Brilliance CRM Updates

Below you will find the changes with selected release.

Upcoming Release: are currently in testing.

If you see an item marked as an upcoming release that fixes a problem you're having or a feature you need, please contact support@fawkesdm.com with your request.

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Feedback Version

Module Name

Description

Tracking Number

2024-02-04

Accounts & Leads

Add: Account, task, complete shown

TRACK-3152

2024-02-04

Accounts & Leads

Add: Add Log Files to Accounts

TRACK-3228

2024-02-04

Accounts & Leads

Fix: Account type

TRACK-3189

2024-02-04

Accounts & Leads

Fix: account/general

TRACK-3112

2024-02-04

Accounts & Leads

Fix: Accounts, custom

TRACK-3167

2024-02-04

Accounts & Leads

Fix: Accounts, email

TRACK-3162

2024-02-04

Accounts & Leads

Fix: Accounts, email

TRACK-3161

2024-02-04

Accounts & Leads

Fix: Accounts, users

TRACK-3166

2024-02-04

Accounts & Leads

Fix: accounts/custom

TRACK-3115

2024-02-04

Accounts & Leads

Fix: accounts/email

TRACK-3113

2024-02-04

Accounts & Leads

Fix: Adding users from accounts

TRACK-3193

2024-02-04

Accounts & Leads

Fix: Addresses, cards

TRACK-3159

2024-02-04

Accounts & Leads

Fix: inactive leads missing

TRACK-3126

2024-02-04

Accounts & Leads

Fix: return to account button

TRACK-3110

2024-02-04

Accounts & Leads

Fix: Support team, tags, account type

TRACK-3191

2024-02-04

Accounts & Leads

Fix: task/accounts

TRACK-3124

2024-02-04

Accounts & Leads

Update: Address

TRACK-0297

2024-02-04

Accounts & Leads

Update: Addresses: Click add new phone and it doesn't tie to the account

TRACK-0307

2024-02-04

Accounts & Leads

Update: Addresses: No message on clicking save

TRACK-0386

2024-02-04

Accounts & Leads

Update: Addresses: Return to account is an empty guid

TRACK-0396

2024-02-04

Accounts & Leads

Update: Commission: Add commission %

TRACK-0293

2024-02-04

Accounts & Leads

Update: Commission: Add commission start date

TRACK-0294

2024-02-04

Accounts & Leads

Update: Commission: Add sales person to track who did the sale

TRACK-0296

2024-02-04

Accounts & Leads

Update: Commission: Allow unlimited commisisons

TRACK-0298

2024-02-04

Accounts & Leads

Update: Delete: Clear User Details

TRACK-0306

2024-02-04

Accounts & Leads

Update: Delete: Delete Users

TRACK-0311

2024-02-04

Accounts & Leads

Update: Detail - Assets: Make certain grid shows ALL

TRACK-0377

2024-02-04

Accounts & Leads

Update: Detail - Documents: If no access to downloads than hide docs

TRACK-0368

2024-02-04

Accounts & Leads

Update: Detail - Documents: Make certain grid shows ALL

TRACK-0375

2024-02-04

Accounts & Leads

Update: Detail - Email: Send email

TRACK-0402

2024-02-04

Accounts & Leads

Update: Detail - Log File: If no access to Log File then hide Log File

TRACK-0369

2024-02-04

Accounts & Leads

Update: Detail - Log File: Make certain grid shows ALL

TRACK-0379

2024-02-04

Accounts & Leads

Update: Detail - Marketing: Move to the end

TRACK-0385

2024-02-04

Accounts & Leads

Update: Detail - Users: Add "Add New User" button

TRACK-0291

2024-02-04

Accounts & Leads

Update: Detail - Users: If no access to users then hide users

TRACK-0371

2024-02-04

Accounts & Leads

Update: Detail - Users: Make certain grid shows ALL

TRACK-0381

2024-02-04

Accounts & Leads

Update: Details: Section for Log File

TRACK-0399

2024-02-04

Accounts & Leads

Update: Email: Ability to hide sending an email

TRACK-0288

2024-02-04

Accounts & Leads

