21st March 2024
25 March 2024
Closed tickets now reopen automatically when a customer replies by email, and ticket tags have been added to list and pipeline filters. API-generated quotations can be auto-distributed to salespeople by round-robin, and new PO variables link purchase orders to source job or sales order users.
NEW
Tickets Improvements
–Re-open a closed ticket if the customer replies to the email
–Ticket tags added to filters of list and pipeline screens
–Create Customer Return added
Item Reporting Improvements
–Item tags added to filters
–Filter for multiple items using semi-colon as a separator (i.e. ItemA;ItemB;ItemC)
Automatic Distribution of API-Generated Quotations to the Next Salesperson – Freeing up staff time by automatically allocating based on a ‘next in-turn’ algorithm.
PO Variables/Tags Linked to Job/Sales Orders – These allow an automated message to be easily sent from the PO to the source Job/Sales Order’s assigned and initial assigned users –{LinkedJobAssignedUserEmail} {LinkedJobInitialAssignedUserEmail}
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