November 2021 Release Notes

Enhanced Opportunity Security

Improved security for companies with multiple branches allowing refined restriction of the amount of information to which employees have access related to opportunities. On the Opportunity screen, users can now specify a list of Additional Users responsible for the opportunity.

Users who have the existing Edit My Opportunities permission, will be able to edit opportunities under the following conditions:

1. (Existing) The opportunity was created by the current user OR
2. (Existing) The sales rep on the opportunity is the current user OR
3. (New) The current user is contained in the list of additional users on the opportunity

A new permission has been added called View My Opportunities. Users with View My Opportunities permission can now see the Opportunity icon in the Aspire Navigation Bar. They will also be able to see opportunities in the opportunity search lists (main Opportunity Search List, and list on the Property Overview screen) for which they meet any of the conditions provided above. In the Contract Renewal Report and Opportunity Service Report, the above rules are also applied.

On the Work Ticket screen there is a link called Job that, provided you has the correct permissions, will take them to the Opportunity screen. The criteria for enabling that hyperlink has been updated as follows:

1. (Existing) The current user has the View Opportunities permission OR
2. (New) The current user has the View My Opportunities permission AND the current user is either you who created the opportunity, the sales rep on the opportunity or the an additional user on the opportunity

Service Type has been added as a field on the As Needed Exceptions Report

The Service Type field has been added to the As Needed Exceptions Report for filter, display, sort and group. This report is available from the menu on the Schedule Board.