Version 2.8.1 (Next)
- Improved Salesforce Security for Connected Apps
- Updated dependencies
- Add microphone permissions to support RoofSnap Agents.
- Target Release Date: Tuesday, June 16th, 2026 (Build 202606120)
Version 2.7.0 (Latest)
- Handling multiple file managers.
- Handling back navigation within WebViews.
- Release Date: Friday, December 19th, 2025 (Build 202512170)
Version 2.6.0
- Supporting downloading RoofSnap attachments.
- Release Date: Wednesday, December 10th, 2025 (Build 202512050)
Version 2.5.0
- Enabled RoofSnap for all platforms.
- Added Market Segment on Lead Source for Salesforce.
- Supporting 16KB memory page sizes on Android, performance improvement.
- Release Date: Tuesday, October 14th, 2025 (Build 202510100, Sprint 164)
Version 2.4.0
- Dedicated performant Attachment screen for searching many attachments when more than 40 attachments
- Increased max file size to upload for MarketSharp from 25MB to 50MB.
- Release Date: Thursday, September 4th, 2025 (Build 202509020, Sprint 162)
Version 2.3.0
- Reduced number of "Error Loading Images" message due to expired access tokens.
- Improved telemetry, local push notifications.
- RoofSnap environment selection.
- Release Date: Thursday, August 28th, 2025 (Build 202508260, Sprint 161)
Version 2.2.0
- Listing and creating CompanyCam Projects on MarketSharp Contacts, Appointments and Job Products.
- Preventing "Data Intent of Null" error.
- Dollar signs ($) now aligned with TextInput fields.
- Release Date: Tuesday, August 19th, 2025 (Build 202508140, Sprint 160)
Version 2.1.1
- Patch fix for Task Type and Subsequent Appointment for Appointment Resulting in Salesforce.
- Release Date: Thursday, August 7th, 2025 (Build 202508060, Sprint 160)
Version 2.1.0
- Added Related To navigation on Salesforce Events to get to origin entity.
- Moved ToDo list as own section, reordering results to prevent removal when more than 200 items.
- Fixed `toLowerCase` error when a file has no extension in the name.
- Calendar filter line items centered.
- Release Date: Tuesday, August 5th, 2025 (Build 202507280, Sprint 159)
Version 2.0.0
- Updated to new framework and architecture.
- "invalid_grant" errors log the user out.
- Release Date: Thursday, July 17th, 2025 (Build 202507160, Sprint 158)
Version 1.89.0
- Added help text when user is signed out due to too many sessions.
- Converted Salesforce Lookup Field search to use latest API version.
- Improved RoofSnap scrolling on Android.
- Release Date: Tuesday, July 8th, 2025 (Build 202506270, Sprint 157)
Version 1.88.0
- Added RoofSnap, home screen UI updates.
- Improved synchronization performance for some Android devices.
- Google Maps updates.
- Limited number of sessions for MarketSharp users.
- Updated Salesforce API version to prevent METHOD_NOT_ALLOWED error when searching lookup fields.
- Fixed conditional bug based on Page Layout configuration when saving cloned Quote in Salesforce.
- Release Date: Tuesday, June 24th, 2025 (Build 202506200, Sprint 156)
Version 1.87.0
- SharpDoc document generation and signature capture for MarketSharp.
- Release Date: Tuesday, May 27th, 2025 (Build 202505160, Sprint 154)
Version 1.86.0
- Improved synchronization performance by getting a limited number Tasks and Events and only loading Products and Quote Templates when they are needed.
- Displaying Salesperson(s) on MarketSharp Job Products and Production.
- Reducing invalid refresh token errors and displaying friendlier message.
- Preventing error that file(s) not found sometimes when logging out.
- Release Date: Tuesday, May 13th, 2025 (Build 202505020, Sprint 153)
Version 1.85.0
- Added cloning Quotes.
- When resulting Appointment next step in Salesforce, Marketing Opportunities can now be reassigned before creation.
- Fixed error message when selecting a referenced field value by name.
- Only setting Disregard In Statistic for Salesforce Appointment Resulting when true to help prevent number of permissions errors.
- Release Date: Thursday, April 24th, 2025 (Build 202504230, Sprint 152)
Version 1.84.0
- MarketSharp Service Appointments that are All Day show in All Day section on calendar.
- Changed navigation so MarketSharp Appointment Resulting can't be tapped twice.
- Showing friendlier message when no permissions when editing Interests on Salesforce Appointments.
- Fixed error when creating a new private Event in Salesforce.
- Changed read only note message from alert to toast message.
- Changed low memory warning from alert to banner message.
- Release Date: Tuesday, April 15th, 2025 (Build 202504080, Sprint 151)
Version 1.83.0
- Salesforce Appointment Result Custom Settings for Disregard in Statistics.
- Limited Attachment thumbnails to improve performance and help prevent app from crashing when too much memory is consumed from excessive thumbnails.
- Release Date: Tuesday, April 1st, 2025 (Build 202503170, Sprint 150)
Version 1.82.0
- Appointments and Tasks can be created from Home Screen and Calendar.
- Salesforce Subsequent Appointment Type is now based on the original Appointments Result Type.
- MarketSharp Result field shows help text to result via Result Screen vs field update.
- Salesforce Marketing Opportunity Screen loading indicator hides when not loading.
- Fixed bug where Project Activities spanning longer than 1 week would disappear when changing weeks on calendar.
