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    6.22.0 CRM enhancements
    • 20 Nov 2024
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    Contents

    6.22.0 CRM enhancements

    • Updated on 20 Nov 2024
    • 1 Minute to read
    • Print
    • PDF
    Article summary

    6.22.0 CRM enhancements


    This release includes interface improvements designed to improve your Aspire desktop application experience.

    Contacts

    We've updated the Customer Portal Verified field to indicate which portal(s) a contact is verified in. 

    Item substitution CRM updates

    The Substituted Items field is now available in work ticket layouts, with the option to include the Estimated Item field as needed. Icons and checkmarks on the Job Dashboard and Daily Plan Report clearly indicate substituted items or those not included in the original estimate. New fields across the Job Dashboard, Daily Plan Report, and Work Ticket Item Sourcing Report improve substitution tracking and organization. Filter, display, and grouping options provide quick access to substitution details for easy review.


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