Release on December 2, 2019

by Chris Salisbury | Nov 27, 2019 | Release Notes | 0 comments

V3 development is ongoing. We hope you are liking what you see! Check it out and let us know what you think.

New

- LEADS
  The long-awaited Leads feature is now available. Create Leads from the Create menu. Additionally, find Leads added to the main menu. Learn more…

Enhancements

- ELECTRONIC DOCUMENTS
  A long requested feature — Support for multiple Electronic Document Provider accounts is now available. Additionally, create and access multiple envelopes on a customer. You will also notice we updated the naming of this feature from DocuSign to Electronic Documents. Learn more….

- GLOBAL SEARCH FOR BUSINESS NAME
  You can now search for customers by Business Name. You can do this by searching for a Customer by Name on the global search. The results will now list Business names for commercial accounts.

Fixed

- IS TAXABLE
  We fixed an issue with the Is Taxable feature on Billable Line Items.

- GLOBAL MESSAGE
  Closing the Global Message no longer causes issues with use of the software.

- ALARM.COM IMPORTS
  We had a few hick-ups with our new Alarm.com Imports feature, but those have now been fixed and the feature is ready to be used.

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