ZenContract July-2022
Improvements
- Pricing Widget: Connectwise integrated users can now search and insert Connectwise products into pricing sections when creating a contract.
- Pricing Widget: Connectwise integrated users have a new pricing widget user interface.
- Pricing Widget: Connectwise integrated users have auto-save functions on the pricing widget page.
- Pricing Widget: Connectwise integrated users have an improved pricing workflow. When creating a contract with pricing, the user is prompted to "Add Pricing Bundle" or "Create Pricing Section."
- Pricing Widget: For Connectwise integrated users, the customer notes column in the pricing section is removed to allow more space on the table.
- Pricing Widget: The amount column is no longer an editable field.
- Pricing Bundles: The amount column is no longer an editable field.
- Pricing Bundles: The customer notes column is removed from the pricing section to allow more space on the table.
- Pricing Bundles: Connectwise integrated users can now search and insert Connectwise products into pricing bundles.
- Pricing Rules: Removed Add Quantity rule function.
- Integration Logo: Updated Connectwise integration logo.
- Contact Search: Added loading spinner to the Connectwise contact search form.
- Text Editor: Added Open Sans font.
Fixes
- Contract Dashboard: The total amount column of the contract dashboard table showed $0 for Connectwise integrated users.
- SharePoint: Resolved Microsoft authorization issue that led to accepted contracts not being saved in SharePoint.
- Autotask Integration: Resolved possible data loss issue for newly created Autotask contacts.