Below are all of the release notes for version 6.5.0 of ServiceMonster:

v6.5.0.77

NEW

• New themes (Classic, Dark, Light) and updated visuals
• New Home page views

• Changed terminology – “Job” is now “Appointment”
• New dashboards on landing pages
• Left navigation menu overhauled
• In-App Training modules
• Grids have been overhauled

• New Marketing Wizard helps users build campaigns
• Added “Viewed” status to order approval system
• Professional and Trial accounts can now access Leads
• New initial loading splash animation
• Added icons for approval status states

• Combined Reminder Batch and Reminder List pages into one
• Added Select All and Clear All buttons to the grid Choose Columns modal

FIXED

• Fixed various issues with grids

• Various fixes for Quick Add
• Various improvements to Subscription Manager
• Fixed an issue with the schedule default state
• Fixed an issue where custom appointment types prevented Last Tech info to save to an order
• Various improvements to FillMySchedule

• Fixed an error sending test emails for marketing templates
• Various improvements to the Order Details page
• Various fixes for corporate users
• Fixed an error encountered when adjusting job duration
• Various fixes in Inventory tool

• Various fixes for the Schedule
• Fixed issue with Order Approval for SMTP via Office 365
• Various fixes for Opportunities page
• Various fixes for Activities
• Fixed an issue where some popup windows would populate partially offscreen

• Fixed an issue causing SMTP password to disappear
• Fixed an issue with Webforms custom confirmation page
• Updated help link on SMTP page
• Various fixes for NiceJob
• Various fixes for Settings page

‍

v6.5.0.85

FIXED

• Fixed an issue with some completed leads not showing up in the Completed Leads data view (6699)
• Updated a url for a help link (6909)
• Various fixes in grids (6911, 6912, 6913, 6916, 6930, 6931, 6933)
• Fixed an issue with corporate orders (6918)
• Fixed an error for Core accounts (6939)

‍

v6.5.0.88

FIXED

• Fixed default views for various grids (6623)
• Fixed issues with the training progress circle (6809)
• Fixed a broken dashboard on the Core home page (6941)
• Fixed an error with the Voided Orders data view (6951)
• Fixed an issue with multiple duplicate entries in the Appt History tab (6952)
• Fixed an issue with charges for self-service renewals (6954)
• Disabled training popup for pfsupport users (6955)

NEW

• Added a flag to warn about increased load times when the user selects 20+ columns for a grid (6899)
• Core subscriptions can now have 2 employees (6926, 6927)
• Backend work on training lessons (6949)

‍

v6.5.0.97

NEW

• Core accounts can now have 2 active employees (6960)

FIXED

• Fixed an error with the Marketing Campaign Wizard (6884)
• Fixed several issues with custom data views in grids (6943, 6944, 6950, 6980, 6987, 6992)
• Made changes to get rid of the Google “App Not Verified” message when integrating Google Calendar (6388)
• Fixed an issue with issue with Favorite not working for new opportunities. (6770)

• Added several columns to several grids (6812, 6948, 6958, 6959, 6961)
• Fixed a graphic issue with the Today’s Appointment dashboard (6908)
• Fixed an issue where a deactivated employee could not be reactivated (6963)
• Fixed an issue with the Audit tab on the Appt Details modal (6965)
• Fixed an issue with Drip Campaigns (6966)

• Fixed an issue cancelling appointments in the On-Deck tab of the schedule (6976)
• Fixed an issue with the line item description box in Firefox (6977)
• Removed the drop shadow from line item description (6978)
• Fixed some issues with automatic appointment notifications (6979)
• Fixed an issue with a user’s campaign (6957)

• Fixed an issue with payment links not working with automatic notifications (6973)
• Updated URLs for several user Templates (6989)

‍

v6.5.0.102

NEW

• Added new email templates for some corporate users (7017)

• Added new Technician Plus security role (7015, 7027)
• New success/failure prompts when upgrading a trial account (6493)

FIXED

• Tweaks to grids (6393, 6658, 6904, 6925, 6985, 6999, 7023, 6917)

• Fixed an issue with several data tags not working correctly (6404)
• Fixed the logo on the Contact Us page for corporate users (6638)
• Several tweaks to Opportunities (6741, 7006)
• Fixed a typo on the confirmation modal when deactivating a route (6924)
• Tweaks to themes (6936, 6928)

• Clicking the Multiple Jobs link on the order details sidecar now navigates to Appointment History (6947)
• When deactivating an automatic reminder, the user is given the option to cancel all pending instances of the reminder (6988)
• Tweaks to the Bulk Add Line Items modal (6996, 7014)
• Updated invoice completion date rules (7001)
• Fixed an issue with taxes with subcomponents (7003)