Update: Email: Easy way to add emojis

TRACK-0313

2024-02-04

Accounts & Leads

Update: Email: Send email and log

TRACK-0403

2024-02-04

Accounts & Leads

Update: Fawkes Cards: Fawkes Cards: Hide Branding

TRACK-0322

2024-02-04

Accounts & Leads

Update: Geo code going to the wrong URL

TRACK-0361

2024-02-04

Accounts & Leads

Update: Grid: Active Users

TRACK-0289

2024-02-04

Accounts & Leads

Update: Grid: Exclude Accounts

TRACK-0315

2024-02-04

Accounts & Leads

Update: Grid: Filter: Active

TRACK-0340

2024-02-04

Accounts & Leads

Update: Grid: Filter: Active, Inactive, All

TRACK-0341

2024-02-04

Accounts & Leads

Update: Grid: Filter: All

TRACK-0342

2024-02-04

Accounts & Leads

Update: Grid: Filter: Inactive

TRACK-0343

2024-02-04

Accounts & Leads

Update: Grid: Filter: Include Leads

TRACK-0344

2024-02-04

Accounts & Leads

Update: Grid: Filter: No Accounts

TRACK-0347

2024-02-04

Accounts & Leads

Update: Grid: Filter: Show Accounts

TRACK-0350

2024-02-04

Accounts & Leads

Update: Grid: Filter: Show Leads

TRACK-0351

2024-02-04

Accounts & Leads

Update: Grid: Filter: Show My Accounts

TRACK-0352

2024-02-04

Accounts & Leads

Update: Grid: Filter: Show Only Accounts

TRACK-0353

2024-02-04

Accounts & Leads

Update: Grid: Filter: Show Only Leads

TRACK-0354

2024-02-04

Accounts & Leads

Update: Grid: Filter: Show Only My Accounts

TRACK-0356

2024-02-04

Accounts & Leads

Update: Grid: Filter: Show Only My Leads

TRACK-0358

2024-02-04

Accounts & Leads

Update: Grid: Grid header filled in

TRACK-0363

2024-02-04

Accounts & Leads

Update: Grid: Number of Contacts

TRACK-0387

2024-02-04

Accounts & Leads

Update: Grid: Show all email addresses

TRACK-0404

2024-02-04

Accounts & Leads

Update: Grid: Show last activity (call, task, email, etc.)

TRACK-0406

2024-02-04

Accounts & Leads

Update: Hide merchant if no access

TRACK-0424

2024-02-04

Accounts & Leads

Update: Hide projects if no access

TRACK-0422

2024-02-04

Accounts & Leads

Update: Hide punches if no access

TRACK-0423

2024-02-04

Accounts & Leads

Update: HTML encoding and shouldn't

TRACK-0365

2024-02-04

Accounts & Leads

Update: In the sub-menus the "Add New" look more like text than a button

TRACK-0372

2024-02-04

Accounts & Leads

Update: Integrate Projects

TRACK-0373

2024-02-04

Accounts & Leads

Update: Opportunities

TRACK-0388

2024-02-04

Accounts & Leads

Update: Projects show in Account

TRACK-0390

2024-02-04

Accounts & Leads

Update: Save: Update and clean all input fields

TRACK-0414

2024-02-04

Accounts & Leads

Update: Tags

TRACK-0410

2024-02-04

Accounts & Leads

Update: Timer: Check domain uptime

TRACK-0305

2024-02-04

Accounts & Leads

Update: Update Tags

TRACK-3201

2024-02-04

Accounts & Leads

Update: Yes or No: Cannot see the sub-acocunts

TRACK-0302

2024-02-04

Addresses

Add: Addresses, add email

TRACK-3156

2024-02-04

Addresses

Fix: account, address not showing/saving

TRACK-3111

2024-02-04

Addresses

Fix: Add phone, doesn't save

TRACK-3155

2024-02-04

Addresses

Fix: Address, city text box

TRACK-3154

2024-02-04

Addresses

Fix: Addresses, add date

TRACK-3157

2024-02-04

Addresses

Fix: Addresses, custom fields

TRACK-3160

2024-02-04

Addresses

Fix: Addresses, links

TRACK-3158

2024-02-04

Addresses

Fix: Addresses, links

TRACK-3196

2024-02-04

Addresses

Fix: Addresses, members

TRACK-3206

2024-02-04

Addresses

Fix: Time zone

TRACK-3197

2024-02-04

Addresses

Update: Dates: If Active turned off fill in the end date unless it's already filled in

