Multiple currencies in Sales and improved Quote creation workflow

Multiple Currencies in Deals, Quotes, Invoices:

In the Sales Options menu, there is a new Currencies tab where you can specify the reference Currency for your account, as well as a list of other currencies with exchange rates to the reference Currency.

Click on New Rate in the toolbar to add a new currency. You can choose from the existing currencies, or add your own currency by clicking on Add new at the bottom of the currency drop down list.

You can now set the currency of a Deal.

When you create deals, quotes or invoices in different currencies, the dashboard totals will be calculated by converting the foreign exchange currencies into the reference Currency.

Improved workflow for adding Products to Quotes:

The number of steps required when adding multiple products to a new Quote has been reduced by half. The Add more button on the Add Product confirmation screen returns to the previous list of products instead of the main Quote screen. Tap on Done when you’re done.

The Add Products button now allows to select both Products and Services to add to a quote and the Add Service item has been removed from the popup menu.

Other changes:

  • Increased performance when viewing and searching quotes on mobile
  • Quote and Invoice lists on mobile sort by date descending instead of name by default.
Advertisements

Jobs App PDF Export Options

There is a new Custom PDF Export tab in Job Web App.

  • You can check if you want or not to embed forms with the Job PDF report.  For example, in the case the form linked to a Job is for internal use only and should be not sent to the client.
  • The Checkout note is now placed in a separate section in the Job PDF to make it more readable, in case it contains multiple lines
  • you can configure the company logo and address directly in this option screen

 

Color for Map pins in Contacts

You can now set a Map color for a Group of Contacts or Companies. Contacts or Companies belonging to this Group will appear with as a map pin with the specified color in the Maps tab in the Contact or Company list.

How to: in the Contacts web app Options menu / Groups tab, click to edit a Group, and set the Map color field.

Jobs App Enhancements

  • PDF Floor Plan support in Job : add Note, Photo and Form location on a custom floor plan for your job
  • Automatically  archive completed job PDF by email. Go to Job Web App > Settings on the left pane, Job Completion tab to configure the archive email
  • Create Jobs from Project app. in the Project view screen, top + and create a new job linked to the current project
  • New Instant Push notification when a job is assigned to a user
  • Enhanced PDF Job export, combining add notes, tasks and forms for the job
  • Export Calendar Job List in PDF or Excel format (Day, Week or Month). Very useful to distribute a list of jobs to do for the day of week for user who do not have access to the mobile app
  • Multi User Job assignment with Drag and Drop in Calendar View. Simply press the Control Key while dragging the Job to a new user.
  • Streamlined Job Web Interface : merged List and Open Job list view, contextual Map icon in Day view
  • Enhanced Job Web search  : with instant search address and client lookup