v6.3 – August 2021
Equipment on quotes
- You can now add equipment to quotes.
- Added the option to create a job sheet from a quote with selected equipment.
- Added the option to create a quote from a job sheet with selected equipment.
Updated email form
- You can now select multiple attachments when sending emails.
- You can now add Bcc and Cc to emails.
- You can now view how much holiday you have left and which days you have booked off by clicking on the user in the top right.
- You can now search for email addresses in the CRM search.
- You can now view equipment history in a job.
- Quotes can now be hidden by selected status.
- Rates can now be ordered.
- Equipment UDF has been added to the equipment selection screen.
- Job item reports are now supported in Clik Remote.
- We fixed jobs that should be hidden by status from showing in job history.
- We fixed the process of creating a new site whilst editing an existing sales order.
- We fixed the job prefix not auto-filling.
- We’ve now stopped users from being able to change the date of a time item if the privilege ‘can only edit a job on the day the job is due’ is set.
- We’ve fixed the accept/reject quote feature in the Customer login.
Update released 5th August 2021.