• Fixed an issue with the order of line items in a recurring order. (7004)
• Fixed an issue with grids for Internet Explorer users (7022)

v6.5.0.103

FIXED

• Fixed an issue with the wrong site showing when navigating between different account pages (7034)

v6.5.0.121

FIXED

• Various updates to grids (7029, 7030, 6974, 7012, 7057, 7063, 7064)
• Various fixes to Quick Add (6310, 6322)
• Updates for links to the schedule (6923, 6984, 7037, 7061)
• Updates for NiceJob integration (6759, 7079)
• Fixed some issues with dashboards having overlapping UI (7009, 7070)
• Fixed an error when committing multiple reminders as work orders (7039)
• Fixed a styling issue with Campaign transactions (7040)
• Fixed an issue with Last Referral Date in the Account Profile tab (7041)
• Fixed an issue with the Appointment modal not updating and saving the route field if the user clicks Save and then clicks Save & Close. (7043)
• Fixed an issue with updating techs on the Schedule sidecar. (7044)
• Fixed the missing opportunity field in the sidecar of an associated order (7045)
• Fixed a styling issue on the Edit Activity and Edit Email Activity modals (7046)
• Improved some of the basic campaigns in Campaign Wizard (7048)
• Updated the ServiceMonster Secure Data badge in Marketplace (7075)
• Fixed an issue with the Home page selection not being saved after logging out (6724)

‍

v6.5.0.134

NEW

• Core users have new home page (6942)

FIXED

• Fixed an issue with the Activities panel not showing all statuses (6742)
• Various fixes for Core users (6803, 6956, 7102, 7105, 7106)
• Fixed a visual glitch with the More Options menu in grids (6873)
• Fixed several issues on the home pages (6921, 6967, 7021)
• Fixed several issues with Unscheduled Approved Orders (7051, 7053)
• Fixed an issue where clicking the Schedule button on the order details page would navigate to the schedule for 2005 (7101)
• Fixed an error when adjusting the duration of an activity on the schedule by dragging the bottom of its card (7107)

‍

v6.5.0.137

FIXED

• Fixed not being able to select customer type in Quick Add (7116)
• Fixed some issues with appointment emails. (7104, 7106)

‍

v6.5.0.142

FIXED

• Fixed an issue with core account home pages (7132)
• Fixed an issue with the way the schedule is displayed after clicking Schedule on an order (7129)
• Fixed an issue with email attachments (7128)
• Fixed an issue with lead sources for some corporate users (7124)
• Fixed an issue with Fittlebug integration (7087)

‍

v6.5.0.144

NEW

• Added unsubscribe groups to network based SMTP settings for corporate users (7131)

FIXED

• FIXES
• Fixed an issue where raw HTML was displayed in the Order List Custom View builder (6995)
• Updated the Notifications tab in the Appointment modal to display the template used (4110)
• Fixed an issue with the Completion Wizard removing upsale flags from items (6686)
• Replaced a missing column from the Audit grid (7055)
• Fixed the data tag for Job Technician image (7086)
• Restored full functionality to the Sites grid on the Account Details page (7117)
• Fixed an issue with the Unscheduled Approved Orders link on the Orders landing page (7127)
• Improved the Unknown View error page (7138)

‍

v6.5.0.152

NEW

• Schedule now allows start and end of day to fall on the half-hour (7141)

FIXED

• Backend fix to allow campaign lead sources to show up for some security roles in Mobile Pro (6632)
• NiceJob tab now removed from account details page if user revokes access (6759)
• Fixed error that occurred if support chat is down or slow (7139)
• Several minor fixes to the Schedule (7142, 7161, 7175)
• Fixed an issue with the Quick Add for some corporate users (7156)
• Fixed an issue with sites for accounts generated through a manually-created lead (7166)
• Fixed an error with the New Recurring Appt button (7169)
• Fixed a couple of errors with activities, users can now correctly extend the length of an activity directly on the schedule without changes being made to assigned employees. (7171, 7174)
• Fixed an error that prevented some corporate users from logging in (7173)

‍

v6.5.0.156

FIXED

• Fixed an issue where the company config didn’t load correctly causing several errors (7179)

‍

v6.5.0.159

FIXED

• Resolved the issue where Google was treating SM as an unverified app (6388)
• Fixed some company config hydration issues (7181, 7188, 7192)
• Fixed an issue with changing technicians on the schedule sidecar (7191)
• Fixed an error caused by a dashboard widget cluttering memory (7206)

‍

v6.5.0.160

NEW

• Updated system logging to log requests that take longer than 1 sec. (7211)

FIXED

• Fixed an issue where following links to the schedule would cause some appointments to disappear (7185)

‍

v6.5.0.161

NEW

• Reopened FMS Approval Wizard as the COVID-19 statewide restrictions have been lifted (6865)

‍

v6.5.0.162

NEW

• Created new marketing filters for pending and in-progress leads (7250)

FIXED

• Fixed the Last Estimate Modified Date marketing filter (7235)
• Fixed the Tech Note field being spammed with the customer phone number with every change made in SM6 and Mobile Pro (6505)

‍