211.1.39
Issues Resolved New Features Pre-releasePre-Release Version: features are only available to customers using a pre-release version who have signed up to the Early Adopter Programme.
New Features
- Added the ability to Print Quotes, Proformas and Sales Orders from the account tab
- Added the ability to delete Pro Formas from within the account list
- Added the ability to delete quotes from within the account list
- Added Person External Reference to Task Import
- Added Person External Reference to Case Import
- Added Person External Reference to Opportunity Import
Issues Resolved
- Change prospect quotations postal name to default based on the following order: Person Name > Company Primary Person Name > Company Name > * Postal Name *
- ‘New Opportunity’ buttons will now be disabled for supplier and prospect supplier companies
- Added a constraint to the quote and order list so quotes and proformas cant be converted unless the account is a full customer
Date applied: April 5, 2022