EMAIL TRACKING AND ACTIVITY

Emails and Correspondence tabs now display an activity status for any new emails.

Clicking the subject of the line will show the activity timeline.

SEARCH FILTER ENHANCEMENTS

Jobs can now be assigned an Job Owner, allowing you to filter accordingly.

With the newly added Job Owner field a staff member using Katipolt Desktop can create a filter for Jobs they are the owner of, and pin it in the side menu.

You can now select multiple filters in one field to further refine results.

A new filter for Quotes and Sales has been added, allowing you to search by dollar value.

ESTIMATE PRICE RULES

This field has been removed. Price rules can still be altered after changing a Quote to an Estimate if required.

PAYMENT TERMS - INCLUSIONS AND EXCLUSIONS

Only currently selected Inclusions and Exclusions are displayed, much easier to see your selections, see the full list and make changes with the Edit button.

For further support please refer to our help articles or get in touch with the team via our live chat.