New
We've just added drag and drop to the web app, so you can easily choose the order you want your line items to appear in 🪄
Change the line item order on your proposals 🔃
End time replaces duration in events 📆
Improvement
Multi-day events will now display correctly on the calendar by setting the actual end time of the job. 🎉
Tags can be added to events on creation in mobile app
Improvement
Option to override supplier email on purchase orders 🧾📧
Improvement
Deals tag filtering - Show all deals with a particular tag 🔖🌟
Improvement
Sales Manager user role now available 🎉
New
The Sales Manager role:
✅ They can create/edit materials, suppliers, line items, line item groups and purchase orders. They can assign events and tasks to other users.
❌ They won't have access to reports, business performance, account management, subscription management, connections or dashboard.
Signature box on forms now displaying correctly on ipad 👀
Fix
Thanks to Gary Snell for flagging this!
Event on a deal automatically takes the name of the customer
Improvement
Events created on a deal will have the event name pre-filled with the customer name. You can still change it to something else though!
SMS automations can be sent to any number 📱🤖
Improvement
Within automations, you can now enter a specific phone number for your SMS notification action to send to.
Add notes to a Purchase Order
Improvement
When creating a Purchase Order, you can now add additional notes which will be shown on the Purchase Order Document.
You could use notes to add your account number with the Supplier, or the delivery address for the materials.