Date of issue: 25. 4. 2021
News in the Business Board
Yes, we've improved the Business Board again, and how?! It’s fine-tuned to the smallest detail.
- We've added new types of Deal sorts. You can choose between sorting by Age or Deal Value, Name from A to Z, Recent Changes and Scheduled Activities in ascending or descending order.
- Deals, you will find a profile picture of the Deal Owner. Orientation on the Business Board has never been easier :).
- Next to the picture of the Owner, you will find information about the activity. It is either scheduled »You will view its detail, or it is without activity» you plan it directly from the Business Wall. You will love the improved Business Wall. What do you think?
Transfer of custom fields from the Deal and the Quote
Now you can easily transfer the data in the custom fields in the Deal to the Quote. It’s enough for the custom fields to match (the custom fields must be of the same type, have the same name and be unique). The filled in data will thus be copied to the newly created Order or Offer, which you will issue directly from the Deal. The data is not transferred to already issued Orders and Offers. Records may not be synchronised.
- Fill in the custom field for the Deal.
- Then place an Order or Offer directly from the details of the Deal. The data in the custom field is transferred.
The same will work for the transfer of data from custom fields from the Offer to the Order. Again, the custom fields must match each other (they must be of the same type, have the same name, and be unique). Orders do not have to be synchronised with the Offer.
- Fill in the custom field next to the Menu.
- Place an Order from the Menu. The filled-in custom field is transferred.
News in Custom Fields
We've simplified the control of Custom Fields. You’ll appreciate especially that you have more custom Fields. Now you can expand or collapse all fields, in bulk and individually, or change the order of custom fields and the order of items in them.