This release includes some enhancements to Automations to improve your experience and to speed up processing. We’ve also made numerous updates to correct system issues that you’ve reported, especially in Forms, Accounts, and QuickBooks Online.
What’s New at SA Virtual In-House Training
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March 29- 31, April 26-28
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April 5-7, April 12-14
We streamlined the
Automation Sequence Pipeline and Automation Sequence List to increase processing speed. Automation Sequence Pipeline
Sequence Pipeline now shows only the status and number of accounts in the sequence.
Until now, the
Sequence Pipeline displayed a lot of data for each account in the sequence, such as the name of the client or lead, their address, and how long they had been in the sequence.
Reducing the data on the
Sequence Pipeline screen will give you a clearer overview and speed up screen load time. You can click into any individual sequence to see detailed information.
Click the “total items” card in a sequence to view the
Automation Sequence list screen, with a list of the clients in that sequence. Automation Sequence List Screen
Automation Sequence list screen looks like this:
These columns appear by default:
Filter the Automation Sequence List
Add Filter to filter by any of these columns on the Automation Sequence list screen.
For example, you might click
Sequence Status to filter for all scheduled automations. Updates to Correct System Issues Accounts Accounts created through the Add Account feature from the Email and Estimate buttons in Tickets weren't being recognized in the “Client Since Date” filter. This has been fixed. In some cases, route sheets were not generating. This has been fixed. In some cases, the ACH Payment Method was not saving. This now works as expected. Some attachments in Chrome including docx, xls, and pptx were not opening. This has been corrected. In some cases, users were unable to upload .MP3 or .Mov file types. This has been fixed. Automations In some cases, the Automations Processor Stop Rules would set an Automation as Completed instead of Stopped. This now works as expected. Estimates We fixed an issue with the Estimates List not loading properly. In some cases, the Estimate Descriptions: popup windows were not closing. This now works as expected. In some cases, the Estimate Grid’s “Amount” column did not reflect discounts. This has been fixed. V3 Forms In some cases, Members were unable to publish a V3 form. This now works as expected. We fixed a problem with unselected Email notifications being deleted. In V3 Forms, if you used "Custom Field List" to map custom fields to a pre-built list, the options in the dropdown list did not stay in order. This has been corrected. V2 Forms When sending an internal email In V2 Forms, the email was being sent to only the primary email address. This has been fixed. With V2 Forms, the Show On Assets Form did not appear in Assets. This now works as expected. Jobs The Job complete by date replacement field was previously replacing with a blank string, even on waiting list jobs. This now works correctly. Legacy App Previously, form responses from the Legacy app that contained duplicates were exporting properly in SA. This now works as expected. In some cases, the Edit Crew screen did not recognize that employees were already clocked in. This has been fixed. QuickBooks Online We fixed the Getting Started process for QBO users. Report Center In some cases, the Client Services report was not loading. This has been fixed. Tickets In some cases, the Account Name or Vendor Name was not appearing for clients synced from QuickBooks. This has been corrected.