Wed, 08/28/2024 Enhancement in New Customer page Pro & Express

Tyler MacDonald Updated by Tyler MacDonald

Enhancement:We’ve introduced an enhancement in the ‘New Customer’ form. 

Now, when users enter two or more letters in the ‘Company Name’ field, the system will display a pop-up with a list of existing customers that match those letters.”Use case:To prevent users from creating duplicate customers, the system should check if a similar company already exists in the database. For example, if there’s a company named ‘Company XYZ,’ it should prevent users from creating a duplicate named ‘Company XYZ’ by providing an autocomplete suggestion that the company already exists.

How did we do?

Tue, 10/22/2024 Send iCal Email for Service Jobs in Tasks section Pro

Mon, 05/13/2024 Disabled Adding custom line item to Non Admin Users

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