All users receive a notification within the system when any of the following apply.
The notifications can be linked to the page that notification is relevant to. Any notification is available for 30 days, after that time period has elapsed it will no longer be available.
View every message that has been scheduled (either automatically or manually), the feed has a default to showing the messages that are scheduled within the next 14 days. There are a range of filters, allowing you to adjust the message view, these are:
Specify a credit limit for each of your customer accounts on the CRM. These can be set in the customers record within the CRM. When the combined value of unpaid invoices, and open jobs / sales orders exceeds the credit limit, a tag (as shown below) will appear to notify the user the customer has exceed their assigned credit limit.
You have been able to set items on a quote as an 'Optional Item' for some time which has taken the value of these off the totals for sections and overall quotations.
There are new tags available which can be added to your quotes, so you can now present the following information:
Catalogue Quotes allows you to show multiple pricing options against a single product on a quote based on quantity levels specified by you.
The Catalogue Quotes allows you to present:
Import one or more sections of products from previously created records or prebuilds. This means rather than creating a quote from scratch each time, you can import the previous section which already contains the selection of items you need.
By clicking on the List icon (Burger menu) in the top right corner of any section, you now have the option to ‘Import New Section’ above or below your current section.
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