updates include hidden project stage selection, added role access checks, and a refreshed look for stages to ensure role-aware visibility.
Linking Forms to Work Orders:
Enhanced functionality and UI improvements allow attaching new forms from templates, even if one already exists in the project. Also, updated sorting of forms for better usability.
Revoke Access to Portal for Clients
: Added functionality to control Homeowner access to the Portal, enhancing security and client management.
Preview Panel for Records:
Quickly preview project, request, and client records directly by clicking on record badges/links without leaving the current page, available in Work Orders, Inbox, Schedule, and Dispatch views.
Email "From" Display in Feed:
Now displaying the sender information for emails and SMS in the feed for better context.
Automations List Update:
Improved the filtering of trigger types by projects, work orders, and requests in workspace settings to include previously missing types.
System Overview Panel:
A new panel to provide a comprehensive view of system status and activities.

Fixes 🔧:

Importer Job Issue:
Fixed a bug where a single import submission created multiple jobs.
Table Update on Archiving:
Ensured that archiving a record updates the table of Projects, Clients, and Requests accurately.
Automations Compatibility:
Resolved frontend crashes related to incompatible values in automations.
Vertical Scroll in Side Menu:
Corrected the appearance of vertical scroll in the side menu at certain window heights.
Default Date Values:
Addressed the issue of not deleting default values for date fields in edit mode.
Person Field Display in Automations:
Fixed the display issue of person field values in automations.
Timeline Stages Order:
Corrected the order of timeline stages to match their sequence in the workflow.

Portal 1.1 Enhancements:

Features & Enhancements 🎉:

Refer & Earn Banner:
Introducing a new banner in the Portal to promote the "Refer & Earn" program.
Truck Logo Addition:
Enhanced Portal visuals with the addition of a truck featuring your logo.
Handling Switches Between Contractors:
Improved the handling of switching between different contractors' portals to enhance user navigation.
404 Not Found Page:
Added a custom 404 page to improve user experience during navigation errors.

These updates aim to improve the functionality and user experience across both our Platform/Web and Portal offerings. We appreciate your feedback and are here to help with any questions or issues you may encounter. Thank you for your continued support and engagement! 🚀