Release Notes v6.5.0

Below are all of the release notes for version 6.5.0 of ServiceMonster:

v6.5.0.77

NEW

  • New themes (Classic, Dark, Light) and updated visuals
  • New Home page views
  • Changed terminology – “Job” is now “Appointment”
  • New dashboards on landing pages
  • Left navigation menu overhauled
  • In-App Training modules
  • Grids have been overhauled
  • New Marketing Wizard helps users build campaigns
  • Added “Viewed” status to order approval system
  • Professional and Trial accounts can now access Leads
  • New initial loading splash animation
  • Added icons for approval status states
  • Combined Reminder Batch and Reminder List pages into one
  • Added Select All and Clear All buttons to the grid Choose Columns modal

FIXED

  • Fixed various issues with grids
  • Various fixes for Quick Add
  • Various improvements to Subscription Manager
  • Fixed an issue with the schedule default state
  • Fixed an issue where custom appointment types prevented Last Tech info to save to an order
  • Various improvements to FillMySchedule
  • Fixed an error sending test emails for marketing templates
  • Various improvements to the Order Details page
  • Various fixes for corporate users
  • Fixed an error encountered when adjusting job duration
  • Various fixes in Inventory tool
  • Various fixes for the Schedule
  • Fixed issue with Order Approval for SMTP via Office 365
  • Various fixes for Opportunities page
  • Various fixes for Activities
  • Fixed an issue where some popup windows would populate partially offscreen
  • Fixed an issue causing SMTP password to disappear
  • Fixed an issue with Webforms custom confirmation page
  • Updated help link on SMTP page
  • Various fixes for NiceJob
  • Various fixes for Settings page

v6.5.0.85

FIXED

  • Fixed an issue with some completed leads not showing up in the Completed Leads data view (6699)
  • Updated a url for a help link (6909)
  • Various fixes in grids (6911, 6912, 6913, 6916, 6930, 6931, 6933)
  • Fixed an issue with corporate orders (6918)
  • Fixed an error for Core accounts (6939)

v6.5.0.88

FIXED

  • Fixed default views for various grids (6623)
  • Fixed issues with the training progress circle (6809)
  • Fixed a broken dashboard on the Core home page (6941)
  • Fixed an error with the Voided Orders data view (6951)
  • Fixed an issue with multiple duplicate entries in the Appt History tab (6952)
  • Fixed an issue with charges for self-service renewals (6954)
  • Disabled training popup for pfsupport users (6955)

NEW

  • Added a flag to warn about increased load times when the user selects 20+ columns for a grid (6899)
  • Core subscriptions can now have 2 employees (6926, 6927)
  • Backend work on training lessons (6949)

v6.5.0.97

NEW

  • Core accounts can now have 2 active employees (6960)

FIXED

  • Fixed an error with the Marketing Campaign Wizard (6884)
  • Fixed several issues with custom data views in grids (6943, 6944, 6950, 6980, 6987, 6992)
  • Made changes to get rid of the Google “App Not Verified” message when integrating Google Calendar (6388)
  • Fixed an issue with issue with Favorite not working for new opportunities. (6770)
  • Added several columns to several grids (6812, 6948, 6958, 6959, 6961)
  • Fixed a graphic issue with the Today’s Appointment dashboard (6908)
  • Fixed an issue where a deactivated employee could not be reactivated (6963)
  • Fixed an issue with the Audit tab on the Appt Details modal (6965)
  • Fixed an issue with Drip Campaigns (6966)
  • Fixed an issue cancelling appointments in the On-Deck tab of the schedule (6976)
  • Fixed an issue with the line item description box in Firefox (6977)
  • Removed the drop shadow from line item description (6978)
  • Fixed some issues with automatic appointment notifications (6979)
  • Fixed an issue with a user’s campaign (6957)
  • Fixed an issue with payment links not working with automatic notifications (6973)
  • Updated URLs for several user Templates (6989)

v6.5.0.102

NEW

  • Added new email templates for some corporate users (7017)
  • Added new Technician Plus security role (7015, 7027)
  • New success/failure prompts when upgrading a trial account (6493)

FIXED

  • Tweaks to grids (6393, 6658, 6904, 6925, 6985, 6999, 7023, 6917)
  • Fixed an issue with several data tags not working correctly (6404)
  • Fixed the logo on the Contact Us page for corporate users (6638)
  • Several tweaks to Opportunities (6741, 7006)
  • Fixed a typo on the confirmation modal when deactivating a route (6924)
  • Tweaks to themes (6936, 6928)
  • Clicking the Multiple Jobs link on the order details sidecar now navigates to Appointment History (6947)
  • When deactivating an automatic reminder, the user is given the option to cancel all pending instances of the reminder (6988)
  • Tweaks to the Bulk Add Line Items modal (6996, 7014)
  • Updated invoice completion date rules (7001)
  • Fixed an issue with taxes with subcomponents (7003)
  • Fixed an issue with the order of line items in a recurring order. (7004)
  • Fixed an issue with grids for Internet Explorer users (7022)

