ZenContract August-2022
Improvements
- Delete Sections: Users can permanently delete sections.
- Delete Templates: Users can permanently delete templates and can choose to delete the sections inside of the templates.
- Archive Templates: Improvements to the existing template archive function. Users can choose to archive the sections inside of the templates.
- Delete Categories: Users can permanently delete categories.
- Categories: Users can create a template category and a section category with the same name.
- Edit Categories: Users can no longer edit categories as this function caused issues down the line. Users should instead delete the category and create a new one.
- Connectwise Integration: We now get all company address fields. When using the Company_Address system prompt, the address is formatted in the same way as in Connectwise; Address 1, Address 2, City, State, Zip and Country.
- Modals: Improved user interface consistency for some modals.
- Autotask Contacts: Users are informed that newly created Autotask contacts can take up to 10 minutes to appear when creating a contract.
Fixes
- Signature Load Time: We investigated the long load time after submitting a signature. We understand the causes and have a solution to be released in a future sprint.
- Connectwise Pricing: The return to contract wizard button returned to the wrong tab of the contract wizard.
- Connectwise Integration: The Connectwise integration form would incorrectly pass or fail the connection test.
- Connectwise Integration: Some users did not have the correct security levels for the Connectiwse integration to work. We are manually assisting these users until we build a process to check the security levels when saving the credentials.