ANSWERING OFFERS WITHOUT ACCEPTING TERMS
If your Customer replies unsure or no to all the products in an offer he or she no longer has to accept the terms and conditions to reply to your offer.
IMPROVED CUSTOMER INPUT IN PROJECT SEARCH
When searching for a Customer in Project search, Qondor will now give you suggestions for auto completing your input.
PROJECT CUSTOM FIELDS - FOR REPORTING
Super admins and office admins can create fields which will be displayed in project settings underneath Lead from. This will let you insert fields that are important to you and report on them.
In the menu just go to Office -> Project custom fields and create custom fields:
When you have created the custom fields, head over to Project settings to see how they will look for your Project Managers:
GET A BETTER OVERVIEW IN OFFICE ADMIN PAGES
For our Office and Super administrators we have made it easier to get an overview of which items (i.e. Project categories, Leads from) are active for your Project Managers. We have added an "Active/All" filter which by default hides all your deactivated items. Here is an example from Customer categories:
- Improved performance on Customer Web.
- Multi and block booking options are no longer visible to the Project Manager when viewing the form in Admin view, unless these options are enabled in Form settings.