V3 development is ongoing. We hope you are liking what you see!

Check it out and let us know what you think.

 

New
    • LEADS
      The long-awaited Leads feature is now available. Create Leads from the Create menu. Additionally, find Leads added to the main menu. Learn more…
Enhancements
    • ELECTRONIC DOCUMENTS
      A long requested feature — Support for multiple Electronic Document Provider accounts is now available. Additionally, create and access multiple envelopes on a customer. You will also notice we updated the naming of this feature from DocuSign to Electronic Documents. Learn more….
    • GLOBAL SEARCH FOR BUSINESS NAME
      You can now search for customers by Business Name. You can do this by searching for a Customer by Name on the global search. The results will now list Business names for commercial accounts.
Fixed
    • IS TAXABLE
      We fixed an issue with the Is Taxable feature on Billable Line Items.
    • GLOBAL MESSAGE
      Closing the Global Message no longer causes issues with use of the software.
    • ALARM.COM IMPORTS
      We had a few hick-ups with our new Alarm.com Imports feature, but those have now been fixed and the feature is ready to be used.