It's almost Easter and the little bunnies down-under have prepared a few little updates and one particularly nice treat in terms of making invoices more customizable:
Custom line-item labels for Invoices:�The easiest way to explain this improvement would be to see it! As per the image below, whether you're configuring an invoice template, or editing the PDF preview of a particular invoice, it is now possible to rename the labels used in the Invoice Item tables shown in the invoice:
As you can see, it is now possible to inline-edit the title for each label on the left-hand side, and once updated you'll see this reflected in the column titles in the Services table.�Moreover, this improvement applies to the Materials and Expenses too - so you can totally customize these line item tables, including the table heading, where in this example we've changed "Services" to "Deliverables" !!
Relating Sales to Projects more easily:�When creating a project from the global Create menu, Accelo wasn't giving you the option to select a related sale/opportunity. We've improved this so that once a client for the new project has been selected, any sales for that client will become available in the optional "Related Sale" field, ensuring your projects can be linked to sales if necessary.
Better activity recipient searching:�You might have noticed that when typing "John" in the recipient field (when creating a note or email) the results were showing a contact like "Naomi Johnson" above "John Smith". Matching lastnames ahead of firstname didn't feel right so we've increased the value of the firstname to correct this.
Ensuring 'required' fields are enforced:�A few users detected that 'required' custom fields in the Edit Sale and Edit Invoice screen were not being validated - meaning users could leave them empty. This has been fixed.
Finer permissions for scheduling features:�Previously the ability to use My Schedule, Team Schedule & the Schedule Dashboard were bundled into a single permission. Now we've split this into 3 distinct permissions so your team can have just the access they require.
