22nd July 2025
22 July 2025
Customers can now confirm or update their delivery address when accepting a quote or confirming a job via a shared link, with any changes applied automatically. Large jobs exceeding 100 items or four sections now load only the header by default, with individual or full section loading available on demand.
NEW
Confirm Customer Address Page
When you send a link to the customer for quotation acceptance or job/order confirmation, you can now request them to confirm or update their delivery address. Any updated or added address is automatically set on the quotation or job/orders. Make this visible by navigating to Cog -> e-Signatures, selecting the required module, and then specifying whether this field is shown and whether it is mandatory. On the customer page, they will see the currently selected address.
Delayed Load on Large Jobs/Orders
Where a job has more than 100 items or four sections, it will load just the header section. To load all sections, click the ‘Load All’ button, which will have replaced the ‘Expand All’ button. Individual sections can be loaded by clicking on their ‘Load & Expand’ button, which will have replaced the ‘Expand’ button.
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