Sub Account Dashboards: Contact Source and Opportunity Source filters

By David Holland

July 23, 2024

Introducing new powerful filters for dashboard widgets: Contact Source and Opportunity Source. Add a “Source” filter to contact and opportunity widgets, enhancing insights. Customize widgets for deeper understanding and actionable insights on sources.

Estimates: New filter (Viewed) and Product Descriptions

**Updates:** 1. **New Estimate Status**: Added “Viewed” status for better tracking and communication. 2. **Product Description Import**: Automatically

Estimates: New filter (Viewed) and Product Descriptions

Realtime Multi Currency Supported Dashboard Stats for Invoices & Estimates

Dashboard now supports real-time currency conversion for invoices and estimates, consolidating stats into a single currency. Users with

Realtime Multi Currency Supported Dashboard Stats for Invoices & Estimates

Multi-Location Management Within a Single Subaccount 🚀

**Multi-Location Online Listing Management** launched; centralizes control for agencies/businesses with multiple locations. **Key Features:** 1. Unified Control: Manage

Multi-Location Management Within a Single Subaccount 🚀

Cancel Ad manager subscription for sub-account in UI

**TLDR**: Ad Manager now has a Subscription tab for viewing and managing subscriptions, including cancelation for sub-accounts. Users

Cancel Ad manager subscription for sub-account in UI

Community leaderboard – Workflow Trigger & Action

**New Features:** – Workflow automation for gamification points: – **Trigger:** User leaderboard level change activates workflow. – **Action:**

Community leaderboard – Workflow Trigger & Action

Custom Value linkage: Documents and Contracts

**Summary:** New feature allows linking text/date fields in Documents/Contracts to custom values, auto-updating records post-signature. Users can download

Custom Value linkage: Documents and Contracts

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