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Release Notes - 24 Feb 2021
Release Notes - 24 Feb 2021
Simon Wilson avatar
Written by Simon Wilson
Updated over 3 years ago

“Works” now display in Katipolt as “Job” or “Jobs”.

SALES INVOICE – ADHOC PRODUCTS

Adhoc Products can be entered and don’t require a Product Code to Save. Adhoc Products cannot be searched for and used in another Sales Invoice, a Product for “This Sales Invoice only”

QUOTE – QUICK SEARCH

Quote Kitset/Product search now displays a narrowing list of options to help you find the Kitset/Product you are looking for quickly

SCHEDULING – JOB STATUS FLAGS/FILTERS

A better filter view of Jobs in the Scheduling Calendar, i.e. tick “On Hold” and only see Jobs “On Hold”. plus Jobs now display their Job Status

NOTE: “Quoting” Jobs display on the Calendar so you can Book work before a Quote is Accepted. I.E. Install the BTS

SCHEDULER – ADD JOBS

Add a Job from the Scheduling Calendar, just press the global [+ADD JOB] button, Select a Customer then enter the Job details, then following the Save press the Job’s [Back] button to return to the Scheduling Calendar

EMAIL - HTML EMAIL TEMPLATES

Email wording has been enhanced to allow more layout and content options, including custom buttons and inline images. The email send window has also been improved to allow the same level of customisation as the new templates.

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