2023 FireHawkCRM Web Updates

Added: Ability to select an estimate template that will always be used for the external estimate view.
Added: Ability to have multiple data points inside of a cell on screens e.g. Personal effects.
Added: Pills options on screens can now be restricted.
Added: Showing estimates in the events sidebar when viewing a client event.
Added: Family’s can now upload display images and banner images in portal.
Fixed: Converting a transfer client to an at need client will now work as expected.
Fixed: User pickers on external screens will now show the users as expected.
Updated: Screens will now only navigate to the client when clicking within the first column.
Updated: Contract holder email will now show in the drop down when sending an email.
Fixed: Dressing events and pre-visit events will now work correctly in asset planner.
Added: Ability to select an invoice template that will always be used for the external invoice view.
Added: Created date will now show on bookin history in a stock item.
Added: Ability to invite existing client family members to be portal users on a client.
Added: Team portals are now available. This means you can create your own intranet using articles and article categories.
Added: Articles now have a ‘view’ version when accessed via portal.
Added: User channels to comments on dashboard.
Updated: Stock items will now show more of the item without scrolling.
Fixed: Event windows will now resize correctly when the browser resizes.
Fixed: Files field on email popup will now clear correctly when changing the email template.
Updated: Todo sidebar will now show in projects.
Fixed: Todo sidebar will now work correctly with multi-line items.
Updated: Todo sidebar styling.
Updated: Portal feedback system will now use the client’s brand information instead of the team when selected.
Updated: Emails sent from events now contain client information.
Updated: Asset planner will now correctly resize on different sized screens.
Added: Stock in portal will now sort using the position on stock.
Fixed: External portal feedback system will now send notifications correctly.
Fixed: Support ticket notifications will now show ticket information.
Fixed: Comment notifications will now show the user’s name.

Updated: Graphics Builder will now use a file picker to upload files.
Updated: VIC BDM Preview will now still show the delivery details after submission.
Fixed: Incrementing client file numbering from client creation form on an external website.
Fixed: Archived users should no longer appear in the Asset Planner.
Updated: Email buttons within forms will now be able to add an attachment automatically when sending the email.
Added: Ability to configure the sending of invoices to an accounting package to require a user permission.
Added: Ability to set a default status for an invoice when it is sent to Xero.
Added: Ability to have a custom statement shown when a quote is accepted on the external view.
Fixed: Toggling the status pill will now save correctly on the stock purchase list.
Added: Ability to choose the sorting of stock in the client portal.
Added: Ability to see stock images in grid view in the client portal.