We have improved search performance in Mobile leads in our hotfix version - 3.9.0.48


Some enhancements for MyHome are only available in combination with MyHome for Wordpress 1.62


This version introduces the following new security permissions:


2733 - Spec Sales Allow Multiple Commitments

2753 - Lost Commitment 

2732 - Uncommit Buy From Contract

2730 - Contract Sales Buy FromContract 



Spec Sales Enhancements

We are proud to introduce Spec Sales for Mobile Leads, allowing you to quickly see your stocklist and Purchase your Specs or Land, keeping everyone in the loop about stock availability.





CA-3095
Spec Sales displays details on double click of land in shortlist now. Tender information and documentation, as well as other details, are now available.
CA-3096
Ability to allow multiple commitments for a single lead in spec sales using new op code (SpecSalesAllowMultipleCommitments - 2733)
CA-3097
New functionality to remove sales interests or commitments in both Silverlight and MobileLeads.
A new operation code is required for MobileLeads to work; LostCommitment = 2753


CA-3099
If a spec sale is a land contract with status 'not for sale' and preconstruction contract with status 'for sale' then when the lead commits to buy the sale is processed automatically.


Mobile Leads Enhancements


CA-3186
Reminders in Mobile leads now display prospect name.


CA-3208
Added the ability to remove a commitment from MobileLeads Spec Sales if the user has the opcode: 2732: Contract Sales Un Commit Buy From Contract
CA-2100
Ability to add a reminder for yourself and others while creating a note. Please check the video below:

https://www.screencast.com/t/O3W2ARnLPInP

Also added ability to add sticky notes in Mobile Leads. Please check the video below:

https://www.screencast.com/t/7KEYWquCNx
CA-3088
Improved the performance of the house type list in MobileLeads > Tenders. Can search and find house types easily now when adding a tender.
CA-3091
New functionality to search in MobileLeads > Tenders for packages and options. Category of option or package is also indicated in search results.

CA-3122
New feature in MobileLeads > Tenders: Custom options can now be added with area allocation of quantities

CA-3116
Spec Sales is a new module introduced to MobileLeads.

CA-3165
There is now functionality to hide the included options in MobileLeads so that the user won't see them if they don't want to. The setting is applied per user login and remains set to what was last chosen.

CA-3171
Fixed Milestone Pipe view to be displayed in order




MyHome Enhancements

Below Improvements are compatible with MyHome for Wordpress 1.62


CA-3077, CA-3132
Improvements made to MyHome Variations page including; Date variation created, Approved and Rejection Stamps with a date. Variations in MyHome now display a stamp for client approved or rejected with the approved date as well as a created date.



CA-3196
Improvements made to variations in MyHome including;
- Draft variations will not be displayed to the client
- Variations will be ordered by the newest at the top of the page
- Variations will only display the signature and approval stamp if the client approved the variation in MyHome
- Variations will be greyed out slightly if they are rejected but they will still appear for reference.




General Enhancements



CA-3108
Added the ability to send activity reports to the manager of the supervisor who scheduled the task using senior supervisor role.
CA-3134

Traffic - Added date/time stamp column to traffic history table.

CA-2817
Maintenance Configuration - Added the ability to delete resource codes linked to the Issue Categories.



CA-3145

Template Configuration - We now have an improved way to add and change templates, we no longer allow changes to be committed on a per item basis as it caused too many issues when this was forgotten. We now allow you to make changes to existing jobs in bulk by applying the changes on a template by template basis. You can apply it based on last changes in a specific time range.



CA-3201
Acces Restriction - Only when a ClickHome user is logged into the system, will they be able to access the licence page.
CA-3202
Backend Logic - Implemented automated spec sales process via back end job. Spec Sales - ContractSalesBuyFromContract = 2730 - Allowing integration to commit a sale.



Fixes


General:


CA-2611
Fixed issue for users to view subordinate tasks which are assigned to an allocated virtual supplier.
CA-3044
New suppliers are now displayed on requisition supplier lists after a sync.
CA-3098
Land Sales Commitments and Interests which have been removed are no longer being displayed in the User Interface.
CA-3111
Documents now download and save as per document title.
CA-3146
Requisition reports were created in documents when creating a Requisition.
CA-3166
Unable to view the documents when uploaded using groveller.
CA-3180
Fixed issue where users were unable to view inspection reports from the job.
CA-3181
If the documents were from a preconstruction or lead job, these were unavailable on a construction job.
Documents for L and P jobs that match conditions will be available on the iPad after rebuilding.
This will produce a lot more docs on the iPad, make sure to check your document category setup. iOS version 3.8 or above will download documents much faster.
CA-3187
Fixed issue where users were unable to delete Maintenance tasks. Only the unscheduled optional tasks will be allowed to delete.
CA-3188
Fixed issue for report instructions not getting displayed in emailed user reports
CA-3195
Fixed issue for linking a supplier to a maintenance task fails via drag and drop feature from task history.
CA-3233
Fixed issue where activity report back-end jobs were not getting cleared out after processing. As a result whilst restarting the windows service the status of these BEJ's were changing from BUSY to READY and hence duplicate activity reports were being sent to the users.
CA-3244
Fixed issue for 1051 BEJ errors.
CA-1927
Inspection photos are now added to 'Inspection Photo' document category.


Tenders:


CA-3157
Custom options in Silverlight UI fixed so that the page isn't flickering when moving between new and already created custom options.
CA-3173
Tender Configuration - The business units weren't saving correctly in Silverlight against the tender package setup.
CA-3175
House type search wasn't working if the house types were all set to sales rating of 'no restriction'.
CA-3182
In MobileLeads > Tenders > Custom Options quantities can now be allocated to areas.
CA-3184
Package Categories in MobileLeads will now appear in the correct order as per configuration
CA-2715
If a package category has been deleted it will not appear in the list of package categories in the navigation tree on the left anymore.

CA-3087
Package pricing can now be overridden in MobileLeads if the setting to override is applied in:  Admin > Tenders > Packages > 'Is Overridable'
CA-3199
Variations now also have the move between buttons for 'edit' and 'estimator review' like the contract page does.




Mobile Leads:


CA-3160
Fixed issue for leads title not displaying
CA-3174
Fixed issue for duplicate leads not detected when the same phone number is entered with spaces eg 04 1234 5678 vs 0412345678