July 2022 Release Cliffs Notes

CLEO – July 2022 Release Cliffs Notes

Feature/Enhancements:

1.  Performance Tweaks

• We discovered that the alert button in the header "reloaded" the calendar whenever a user landed on a page or switched between tabs in CLEO. Now it only loads when the user clicks on the Alerts bubble.

2.  Customer/Lead Record: Additional Items added to Change Log

• Changes in the following items will now create a change log:

1. 
   
   
   
   1. 
      
      
      
      1. Lead status
      
      
      2. Lead source
      
      
      3. VIP flag
      
      
      4. Do Not Service flag
      
      
      5. Preferred payment method
      
      
      6. Responsible party
      
      
      
      
   
   
   
   

Bug Fixes:

1.  Files: Customer Search:

• Fixed a bug which was causing inactive customers not to appear in the search from this screen.

2.  Customer/Lead Screen - Change Logs

• We decreased unnecessary change logs in CLEO (that were added as a feature request for another brand)

3.  OTA/GPA - GeoTab:

• Bug: When office-type zones are created for GeoTab, the latitude/longitude are switched, so it causes an error. As a result, the GeoTab Zone's ID doesn't get set, which causes the route update to error out with a null reference exception when we're trying to check if the old route matches the existing route


• Fix: We flipped the latitude/longitude in GeoServiceTaskWorker when calling CreateOfficeZone.

4.  Two Way Texting – Blocking estimate calendar during scripting

5.  Lead/Customer Record; Lead Source