- Major Change: All document management now goes through the portal
* This is laying the groundwork for video support in the near future. Stay tuned!
- Added: Job / Quote: Custom Required Fields
* Limited Required Fields (text boxes only) have been around for a few years but were not honored on the portal / mobile apps
* You can now set custom required fields for:
* - Text boxes (i.e. Job Desc or Custom Job Fields)
* - Drop downs (i.e. Lead Source or Sales Rep)
* - Dates (i.e. Tentative End Date)
* - Number fields (i.e. Lat/Long)
* To make a field required:
* 1. You must be a system admin
* 2. Open a job
* 3. Shift + Right Click on the field you want to make required and choose 'Make required for this branch'
* 4... There is no 4, that's it!
* If all custom required fields are not all entered on a quote, you cannot print the quote or send it as a link
* If all custom required fields are not all entered on a job, you cannot create a work order
Still confused? Watch our video explaining how this works!
- Added: Find Quote, Find Invoice, Payment History (and more to come): New button to open the portal / web app
* Allows easy access to features that are available only on the portal
* i.e.
* Graphing / Reporting Quote Stages / Statuses
* Graphing Payment methods (quickly see how much you take in CC versus checks)
* Seeing logos for your customers on the Find Customer / Customer screens
* Easier Exporting of grid data
* And more!
- Other minor fixes