Release Notes — SMP Mobile

Dashboards

• Dashboards is now rotational-responsive in mobile phone platforms – landscape or portrait use is permitted.
• Users simply need to select Dashboards within the app, and rotate their device accordingly.
• This does not impact tablet usage, where rotational-response was already in place.

Calendar Views

• Fixed: Calendar View does not update after editing/adding new meetings.

Dark Mode

• Fixed: Dark Mode prevents reading of notes, makes some headings and buttons unreadable.

Updating Naming Conventions for Consistency

• For consistency with other SMP Platforms, renamed all instances of “Customer” or “Customers” to “Company” or “Companies” throughout the apps.
  • • “Customer” will continue to be used – but only in the context of the Gen Class designation for a given company entity.
• For consistency with other SMP Platforms, renamed all instances of “Project” or “Projects” to “Opportunity” or “Opportunities” throughout the apps.
• “Customer Meeting” activities have been renamed to simply “Meeting” and will be referred to in the plural when searching or reviewing groups of Meeting-designated activities.

Phone Call Logs

• Fixed: Warning when editing date/time on a Phone Call Log (both platforms)
• Fixed: No way to associate a Phone Call Log to an Opportunity (specific to iOS)

Customer Meetings

• Fixed: Meeting times, when set from the SMP Mobile Calendar, are not retained as set by the user.
• Fixed: App crashes when selecting meetings from the Activities List or the SMP Mobile Calendar.

Customer Meetings

• Fixed: Save and cancel buttons missing/hidden following initial activity save.

Projects

• Fixed: Decision Date is changes are not being retained.

Customer Meetings

• Fixed: Multiple Customer Meeting activities created when updating Notes and saving changes from Notes screen.
• Fixed: Intermittent Fault error when accessing an existing Customer Meeting from the in-app Calendar.

Customers

• Fixed: Duplicate New Customer records created when adding Notes and saving changes from Notes screen.

Preferences/Auto-Log Settings

• Fixed: Auto-Log settings for Phone Calls are being ignored when calls are placed from any Contact record.