New Features
- While you have always been able to export contacts, you can now export revenue and expenses. Under Admin in the Exports screen you can now export financial data (revenue and expenses) for applications like Microsoft Money, Quicken, Quickbooks, etc.
Feature Enhancements
- On the Profile Search screen we've added the filter "Contact Type". This allows you to more quickly view every record of a certain type. My favorite is being able to view all of my "Customers" with one click.
- You can now convert an estimate into an invoice, eliminating the need to retype pertinent information.
- Ability to delete records in many screens.
- Option to email an estimate or invoice.
- Estimates and invoices have been enhanced with better formatting and a new field that allows you to create an introduction to the invoice. I use this all the time to remind a customer of why they are receiving the invoice. Customers really seem to appreciate this feature especially if you are doing a lot of jobs for the same customer.
- Security fix related to employees of a single customer being able to view their fellow employees information under certain circumstances.
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