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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