Release Notes

Version 1.32.0 (Next)

Version 1.31.1 (Latest)

Version 1.31.0

• Improved error messaging when collecting Payments.
• Checkboxes with dependent picklists are supported in Salesforce.
• Fixed an issue when viewing Quotes on a Prospect in Salesforce will retrieve the Prospect's Quotes.
• Tapping on Email to email a PDF will download the PDF first prior to drafting the email.
• Release Date: February 14th, 2023 (Build 1036, Sprint 94).

Version 1.30.0

• Added Project and Project Activities as read-only for Salesforce Classic.
• Can now add a Contact in MarketSharp without a phone number.
• Improved performance so the tab list loads faster.
• Improved experience of the actions displayed when swiping on a PDF attachment.
• Several enhancements to Quotes when resulting Appointments where selected Quotes haves multiple sales tax rates, uploading attachments, removing Quote Items when Quotes are deleted, improved sorting and more.
• Release Date: January 31st, 2023 (Build 1028, Sprint 93).

Version 1.29.0

• Proper messaging will display when trying to save with no internet connection.
• Product category filters on an iPad will not overflow off the screen.
• Quotes and quote items will properly be discarded when discarding changes.
• Release Date: January 17th, 2023 (Build 1020, Sprint 92).

Version 1.28.0

• Increased performance by only downloading images for thumbnail previews. Other file types like PDF's only download when tapped on to view.
• Appointment resulting disabled for resulted Appointments in Salesforce.
• Attachments for MarketSharp show regardless of case-sensitive of ID's.
• Release Date: January 3rd, 2023 (Build 1013, Sprint 91).

Version 1.27.0

• Quote Screen experience has been enhanced and improved.
• Quote items can be dragged to be reordered using the 'Organize' option.
• Quote templates can be expanded to view what products the template contains.
• Generate pdf button has been moved to the Quote List from the Quote Screen.
• Improved download performance on attachments.
• Status text on the home screen will not get stuck after retrieving payments or reloading company settings.
• Canvasser, Telemarketer and Promoter fields have been added when adding in an Inquiry in MarketSharp.
• Appointment addresses in MarketSharp will default to the Contact's address if no address is available.
• Salesforce uses Lead Source based on the Taken on Date when adding a new appointment.
• Improved error messaging in Salesforce when adding or collecting a payment.
• Release Date: Tuesday, December Dec 13th, 2022 (Build 1009, Sprint 89 & 90).

Version 1.26.0

• Prospect Name field for Salesforce automatically combines first and last name.
• Removed auto correct from text fields. Improves address and name entries.
• End date fields on Events automatically adjust to 1 hour after the Start date field is adjusted.
• Improved user experience of calendar controls for phones and tablets.
• When resulting Appointments, Quotes are refreshed from server to get most up to date information.
• Prevented "No apps are installed for this feature" message from showing.
• Release Date: Tuesday, November 22nd, 2022 (Build 994, Sprint 88).

Version 1.25.0

• When adding a Prospect, interests can be specified on a Lead Source in Salesforce.
• Contacts in MarketSharp that only have a last name will display their last name on the calendar event instead of 'undefined'.
• Improved Performance on the Details screen for Appointments and Contacts.
• Attachments do not download upon initial navigation to the detail screen.
• Files option in the hamburger menu has been removed.
• Fixed an issue where resulting an appointment in MarketSharp would cause an error.
• Fixed an issue where adding a Contact in MarketSharp would cause an error.
• Fixed an issue in MarketSharp allowing Calendar events to have an end date before a start date. 
• Release Date: Tuesday, November 8th, 2022 (Build 985, Sprint 87).

Version 1.24.0

• Calendar filter selections are now persisted so don't need to reselect filters each time.
• Improved calendar query performance by only requesting information shown on calendars vs also getting related data.
• Added telemetry for Quote numbers and amounts.
• UI/UX enhancements for layouts, animations. Updated icons to be consistent, better press states and areas.
• Salesforce Sales are now showing under the related Prospects and Appointments.
• Bug fix where Sales Tax field would get cleared out if didn't tap Done. No longer repeating decimals places in some circumstances.
• Release Date: Tuesday, October 25th, 2022 (Build 979, Sprint 86)

