Ben SnapeThe following updates were made recently:
Co-consultants
The co-consultants table now defaults to 100 per page.
Project Stage Forecast
On the above report, it now does not include completed stages.
Call Logs
You can now sort the call logs table by User and Actioned as well as the Date column.
Project Calendar
You can now sync your project calendar (on the project dashboard) with a calendar application that accepts the iCal format (Google Calendar, Microsoft Outlook, Etc.)
Enquiries
You can now archive enquiries.
API
We now have an API and have added “Clients” and “Enquiries” endpoints so you can manage your clients and enquiries from an external system. Please see our API documentation for more details.
More API endpoints will be added in the near future.