a year ago
🚀 Streamlined Improvements
We’ve rolled out a set of small but impactful updates to make your day-to-day work smoother and more efficient:
🔧 Key Improvements
- Flexible Site Creation
You can now configure whether the ‘Client’ field is mandatory when adding a new site. To use this go to Settings > Preferences > Sites > 'Customer on Site' dropdown and choose between 'Required' or 'Optional'. - Quotes – New Status Filter
A new filter lets you quickly find quotes in Draft, Sent, or Viewed status—making it easier to focus on the quotes that need your attention. - Enhanced Site Panels
A new search field has been added to the Site panels across all modules for faster navigation.
✅ These incremental updates are designed to save time, reduce friction, and keep your workflow moving smoothly.