Version 24.2 Updates

Created by Mandi Sutton, Modified on Wed, Apr 3, 2024 at 10:26 AM by Beth Murillo

Quotes

  1. NEW - Automatic reminders are emailed for a denied quote **Office Hours attendance is required to set up in client file for use of this new feature**
  2. NEW - The ability to give Dealer Lots access to edit the base price of a product in the Quote (before selecting Payment Terms). By default this toggle is turned off. Turn it on and you are good to go, no need to close and reopen the file.


Reports

  1. NEW - Report names are editable by client. You can rename any/all reports however you like without breaking anything in the system. This is done in Report Preferences by an Admin.
  2. Projected Payout -- Payment Terms field was removed and the # of payments made out of the # expected was added instead.
  3. Buildings Awaiting Repo -- has updated grand total / summary fields


Version 24.2    |    Beta Release: 01/17/2024    |    Client Release: 01/17/2024 

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