ISQuote version 7.6.2

Release date:  June 28, 2022

New Feature:  Customize email signature with the following data fields:

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Sender Email Address

Sender User Name
Sender Office Email
Sender Office Company Name
Sender Office Phone Number

Sender Office Address

Sender Office Website

Note:  You must be an admin in ISQuote to make these changes to the default email body.  Changes will only appear on newly generated quotes.

Navigate to Office/Site Config from the main menu.  Click the pencil next to the Office Location you want to modify.  Make your modifications to the email statement in the Email Body text field using any of the following codes: Note:  values must be inside << and >>.

<<SenderUserEmail>> 

<<SenderUsername>> 

<<SenderOfficeEmail>> 

<<SenderOfficeCompany>> 

<<SenderOfficePhoneno>> 

<<SenderOfficeAddress>> 

<<SenderOfficeWebsite>> 

The above codes are newly added to the existing:

<<JobName>>

<<QuoteNo>>

<<AddUserID>>

Example:

This quote for <<JobName>> (Quote:<<QuoteNo>>) has been sent to you from <<SenderOfficeCompany>>.  Please contact <<SenderOfficeCompany>> with any questions or comments you may have. 

<<SenderUsername>>
<<SenderOfficeCompany>>
<<SenderOfficeAddress>>
<<SenderOfficeEmail>> | <<SenderOfficePhoneno>>
<<SenderOfficeWebsite>>

Confidentiality Note:  This e-mail and any attachments are confidential and may be protected by legal privilege. If you are not the intended recipient, be aware that any disclosure, copying, distribution or use of this e-mail or any attachment is prohibited. If you have received this e-mail in error, please notify us immediately by returning it to the sender and delete this copy from your system. Thank you for your cooperation.

New Feature:  Quote Line Change Audit

Quote line details now displays change by userID and changed by date.

Other Updates/Bug Fixes

  • Added additional filters to Contacts page:  Contacts On Job and Allow Quote.

  • Fixed bug on Edit Cust/Mfg page where post back would reset page and not save changes on other rows.

  • Added Date Entered to Job Notes screen in addition to Date Changed.

  • Edited Series filter on Items page to populate based on Mfg.

  • Added Note Date as a Report field in Notes Report.

  • Added confirmation pop-up after importing Item Nets.

  • Fixed bug Inactive Footnotes printing on copy quotes.

  • Fixed Job/Mfg Plus Report to include all Mfg/Competitiors (Missing from orginial report.)

  • Updated the search in Show Quote Details, Show Job Mfg and Show Job/Quote/Notes Tables page

  • Fix bug with Date Selector after doing "Reset Filter" not clearing out

  • Created common method to handle the Item Image resizes.

  • Add DateJobQuoteChanged query parameter for Job API