v6.5.0.103

FIXED

  • Fixed an issue with the wrong site showing when navigating between different account pages (7034)

v6.5.0.121

FIXED

  • Various updates to grids (7029, 7030, 6974, 7012, 7057, 7063, 7064)
  • Various fixes to Quick Add (6310, 6322)
  • Updates for links to the schedule (6923, 6984, 7037, 7061)
  • Updates for NiceJob integration (6759, 7079)
  • Fixed some issues with dashboards having overlapping UI (7009, 7070)
  • Fixed an error when committing multiple reminders as work orders (7039)
  • Fixed a styling issue with Campaign transactions (7040)
  • Fixed an issue with Last Referral Date in the Account Profile tab (7041)
  • Fixed an issue with the Appointment modal not updating and saving the route field if the user clicks Save and then clicks Save & Close. (7043)
  • Fixed an issue with updating techs on the Schedule sidecar. (7044)
  • Fixed the missing opportunity field in the sidecar of an associated order (7045)
  • Fixed a styling issue on the Edit Activity and Edit Email Activity modals (7046)
  • Improved some of the basic campaigns in Campaign Wizard (7048)
  • Updated the ServiceMonster Secure Data badge in Marketplace (7075)
  • Fixed an issue with the Home page selection not being saved after logging out (6724)

v6.5.0.134

NEW

  • Core users have new home page (6942)

FIXED

  • Fixed an issue with the Activities panel not showing all statuses (6742)
  • Various fixes for Core users (6803, 6956, 7102, 7105, 7106)
  • Fixed a visual glitch with the More Options menu in grids (6873)
  • Fixed several issues on the home pages (6921, 6967, 7021)
  • Fixed several issues with Unscheduled Approved Orders (7051, 7053)
  • Fixed an issue where clicking the Schedule button on the order details page would navigate to the schedule for 2005 (7101)
  • Fixed an error when adjusting the duration of an activity on the schedule by dragging the bottom of its card (7107)

v6.5.0.137

FIXED

  • Fixed not being able to select customer type in Quick Add (7116)
  • Fixed some issues with appointment emails. (7104, 7106)

v6.5.0.142

FIXED

  • Fixed an issue with core account home pages (7132)
  • Fixed an issue with the way the schedule is displayed after clicking Schedule on an order (7129)
  • Fixed an issue with email attachments (7128)
  • Fixed an issue with lead sources for some corporate users (7124)
  • Fixed an issue with Fittlebug integration (7087)

v6.5.0.144

NEW

  • Added unsubscribe groups to network based SMTP settings for corporate users (7131)

FIXED

  • FIXES
  • Fixed an issue where raw HTML was displayed in the Order List Custom View builder (6995)
  • Updated the Notifications tab in the Appointment modal to display the template used (4110)
  • Fixed an issue with the Completion Wizard removing upsale flags from items (6686)
  • Replaced a missing column from the Audit grid (7055)
  • Fixed the data tag for Job Technician image (7086)
  • Restored full functionality to the Sites grid on the Account Details page (7117)
  • Fixed an issue with the Unscheduled Approved Orders link on the Orders landing page (7127)
  • Improved the Unknown View error page (7138)

v6.5.0.152

NEW

  • Schedule now allows start and end of day to fall on the half-hour (7141)

FIXED

  • Backend fix to allow campaign lead sources to show up for some security roles in Mobile Pro (6632)
  • NiceJob tab now removed from account details page if user revokes access (6759)
  • Fixed error that occurred if support chat is down or slow (7139)
  • Several minor fixes to the Schedule (7142, 7161, 7175)
  • Fixed an issue with the Quick Add for some corporate users (7156)
  • Fixed an issue with sites for accounts generated through a manually-created lead (7166)
  • Fixed an error with the New Recurring Appt button (7169)
  • Fixed a couple of errors with activities, users can now correctly extend the length of an activity directly on the schedule without changes being made to assigned employees. (7171, 7174)
  • Fixed an error that prevented some corporate users from logging in (7173)

v6.5.0.156

FIXED

  • Fixed an issue where the company config didn’t load correctly causing several errors (7179)

v6.5.0.159

FIXED

  • Resolved the issue where Google was treating SM as an unverified app (6388)
  • Fixed some company config hydration issues (7181, 7188, 7192)
  • Fixed an issue with changing technicians on the schedule sidecar (7191)
  • Fixed an error caused by a dashboard widget cluttering memory (7206)

v6.5.0.160

NEW

  • Updated system logging to log requests that take longer than 1 sec. (7211)

FIXED

  • Fixed an issue where following links to the schedule would cause some appointments to disappear (7185)

v6.5.0.161

NEW

  • Reopened FMS Approval Wizard as the COVID-19 statewide restrictions have been lifted (6865)

v6.5.0.162

NEW

  • Created new marketing filters for pending and in-progress leads (7250)

FIXED

  • Fixed the Last Estimate Modified Date marketing filter (7235)
  • Fixed the Tech Note field being spammed with the customer phone number with every change made in SM6 and Mobile Pro (6505)

Michael M.
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