- Release Date: Wednesday, March 12th, 2025 (Build 202503120, Sprint 149)
Version 1.81.0
- Allowing users to upload all staged attachments vs 1 at a time.
- Persisting user settings for navigation provider, tax rate, calendar view and timezone display.
- Showing friendlier message when Salesforce user doesn't have permission to related Salesforce object.
- Fixed INVALID_SEARCH error when searching for 1 digit address in Salesforce.
- Release Date: Tuesday, March 4th, 2025 (Build 202502240, Sprint 148)
Version 1.80.0
- Added Confirmed indicator (checkmark) next to Appointments on Calendar and Appointment Detail Screen
- Added Create Marketing Opportunity as next step for Salesforce when Appointment is resulted as Follow Up
- Fixed malformed query error for Salesforce when navigating calendar before synchronization process is complete.
- Updated software dependencies
- Release Date: Tuesday, February 18th, 2025 (Build 202502120, Sprint 147)
Version 1.79.0
- View related Appointment, Quote and Sale attachments on the Prospect (Attachment Manager) for Salesforce Classic
- Added Attachments on the Sale
- Release Date: Tuesday, February 4th, 2025 (Build 202501240, Sprint 146)
Version 1.78.0
- Events on Calendar can be deleted.
- Showing All Day Appointments on Calendar for Salesforce.
- MarketSharp address states with full name get mapped to 2 character code so Jobs can be created when resulting.
- Fixed null object error when searching in Salesforce and don't have permission to a related object via Sharing Rules.
- Release Date: Tuesday, January 21st, 2025 (Build 202501130, Sprint 145)
Version 1.77.0
- Displaying more Note Types for MarketSharp
- Improved calendar performance when more than 1 staff/employee record selected.
- Release Date: Thursday, January 2nd, 2025 (Build 202501020, Sprint 143)
Version 1.76.0
- Improved MarketSharp Discovery process time by 30% for older Android devices.
- Displaying friendly message when MarketSharp entity was deleted but calendar event still exists.
- Release Date: Tuesday, December 10th, 2024 (Build 202411270, Sprint 142)
Version 1.75.0
- Displaying Marketing Opportunities on Salesforce Calendar and Home Screen.
- Removed Canceled Appointments for Salesforce.
- Defaulting to Map View vs StreetView.
- Displaying more Note types for MarketSharp.
- Fixed bug with Appointment Resulting fields not mapping.
- Release Date: Wednesday, November 20th, 2024 (Build 202411190, Sprint 141)
Version 1.74.0
- Checking Salesforce permissions on objects prior to search query.
- Improved handling dates with negative durations and long rrule ranges (performance improvements).
- Formatting Salesforce currency formula fields on Quotes.
- Displaying friendly message if try to call Prospect while data is still loading.
- Upgraded dependencies (performance improvements).
- Release Date: Tuesday, November 12th, 2024 (Build 202411010, Sprint 140)
Version 1.73.0
- Added Company Documents section in the side drawer menu for Salesforce.
- Total Price Quote field moved to Appointment Result fields.
- Improved handling of files in MarketSharp that contain parenthesis in the file name.
- Increased image upload count from 20 to 40 on iOS.
- When resulting an Appointment in MarketSharp, the Inquiry Address fields are mapped to the Job Address fields.
- Improved form validation messaging.
- Fixed bug where users in a positive time zone offset no longer get query errors in Salesforce.
- Release Date: Tuesday, October 29th, 2024 (Build 202410240, Sprint 139)
Version 1.72.0
- Resulting Salesforce Appointment without Quotes, generates a new Sale Item for each sold Product Category.
- Searching for Lead Sources now returns up to 200 results and can scroll the entire view.
- Fixed bug related to resulting a Salesforce Appointment without the Prospect loaded, can now Flag the Prospect or create a Marketing Opportunity.
- Release Date: Wednesday, October 9th, 2024 (Build 202410080, Sprint 138)
Version 1.71.0
- Improved performance of Calendar and other screens.
- Salesforce allows uploading Attachments to Projects.
- Can collect payments from Project Activities/Production Tasks.
- Android bug fix where sometimes '+' wouldn't take any action.
- Release Date: Tuesday, October 1st, 2024 (Build 202409250, Sprint 137)
Version 1.70.0
- MarketSharp search results show Contact type and color.
- When users don't have permission to an entity type on the Calendar and trying to filter, warning that don't have permissions is shown to aid in why they aren't seeing results.
- When users don't have update permissions on Salesforce Prospects, display warning that Prospects PaySimple Customer Id was not updated when collecting a payment.
- Fixed Salesforce refresh error after saving a Project and for Sales when permissions are not setup correctly.
- Release Date: Tuesday, September 10th, 2024 (Build 202409060, Sprint 135, 136)
Version 1.69.0
- Additional Resources and icons showing calendar Events for MarketSharp.
- Salesforce Hosted Payment Link URLs being displayed even when not in Page Layout.
- Release Date: Wednesday, August 28th, 2024 (Build 1348, Sprint 134)
Version 1.68.1
- Increased MarketSharp search result count from 10 to 100.
- Pressing and holding phone numbers, emails, addresses and hyperlinks allow ability to copy value.
- Payment links can be emailed when generated QR Code.
- Release Date: Wednesday, July 31st, 2024 (Build 1344, Sprint 133)
Version 1.67.0
- Prospect/Contact type and status now display with related color.
