Ordering:
Create and add to orders from the Ordering tab. Previously, you could only add to a Purchase Order from a project or from the catalog. We have added a wizard to select from project, catalog, and then choose to add to existing or create new POs. Learn more.
Item Status:
- Add length of item to the item status view
- Update text to Add to or Create PO (you can add to existing POs or create new ones from the item status view).
Quote and Proposals:
- Proposal Download now named OppName-ClientName-QuoteName-Version
- Quote - Rename quote by clicking on a location or system name
Other UI Updates:
- Proposal - Display Order - Change text to Sort By instead of View By
- Project - Align columns on item status
- Proposal Share - Info tool tip explaining BCC
- Proposal - Rename attachments to attachments, whiteboards, & plan views (you can add plan views as attachments)
- Quote - Duplicate Quote name keeps same name, instead iterates version number
- Quote - Description - Show count of plan views (like we do with attachments)