11th December 2023
13 December 2023
Quote versioning now matches the behaviour used for jobs and purchase orders. Also includes a Customise View button for faster screen changes, renamed Document Templates and Variables, and multi-select usability improvements.
NEW
Change the Screens Quicker – Use the new ‘Customize View’ button and selected the required fields:
Quote Versioning – This now works in the same way as for jobs and purchase orders in that the original document is up-versioned and a copy made of the original which is stored as the previous version.
PDF Documents & PDF Tags Renamed – Based on customer feedback, they are now ‘Document Templates’ and ‘Variables’.
Customer Edit of Quotations – This has been streamlined.
Edit Button Renamed to ‘Multi-Select’- this is should make its purpose more obvious.
Create Buttons Remain When Multi-Selected Clicked – Previously, a new set of buttons appeared but this has proved confusing so the original ones remain but pick up the selection you have made.