All the latest updates and improvements from the Factory team
Hi there,
We have some exciting updates to share with you this week.
Day
, Week
, and Month
filters. Head over to Productivity
> Planner
> Views
> Save new view
Invoiced to date
and Amount remaining
on Partial Invoice PDFs. To generate a Partial Invoice, go to Sales Order
> Options
> Partial Invoice
.In addition, here are a few more tweaks to improve your experience:
Settings
> Document template
Enable column sorting
in Workflow
> Workflow Settings (gear icon), and it can now be toggled on or offTracking
tab will reset all statusesSwap Order # and Page # location on Work Order PDF
toggle functionality in Settings > PDF Settings is now applied when generating PDFs in WorkflowProductivity
> Planner
.Contact
field within a Purchase.We hope these updates make your experience smoother and more efficient. Stay tuned for more next week!