Ordering Improvements:
Did you know you can now add items to purchase orders in the orders tab? You can build a PO from scratch or you can add directly from the PO from a project or stock items from the catalog.
You can also change the shipping address with an improved shipping dropdown to more easily select from your company address or project address.
More Filters:
- Filter by Ownerin both the Opportunity, Project, and Clients page
- Filter by Client Typein the Clients page.
Other Improvements:
- Click to call on Mobile devices
- Updated the scroll and pan on Visual Quoting to match other design tools (scroll up and down instead of zoom. Hold the command/control key to zoom in and out)
- Improved the centering of items on the visual quote plan view