Thanks for checking in on the latest SolutionView update! We’ve been focused on improving usability and strengthening the experience across the board, especially in the areas of customer signing, photo performance, and appointment handling.

Here’s what’s new in version 2.3.25:

Customer Signing Enhancements

In rare cases, sales reps were returning to SolutionView after a customer had approved a project through the Customer Portal. When marking the appointment as sold and sending it to the cloud, the rep’s update would override the customer’s signature, causing confusion. This version addresses that. The app now checks the approval status directly from our servers, and if the customer has already signed, updates from the app are restricted to protect the signed documentation.

Updated “Exit Meeting” Button

To avoid any confusion, the button in the bottom right of the Complete Appointment screen now says “Exit Meeting” instead of “Complete.” If the appointment hasn’t been sent to the cloud yet, reps will be prompted before exiting if the appointment has not yet been sent to the cloud.

Customer Support Functionality

We’ve added behind-the-scenes support tools to help us troubleshoot more effectively when issues arise in the field. These improvements give our support team more visibility and allow us to resolve problems faster.

AI Appointment Recording Integrations

We’re starting to integrate with leading AI recording platforms, Rilla and Siro. If your organization has enabled this feature, you’ll now see a microphone icon in the appointment quick nav to launch the respective tool.

Fixes

- We’ve optimized how photo thumbnails load when viewing appointments. On some devices where many photos were present, memory issues were occasionally causing app instability. With this release, you should notice smoother performance even in photo-heavy appointments.
- Resolved a configuration scenario where forms would duplicate in Findings
- Resolved an issue with area titles in some situations causing issues
- Resolved an issue where products that were added manually would be removed out of projects
- Resolved an issue where extra signatures or initials would appear in the new Dynamic Custom PDFs
- Resolved an issue in Appointment Resources when opening resources

Styling Enhancements

Our design team has continued polishing user-facing screens. Buttons, layout, and spacing have been refined to create a smoother, more consistent experience throughout the app.

Thanks for using SolutionView - we’re always working to make your sales process better, faster, and more reliable. As always, if you have feedback, we’d love to hear from you.