April 2024 - Improvements for Checklists , Deal Finder, Billable due dates and more

IMPROVED – Mass update for Todos on Checklists

• Added the Ability to Complete, Delete, and Cancel more than 1 Checklist Item at a time.

Improved – Deal Finder

 

• Deal Finder will now return 150 results

 

Improved – Credit Card Information

• CVV now allows 4 digits

Improved – Deal Tracker Link now available in Deals

 

• You can now view the Deal Tracker Link that are sent in the Deal Tracker emails right from the Deal.
  • Actions --> View in Deal Tracker

 

Improved – Billable Due Date now calculates automatically when Invoice is cloned or created from a Memorized Document 

              

Improved – Checklist form

• When the checklist Items are resorted by the up and down arrows the new order of items are now saved