TRACK-0436

2024-02-04

Addresses

Update: DND: Calls & Voicemails

TRACK-0431

2024-02-04

Addresses

Update: DND: Emails

TRACK-0432

2024-02-04

Addresses

Update: DND: Inbound Calls & SMS

TRACK-0434

2024-02-04

Addresses

Update: DND: Text (SMS & MMS)

TRACK-0435

2024-02-04

Addresses

Update: Ethnicity is now a lookup

TRACK-3202

2024-02-04

Addresses

Update: Minimize the padding so that we have more space on addresses

TRACK-0439

2024-02-04

Addresses

Update: Phones: Verify booleans

TRACK-0446

2024-02-04

Addresses

Update: Postal Code Lookup

TRACK-0441

2024-02-04

Addresses

Update: Remove additional and make sure all those fields are categories in custom

TRACK-0442

2024-02-04

Addresses

Update: Remove gradient

TRACK-0443

2024-02-04

Addresses

Update: Universal returns from account

TRACK-0445

2024-02-04

Affiliate

Fix: affiliats/ add new

TRACK-3118

2024-02-04

Documents / Downloads

Fix: Accounts, documents

TRACK-3163

2024-02-04

Drug Testing

Update: More Random Settings Available

TRACK-3200

2024-02-04

Drug Testing

Update: Random Lookup Screen Changes

TRACK-3199

2024-02-04

Feedback

Add: Accepted Checkbox

TRACK-3225

2024-02-04

Feedback

Add: Feedback filter

TRACK-2785

2024-02-04

Feedback

Fix: Feedback, assigned to box

TRACK-2782

2024-02-04

Feedback

Fix: Feedback, date

TRACK-3198

2024-02-04

Feedback

Update: Move Reported Info tab

TRACK-3226

2024-02-04

Invoices & Quotes

Fix: Invoice Saving

TRACK-3105

2024-02-04

Modules

Fix: module list

TRACK-3117

2024-02-04

My Account

Add: Addresses, my account

TRACK-3203

2024-02-04

Overall

Add: Mobile, excel export

TRACK-3151

2024-02-04

Overall

Add: New Green Theme

TRACK-3186

2024-02-04

Overall

Add: Option to prevent texting to a phone number

TRACK-3209

2024-02-04

Overall

Add: Text box typing problem on mobile.

TRACK-3153

2024-02-04

Overall

Add: Updated Color Picker

TRACK-3224

2024-02-04

Overall

Fix: Calenders

TRACK-3205

2024-02-04

Overall

Fix: dark mode button text missing

TRACK-3141

2024-02-04

Overall

Fix: dark mode save button

TRACK-3140

2024-02-04

Overall

Fix: text in text box disapears

TRACK-3139

2024-02-04

Overall

Update: Emojes

TRACK-3190

2024-02-04

Overall

Update: Retentions Increased

TRACK-3227

2024-02-04

Tasks

Fix: quick task/task

TRACK-3107

2024-02-04

Tasks

Fix: task/ work history

TRACK-3125

2024-02-04

Tasks

Fix: Tasks, work notes

TRACK-3165

2024-02-04

Tasks

Update: Doubles???

TRACK-2784

2024-02-04

Time Clock

Fix: manual punch in/out time scroll backwards

TRACK-2780

2024-02-04

Time Clock

Update: Added Day of Week to Time Clock Summary

TRACK-3188

2024-02-04

Time Clock

Update: Update Time Clock Punch In Text On Punching In

TRACK-3184

2024-02-04

Users

Add: User Screen Notice

TRACK-3187

2024-02-04

Users

Fix: Auto generat accout

TRACK-3194

2024-02-04

Users

Update: Export VCS file

TRACK-0317

2024-02-04

Users

Update: Link Tree

TRACK-2008

Available Service Flyers

Our philosophy has always been honesty (this is our rule #1) and transparency in our services. There's no reason to hide costs unless you have something to hide. We've found that those who hide fees charge more successful businesses more money because they can. We do not feel this is the way America was meant to be. We believe in offering a fair price to everyone for the work that is done.

We also believe that once you sign on with us, you trust us, and as our thank you to you, we "price lock" our services for the plan(s) you signed up for at that time. This means while you are on those services, the price will always be the same. As business owners, we appreciate this as it allows us to budget our business expenses better.