Summary
Solatech Focus users have new features added on a
regular basis. These new features are announced in a notification bar at
the top of your home page. This knowledge base article will contain a
cumulative list of updates for 2019. Any new features with additional
knowledge base articles regarding set up or usage instructions will be
followed by the hyperlink for those knowledge base articles.
May 15
New Feature
- New feature to speed up order creation process
May 30
New Features
- Google Calendar Integration
- Capture Customer Signature
Updates
- Enhanced history logins and user notification features
June 14
New Feature
- Ability to modify size and placement of logos
July 2
New Feature
Updates
- Packing list added to available output
July 18
New Features
- Enhancements to Retain Options
- Discontinued and Disabled products are clearly identified in Order Entry
August 6
New Feature
- New field in customer records
August 14
QuickBooks Online Integration
August 22
New Features
- Customers can be imported from external sources
- Administrators can now prevent Sales Reps from deleting sales
Updates
- Process reports now include a line items total
September 5
New features
- An
account level cc email address can be added. This will allow an Account
Administrator to enter an email address to which all quote, order
confirmations, invoices and installer forms will be sent automatically
when output is emailed to a customer. (How to add an additional email address)
- The
email address for the Sales Rep assigned to any quote, sale or order
can be added to the information section in the upper right hand corner
on all output. (How to change what is shown on customer output)
- Terms and Conditions for output can now contain images. (How to add an image to your Terms and Conditions)
- The customer on an existing Quote or Sale can now be changed (How to change the customer on a quote or sale)
- Customer billing address can be easily copied to shipping address. (How to copy customer addresses)
Updates
- A Stylus can be used to capture signatures on all Windows PC's
September 3
- Users can add Dispatch integration to their account
September 20
New Features
- Users can change their password to a unique value
October 24
New Features
- Terms and conditions can be added to the signature page
- Purchase orders for closed orders can be marked as delivered.
- Users can change the number of line items to be shown on the Quote, Sale and Order review pages.
- New Reports feature - user can run sales and customer reports - Using the Reports Center
Updates
- The Internal Order now displays the correct Balance when generated for a quote.
- A rare issue with rounding differences between the Taxes and Taxes Total fields has been corrected.
Applies to: