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      6.20.0 CRM Enhancements
      • 18 Jul 2024
      • 1 Minuto para leer
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      Contenido

      6.20.0 CRM Enhancements

      • Actualizado en 18 Jul 2024
      • 1 Minuto para leer
      • Impresión
      • PDF
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      Resumen del artículo

      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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