- Ensuring app banner respects dismiss count.
- Updated dependencies.
- Release Date: Tuesday, July 23rd, 2024 (Build 1339, Sprint 131 and 132, adjusted sprint schedule)
Version 1.66.0
- Payment link generation on a Sale for Salesforce Classic.
- Showing a warning message when a payment link is being created for an amount that is larger than the balance due.
- Release Date: Tuesday, July 2nd, 2024 (Build 1333, Sprint 130)
Version 1.65.0
- Added additional Contact information on the Job/Sale and Production/Project Screens.
- Event categories field has been added when viewing the edit screen for Appointments, Production Tasks and Service Orders for MarketSharp.
- Increased visibility on Quote Templates that are using inactive products.
- Fixed an issue where inactive Products were displaying in the Quote Item Product selection list.
- Release Date: Tuesday, June 18th, 2024 (Build 1328, Sprint 129)
Version 1.64.0
- Payment Links have been added for MarketSharp
- Support for launching white labeled Ingage App
- Updated message when Android devices are migrated and credential store is no longer valid.
- Removed calculated distance and drive time for Appointments.
- Removed messaging around PDF generation being now available.
- Fixed bug when Multi-Select Referenced Pick list values were not being reselected.
- Release Date: Tuesday, June 4th, 2024 (Build 1322, Sprint 128)
Version 1.63.0
- Category square colors have been added to MarketSharp calendar events.
- Contact's name appears on the Activity/Task in the ToDo list.
- Users can now opt in to navigate to an address that is incomplete (i.e. missing zip code).
- Appointments that are resulted as 'Canceled' or 'Cancelled' will no longer show on the calendar in Salesforce.
- Fixed an issue on Android causing a crash after re-opening the app when it has been in the background for an extended period of time.
- Release Date: Tuesday, May 21st, 2024 (Build 1313, Sprint 127)
Version 1.62.0
- PDF Generation for MarketSharp Job's.
- When viewing a MarketSharp Production Task or Salesforce Project Activity, can now view the Contact/Prospect Details.
- Sales for Sale Items now show the Product Name vs Sale Item Number.
- Updated help text when there are no search results.
- Release Date: Tuesday, May 7th, 2024 (Build 1300, Sprint 126)
Version 1.61.0
- Added Zillow button to Contact/Prospect and Appointment Screens.
- Fixed an issue in MarketSharp when searching for related records such as Salesperson, Inquiries, Appointments etc.
- Fixed an issue in MarketSharp causing Production Tasks to be displayed with a duration of zero.
- Release Date: Tuesday, April 23rd, 2024 (Build 1293, Sprint 125)
Version 1.60.0
- Displaying additional phone number and email address when available.
- Improved performance when synchronizing dropdown list values in MarketSharp.
- Slightly improved performance on Calendar screen when synchronizing events.
- Release Date: Tuesday, April 10th, 2024 (Build 1286, Sprint 124)
Version 1.59.0
- Added a button to Phone Numbers, Emails and Url fields to call, text, email or go to a Url while viewing a form.
- Fixed an issue where values would reset after collapsing the card when resulting an Appointment.
- Fixed an issue in Salesforce when resulting an Appointment as Sold, the Result1, Result2 and Result3 did not have a 'Sold' option.
- Production Tasks in MarketSharp on the Home Screen and Calendar displays the Calendar Event Subject if there is one.
- Added a quicker navigation field for Addresses when viewing a form.
- Release Date: Tuesday, March 26th, 2024 (Build 1282, Sprint 123)
Version 1.58.0
- Updating Service Orders and PDF Generation for the Service Order now supported for MarketSharp.
- Salesforce Formula fields that render hyperlinks are now tappable so URLs and 3rd party apps can easily be opened.
- Fixed a bug that prevents an error message showing when double tapping save and deleting Salesforce Interests on Appointments.
- Release Date: Tuesday, March 12th, 2024 (Build 1274, Sprint 122)
Version 1.57.0
- Fixed an issue preventing users from uploading Attachments with special characters.
- Fixed an issue preventing users from uploading Attachments that were previously exported from RemodelerGo
- Fixed an issue being caused while retrieving Appointments and navigating on the Calendar at the same time.
- Release Date (iOS): Wednesday, February 28th, 2024 (Build 1268, Sprint 121)
- Release Date (Android): Tuesday, March 4th (Build 1269, Sprint 121)
Version 1.56.0
- Added Service Orders for MarketSharp.
- Added ability to show banners at top of the screen.
- Release Date: Tuesday, February 13th, 2024 (Build 1258, Sprint 120)
Version 1.55.0
- [Android] Addressed various inconsistencies with time zones and date/time pickers.
- [MarketSharp] Event Subject, Location, Details fields have been added to the Appointment for visibility.
- [Salesforce] Fixed an issue preventing users from collecting payments without a stored payment method.
- Failed attempts at marking items complete on the To-Do List are handled more gracefully.
- Release Date: Tuesday, January 30th, 2024 (Build 1252 (iOS) Build 1253 (Android), Sprint 119)
Version 1.54.0
- Added additional fields to search results, improved UX for all list items.
- Fixed 'resourceId' and 'id' error when an Employee/Staff is no longer active.
- Preventing error when trying to open Google Maps from a StreetView.
- Android is ready for production release!
