When you click on a line item in a quote or job, etc, it will automatically change into edit mode. You can press the return key to save your changes.
We’ve also moved the main edit screen around to keep the client notes section always visible. Last week we added formatting to this and as more clients are now using it, we felt it was better to have it permanently visible. We’ve moved other items around to save on space.
The settings screen has been changed listing each section on the left of the screen. Hopefully, this will make it easier for you to find the settings you need.
Please let us know if you have any questions or problems with the re-design. The intention is to make the system easier for you to use so please let us know if it has or hasn’t!
This release allows you to add as many templates into a document as you want, removing the restriction of just three in a set order.
You can also merge a Word or PDF attachment into the final document. Simply click on ‘Add Page’, then select ‘Attachment’ instead of ‘Template’ and select an attachment from the quote or other record you are creating. Attachments are only visible to pull in if they have been marked as ‘Send / Preview’ in the attachments panel.
Once they have been added, you also re-order the documents.
Some large quotes or jobs are running very slowly on the system since the last release. Our apologies for this.
We have identified the cause, have made a fix and are now testing on the development system to make sure performance will return to the previous standard. We will put this live Monday or Tuesday evening.
To quickly see which suppliers will possibly get what orders if you win the quote, you can now export the list of products, their quantities and their suppliers.
To do this, click on the ‘Convert to New Purchase Order’ button. Fill out the details as you would if you were planning to create the purchase orders, but at the end of the process, instead of clicking ‘Create to Purchase Orders’ click on ‘Export Items’. This will produce an Excel file with all the details in.