Customer Contacts against a Quotes, Jobs etc.
A customer contact can be now associated with a quote / job / delivery note and invoice
Notification When Your Quote Email has Been Opened
When your prospect has opened your email, SNAP-Suite will email to let you know as soon as it has happened so you can follow up quickly.
You can also see if it’s been opened in quotes list:
Emailing Using a Different Address
You can now enter the email address that you want your quote / job confirmation / invoice, etc to come from. For example, for invoices you may wish to use firstname.lastname@example.org. You can set this up in the setting page for quotes module, and this will be added to the invoicing module in the next few days.
Edit Client and Contact on Quote Page
Both can be edited without having to open the customer record.
Extra Product Description
There is now an extended description field. You will need to add this to your templates to see it. This is most useful if you looking to generate specification documents.
Offer Associated Products
You can associate one or more products together to remind users to add them to a quote or job.
Offer Alternative Products / Dynamic Kits
You can swap out products with ones that you have set up to be alternatives to. This will allow some form of dynamic kits, where you can place a generic item in the kit and swap it out when it is dropped onto a quote or job.
Sections can now be copied.
Add Comments to Kits
Blank and comment lines can now be added into a kit. To add a blank line, add an item with no product selected. It automatically becomes a comment. Edit the comment and make sure you have at least one space.
Now only admin can:
- Download customer details.
- Import into the system
- Access the product list
- Create categories
This has been improved to reduce the possibility of accidental deletions. Now only admin users can delete records.