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    6.20.0 CRM Enhancements
    • 18 Jul 2024
    • 1 Minute to read
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    Contents

    6.20.0 CRM Enhancements

    • Updated on 18 Jul 2024
    • 1 Minute to read
    • Print
    • PDF
    Article summary

    6.20.0 CRM Enhancements  

    New available fields 

    • We've introduced a new field, In Process Opportunities to Property advanced search.
    • We've added the Opportunity Tags field to highly requested reports and lists:
      • WIP Report
      • Property Opportunity List
      • Invoice List
      • Work Ticket List
      • Schedule Board Work Ticket List
      • Expense Work Tickets Report
      • Construction WIP Adjustments Report

    Use the Opportunity Tags to easily sort and find Opportunity details.

    Schedule board work ticket list

    Construction WIP Adjustments Report

     Report Designer 

    • We've added Service Description from Estimate and Service Description from Catalog.
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