2024.45: Proposal Valid For Defaults

Created by Kenneth Abad, Modified on Fri, 8 Nov at 9:50 AM by Kenneth Abad

Features:     


Proposal Valid for 'X' Days (US-7776): Your company can now set a default for how long your proposals are valid for. This can be set for both Work Order proposals and Project proposals.


You can set or change your Proposal Valid for days in the Settings section of the app. Once you've input a day amount any newly added proposal will have the field filled in by default, and can be overridden. Existing proposals will not be affected.




Cloning proposals and converting proposals will not be covered by the default input.



Bug Fixes:       


Client Proposal Line Items Order Not Maintaining (US-7741): We have fixed a bug that was causing the line items in Client Proposals to not stay in the laid out order when saving after deleting other line items. The Client Proposal line items will remain in the positions set after deletion now.


Create Vendor/Client modal opens when Create WO modal is opened and Client field is clicked (US-7437): We fixed a bug that was opening the Create Vendor/Client modal when creating a Work Order in certain situations.

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