This release includes the following new features and improvements:
Activity Categories and Subcategories can now be created through the Admin > Settings area of the Activities app. Activities can then be assigned to a Category and Subcategory which will display on both Activity tiles within a Project and the Activity timeline on Projects, Opportunities, Leads and the Client & Group details screens.
A Projects tile has been added to the Client & Group details page’s Practice tab. Projects can also be accessed from the Client or Group’s Apps menu showing all projects and allowing you to create a new project. At the top right of the Client/Group details screen a new red button displays the number of related active projects.
Users will now be able to filter Projects by participants assigned to the Project.
Related projects will now be visible from Leads, Opportunities and Projects. This rolls up any Projects assigned to the Client or Group that the Lead or Opportunity is related to.
- In last release, Opex Consulting's Auto FDS app allowed for sending of an FDS via email. Further updates this release include recording of an Opt-In or Opt-Out response for services by the Client, Preferred Email in searches and sending/resending of finalised FDS at any time. Please contact Opex to arrange a demonstration if you wish to know more about how this app can help you track FDS.
Please review the attached release notes and mail-out for further information.