Payaca updates
Payaca updates
www.payaca.com

Change the line item order on your proposals πŸ”ƒ

 

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 πŸͺ„ drag_and_drop.gif

End time replaces duration in events πŸ“†

 

Improvement

  

Multi-day events will now display correctly on the calendar by setting the actual end time of the job. πŸŽ‰

Screenshot 2022-11-24 at 12.17.09.png

Tags can be added to events on creation in mobile app

 

Improvement

  

Screenshot_20221122-113020_Payaca Staging.jpg

Option to override supplier email on purchase orders πŸ§ΎπŸ“§

 

Improvement

  

Screenshot 2022-11-22 at 11.23.55.png

Deals tag filtering - Show all deals with a particular tag πŸ”–πŸŒŸ

 

Improvement

  

Screenshot 2022-11-22 at 09.25.21.png

Sales Manager user role now available πŸŽ‰

 

New

  

The Sales Manager role:

βœ… 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 πŸ‘€

 

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 πŸ“±πŸ€–

 

Improvement

  

Within automations, you can now enter a specific phone number for your SMS notification action to send to.

Screenshot 2022-11-04 at 10.48.13.png

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.