19th June 2024
25 June 2024
Leads import now creates missing customers and contacts automatically, and supports selecting a specific spreadsheet tab. Also added: importing customers and contacts from a single multi-row file, pinning pre-build sections to the top of documents, and fixes for the items-per-page dropdown and quotation display colour.
NEW
Leads Importing from a Spreadsheet – The import will now add the customer and contact if they do not exist in the system. For added speed, you can select the spreadsheet tab to import from, instead of having to split it into different files.
Importing Customers & Contacts from One Spreadsheet – This process allows you to import contacts for customers in one import file to make it easier to import from another system. A companycan have multiple contacts, but they must be on different rows. Previously, the customers and contacts files had to be split up.
Pin Pre-Build Section(s) to the top – They will appear at the top of the resulting Quotation, Job/Sales Order, etc.,
FIXEDItems per page dropdown – More than 25 can be selected
Quotation -> Set Display Color
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