Release Notes

SANDBOX

Most Recent Enhancements - Eastern Redbud 6.23.0 

Reschedule Visits in Bulk 

Use the new bulk rescheduling feature to save time and minimize scheduling errors. After the occurrence of a job delay, you can use this assistant to reschedule interdependent visits all at once instead of handling them individually. This feature streamlines the rescheduling process by automatically adjusting related work ticket visits within an opportunity. For more information, click on 6.23.0 Reschedule Visits in Bulk. 

💡Customer Portal 2.0 enhancements

Our latest updates to Customer Portal 2.0 give you more flexibility over customer interactions, payment processing, and pricing configuration. You can now configure service-level pricing to display within the portal and disable specific payment methods, such as ACH or credit card payments. New visit features provide detailed views of past and upcoming visits, while a new Publish to Portal feature lets you control which proposals and invoices appear in the portal, ensuring your customers see only the relevant information. These enhancements address highly requested features, giving your business more options to manage customer relationships and financial transactions. Select Customer Portal 2.0 Enhancements to learn more. 

💡Health Scorecard

Get a snapshot of company performance metrics compared to similar businesses in the industry using the Health Scorecard. This report is now conveniently accessible within Aspire, allowing you to view the most up-to-date information within a few clicks. Select Health Scorecard Report for more details. 

💡Time adjustment notes for clock time edits

We’re excited to introduce a new enhancement to our time-tracking and reporting system to improve documentation and auditing. When users with the appropriate permissions adjust employee clock time records and save the Time Entry screen, the Time Adjustment Note modal will now display. This modal includes the employee's name, original and updated clock times, and a notes field pre-populated with prior adjustment notes for the same employee on that date. Administrators can enable the Require Time Adjustment Note setting in Branch Configuration to make adjustment notes mandatory. When enabled, users must provide a reason for the clock-time modification and cannot accept time without it. Adjustment notes are recorded in timekeeping reports for auditing and tracking purposes. For more information, see the Time Adjustment Note modal in the Time Entry Validation article.

💡Opportunity Lost Reason enhancements

Easily track and analyze lost opportunities with Aspire’s new enhancements to opportunity management! The updated Set Opportunity to Lost modal prompts users to select a predefined Opportunity Lost Reason to ensure standardized data collection. Administrators can manage these reasons through the Opportunity Lost Reason search list. Additionally, Opportunities advanced search now supports filtering, grouping, and sorting by Opportunity Lost Reason, while reports capture lost reasons and dates to improve auditing. These updates provide clearer insights into why opportunities are lost and help refine future sales strategies. For more information, see Opportunity Lost Reason.

💡CRM enhancements

We've made several enhancements based on your feedback to improve customer relationships and essential business processes. Select 6.23.0 CRM Enhancements for more information. 

Aspire Mobile Updates 

API Updates 

Resolved Issues

💡- denotes new and improved functionality implemented in response to client portal feedback.

If you encounter Aspire product issues, please contact the AspireCare support team by submitting an AspireCare ticket. For more information, see Guidelines for Submitting an AspireCare Ticket in the Aspire Knowledge Base.