Version 1.23.0

• Removed multiple scroll regions from Home Screen. Refresh icon added in upper right hand corner.
• Refreshing a newly created event by id vs by date range. (Improves performance).
• Salesforce Events for an Appointment are now hidden so doesn't look like duplicate calendar items.
• Fixed bug for event times being an hour off after daylight savings time.
• Fixed bug when tapping address/emails.
• Fixed false error message saying no apps installed for navigation when they are installed and a "localFieldMappings" message.
• Release Date: Tuesday, October 11th, 2022 (Build 968, Sprint 85)

Version 1.22.0

• Handling all-day events properly in different time zones.
• Added helpful message that Quotes cannot be added to Prospects in Salesforce.
• Fixed issue where loading indicator would hang after losing an internet connection.
• Quote Item Quantity fields only show fixed number of decimal places.
• Rapidly switching calendar date ranges will not cause calendar flickering.
• Updated telemetry for MarketSharp and Salesforce.
• Release Date: Wednesday, September 28th, 2022 (Build 959, Sprint 84).

Version 1.21.1

• Bug fix when tapping on users address, email or phone number, no longer getting error message.
• Release Date: Tuesday, September 20th, 2022 (Build 957, Sprint 83).

Version 1.21.0

• Calendar supports visibility for other users' calendars.
• Tapping more than once on the icons on the Appointment/Contacts Details Screen will only navigate once.
• Increased tap area on the icons on the Appointment/Contacts Detail Screen.
• Aligned icons in the To-Do Card on the Home Screen.
• Modals with a long list of fields do not overflow outside of the modal area.
• Reduced the size of the Date Selector Modal on an iPad.
• Entire Search Screen is viewable when the keyboard is open.
• Going to edit an Attachment displays the word "Edit".
• Updated messaging on unsuccessful distance calculations for Appointments.
• Removed "Work Phone" on the Staff/Employee Screen for MarketSharp.
• Card and section headers animate on close and open.
• Double tapping on the Calendar will not zoom in.
• Release Date: Thursday, September 15th, 2022 (Build 953, Sprint 83).

Version 1.20.0

• Appointment Resulting - Next Steps options for Salesforce Classic and Lightning.
• Handling screen modal overflow consistently between iOS/Android.
• Searching important entities in Salesforce.
• Updated dependencies, fixed 4 small bugs.
• Release Date: Tuesday, August 30th, 2022 (Build 940, Sprint 82).

Version 1.19.0

• Updated the detail screen for both Contacts/Prospects and Appointments.
• Balance due on Jobs/Sales get updated after adding payments.
• Added imbedded payments for Salesforce Classic.
• Collecting payments on Salesforce creates a Receipt and Adjustment.
• Increased date range on retrieving Appointments, Calendar Events, Activities/Tasks for Salesforce and MarketSharp (365 days for Salesforce and 90 for MarketSharp).
• Added a refresh option to refresh Todos on the home screen.
• Selecting the image on Quote items or the product list navigates to the product images gallery.
• MarketSharp product interests are sorted alphabetically.
• Sale names in Salesforce are generated properly.
• Logging out will always log out regardless if there is an established internet connection.
• Fixed 2 bugs regarding messaging around deleted recent searches and PaySimple errors in Salesforce.
• Release Date: Tuesday, August 16th, 2022 (Build 930, Sprint 81).

Version 1.18.0

• Default view for Quote Items now shows product images.
• Improved formatting of numbers with commas and decimals places.
• Renewing logged in users session for Salesforce.
• After collecting payment with AppConnect, returns user to Sale screen.
• Fixed 3 bugs regarding installed navigation providers, owners of Notes in Salesforce and  improved messaging with no internet connection when company settings have not loaded.
• Release Date: Tuesday, August 2nd, 2022 (Build 922, Sprint 80)

Version 1.17.0

• Notes are able to be retrieved, added and updated in Salesforce Lightning.
• An icon has been added on the Appointment Detail to screen to navigate to the Contact.
• Messaging is more clear when trying to call a Contact that does not have a phone number.
• Messaging is more clear when trying to navigate to a Contact that does not have an address.
• The result and result reason fields in MarketSharp fill the width of the card when resulting an appointment.
• Selecting a date/time for appointment dates, event dates, activity due dates round up to the next hour.
• Activity result displays properly under the activity tab for MarketSharp.
• Salesforce overdue or due today tasks display on the calendar.
• Salesforce tasks consistently display on the Home Screen.
• Status bar will always be visible.
• Fixed various bugs regarding no internet connection and handling deleted email/text templates on MarketSharp automated activities.
• Release Date: Tuesday, July 19th, 2022 (Build 907, Sprint 79)

