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2022

  • Display of overpayment on the contact card
  • Ability to use text templates and formulas in commercial offers
  • Possibility to add Items kits in the order module
  • In the Opportunities module, a new column - Planned value with VAT
  • A QR code in the task that creates an event on the phone
  • Representation of the contact person on the contact card
  • New filter in Items module - Do not show Items with zero balance
  • On the Kanban board of Opportunities and Leads module - the possibility of creating a new post
  • Ability to enter a decimal discount in sales documents
  • Changing the visibility and positions of columns in the Opportunities module
  • Contacts Management of visible and mandatory fields of the module
  • The Items module view displays the Cost column
  • Goal calculation based on a specific contact
  • Functionality of signing contract annexes
  • During the import, information is displayed which records are duplicated
  • Leads status change via customer card
  • Calculation of targets according to the stages of commercial proposals
  • Items option to separate serial numbers with commas
  • Automatic allocation of Tickets according to the responsible person of the customer
  • Updated email mail module
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