- Release Date: Tuesday, January 16th, 2024 (Build 1245, Sprint 118)
Version 1.53.0
- Support for deleting Attachments has beed added.
- Added an ability to get to the Project/Production when viewing a Project Activity/Production Task.
- Fixed an issue causing Attachments not able to be viewed when they have capitalized file extensions (e.g. .JPG).
- Release Date: Wednesday, January 3rd, 2024 (Build 1237, Sprint 117)
Version 1.52.0
- Fixed issue where where duplicate payments could be made.
- Release Date: Wednesday, December 13th, 2023 (Build 1234, Sprint 116)
Version 1.51.0
- Swiping between tabs when viewing an Appointment or Prospect/Contact will refresh data.
- Removed additional options on the Login Screen for Salesforce.
- Fixed an issue causing Calendar Events to not save properly in MarketSharp.
- Release Date: Tuesday, December 5th, 2023 (Build 1232, Sprint 115)
Version 1.50.0
- Added Custom Field support for MarketSharp.
- Improved performance when selecting multiple staff/employees on the Calendar.
- Added searching for Projects in Salesforce
- Improved user experience for Salesforce sandbox login and search fields.
- Release Date: Tuesday, November 28th, 2023 (Build 1228, Sprint 114)
Version 1.49.0
- Improved performance on the Quote Items when images are displayed
- Cloning Quote Items will recalculate the totals on the Quote.
- Inactive Staff will not be displayed on the Staff Screen in Salesforce.
- Fixed an issue when adding a Marketing Opportunity in Salesforce.
- Release Date: Tuesday, November 7th, 2023 (Build 1218, Sprint 113)
Version 1.48.0
- Generating Sales Contact PDFs on sales for Salesforce Classic.
- MarketSharp supports Do Not Call/Text/Email on Contacts.
- Viewing others calendars permissions support for Salesforce Classic.
- Discarding changes on staged items will now discard the changes and not the item itself.
- Fixed 3 minor bugs.
- Release Date: Tuesday, October 24th, 2023 (Build 1208, Sprint 112)
Version 1.47.0
- Improved experience when viewing Products and Product Images.
- Improved performance on the Calendar when retrieving Calendar Events.
- Improved responsiveness of RemodelerGo when rotating on different devices.
- Fixed an issue with Todos not display when far in the past in Salesforce.
- Fixed a display issue when coming back to RemodelerGo from another app.
- Release Date: Tuesday, October 10th, 2023 (Build 1196, Sprint 111)
Version 1.46.0
- Improved handling of uploaded files which have names that include special characters.
- Improved information provided when a failure is encountered while collecting a payment.
- Improved handling when updating a picklist field containing a value which was removed.
- Added support for creating Job Product Details in MarketSharp.
- Job related fields populate when creating a Production Task in MarketSharp.
- Fixed an error when application would get stuck while attempting to load travel distances without internet connection.
- Removed errors when attempting to load RemodelerGo in Salesforce with limited permissions.
- Release Date: Tuesday, September 26th, 2023 (Build 1184, Sprint 110)
Version 1.45.0
- Improved MarketSharp data synchronization process to get ideal amount of data.
- MarketSharp respects permissions for phone numbers based on users settings.
- Improved performance when editing Quote Item quantities.
- App Update message only shows when at least two versions behind.
- Better messaging when no internet connection.
- Fixed Salesforce error when viewing a Prospect that has no Quotes
- Release Date: Tuesday, September 12th, 2023 (Build 1173, Sprint 109)
Version 1.44.0
- Improved performance on all forms.
- Marketing Opportunities has been added on the Prospect for Salesforce.
- Added support for Profile level Custom Settings in Salesforce.
- Adding Quote totals will default the totals to zero.
- Release Date: Tuesday, August 29th, 2023 (Build 1163, Sprint 108)
Version 1.43.0
- Marketing Opportunities can now be added from Prospects.
- General performance improvements.
- Release Date: Tuesday, August 15th, 2023 (Build 1158, Sprint 107)
Version 1.42.0
- Marketing Opportunities that are assigned to the current user can be viewed in Salesforce Classic.
- Images that failed to load due to no internet connection or expired session can easily be refreshed.
- MarketSharp Job addresses that are changed or removed have their previously geocoded location updated.
- Quotes that are removed on the Salesforce Classic no longer display.
- Release Date: Tuesday, August 1st, 2023 (Build 1147, Sprint 106)
Version 1.41.0
- Production Tasks and Project Activities are displayed on the Map, Appointment List and Todo List.
- Production Tasks and Project Activities on the Todo List fills in the Actual End Dates and Completion Dates respectively.
- Updated Appointment List and Todo List UI.
- Project Activities of type Task will default to All Day.
- Appointment Resulting Screen supports additional fields to be added when Resulting Appointments in Salesforce.
- Phone Numbers can be hidden for individual users in Salesforce.
- Improved performance when retrieving Appointments in MarketSharp.
- Fixed an issue where a day was marked on the Home Screen when there was no corresponding Event on that day.
- Release Date: Tuesday, July 18th, 2023 (Build 1141, Sprint 105).
Version 1.40.0
- Project Activities for Salesforce and Production Tasks for MarketSharp are visible on the Calendar.
- Improved phone number formatting and ability to dial advanced formats from Contacts or Prospects.
- Users with an expired license will now be automatically signed out of the application.
