Activities

• Activities can be deleted using the bulk delete option in the Activity Report List View.
• Activities related to a contact can be observed from the Contacts list in the Activity column.
• Users can sync their PASconcept User Activities Calendar by using the Subscribe to Calendar feature on the Activity Calendar Page.
• Once subscribed, events/activities created in PASconcept will appear on the user’s Calendar (Google, Outlook, etc).
• Activities can be assigned to multiple users at one time. This can be done by selecting multiple users in the Employee Field of the Activity Form.
• Activities can be used as “Internal Activities”. This can be made possible by simply not selecting a client. No client will be associated to this activity.
• Activities can be associated to contacts directly. This means that activities can now be related to Vendors, Subconsultants and other Contacts.

Contacts 

• Sources can be attributed to contacts.
• Contacts can be converted with one click by clicking the “Convert to Client” button.
• Contact Profiles contain both Contact Info and Activity Info Tabs.

Company

• Clients and Contacts can be associated to custom Sources defines per Company.
• This option can be found in the Settings>Contacts> Contact Sources page.

Opportunity

• Opportunities can be generated from either a Contact or a Client.

Notification

• Company wide Notification and User Specific Notifications can be generated from the Employee Notifications Page. This can be found in Resources>Notifications.

Clients

• A per-client profitability report can be accessed by changing the view in the Clients List.

Proposals

• The process for creating proposals mirrors the creation of a proposal with the updated Proposal Template Form.
• Proposals with a Deposit will direct clients directly to the existing invoice upon acceptance.

Job

• Adding a new Job is made easier with an updated New Job Form.

Homepage

• Users can view pending and past Due Activities from the Homepage
  • Users can mark Activities as Complete by dragging and dropping the activity card to the “Completed Today” area of the home page.
  • Users can mark Activities as Cancelled by dragging and dropping the activity card to the “Cancelled Today” area of the home page.

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