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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.
Clik Service

Clik Service

Quotes

Quote Templates [Video]
Clik Service

Clik Service

Product Updates

v4.2.323 – October 2018

Product Updates

  • v4.2.344 r23 - February 2023
  • v4.2.343 - November 2022
  • v4.2.342 - September 2022
  • v4.2.341 r43 - June 2022
  • v4.2.341 – May 2022
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