- Updating Production Tasks in MarketSharp is now supported.
- Updated support URL to support.remodelergo.com.
- Fixed error where swiping back on the navigation header would land the User on the Login screen.
- Release Date: Wednesday, July 5th, 2023 (Build 1135, Sprint 104).
Version 1.39.0
- Updating Job Products, Job Product Details, Production and Worker information is supported in MarketSharp.
- Updating Projects and Project Activities is supported in Salesforce.
- Fixed an 'undefined is not a function' error when there is no internet connection in Salesforce.
- PaySimple Account Id Field is no longer being considered during the Data and Synchronization on the Home Screen for Salesforce.
- A message has been added when a User has more than one Staff Record in Salesforce.
- Release Date: Wednesday, June 21st, 2023 (Build 1124, Sprint 103).
Version 1.38.0
- Can now create, update and delete Production Tasks in MarketSharp.
- Improved performance by lazy loading MarketSharp Attachments.
- Improved Appointment Resulting form performance.
- Can select if you would like a response after submitting feedback.
- Sync process loads amount of data based on Public System Settings in Salesforce Classic, improves performance.
- Fixed crash when attempting to manage selected photo shared with the app.
- Fixed Appointment Resulting error when user does not have Appointments Interests field in their page layout.
- Release Date: Tuesday, June 6th, 2023 (Build 1117, Sprint 102).
Version 1.37.0
- Improved performance when retrieving Appointments, Project Activities/Production Tasks and Tasks/Activities.
- Improved Salesforce error handling when a user does not have permission for a field.
- Fixed error that would often occur when changing the Appointment date.
- Job Product Details are now created in MarketSharp after resulting Appointments with Quotes that contained Product Descriptions.
- Release Date: Tuesday, May 23rd, 2023 (Build 1100, Sprint 101).
Version 1.36.0
- Made naming and messaging more consistent between Salesforce and MarketSharp.
- Improved MarketSharp Login form and Calendar re-rendering performance.
- Fixed rare error message regarding localFieldMappings when no internet connection and error on Settings screen.
- Release Date: Tuesday, May 9th, 2023 (Build 1090, Sprint 100).
Version 1.35.0
- Added read-only support for Production for MarketSharp.
- Icon in Contact Details on Activities will navigate to the Contact Detail Screen instead of editing the Contact for MarketSharp.
- Quote Items in Salesforce behave and display properly when disabled.
- Increased press area for the ellipsis on Quote Items.
- Release Date: Tuesday, April 25th, 2023 (Build 1082, Sprint 99).
Version 1.34.0
- Salesforce Lightning support the Account object, Notes, and Files
- Improved performance for organizations with large amount of employees
- Enhanced validation and formatting of URL and number fields
- Fixed bug with duplication of Quote Items on Quote Templates
- Fixed bug where user was unable to remove taxable status of Quote Item
- Release Date: Tuesday, April 11th, 2023 (Build 1074, Sprint 98).
Version 1.33.0
- Improved performance when loading many Attachments/Product images.
- Sending Attachment as email no longer pre-populates email subject.
- When no payment method in MarketSharp, displays as blank vs N/A.
- Fixed bug when no Resource options for MarketSharp Events.
- Upgraded dependencies, improved APIs, clearing warning messages that no longer apply.
- Release Date: Tuesday, March 28th, 2023 (Build 1066, Sprint 97).
Version 1.32.0
- Updated Lightning Support of Account objects during discovery and synchronization process.
- Searching Salesforce Classic for Quotes and Sales no longer throws error.
- Added support for dependent picklists based on boolean fields in Salesforce Classic.
- Tracking usage of Dark Mode support.
- Enhanced performance with data modeling (reducers).
- Resolved error when clearing cache from settings.
- PDF Exporting saves documents to the Files app.
- Fixed MarketSharp Activities showing related Appointments and Inquiries.
- Improved performance by limiting at most 20 Staff/Employee records being viewed at the same time on the calendar.
- Improved performance by refreshing on Home Screen after 4 hours of inactivity.
- Ensuring email To field is pre-populated. Improved phone number formatting.
- Release Date: March 14th, 2023 (Build 1054, Sprint 95 & Sprint 96).
Version 1.31.1
- Renamed app from MarketSharp Mobile 2.0 to RemodelerGo.
- Updated app icons.
- Release Date: March 1st, 2023 (Build 1042, Branding only).
Version 1.31.0
- Improved error messaging when collecting Payments.
- Checkboxes with dependent picklists are supported in Salesforce.
- Fixed an issue when viewing Quotes on a Prospect in Salesforce will retrieve the Prospect's Quotes.
- Tapping on Email to email a PDF will download the PDF first prior to drafting the email.
- Release Date: February 14th, 2023 (Build 1036, Sprint 94).
Version 1.30.0
- Added Project and Project Activities as read-only for Salesforce Classic.
- Can now add a Contact in MarketSharp without a phone number.
- Improved performance so the tab list loads faster.
- Improved experience of the actions displayed when swiping on a PDF attachment.
- Several enhancements to Quotes when resulting Appointments where selected Quotes haves multiple sales tax rates, uploading attachments, removing Quote Items when Quotes are deleted, improved sorting and more.
- Release Date: January 31st, 2023 (Build 1028, Sprint 93).
Version 1.29.0
- Proper messaging will display when trying to save with no internet connection.