Version 1.16.0

• Formatting display of phone numbers for easy reading.
• Creating Payments, refreshing Payment list after PaySimple payment in Salesforce Lightning.
• Optimized loading related data for MarketSharp and Salesforce
• Setting default values when adding new Contact in Salesforce Lightning.
• Fixed 2 bugs with URLs opening and missing Contact information after Job search in MarketSharp.
• Updated platform and dependencies. Enhanced telemetry.
• Release Date: Tuesday, July 5th, 2022 (Build 894, Sprint 78)

Version 1.15.0 

• Optimized the discovery and sync process on the home screen.
• MarketSharp Inquiry notes are visible on the appointment details and can be added or updated.
• Connected Salesforce Lightning to PaySimple to collect payments.
• 1 bug fix - issue after uploading a .heic file the thumbnail was not visible.
• Release Date: Tuesday, June 20th, 2022 (Build 883, Sprint 77)

Version 1.14.1

• Fixes small error when navigating to a Contact from Search that has not been geocoded.
• Release Date: Thursday, June 9th, 2022 (Build 877, Sprint 76)

Version 1.14.0

• Added global search on Home Screen to search various types of data for MarketSharp and Salesforce.
• MarketSharp Appointments now respect Hide in Calendar field to hide an Appointment from Calendars only.
• Salesforce Lighting:
  • Can add a Contact and a Sales Appointment from a Contact in Lightning.
  • Supporting creating All Day Events.
  • Attachments can be uploaded to Sales Appointments.
  • Staff phone numbers and emails are displayed on the Staff Screen.
• Improved performance when getting event data by date range when navigating the Calendar.
• Release Date: Tuesday, June 7th, 2022 (Build 876, Sprint 76)

Version 1.13.0

• Uploading Product Images in MarketSharp will show in the app on Standard View when adding/editing quote items on a Quote.
• View "Product Images" option is available to view all product images for a particular product.
• Tasks for Salesforce Lightning Platform display under the "To-Do" section.
• Tasks for Salesforce Lightning Platform display can be added.
• Company Logo for Salesforce Lightning Platform displays.
• Email address display for a contact in the Salesforce Lightning Platform.
• 3 bug fixes - Sync error on Home Screen, Task/Event reference field lookup, Navigation provider selecting error.
• Release Date: Tuesday, May 24th, 2022 (Build 863, Sprint 75)

Version 1.12.0

• Showing Additional Contacts on MarketSharp Contacts.
• Recurring events now have dot indicators on calendar.
• Salesforce Task moved to all day events on calendar. Salesforce Events can now be updated.
• Quote Screen no longer scrolls after adding a Quote Item.
• Moved the add new Entity items to a "+" sign in the navigation bar.
• 3 bug fixes - tax rate field clearing, adding Prospect default values in Salesforce, Direction fields no longer being cleared on MarketSharp Inquiries.
• Release Date: Tuesday, May 10th, 2022 (Build 857, Sprint 74)

Version 1.11.0

• Tasks in Salesforce are being displayed.
• Added additional segment on the home screen when using a phone to view "To-Do" items.
• Moved "Check for update" setting into developer options.
• General (non-recurring & non-Google) Events can be added and updated.
• Fixed 4 bugs with reference fields validation, rich text fields blocking navigation and special characters in Salesforce search.
• Release Date: Tuesday, April 26th, 2022 (Build 842, Sprint 73)

Version 1.10.0

• Added Products Interests on Appointments and Inquiries.
• Improved loading indicators for Attachments, Quotes and Payments.
• Added synchronization support for Salesforce Lightning.
• Corporate employees can now log into their child companies on the app.
• Updating a Contact that does not have an address no longer throws an error.
• Permission check for deleting phone numbers on Customers is now being respected.
• Fixed 4 bugs with Salesforce Lightning, navigation and uploading PDF's with special characters.
• Release Date: Tuesday, April 12th, 2022 (Build 829, Sprint 72)

