Highlights
- Choose your photo size. In Settings, set Max Photo Size to keep photos small, or choose full quality.
- Add several photos to one answer. Survey questions can accept more than one photo.
- See all files and attachments in one place. A record’s Attachments list shows its files and attachments together.
- Filter products by category. Place Order has a new Filter by Category pop-up.
- Expiry dates save as entered. Pack-out expiry dates match the date you pick, in every time zone.
- When you save a new or changed visit, its planned start and end must fall within one of your call cycles. If none does, No Call Cycle explains what to do. The visit is linked to the matching call cycle.
- A visit needs a sales rep before you can save it.
- Questions that allow more than one photo let you add photos up to the limit. Photo limit reached appears when you have added the maximum.
- When your admin turns on survey instructions, they appear at the top of the survey, with their formatting.
- An answer option can have more than one follow-up question. Follow-up questions always appear in the same order.
- While a survey saves, Saving survey… appears, and you stay on the survey until saving finishes. Tap OK on the confirmation to continue.
- Date and time questions use one combined date and time picker.
- Survey photos stay linked to their answers and upload after the survey.
- Max Photo Size in Settings applies to photos from the camera, the photo library, and Smart Camera. Choose Original (full quality) to keep photos uncompressed.
- The Attachments list on a record combines files and attachments. Tap one to open it, or add a new one from the record.
- Changes you haven’t synced yet are kept when new data downloads.
- Background sync waits while a reset sync is running.
- Filter by Category opens as a pop-up of category cards. Categories without products are hidden here and in Core Ranging.
- Sent and Send Failed no longer appear in the order status list.
- For short-dated stock, cases are optional and can be 0. Enter a quantity greater than 0 in cases or units.
- Editing a short-dated stock item shows the cases that were saved, including 0.
- Photos appears in the side menu when your admin turns on Display Photos. The menu updates after each sync.
- Visit notes need an account on the visit. If it’s missing, a message asks you to reopen the visit and try again.
- Asset management requests fill in the request type for you.
- Restoring a data file from support works reliably.
- The app refreshes your login in the background reliably.