Proposal
- Expiration Dates
- Expiration Dates can be added to proposals
- Can be Edited/Defined from the following locations:
- Proposal Wizard
- Proposal Detail View
- Send Proposal to Client Form
Jobs
- Time in Status
- Users can now view the amount of time a Job has been in a certain status by visiting the Job list. The current amount of time in Days, Hours and Minutes can be viewed under the Status.
Timesheet
- CSV Export
- The time sheet for the selected user can be exported as a CSV by clicking on the Export button.
User Settings
- Page Settings
- Users can now select the function of clicking on the “View Details” action on the Job List. Users can select between opening the Detail view in the Same Window or a New Window, by default.
Client Types
- Tree View – Client Types and Subtypes can be easily and efficiently managed via a tree view.