The task groups UI has been streamlined. It's now possible to create complex task lists and connect them to specific objects in your environment.
Tech Update
The task groups UI has been streamlined
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Tech Update
Choose what a duplicate copies
When you duplicate a record, you now decide per related object whether it becomes a new copy or stays linked to the existing one.
Tech Update
Invoice numbers from source data
Generated invoice numbers can use data from the invoice source, so your numbering can follow your own structure.
Tech Update
Counting connected objects
A field can show how many objects are connected to a record. You choose which status field to count on and how the count is displayed.