Did you know you can now add items to purchase orders in the orders tab? You can build a PO from scratch or you can add directly from the PO from a project or stock items from the catalog.
You can also change the shipping address with an improved shipping dropdown to more easily select from your company address or project address.
- Filter by Ownerin both the Opportunity, Project, and Clients page
- Filter by Client Typein the Clients page.
- Click to call on Mobile devices
- Updated the scroll and pan on Visual Quoting to match other design tools (scroll up and down instead of zoom. Hold the command/control key to zoom in and out)
- Improved the centering of items on the visual quote plan view