Customer Success Team

  • Total activity 561
  • Last activity
  • Member since
  • Following 0 users
  • Followed by 0 users
  • Votes 0
  • Subscriptions 286

Articles

Recent activity by Customer Success Team Sort by recent activity Recent activity Votes
  • Menu Quick Search

  • 0.27.101

    What's New in Version 0.27.101 (release date 2024-08-08) Implemented an "open pricing model" prompt after enter pricing for a model. Implemented the ability to mark notifications as read or unread...

  • 0.27.100

    What's New in Version 0.27.100 (release date 2024-07-18) Implemented a new definition level report for standard project elements titled "Job Cost Report Look A." Fix for an issue that caused clone...

  • 0.27.99

    What's New in Version 0.27.99 (release date 2024-06-27) Implemented an updated design for the in-app Recent Notifications. Adjusted various grids to allow selecting checkboxes across multiple page...

  • 0.27.98

    What's New in Version 0.27.98 (release date 2024-06-07) Implemented a "Reply To" and "From Address Name" field in Email Workflow Jobs and Email Templates. Implemented a tooltip for truncated colum...

  • Auto-fetch on Elements with less than 300 line items

  • 0.27.97

    What's New in Version 0.27.97 (release date 2024-05-21) Implemented auto-fetch on elements with less than 300 line items. Implemented format mask options for the "Call Times Details" field type in...

  • 0.27.96

    What's New in Version 0.27.96 (release date 2024-04-25) Implemented a popup to remove time zones from tiered pricing models that have set "Effective Times" (See the Migrate Pricing Tiers popup art...

  • 0.27.95

    What's New in Version 0.27.95 (release date 2024-04-04) Implemented DocuSign integration.  Implemented a new definition level report for financial documents named "Income by Resource Type" Adjuste...

  • 0.27.94

    What's New in Version 0.27.94 (release date 2024-03-14) Implemented Tags for contacts and companies. Adjusted location of API information to Main Menu > Integrations. Fix for an issue that caused ...