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
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.
Tech Update
Number formats in Excel exports
Excel exports set a number format per cell, so amounts and currencies arrive as properly formatted numbers instead of text.