- Product category filters on an iPad will not overflow off the screen.
- Quotes and quote items will properly be discarded when discarding changes.
- Release Date: January 17th, 2023 (Build 1020, Sprint 92).
Version 1.28.0
- Increased performance by only downloading images for thumbnail previews. Other file types like PDF's only download when tapped on to view.
- Appointment resulting disabled for resulted Appointments in Salesforce.
- Attachments for MarketSharp show regardless of case-sensitive of ID's.
- Release Date: January 3rd, 2023 (Build 1013, Sprint 91).
Version 1.27.0
- Quote Screen experience has been enhanced and improved.
- Quote items can be dragged to be reordered using the 'Organize' option.
- Quote templates can be expanded to view what products the template contains.
- Generate pdf button has been moved to the Quote List from the Quote Screen.
- Improved download performance on attachments.
- Status text on the home screen will not get stuck after retrieving payments or reloading company settings.
- Canvasser, Telemarketer and Promoter fields have been added when adding in an Inquiry in MarketSharp.
- Appointment addresses in MarketSharp will default to the Contact's address if no address is available.
- Salesforce uses Lead Source based on the Taken on Date when adding a new appointment.
- Improved error messaging in Salesforce when adding or collecting a payment.
- Release Date: Tuesday, December Dec 13th, 2022 (Build 1009, Sprint 89 & 90).
Version 1.26.0
- Prospect Name field for Salesforce automatically combines first and last name.
- Removed auto correct from text fields. Improves address and name entries.
- End date fields on Events automatically adjust to 1 hour after the Start date field is adjusted.
- Improved user experience of calendar controls for phones and tablets.
- When resulting Appointments, Quotes are refreshed from server to get most up to date information.
- Prevented "No apps are installed for this feature" message from showing.
- Release Date: Tuesday, November 22nd, 2022 (Build 994, Sprint 88).
Version 1.25.0
- When adding a Prospect, interests can be specified on a Lead Source in Salesforce.
- Contacts in MarketSharp that only have a last name will display their last name on the calendar event instead of 'undefined'.
- Improved Performance on the Details screen for Appointments and Contacts.
- Attachments do not download upon initial navigation to the detail screen.
- Files option in the hamburger menu has been removed.
- Fixed an issue where resulting an appointment in MarketSharp would cause an error.
- Fixed an issue where adding a Contact in MarketSharp would cause an error.
- Fixed an issue in MarketSharp allowing Calendar events to have an end date before a start date.
- Release Date: Tuesday, November 8th, 2022 (Build 985, Sprint 87).
Version 1.24.0
- Calendar filter selections are now persisted so don't need to reselect filters each time.
- Improved calendar query performance by only requesting information shown on calendars vs also getting related data.
- Added telemetry for Quote numbers and amounts.
- UI/UX enhancements for layouts, animations. Updated icons to be consistent, better press states and areas.
- Salesforce Sales are now showing under the related Prospects and Appointments.
- Bug fix where Sales Tax field would get cleared out if didn't tap Done. No longer repeating decimals places in some circumstances.
- Release Date: Tuesday, October 25th, 2022 (Build 979, Sprint 86)
Version 1.23.0
- Removed multiple scroll regions from Home Screen. Refresh icon added in upper right hand corner.
- Refreshing a newly created event by id vs by date range. (Improves performance).
- Salesforce Events for an Appointment are now hidden so doesn't look like duplicate calendar items.
- Fixed bug for event times being an hour off after daylight savings time.
- Fixed bug when tapping address/emails.
- Fixed false error message saying no apps installed for navigation when they are installed and a "localFieldMappings" message.
- Release Date: Tuesday, October 11th, 2022 (Build 968, Sprint 85)
Version 1.22.0
- Handling all-day events properly in different time zones.
- Added helpful message that Quotes cannot be added to Prospects in Salesforce.
- Fixed issue where loading indicator would hang after losing an internet connection.
- Quote Item Quantity fields only show fixed number of decimal places.
- Rapidly switching calendar date ranges will not cause calendar flickering.
- Updated telemetry for MarketSharp and Salesforce.
- Release Date: Wednesday, September 28th, 2022 (Build 959, Sprint 84).
Version 1.21.1
- Bug fix when tapping on users address, email or phone number, no longer getting error message.
- Release Date: Tuesday, September 20th, 2022 (Build 957, Sprint 83).
Version 1.21.0
- Calendar supports visibility for other users' calendars.
- Tapping more than once on the icons on the Appointment/Contacts Details Screen will only navigate once.
- Increased tap area on the icons on the Appointment/Contacts Detail Screen.
- Aligned icons in the To-Do Card on the Home Screen.
- Modals with a long list of fields do not overflow outside of the modal area.
- Reduced the size of the Date Selector Modal on an iPad.
- Entire Search Screen is viewable when the keyboard is open.
- Going to edit an Attachment displays the word "Edit".
- Updated messaging on unsuccessful distance calculations for Appointments.
- Removed "Work Phone" on the Staff/Employee Screen for MarketSharp.
- Card and section headers animate on close and open.
- Double tapping on the Calendar will not zoom in.
- Release Date: Thursday, September 15th, 2022 (Build 953, Sprint 83).
Version 1.20.0
- Appointment Resulting - Next Steps options for Salesforce Classic and Lightning.
- Handling screen modal overflow consistently between iOS/Android.
- Searching important entities in Salesforce.
