6.20.0 CRM Enhancements

  • Updated on Jul 18, 2024
  • Published on Jul 3, 2024
  • 1 minute(s) read
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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.