🌟 Exciting Enhancements! 🌟 🚀 Automatically jump to the edit dialog when creating new records in various modules like Checklists, Roles, and more! Note: Some modules like Pricebooks and Teams won't have this feature yet. 🔄 Asset updates: "Faults" are now "defects," new asset variants, a quoting page for defective assets, and rearranged fields for clarity. Plus, the "is rental" field is gone! 📱 Mobile API improvements for better usability. 🔧 Fixes: Seamless line item inheritance during quote-to-job conversion. Keep exploring these updates for a smoother experience! 🎉
🌟 Exciting Enhancements! 🌟
- **🚀 Automatic Edit Dialog for New Records:**
- When you create a new record, you'll be whisked away to the edit dialog automatically in these modules:
- 📝 Checklists
- 👥 Roles
- 🏢 Departments
- 📚 Resources
- 💰 Tax Codes
- 📊 Account Codes
- 📂 Document Library
- 💼 Job Skills
- 📧 Email Templates
- 📱 SMS Templates
- 🔧 Job Safety Sub-Task Templates
- 🏬 Warehouses
- 🛠 Job Templates
- 🗂 Activity Log Types
- 🔨 Subcontractors
- 💵 Payment Terms
- _Note:_ Some modules won't prompt an automatic edit dialog since it's not available yet:
- 📕 Pricebooks
- 👥 Teams
- 🗂 Project Templates
- 📦 Stock Levels
- 🔄 Workflows
- 🔄 Renamed asset type faults to "defects"
- 🔧 Added ability to define asset variants
- 📝 Introduced a quoting page for defective assets
- 🗂 Rearranged asset fields for better clarity
- 🗑 Removed "is rental" field and "expected return date" from the default asset form
- 🚫 Excluded pending checklists in job and inspection reports
- 🔢 Added count of recorded defects against linked assets in jobs
- 👁️🗨️ Added a "View Defects" button in the job record view
- 🔧 Enabled configuration of asset checklists per asset type
- 📱 Mobile API: Removed "actual faults" from asset fields metadata
- 📱 Mobile API: Rearranged asset fields for better usability
🔧 Fixes & Improvements! 🔧
- **📜 Line Item Inheritance During Quote-to-Job Conversion:**
- All line items from the selected quote version are now flawlessly inherited