Major Updates
1. Project Workflow
Added Project Workflow to help teams manage projects through customizable business processes.
Create multiple workflows with custom stages, automated tasks, and task due dates to match different business processes.
Manage project progress in a Kanban view, switch between workflows, and move projects between stages with drag-and-drop.
View scheduled tasks in the Calendar for better planning and follow-up.
Automatically notify task assignees by email when action is required.
2. Added detailed financial and energy performance data to the Proposal, including monthly results for the first year and a detailed 20-year breakdown for long-term performance and savings analysis.
3. Proposal branding, colours & template customisation. Proposals can reflect customers' own brand, including colours, cover images, backgrounds and reusable proposal templates.
Colour
Cover images
Background
Reusable proposal templates, admins can create standard templates once and make them available across the organisation, rather than individual users creating their own versions.
Minor Updates
1. Added a promotional carousel for the Emily Plugin to Emily Smart Quote
2. Added support for team members with mobile phone numbers starting with 1300 and 1800.
3. Fixed some known issues with Xero integration.