Payaca updates
Payaca updates
www.payaca.com

See all files related to a deal in one new "Files" section on a deal πŸ“

 

New

  

Now any document, image, video or other file related to a deal is found under the "Files" tab. It brings together files that were previously hidden in forms, invoices and other. You can now clearly see the source of the file.

You can even upload videos! Coming soon to mobile.

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Deal notes improvements πŸ“

 

Improvement

  

We've put the notes in a more prominent place so it's easy to see all the important comments on a deal, without having to scroll through the activity. It also now shows which team member left the note to make it easier to collaborate.

Don't forget you can format text and add links here too!

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Here's one for the data lovers... πŸŽ·πŸ‘©πŸ½β€πŸ’»πŸ’–

 

New

  

We've added a tab to the Business Performance page on the web app (renamed Analytics) where you can see metrics associated with your tag usage πŸ“ˆπŸ€―

We're planning to add a whole lot more metrics here in the future - let us know if there's a particular metric you'd like to see broken down by tag!

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Upload multiple images at once to deals, events and forms on mobileπŸ“±

 

New

  

As well as uploading up to 5 images at once it's also got a lot faster!

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Customer page improvement ✨

 

Improvement

  

We've given the customer page a fresh look, including adding any events relating to the customer, some analytics and an overall cleaner layout.

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Duplicate item (with any linked materials) 🌟

 

New

  

Quickly create similar items with their linked materials using the new "Duplicate" quick action.

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Giving you full control over your invoices 🦾

 

New

  

When splitting invoices, we know how important it is for you to be able to decide exactly what goes on each invoice.

Our newest release gives you that ability! πŸ€©πŸ€―πŸ¦„

When editing a draft invoice, you can click 'Edit % due by line' for total configurability. You're free to include none, some, or all of the value of each item!

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We hope this feature works well for you! Let us know what you think. 🧠

Assign your Deals an owner πŸ™‹πŸ½

 

New

  

The deal owner is shown on the pipeline and listed deals page, additionally you can filter by owner to see exactly which deals someone owns.

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We've added some spicy new notifications 🌢️

 

New

  

Get notified straight away when a task is assigned to you, when you get paid and when a payment requires confirmation. πŸ’Έ

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Fixed decimal places on web for iOS phones πŸ“±

 

Fix

  

Ricky Wray is to thank for raising this one with us! πŸ‘πŸΌ

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