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Improvement
a year ago

Enhanced quotation experience when using Syrinx!

We’ve made several improvements to enhance your experience with Quotations and Syrinx integration:

✅ Enhanced Quotations View – A new blue notification now displays the number of Requirement lines in Quotations, with a tooltip for additional details.

✅ Improved Syrinx Configuration – We've re-organised settings to include options such as "Send New Prospects to Syrinx" and "Send New Contacts to Syrinx", making integration more flexible.

✅ New Quotation Preference – In Preferences > Quotations, a new setting "On Requirements Lines use" allows selection of:

  • Asset Categories (default)
  • Assets
  • Asset Categories & Assets

✅ Updated Asset Import – The Import Asset Categories section in Syrinx Configuration now aligns with the new Requirements Lines setting.

✅ Smarter Auto-Complete – In Quotations, the Requirements Code field auto-complete now returns Assets if configured.

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