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ISQuote version 7.7.3

Release date: April 3rd, 2023

New Feature:  Added New "Awarded?" Check Box and Date Awarded Field on Job Contacts page

 

 

 

 

 

Reports With New "Awarded?" Field:

-Contact Job Mfg Report
-Job Contacts With Job Notes Report
-Job Detail Report
-Job Detail With Owner Report
-Mfg Job Matrix Plus Report
-Mfg Job Summary With Contacts Report
-Quote Details With Job Contacts Report
-Quote Details With Job Stages Contacts and Notes Report
-Quote Summary With Job Contacts Report

Example on Report: Quote Details with Job Contacts Report

 

 

 

 

 

 

 

 

 

 

 

New Excel Report:  Quote Value By Mfg Report

Example Report:

 

Other Changes

 

New Customer Import: The "Website" column header can now be used to import a customer's website during the import process.

 

 

 

 

 

 

Edit Job Page: The "Quote Name" field has been added to the Quotes tab on the Edit Job Page

 

 

 

 

 

Quote: Added "Commission" to available Quote Types

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Edit Quote Lines Page: A NOTE added to the Quote lines can now be copied/deleted using the Action dropdown.

 

 

 

 

 

 

Fixes:

CompItems: Bug fix SpecSheet length to 500 characters
Quote: Fixed a bug related to the generation of temporary Quote PDF files being accessed at the same time causing an exception
Quote: Fixed a bug related to the company logo file being accessed at the same time causing an exception

job_contacts_awarded_quote_report.png
job_contacts_awarded2.png
quote_value_by_mfg_report2.png
quote_value_by_mfg_report3.png
customer_import_website.png
quote_name_job_page.png
quote_type_commission.png
copy_delete_note.png
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