- Updated dependencies, fixed 4 small bugs.
- Release Date: Tuesday, August 30th, 2022 (Build 940, Sprint 82).
Version 1.19.0
- Updated the detail screen for both Contacts/Prospects and Appointments.
- Balance due on Jobs/Sales get updated after adding payments.
- Added imbedded payments for Salesforce Classic.
- Collecting payments on Salesforce creates a Receipt and Adjustment.
- Increased date range on retrieving Appointments, Calendar Events, Activities/Tasks for Salesforce and MarketSharp (365 days for Salesforce and 90 for MarketSharp).
- Added a refresh option to refresh Todos on the home screen.
- Selecting the image on Quote items or the product list navigates to the product images gallery.
- MarketSharp product interests are sorted alphabetically.
- Sale names in Salesforce are generated properly.
- Logging out will always log out regardless if there is an established internet connection.
- Fixed 2 bugs regarding messaging around deleted recent searches and PaySimple errors in Salesforce.
- Release Date: Tuesday, August 16th, 2022 (Build 930, Sprint 81).
Version 1.18.0
- Default view for Quote Items now shows product images.
- Improved formatting of numbers with commas and decimals places.
- Renewing logged in users session for Salesforce.
- After collecting payment with AppConnect, returns user to Sale screen.
- Fixed 3 bugs regarding installed navigation providers, owners of Notes in Salesforce and improved messaging with no internet connection when company settings have not loaded.
- Release Date: Tuesday, August 2nd, 2022 (Build 922, Sprint 80)
Version 1.17.0
- Notes are able to be retrieved, added and updated in Salesforce Lightning.
- An icon has been added on the Appointment Detail to screen to navigate to the Contact.
- Messaging is more clear when trying to call a Contact that does not have a phone number.
- Messaging is more clear when trying to navigate to a Contact that does not have an address.
- The result and result reason fields in MarketSharp fill the width of the card when resulting an appointment.
- Selecting a date/time for appointment dates, event dates, activity due dates round up to the next hour.
- Activity result displays properly under the activity tab for MarketSharp.
- Salesforce overdue or due today tasks display on the calendar.
- Salesforce tasks consistently display on the Home Screen.
- Status bar will always be visible.
- Fixed various bugs regarding no internet connection and handling deleted email/text templates on MarketSharp automated activities.
- Release Date: Tuesday, July 19th, 2022 (Build 907, Sprint 79)
Version 1.16.0
- Formatting display of phone numbers for easy reading.
- Creating Payments, refreshing Payment list after PaySimple payment in Salesforce Lightning.
- Optimized loading related data for MarketSharp and Salesforce
- Setting default values when adding new Contact in Salesforce Lightning.
- Fixed 2 bugs with URLs opening and missing Contact information after Job search in MarketSharp.
- Updated platform and dependencies. Enhanced telemetry.
- Release Date: Tuesday, July 5th, 2022 (Build 894, Sprint 78)
Version 1.15.0
- Optimized the discovery and sync process on the home screen.
- MarketSharp Inquiry notes are visible on the appointment details and can be added or updated.
- Connected Salesforce Lightning to PaySimple to collect payments.
- 1 bug fix - issue after uploading a .heic file the thumbnail was not visible.
- Release Date: Tuesday, June 20th, 2022 (Build 883, Sprint 77)
Version 1.14.1
- Fixes small error when navigating to a Contact from Search that has not been geocoded.
- Release Date: Thursday, June 9th, 2022 (Build 877, Sprint 76)
Version 1.14.0
- Added global search on Home Screen to search various types of data for MarketSharp and Salesforce.
- MarketSharp Appointments now respect Hide in Calendar field to hide an Appointment from Calendars only.
- Salesforce Lighting:
- Can add a Contact and a Sales Appointment from a Contact in Lightning.
- Supporting creating All Day Events.
- Attachments can be uploaded to Sales Appointments.
- Staff phone numbers and emails are displayed on the Staff Screen.
- Improved performance when getting event data by date range when navigating the Calendar.
- Release Date: Tuesday, June 7th, 2022 (Build 876, Sprint 76)
Version 1.13.0
- Uploading Product Images in MarketSharp will show in the app on Standard View when adding/editing quote items on a Quote.
- View "Product Images" option is available to view all product images for a particular product.
- Tasks for Salesforce Lightning Platform display under the "To-Do" section.
- Tasks for Salesforce Lightning Platform display can be added.
- Company Logo for Salesforce Lightning Platform displays.
- Email address display for a contact in the Salesforce Lightning Platform.
- 3 bug fixes - Sync error on Home Screen, Task/Event reference field lookup, Navigation provider selecting error.
- Release Date: Tuesday, May 24th, 2022 (Build 863, Sprint 75)
Version 1.12.0
- Showing Additional Contacts on MarketSharp Contacts.
- Recurring events now have dot indicators on calendar.
- Salesforce Task moved to all day events on calendar. Salesforce Events can now be updated.
- Quote Screen no longer scrolls after adding a Quote Item.
- Moved the add new Entity items to a "+" sign in the navigation bar.
- 3 bug fixes - tax rate field clearing, adding Prospect default values in Salesforce, Direction fields no longer being cleared on MarketSharp Inquiries.
- Release Date: Tuesday, May 10th, 2022 (Build 857, Sprint 74)
Version 1.11.0
- Tasks in Salesforce are being displayed.
