SalesAssist CRM Booster

- Fixed profile photo upload failing after selecting from gallery - Profile screen now shows your full name (first + last) instead of username - Added trade-in field to the profile screen - New password must be at least 8 characters — validation now enforced at input - Fixed deal submission status not persisting correctly after reopening a lead - Fixed pipeline stage incorrectly resetting after a submitted deal was reopened - Fixed co-buyer picker not passing the correct person ID - Fixed activity feed loading task items twice on open - Fixed file bundle selection allowing more than one bundle at a time

New Search by stock # to instantly prefill customer and deal forms. ID verification now always lets you pick the right person first — even when there are no co-buyers. Redesigned verification badge for a clearer at-a-glance status. Improved Pinch-to-zoom now works in the ID-capture camera. Selection menus and forms stay above the keyboard instead of being hidden behind it. Checklist tab now shows only when your dealership has it enabled. Cleaner sort options in the Hub based on your company's settings. Fixed Co-buyer ID verifications now correctly attribute to the right person. Customer creation reliably saves ID verification and assigned owner. A gentle reminder now appears when lead data is incomplete.

• ID Verification picker: choose the buyer or a co-buyer before scanning, so the ID is saved to the right person — and add a new co-buyer without leaving the screen. • Verification badge: see pass / review / fail status at a glance on leads and co-buyers (managers). • Pinch to zoom in the document camera. • More reliable photo uploads from the camera and prefill forms. • Bottom sheets now stay above the keyboard. • Smarter hub sorting and manager permissions, plus assorted stability fixes.

This release brings a faster, redesigned experience across the app: • New email composer with signatures, auto-saved drafts, and attachments • Smarter messaging: send photos & videos with automatic compression, reply to notes, and AI Assist • Quicker lead management with unread badges and "Last Reply" sorting • Push notifications that tell you who did what, at a glance Plus dozens of stability and performance improvements.

This update improves messaging with your leads: • Send SMS and email to co-buyers and other contacts on a lead, not just the primary buyer. • Share buttons now reflect each person's info — if a contact has no phone or no email, that option is clearly disabled. • Fixed: sending an SMS no longer switches the composer to email. It stays on the channel you're using. • Messages now consistently show your first and last name as the sender. Thanks for using SalesAssist!

Bug fixes and performance improvement.

Bugs and improvements

\New media viewer with video playback and thumbnails Upload images directly from the composer Improved channel picker with smooth animations Do Not Text (DNT) toggle now syncs with your contacts in real time AI status indicator now accurately reflects button state Fixed keyboard overlap with the navigation bar on the Engage screen Various UI polish and stability improvements

Prefill manager-only editable fields Prefill required fields Bug Fixes Fixed safe area overlap on Android Fixed Driver's License scanner on first launch Access Control Download Merge hidden for unauthorized users Download Merge restricted to managers via company settings

Fix bundles selection for selectable items.

In this new version we introduce. - New checkout feature for checklist. - Android camera bug fixes.

Bug fixes and performance improvement

Bug fixes

- Include drivecentric support - Include UTC support

- Add new functions to inventory, auto filtering, share iPacket and share PureCars - Change copy when customer fail opening to make clear the error. - Change copy when submitting a form.

OFAC Button for Main & Cobuyer Added an OFAC button at the top of the screen supporting both main and cobuyer users. Normalized File Upload Support Standardized file upload behavior across all upload types (Mileage Confirmation, Add Trade, Share Files, etc.) to support images and PDFs. Unsupported formats now show an error message and prevent submission. Cross-Device PDF/Image Loading PDFs or images uploaded from one device (e.g., computer) can now be opened and viewed from another device (e.g., iPad or mobile) with the same loaded file. Save Draft Option for Internal Actions Added a Save button next to Submit for internal actions such as: BDC CNA, Mileage Confirmation, Insurance Validation, Sold Validation, and others. Users can now save progress before finalizing. Closed Opportunity Warning Added a warning message to notify users when attempting actions on a closed opportunity. Prefill Button for Missing Schema Fields Prefill button now appears even when the form schema is missing linked fields, ensuring smoother data entry. Cobuyer Sync in eLead Improved synchronization between cobuyer information and the eLead system. Add Participant from ID Verification Entry Point Added the ability to add a participant directly from the ID Verification entry point (previously added on old DEV but not released). Cobuyer DL ID Verification You can now add a cobuyer’s Driver’s License ID Verification directly from the checklist. The app will prompt to select or add a cobuyer before opening the camera.

Bug fixes and performance improvement

Bug fixes and performance improvement

Form Engine Camera fixed

Bug fixes and performance improvement

Bug fixes Create and Edit Lead Fixes

Bug fixes - Cobuyer ID Verification Fix. - Share With fix

- Added new categories for selection in the file camera, making it easier to organize and capture content. Fixes - Resolved an issue with checklist selection, now supporting deeper item selection without glitches. Improvements - Enhanced Form Engine performance and stability for a smoother experience.

Currency Input - Updated currency fields to follow US standard formatting. - You can now enter $0.00 without restrictions — helpful for placeholders or zero-value entries. Checklist Engine Upgrades - Automatic PDF generation: Now able to generate a PDF using linked fields (CRM) values, making the process quicker when needed. - Improved task handling: Edge cases are now covered when completing tasks, reducing errors and keeping workflows smooth.

- New Form Inputs: Added support for Checkbox, Radio, and Title fields in the Form Engine. - Push Notifications: Stay updated with real-time alerts and notifications. - Bug Fix: Resolved an issue when uploading images from the Form Engine. Update now to enjoy a smoother and more powerful experience!