Software Updates

User notification

All users receive a notification within the system when any of the following apply.

• the status of a record they are assigned to changes
• they have been assigned a new task
• they have a task due for completion.

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.

Scheduled message feed

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:

• By source (jobs, quotes, invoices and more)
• Status (unsent, sent and pending)
• Select a customer, contact or supplier individually
• Date (today, this week, yesterday and more)

Company credit limit notification

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.

New tags for optional items

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:

By Section

• Net Total of the Section (Excluding Optional Items)
• Value of Optional Items in the Section
• Net Total of the Section (If all Optional Items were to be added)

By Quote

• Net Total of the quote (Excluding Optional Items)
• Value of Optional Items in the Quote
• Net Total of the Quote (If all Optional Items were to be added)

Catalogue quotes

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:

• Setup costs (irrespective of quantities)
• Unit prices for different quantities (I.e. if you order 1, 50, 100 or 200)
• Additional unit prices for things like delivery, or embroidery, 2 side print etc.

Import section from other records

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.