This Article covers the Professional Package (Dev0) Release Notes (v34.0) and highlights each of the New Features, Enhancements and Bug Fixes within the product release.
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Updating Quote Template Items when Products are Updated
Description: In order to keep Quote Template Items and Products in Sync, when the User updates the Product's field data the same is updated on the Quote Template Items. Note: This will only effect Quote Templates and Quote Template Items, it does not impact existing Quotes or Quote Items.
Below is a list of fields that are automatically updated from the Product object to the Quote Template Item object:
Name
i360__Description__c
i360__Model_Number__c
i360__Unit_Price__c
i360__Units__c
i360__Component__c
i360__Style__c
i360__Taxable__c
*Note: Automation only works if the "Enable Quote Template Items Products Map" checkbox is checked in Public System Settings.
Setup > Custom Settings > Public System Settings > Enable Quote Template Items Products Map
Help Widget on the Home page
Description: The Help Widget on the Home Page is moved upwards to make it available in the overview section. Users do not need to scroll all the way to the bottom of the Home Page to click on the Help Widget.
Replication: Login into the Org and open the Home Page to see the new position of the Help Widget:
Project Activity ‘Next Activity’ Fields
Description: Next Activity field on Project Activity record reflects the actual next activity instead of the current activity. When a Project Activity is deleted in the list, the remaining project activities are re-calculated on step basis and by predecessor; Next activities are updated accordingly.
Created 2 new fields on Project Activity object: Next Activity and Next Activity Status.
Note: When a new Project Activity has to be added, it should be added through Project Template in order for the steps to be re-calculated.
Next Activity is a Lookup field to Project Activity
Next Activity Status is a formula field
Enhanced Error handling: Smarty street address verification
There were some scenarios where exceptions were being thrown when verifying Smarty Street addresses for prospects. Error handling has been introduced to fix the issue in the back end of the i360 product.
Resulting Appointments
The enhanced error handling in the package now resolves an issue with Appointments not resulting.