- To save time when creating Quotes, we’ve created a new Template module; it allows you to quickly create a new Quote from a predefined Template. We also made sure you can quickly access Invoice and Quote templates from CRM > Activity. Find out more about the new feature in this video.
- You can now report on all the information captured within an Action List using a new set of powerful tools - Job Action Lists, Quote Action Lists and Project Action Lists. Find out more in this video.
- If you turn an equipment item into an FGAS System, it will now copy the plan location and reference
- Removed deleted users from Current Locations map
- Optimized document list throughout Clik
- New PO List/Report - missing "order placed" column
- Fixed refresh issue when recording a leak so it displays Correction (Atmosphere) when logged.
- PO item costs not updating the last cost on a product.
- The sales Order Grid company name wasn’t showing the person's full name.
- Failed to resolve recipient (Outlook Email Error) to fix reports of Clik not being able to send an email to a particular email address intermittently.
- The Work Time Cost column wasn’t displaying a total box after reloading a job sheet.
- If you raise a PO in euros, the total on the list is the same in pounds.