Release V3.38

Release V3.38



Below is a brief summary of each feature. In addition, documentation on new developments can be found in the attached files.

PLATFORM

Refactoring of Pricing Table

A refactoring has been done to improve and speed up the experience in the process of creating price tables. This development includes a wizard, in which the table is created very easily within the platform.

Lead selection to facilitate simultaneous actions

The possibility has been incorporated, as well as the logic proposed in the Clients section, of selecting Leads to facilitate actions in a massive way.

Change visibility in sorting and groups of dynamic fields

A change has been made to the display of dynamic fields on the " Edit Opportunity " and " Edit Client" screens.

Time out account confirmation link

The possibility of regenerating expired links has been added.

Modals that close when clicked outside of them

To improve the user experience (UX), modals can now be closed by simply clicking outside the window.

Allow multiple simulations for the same client

With this development, the process of creating a client with the same email in the client wizard has been simplified.

Paginated Notifications

The notifications section of the platform has been improved to enhance usability.

Show installation price per module

A new field 'Installation price per module' has been added to the Quoting tool.

TRADING SIMULATOR

Ability to select units in trading simulator

A new option has been added to the commercial simulator that allows you to enter the end customer's consumption in euros.

Skip Step "Option"

Added an option to hide or show the skip button for the roof drawing step in the trading simulator.

Limit surface

The ability to configure for the business simulator a maximum and minimum amount of surface drawn on the map for each type of opportunity has been implemented,





    • Related Articles

    • Release V3.36

      Below is a brief summary of each feature. In addition, documentation on new developments can be found in the attached files. PLATFORM Show the profile typology to partners An informational message has been added to the opportunity assignment section ...
    • Release V3.37

      Below is a brief summary of each feature. In addition, documentation on new developments can be found in the attached files. PLATFORM New descriptive error for when the customer has not signed the terms and conditions In the event that a customer has ...
    • Release V3.39

      Below is a brief summary of each feature. In addition, documentation on new developments can be found in the attached files. PLATFORM Refactoring Privileges and Team Management The goal of this refactor is to optimize the management of teams and ...