Christmas has come early with the delivery of a highly sought-after feature: the ability to use "Rich Text" like bullets, bold, links, and images when creating activities. Whether you're making a note of your work or sending an important email to a client, you can now be as creative as you like! We're very close to releasing this feature, so we're hosting a Sneak Peek webinar this Wednesday, December 20th, (or Thursday if you're on the other side of the date line) - click here to register. Besides this awesome upgrade, here are some more improvements that we pushed out the past week:
QuickBooks Fixes & Improvements:
Expense Export Improvement: We now export the full name of expense submitter in the spreadsheet data, so it's clear which expenses belong to John Smith, and which to John Brown!!
Quote Templates Feature fixes:
Fix for Re-ordering Ticket Types: It came to our attention that changing the order of your Issue/Ticket types in the admin area was not having any effect across the rest of Accelo - such as when creating a ticket and choosing the type from the list. This has now been corrected.
Custom Date Field Validation Fix: A few users noted that the new date field validation rules (for Custom Date fields within a project, sale, ticket or retainer) were not being applied correctly if the system's date format was DD/MM/YYYY. This quirk has now been resolved so you can continue implementing any date validation rules you might need to improve your data quality :-)
Confidentiality Relationship Settings Fix: It turns out that when editing (but not creation) a relationship setting between staff and contacts, it was possible to select both Secret & Confidential in the relationship type. This unfortunately confused the settings and neither would apply. We've now corrected this user-interface glitch to ensure only valid relationship can be configured.