Release Notes v1.25

This Article covers the enhancements and bug fixes included in the improveit 360 Lightning release v1.25. 

New Field Sets for Staff Calendar Tiles record view

Display “Staff Calendar Record Detail” field set for Sales Appointments and Project Activities on the Staff Calendar Detail.

• Sales Appointment fields are all available but read-only. Default values are as follows:
  • Product Categories
  • Contact Name
  • Sales Appointment Address

• Project Activity fields are all available but read-only. Default values are as follows:
  • Project Activity name
  • Contact Name
  • Project Manager
  • Step
  • Balance Due

New Custom Calendar Text Fields 

Custom Calendar Text field on Sales Appointment and Project Activities

• New fields are a Long Text Area
• Use Case: Customer wants to use the field to add images, custom fields, etc.
• This is intended to be used in conjunction with the new Custom Field Sets on the Sales Appointment and Project Activities objects. 

Quick Action to Create Quote

Created a new Quick Action on Sales Appointment named “Create Quote” that replaces the old “New Quote” action button. This solves the related list on Sales Appointment to be “refresh” when a new quote has been added.

Invocable Method to allow Project Template Activities to be applied in a Flow

An invocable method has been created for Project Templates that will allow the Project Templates to be added to a Project via flow and have all related Project Template Activities subsequently added to the Project as well. Previously, stamping the Project Template ID on the Project using a Flow would not create the related and desired Project Activities on the Project. This solution solves for that. 

• Project Id and Project Template Id are required as inputs.
• Use Case: When a Sale record is created or updated with a status of “Net”, it will trigger a flow and create a Project and Project Template(s) based on the Product Category selected on the Sale Record resulting in the Project Activities to be created on the Project.

New Quick Action on Inquiry Page

A new Quick Action has been added to the Inquiry record Page allowing users to schedule a Sales Appointment from both Desktop and Mobile.

• An Inquiry lookup on the Sales Appointment record page will be updated.
• Use Case: When a customer is using the Inquiry record for 3rd party call centers, they are now able to schedule a Sales Appointment directly from the page instead of navigating to the Account record to schedule the Sales Appointment.

Vendo Endpoint Settings

Vendo Integration endpoint and settings have been created.

• A custom endpoint has been created for Vendo for resulting. This will allow Vendo to send a resulting payload to update the Sales Appointment’s Status and Status Detail, Sales Opportunities Result and Result Detail.
• Protected Custom Setting has been created to enable the integration called, “Enable Vendo Integration”.
• Custom Setting called “Vendo Sale Creation” has been created, when checked, automatically creates a Sale record for a “Sold” Sales Opportunities. (Checked By Default)
• Post-Install Steps: If the customer has custom profiles or using a Profile outside of i360 Admin for the Vendo User, the following Apex Classes will need to be added:
  • “VendoResultApi”
  • “VendoResultApiTest”

Field Sets for Time Block Calendar 

Created field sets called “Time Block Calendar Detail” to be used to choose which fields to display on the Time Block Calendar for Time Blocks, Sales Appointment, and Project Activities.

• The fields within the Field Sets can be changed. The following fields will be displayed by default:
  • Time Block
    • Time Block Name
    • Department
    • Start Date/Time
    • End Date/Time
    • Territory
    • Capacity
    • Availability
  • Sales Appointment
    • Product Category
    • Sales Appointment Address
    • Contact Name
  • Project Activities
    • Project Activity Name
    • Project Address
    • Contact Name

New Permit Object

Created Permit Object, fields, and page layout.

• A new object has been created called “Permit”. The new object has a relationship with Project and Sale Items. The following below fields, default values and data types are as follows:
  • Project – Lookup(Project) – REQUIRED
  • Sale Item – Lookup(Sale Item)
  • Ordered By – Lookup(Staff)
  • Permit Number – text(255)
  • Permit Closed – Date
  • Permit Received – Date
  • Permit Submitted – Date
  • Permit Type – Picklist – REQUIRED but not restricted.
    • Roofing
    • Siding
    • Electrical
    • Plumbing
    • Building
  • Comments – Long Text Area
  • Permit Status – Picklist – REQUIRED but not restricted.
    • Prepared
    • Applied
    • Received
    • Canceled
• Files and Notes have been added as related lists.
• Object has been added to the Sale Items and Project related lists.
  • Field Names on the related lists:
    • Permit Name
    • Permit Number
    • Permit Type
    • Permit Status
    • Permit Received
• Post-Install Steps: If the customer has custom profiles or using a Profile outside of i360, update those profiles accordingly.

Work Week on Scheduling Calendar 

Created a Staff Work Week view available on the scheduling calendar. 

• A new Staff Work Week scheduling view has been added on the Scheduling Calendar for Sales Appointments and Project Activities.
• The user can now view the work week’s events and schedule Sales Appointment and Project Activities by clicking on the day of the week for both Scheduling Calendar and Time Block Scheduling Calendar. By doing so, the view will take the user directly to the Staff Day view to schedule.

Project Template Activity Aura Component

The “Create Project Template Activity” on Project Template page has been updated to an Aura component. By doing so, the related list on Project Template will be automatically refreshed.

Distance on Calendar Custom Setting

“Show Calendar Distance” Calendar settings has been created. The new custom setting allows you to remove the “Distances” from the Calendars. Checked by default.

Lead Source Field Visibility

Created a Lead Source field validation rule to prevent Sales Rep users from being able to see Lead Source Name data. Note: Users will still see the Source and Source Type data on the Sales Appointment. 

• Created a validation rule and updated page layout to required.
• Use Case: Prevent the field from being visible for Sales Reps who may “cherry-pick" appointments from specific Lead providers or specific Canvassers.

Resolved Bugs

• An error occurred when a Project Activities Project had a missing Address. The Project Activity Scheduling Calendar was requiring all Projects for that day has an Address.
• eLead JSON field mapping was missing the namespace. This was not allowing the eLead to be created.
• Inquiries Taken By and Taken On were not being converted during eLead or Quick Lead conversion
• Quick Lead, when Inquiries are enabled and Sales Appointment is created, the Inquiry Lookup was not being filled in.