New
Improved
Software Update - 5.1.4
New Feature!
- We've expanded on the existing 'Customer interactions' section on the customer report, and added 2 new sections to help you make the most of this feature:
- We've expanded on the existing 'Customer interactions' section on the customer report, and added 2 new sections to help you make the most of this feature:
- We've added a summary to your dashboard, showing a summary of current 'Open' interactions (e.g. things you might need to follow up on)
- We've also created a new 'Customer Interactions' dashboard (find under Customers > Customer Interactions from your toolbar)and improve customer interaction functionality
New Improvements:
- Replaced 'Customer' dropdown lists on various pages (job list, materials, edges, hardware, parts, doors) with text-based search instead. This speeds up page loading times, and makes it easier to find customer accounts.
- Make variation 'this may incur additional costs...' message to display immediately upon clicking 'Variation Request'
- Added some improvements to the new Product Page layout including:
- Make variation 'this may incur additional costs...' message to display immediately upon clicking 'Variation Request'
- Added some improvements to the new Product Page layout including:
- Some further visual tweaks to optimise space and page layout
- Clear variation/notes if the customer hits the (X) button
- Added icons for 'Include drawers/doors faces' option
Include Door Faces icons
