Release Notes v6.5.5

Below are all of the release notes for version 6.5.5 of ServiceMonster:

v6.5.5.5

Released: January 12th, 2021

NEW

  • Schedule v2.0 now has full dark theme support
  • Drip Campaigns now has full dark theme support
  • Added a warning message to the email editor that shows when attachments are too large to send
  • Created a rule for users to be able to modify existing payments, all security roles have it enabled EXCEPT: Technician Plus, Technician, and Laborer

FIXED

  • Fixed several dark theme issues throughout the platform
  • Another attempt to fix intermittent issue where the login screen is grayed out
  • Improved the warning message if user attempts to save a marketing campaign with a name that already exists
  • Fixed an issue where the “can text” and “do not call” buttons were not working when creating a new site
  • Fixed an error that occurred on save or when filtering by “due week of” when in the activity panel view
  • Fixed an issue in the Quick Add where the updated route was not saved when changed via the dropdown on the appointment panel
  • Updated in several areas of the platform where appointments had the legacy label of “job”

Hotfix: v6.5.5.6

Released: January 14th, 2021

NEW

  • Added a new Order List View called “Lead Source Undefined” in the invoice sub-section. This will show all invoices that are missing a lead source
  • Added a new Account List View called “Lead Source Undefined” in the marketing sub-section. This will show all accounts that are missing a lead source
  • Added audit functionality to both Account and Order Lead Source edits

FIXED

  • Improved drag and drop functionality in the “Edit Stages” page to ensure stages are saved in the correct order
  • Resolved an issue where stages of an opportunity would show out of order on the opportunity details page if the user had reordered the stages after Kanban creation
  • Fixed a text alignment issue in the In Progress dashboard
  • Fixed an error when navigating to the Activities panel view
  • Resolved an intermittent issue where some opportunities would fail to load
  • Deactivating a route will now properly reassign recurring appointments for that route as well if user chooses to move schedule appointments to a different route
  • Fixed a visual issue on the reminder list where the bottom row of the grid was being cut off
  • Fixed an issue where tech note fields were throwing errors before they actually reached their max limit of 2048 characters

Mary C.
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