Thank you for your patience while we get on top of these unforeseen issues.
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Please see also Release Notes for daily updates
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Some PDF files added to the inventory are not accessible, eg Custom Warranty PDFs and manuals, Saved proposal PDFs .
The data is not lost, just not visible or editable, and is still included in proposals. Please contact support if you need to replace a datasheet or warranty doc, don’t upload a new one (in testing, pending release)ST-2638
Subsidies look like expenses on edit quote page
Please note that they are being calculated correctly and appear correctly on customer view. ST-2086
Admin / Business Settings
Some Business and User settings cannot be viewed / updated
Most areas are now fixed. If you need something changed and cannot, please contact Support and we will do it for you, eg:
Add profile pic, add supplier, add finance plan, templates.
CRM
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In the meantime, please create a draft quote, then handoff. ST-2011
Contact address cannot be updated (please update the Site address on the Energy page for now) ST-2613
Lead source not saving, custom lead sources not appearing. ST-2330
Advanced Filtering option on Quotes list - search by Lead source and pipeline stage not working ST-2228
Invoice
Invoices do not itemise itemize individual payments or list payment history details - payments appear as 1 lump sum (in testing, pending release) ST-2125
Can’t edit payment due dates on invoice
For now, please edit payment terms on the Edit Quote page, delete the invoice and then recreate invoice the invoice. If the payment due date is dependent on the Installation date, please be sure to update the Installation date on the Install page. ST-2243.