New Features
1. Approvals Auto-Complete
We’ve introduced the ability to mark the last approval rule as an "auto-complete" rule.
With this feature: The approval process will automatically be completed when the designated status is reached.
No further action is required from a logged-in user, streamlining the workflow, and saving time.
2. Generate CSV Reports on Callout Tabs
CSV Report Generation Now Available: You can now easily generate CSV reports directly from the following Callout tabs:
· Active List
· List for Vendor
· List for Head Office
· Archived Callouts
Streamlined Reporting: This feature allows you to generate reports based on the currently filtered data displayed on-screen, making it quick and easy to extract and share insights.
Bug Fixes
· Fixed issue with Callout Export Report
· Resolved bug when creating a Sales Activity
· Corrected overlapping of multiple bank details on JC/Quote Preview and PDF
· Description of callout now properly displays in the message to Vendor