Product Release Notes – Version 1.37

Release Date: [11/11/2025]
Version: v1.37

We’re excited to introduce a host of new features, enhancements, and performance improvements in version 1.37. This update includes powerful new tools for scheduling, better automation, new customization options, and more ways to streamline your daily operations including Project Activities in the Gantt.

What's New & Improved

Project Activities in Gantt View

The Gantt chart just got a major upgrade—Project Activities are now fully integrated into the visual timeline. To find out more of the Gantt chart, see: Project Activities - Gantt

Event Enhancements

You can now add Attendees (Staff with User records) to Events.
Events now appear on the Staff Calendar and Scheduling Calendar for:
- The “Assigned To” user
- Any “Attendees”
- The “Related To” Staff (when applicable)
New “Attendees” field added to the Event layout.
Events declined by attendees are no longer shown on Staff Calendars.

Improved Managed Flows

We've refactored the following flows for greater efficiency:

Sales Appointment Issued
Project Trigger Flow
Sales Appointment Result Issued
Sales Appointment Result Sold

Product Categories on Project Activity

A new multi-select picklist for Product Categories is now available on Project Activity.
Added to the Admin profile and permission sets:
- Production - Plus
- Production - Basic
- Minimum Access

Quote Template – Clone Template Quick Action

You can now quickly duplicate Quote Templates with a new “Clone Template” button:

Clones the current Quote Template and all related items
Displays a success toast
Redirects to the newly created template
Uses the naming format: Copy of [Original Name] (truncated if over 80 characters)

eLead to Customer Conversion

When an eLead is converted, the associated Account Record Type is now automatically set to “Customer.”

Project Activity Task Automation

Automation is now available for Project Activity Tasks and requires the newest Production schema, controlled by a new Trigger Setting:

Setting Name: Create Tasks for Project Activities
(default: off)

On Insert:

Creates a Task when:
- Project Activity is not schedulable
- Assigned To is an active User
- Start Date/Time is set

On Update:

Completed? → Task marked as Completed with date
Canceled? → Task status: "Canceled Project Activity"
On Hold? → Task status: "On Hold Project Activity"

Additional Functionality:

Automatically syncs updates between Project Activity and Task (name, start date, assigned user, description)
Deletes Task if required fields become invalid
Auto-creates a Task if missing but all criteria are met

PDF Merge Field Bug Fix

PDF generation now only pulls merge fields that are used in HTML templates—fixing performance and accuracy issues.

Quick Lead Buttons – Visibility Control

New custom settings let you control visibility of:

“Save & Schedule”
“Save & Create Sale”
Toggle these via the new Interface Settings.

Other Enhancements

Comments Fields Added

Comments can now be added on:

Sales Appointments
Sales
Projects
Project Activities

Reschedule Sales Appointments

New “Reschedule” Quick Action field set added
Works across both Reschedule and Schedule actions
Fields shown are based on the field set(Schedule Quick Action) and editable inline

Record Type Selections

On Create Sale / Quick Lead

Users can now select a Record Type in a modal before completing:
- Sale via Create Sale or Quick Lead
- Only shown if user has multiple available types
- Defaults to user’s profile setting if only one is available

Dispatcher Updates

New UI Features:

Filter textbox to narrow Sales Appointments or Project Activities
Display Field selector: choose between Primary or Secondary Sort fields
Fields reset when object type is changed

New Sorting Functionality:

Secondary sort now available for:
- Sales Appointments (added: Type)
- Project Activities (added: Name)
Smart sorting behavior:
- Can’t use same field for primary and secondary
- Secondary sort disabled when "-None-" is selected

UX Improvement:

Dispatcher remembers the last selected object (Sales Appointment or Project Activity)

Maintenance Plan Object (New!)

Track post-sale support with the new Maintenance Plan object:

Field	Description
Product / Sale Item	Links maintenance to a product and/or sale item
Start / End Date	Tracks service period
Plan Type	Options: Annual, Seasonal, One-Time, etc.
Status	Active, Renewed, Expired
Renewal Reminder Date	Triggers reminders before expiration
Most Recent Service Date	Historical tracking
Cost	Currency field with 2 decimal precision

List Views:
- 60 Day Renewals
- Expired

Note: Automation can be created as a Professional Service.

Vendo Integration Update

Contact Email and Comments are now included in the Vendo Appointment creation call.
Comments field now maps to the Sales Appointment on result callback.

Staff Color Picker – Feature Overview

We’ve added a new Calendar Color component to the Staff record page to make staff color selection more intuitive and visually informative.

What’s New?

A color picker is now available on the Staff record under the "Calendar Color" section. This allows users to assign a unique color to each staff member for calendar visibility.

Key Features

Color Selection & Saving

Select a color using the built-in color picker.
Click Save to apply the selected color to the Calendar_Color__c field on the staff record.

Validation & Error Handling

If the selected color is invalid, an error message will appear below the color picker.
The color will not be saved until corrected.

Reset Behavior

The Reset button reverts the color picker to the last saved color.
Reset is disabled if no changes have been made.

Save Button Logic

Save is disabled if:
- The color has not been changed.
- The color field is blank.

Live Preview

A preview bubble sits below the color picker and shows how the selected color will look when used as a background color.

The font color inside the preview adjusts automatically for readability based on the brightness of the chosen color.

Calendar Functionality

The same color and brightness logic will be applied to:

The Staff Calendar
The Scheduling Calendar

Note: This functionality is planned for release in early next year.

Additional Fixes & Updates

API updated to version 65.0
Quick Action Picklist Bug Fix: Resolved issue with multi-select picklists in Quick Actions
Sale Items and Quote Items Quick Action: On the “Create Sale Item” and “Create Quote Item” quick actions, inserting a 0 value for the Unit Price or Quantity has been updates ensuring it behaves the same as the record pages.