November 2021 Updates

Communications

When you click to view a Communication from a Client, the popup window is now read only. it only becomes editable when you click the Reply button. This is because there was some confusion when you could click into and edit the text before clicking the Reply button, then you would lose all the text you entered.

Reports

We have added more statuses for the Quotes report. You can now select from the following:

  • All
  • Draft
  • Issued (Not Accepted)
  • Accepted

Projects

When viewing the Stages tab on a project, you can now click into the Start and Completed columns to enter a date without having to edit the whole Stage.

Enquiries

When someone completes your Enquiry Form, the confirmation email they receive after submitting now lists your company name at the top instead of the PlanMan logo.

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