12th December 2023
13 December 2023
Parent company field added to Flexi-Import and reporting (Jobs/Sales Orders and Invoicing), creation date added to Contacts and Companies list view, and an Import Shopify Order button added to Pipeline and Gantt pages. Several fixes address delivery note filtering, automated message recipients, and report month labels.
NEW
Parent Company Added to Flexi-Import – This makes it easier to manage groups of companies.
Creation Date Added to Contacts and Companies List View – This allows you to see and filter by when you first added a contact or company.
Parent Company Added to Reporting – Added to Jobs/Sales Orders and Invoicing. It was already present on quotes.
“Import Shopify Order” button – Added to Jobs/Sales Orders Pipeline and Gantt pages.
Import Sections From Another eForm – making it easier to build new eForms.
eForms Answers in Column Format – Use the variable ”{LineAnswer}” to make this happen.
FIXED
Pre-build not Showing on Leads ‘New’ button.
Delivery Notes Grid not Filtering by Currency.
Automated Messages Sending with no Recipient.
eForm Automated Messages Incorrectly Reading InitialAssignedUser email.
Reports Month Labels – The incorrect month was showing on the reports.
Delivery Note Signature in the App
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