Use the new filter functionality to select one or more companies (i.e. customers), contacts and assigned users on the list/pipeline screens:
Select a customer and it is added to the box. Select another one and it is added as well.
Tag: Jobs
Rename ‘Jobs’ & ‘Delivery Notes’ Modules
If you use other terms for what we call ‘Jobs’ and ‘Delivery Notes’ you can now change these to your terms. Maybe they are ‘Projects’ or ‘Sales Orders’ – it can be what you want.
To make the change:
- Go to the Cog
- Select Business Settings
- Modules
- Enter and save your preferred terms
- Refresh the browser
