v4.2.322 – September 2018

New Additions

• To save time when creating quotes, we’ve created a new template module; it allows you to quickly create a new quote from a predefined template. We also made sure you can quickly access invoice and quote templates from CRM > Activity.
• You can now report on all the information captured within an action list using a new set of powerful tools – job action lists, quote action lists and project action lists.

Improvements

• If you turn an equipment item into an f-gas system, it will now copy the plan location and reference.
• Removed deleted users from current locations map.
• Optimized document list throughout Clik.
• New PO list/report – missing “order placed” column.

Bug Fixes

• Fixed refresh issue when recording a leak so it displays correction (atmosphere) when logged.
• PO item costs not updating the last cost on a product.
• The sales order grid company name wasn’t showing the person’s full name.
• Failed to resolve recipient (Outlook Email Error) to fix reports of Clik not being able to send an email to a particular email address intermittently.
• The work time cost column wasn’t displaying a total box after reloading a job sheet.
• If you raise a PO in euros, the total on the list is the same in pounds.