New: Simplify Quote and Other Edit Screens – Hide Fields You Don’t Want

You can reduce what you and your team see on the edit screens by hiding and removing fields you don’t need.

You might only want to see the company and contact name:

Reduced Edit Screen

Or see more by default without having to click on the ‘Show More Settings’:

SeeAll

 

You can set this in the setting page for each tool (e.g. Quotations Setting).

 

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