Release Notes - August 2024

New Navigation Tool and other enhancements

In August 2024, the majority of our dev time was spent on three major projects to be announced and released this fall. The three projects that we are working on will impact estimates, proposals, purchasing, bills, financials, enable automations/additional integrations, and mobile views. With that said, we made sure to tackle some needed enhancements based on feedback from our users. 

• New Navigation Tool - Recents Button: Builders and Pool office staff are always pulled away to put out another fire. The Poologics "Recent" button now will help you jump right back into the records that you left off. See Video here.
• Event Calendar > Event Detail Enhancements: From your event calendar, you can now see in one click the location of the meetings/phase events. This requested enhancements helps employees in the field find the information that they need more quickly and show up on time to onsite consultations and construction meetings with clients.  See Video here.
• Ordering of Project Receivables: When we is introduced better mobile views of some tables on mobile devices last month, we found that the order of the invoices in the receivables table got scrambled. Now, you can see your receivables according to the phase due.
• Change Order Breadcrumbs:  when viewing a change order proposal, Clicking "Back to edit mode" would redirect to the project file instead of the change order. We've updated the redirect to go to the Change Order record.
• Warranty Claims: We had a filtering problem on the warranty claim page that we resolved. Prior to resolution, the warranty claim page was showing all task types instead of only Warranty Claims.