We’ve just added two new roles allowing you to assign users as salespeople.
The “Sales” role allows the user to manage their own quotes and the “Advanced Sales” role allows them to manage all quotes and estimates. These two roles do not give the user access to the company’s invoices.
At the same time, we’ve added a table comparing the different roles and their permissions for when you add or modify a user.
We’ve just introduced new statistics on the dashboard.
You can now view your five best customers and your five best-selling products.
We’ve just added a new feature that allows you to save your segments of text to a library so that they can be reused later.
This library can be accessed from anywhere in the application, for example, when creating a quote or an invoice, or when sending a document to a customer.
Advanced search is now available! The application already had a keyword search feature, but it didn’t let you precisely filter by date, price, status, type, etc.