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Release Notes

Add Operation and Sales Rep as Default Fields Available at the User level

Add Operation and Sales Rep as Default Fields Available at the User level

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Turn Email Template URLs into Buttons!

Turn Email Template URLs into Buttons!

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Corrected inconsistent date formats for email sent log

Corrected inconsistent date formats for email sent log

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Add Additional Columns to Job Management

Add Additional Columns to Job Management

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Unroll a Rolled-Up Invoice (RUP)

Unroll a Rolled-Up Invoice (RUP)

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Automation

Automation

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Total Balance Due Added to Combined Invoice and RUP Templates

Total Balance Due Added to Combined Invoice and RUP Templates

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Add Items to Item Groups on the Fly!

Add Items to Item Groups on the Fly!

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Proposal Group Templates

Proposal Group Templates

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Control when an Invoice displays on the Customer Portal

Control when an Invoice displays on the Customer Portal

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