We've added short descriptions to Packages, Allowances, and Services.
Purchase orders now have a new "Partially Received" stage. This allows you to keep track of those purchase orders which contain a mix of received and unreceived items.
With this release, you can enable our new Google Contacts integration and take advantage of our updated QuickBooks Online integration to seamlessly search for contacts across all platforms when sharing a new proposal!
There is a new report in the Project's Quote that allows you to download a simple PDF designed for installers. You can find this under the Quote's "more" menu in the header.
You can now edit the "Client Supplied" state for multiple items at once. After selecting multiple items, our multi-select sidebar now includes this option at the bottom.
There is a new report in the Quote view that allows you to download a simple PDF designed for installers. You can find this under the Quote's "more" menu in the header.
We added a view dropdown to the header of the Opportunities area to make it easier to view opportunities owned by other folks in your organization.
We added a view dropdown to the header of the Projects area to make it easier to view projects owned by other folks in your organization.
You can now change the account owner from the Settings area.
Our team has been architecting performance improvements for D-Tools Cloud and this release includes a number of enhancements to the Opportunities, Opportunity, and Quote areas. We plan to include additional improvements to increase the performance of the application in our next two builds.