Release Announcement

ClientPoint Release Announcement - October 31, 2014

November 1, 2014

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Announcing the latest version of ClientPoint.  We are proud to announce a new viewer which allows you to change the colors to match your company branding, iOS8 compatibility when creating proposals, improved confirmation emails, and the ability to add a picture, signature, and custom fields to the user information which can be used in your merge documents.Please keep an eye out for these new features as they will start becoming available in your account shortly.

Theming the Viewer
The viewer can now be customized to match your brand by editing the theme in admin.

Once the theme colors are chosen the viewer will reflect your brand.
 

iOS8 Compatibility
Notice the cleaner button design and improved functionality given by improving the layout of the manage screen column widths on small screens.  Drop down buttons now work just as they did in iOS7.

Improved Confirmation Emails
We know you are busy and need to see as much information as possible when you need it without taking extra steps.  Now all manage screen information for a proposal is available in the view confirmation emails.


User Profile Enhancements
We have seen a need to automatically merge the sales rep's picture, signature and custom information into merge documents to easily and quickly provide your prospects with customized documents.  When a user is edited in admin this new functionality is available and can be added into your merge documents.  If you would like to take advantage of this please contact support@clientpoint.net.


Other Improvements and Resolved Issues

  • Region filter on the home page will now hold the value
  • You can now upload videos with an upper case extension such as .MOV
  • IE issue with returning to a proposal from the approve screen has been resolved
  • Drop down buttons now work in iOS8 like they did in iOS7
  • Upgrade of Dojo toolkit to the latest version
  • Netsuite integration bugfixes
  • Routine security audit issues addressed

We truly hope you enjoy the enhancements and that they bring even more power to your proposals.

If you experience any issues please email support@clientpoint.net.

Have a great week,

Zeb Evans
CTO

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