- Added additional segment on the home screen when using a phone to view "To-Do" items.
- Moved "Check for update" setting into developer options.
- General (non-recurring & non-Google) Events can be added and updated.
- Fixed 4 bugs with reference fields validation, rich text fields blocking navigation and special characters in Salesforce search.
- Release Date: Tuesday, April 26th, 2022 (Build 842, Sprint 73)
Version 1.10.0
- Added Products Interests on Appointments and Inquiries.
- Improved loading indicators for Attachments, Quotes and Payments.
- Added synchronization support for Salesforce Lightning.
- Corporate employees can now log into their child companies on the app.
- Updating a Contact that does not have an address no longer throws an error.
- Permission check for deleting phone numbers on Customers is now being respected.
- Fixed 4 bugs with Salesforce Lightning, navigation and uploading PDF's with special characters.
- Release Date: Tuesday, April 12th, 2022 (Build 829, Sprint 72)
Version 1.9.0
- Viewing an activity will display the related contact information.
- A message in the side menu will display if a new update is available with a link to the respective app store.
- Updated User Interface to be more consistent.
- Fixed 2 bugs: Uploading PDFs, PDF list on the PDF Generator Screen.
- Release Date: Tuesday, March 29th, 2022 (Build 809, Sprint 71)
Version 1.8.0
- Sped up the discovery and sync process.
- Loading referenced field values (i.e. employee lookup, related appointments, jobs, inquiries, text templates, phone numbers)
- Updated icons when editing an item.
- When tapping back on a screen where forms have pending changes, prompts user to save or discard changes.
- Fixed 5 bugs: Emailing PDF attachments, form values and dependent picklists.
- Release Date: Tuesday, March 15th, 2022 (Build 802, Sprint 70)
Version 1.7.0
- Contact information now shows on activities. Hello
- Improved full-screen loading indicators.
- Company logo will now appear in navigation title and tapping it will take you to the home screen.
- Added Today button the calendar.
- Contact search will appear in alphabetical order.
- Long pressing phone number/email will copy it to the clipboard.
- Fixed 3 bugs: Contact phone numbers, Uploading files to Salesforce, Number Parsing error.
- Release Date: Tuesday, March 1st, 2022 (Build 793, Sprint 69)
Version 1.6.0
- Feature permissions, Field Permissions, and Appointment View permissions are enforced.
- Contact View Permissions are enforced when searching for contacts.
- PDFs and other files can be uploaded.
- Optimized offline mode support.
- Fixed a bug with auto send date/times in the past for activities.
- Release Date: Tuesday, February 15th, 2022 (Build 778, Sprint 68)
Version 1.5.0
- Quote Item tax and quantity can now be modified in the data grid/compact view.
- Notes and other items without dates to sort by appear at the bottom of lists. Improved sorting.
- Enhanced text and styling for Appointment Result values, mutli-select picklist checkbox value toggling and text areas given more space to display.
- Fixed bug with Appointments with same day of month appearing on wrong date.
- Converting HEIC image file types to JPG so can be previewed.
- Release Date: Tuesday, February 1st, 2022 (Build 770, Sprint 67)
Version 1.4.0
- Increased form field tap areas to be larger for selecting field values.
- Added the Appointment Result value on the Home Screen Appointment list.
- Hiding automated Activities (auto send for Email Out, Text Out) on the calendar.
- Fixed 2 bugs related to when no mapping or email app is installed and Quote PDF generation. when there are no Notes on a Quote.
- Improve the Product search and filtering UI.
- Updated some wording and layouts to improve the user experience.
- Release Date: Wednesday, January 19th, 2022 (Build 763, Sprint 66)
Version 1.3.0
- Adding and Updating Activities
- Improved PaySimple payment screen for iPhones.
- Showing message when no internet connection.
- When license is revoked, log out the signed in user.
- Updated messaging for Appointment resulting and Job creation.
- Background data refresh after app has been idle.
- Side navigation UI/UX enhancements.
- Hiding Contract Total field when resulting an appointment for MarketSharp.
- Fixed 8 bugs regarding Contacts, Authentication, Layouts, Attachments and StreetView.
- Release Date: Thursday, January 6th, 2022 (Build 755, Sprint 64 and 65)
Version 1.2.0
- Quote Items Compact view display as data grid.
- Tapping on field labels bring focus to the field value.
- Updated UI for entity list items under tabs.
- Updated several layouts for phones to prevent overlap and better alignment.
- Fixed SmartyStreets throttling error (HTTP 429) so only appointments are geocoded one day at a time.
- Release Date: Thursday, December 9th, 2021 (Build 736, Sprint 63)
Version 1.1.0
- Updated PDF Generation screen to list all Document Templates with gestures on Attachments.
- Increase tap area for Text fields so labels can be touched to bring focus to the field.
- Updated Demo Data to have higher quality information.
- Fixed deprecation warning for Date fields, fixed logout error when no internet connection and several other small enhancements.
- Release Date: Tuesday, November 23rd, 2021 (Build 730, Sprint 62)
Version 1.0.0
- Initial release supporting MarketSharp Appointments, Quoting and Payment Collection
- Display phone numbers and emails on Appointments
- Creating a new Inquiry from an appointment
- 1 bug fix, phone UI improves and other minor enhancements
- Release Date: Wednesday, November 10th, 2021 (Build 722, Sprint 61)