July 2021 Updates

Quotes

You can now copy quotes.

There is a new field for notes when viewing the Quotes tab for a Client.

Bug fix – When you set an Enquiry to “Closed – quote to be issued”, the address now copies over as expected.

Projects

Stage date reminder emails are no longer sent out for dates set as “Completed”.

New Co-consultant status for “Consultant Declined”.

Dashboard

You can now click the “Live Projects” number to be taken straight to your active Projects list.

You can now click the “Open Quotes” number to be taken straight to your active Quotes list.

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