Version 1.9.0 

• Viewing an activity will display the related contact information.
• A message in the side menu will display if a new update is available with a link to the respective app store.
• Updated User Interface to be more consistent.
• Fixed 2 bugs: Uploading PDFs, PDF list on the PDF Generator Screen.
• Release Date: Tuesday, March 29th, 2022 (Build 809, Sprint 71)

Version 1.8.0

• Sped up the discovery and sync process.
• Loading referenced field values (i.e. employee lookup, related appointments, jobs, inquiries, text templates, phone numbers)
• Updated icons when editing an item.
• When tapping back on a screen where forms have pending changes, prompts user to save or discard changes.
• Fixed 5 bugs: Emailing PDF attachments, form values and dependent picklists.
• Release Date: Tuesday, March 15th, 2022 (Build 802, Sprint 70)

Version 1.7.0

• Contact information now shows on activities. Hello
• Improved full-screen loading indicators.
• Company logo will now appear in navigation title and tapping it will take you to the home screen. 
• Added Today button the calendar.
• Contact search will appear in alphabetical order.
• Long pressing phone number/email will copy it to the clipboard.
• Fixed 3 bugs: Contact phone numbers, Uploading files to Salesforce, Number Parsing error.
• Release Date: Tuesday, March 1st, 2022 (Build 793, Sprint 69)

Version 1.6.0

• Feature permissions, Field Permissions, and Appointment View permissions are enforced.
• Contact View Permissions are enforced when searching for contacts.
• PDFs and other files can be uploaded.
• Optimized offline mode support.
• Fixed a bug with auto send date/times in the past for activities.
• Release Date: Tuesday, February 15th, 2022 (Build 778, Sprint 68)

Version 1.5.0

• Quote Item tax and quantity can now be modified in the data grid/compact view.
• Notes and other items without dates to sort by appear at the bottom of lists. Improved sorting.
• Enhanced text and styling for Appointment Result values, mutli-select picklist checkbox value toggling and text areas given more space to display.
• Fixed bug with Appointments with same day of month appearing on wrong date.
• Converting HEIC image file types to JPG so can be previewed.
• Release Date: Tuesday, February 1st, 2022 (Build 770, Sprint 67)

Version 1.4.0 

• Increased form field tap areas to be larger for selecting field values.
• Added the Appointment Result value on the Home Screen Appointment list.
• Hiding automated Activities (auto send for Email Out, Text Out) on the calendar.
• Fixed 2 bugs related to when no mapping or email app is installed and Quote PDF generation. when there are no Notes on a Quote.
• Improve the Product search and filtering UI.
• Updated some wording and layouts to improve the user experience.
• Release Date: Wednesday, January 19th, 2022 (Build 763, Sprint 66)

Version 1.3.0

• Adding and Updating Activities
• Improved PaySimple payment screen for iPhones.
• Showing message when no internet connection.
• When license is revoked, log out the signed in user.
• Updated messaging for Appointment resulting and Job creation.
• Background data refresh after app has been idle.
• Side navigation UI/UX enhancements.
• Hiding Contract Total field when resulting an appointment for MarketSharp.
• Fixed 8 bugs regarding Contacts, Authentication, Layouts, Attachments and StreetView.
• Release Date: Thursday, January 6th, 2022 (Build 755, Sprint 64 and 65)

Version 1.2.0

• Quote Items Compact view display as data grid.
• Tapping on field labels bring focus to the field value.
• Updated UI for entity list items under tabs.
• Updated several layouts for phones to prevent overlap and better alignment.
• Fixed SmartyStreets throttling error (HTTP 429) so only appointments are geocoded one day at a time.
• Release Date: Thursday, December 9th, 2021 (Build 736, Sprint 63)

Version 1.1.0

• Updated PDF Generation screen to list all Document Templates with gestures on Attachments.
• Increase tap area for Text fields so labels can be touched to bring focus to the field.
• Updated Demo Data to have higher quality information.
• Fixed deprecation warning for Date fields, fixed logout error when no internet connection and several other small enhancements.
• Release Date: Tuesday, November 23rd, 2021 (Build 730, Sprint 62)

Version 1.0.0

• Initial release supporting MarketSharp Appointments, Quoting and Payment Collection 
• Display phone numbers and emails on Appointments
• Creating a new Inquiry from an appointment
• 1 bug fix, phone UI improves and other minor enhancements
• Release Date: Wednesday, November 10th, 2021 (Build 722, Sprint 61)