Overview
We've enhanced the Quotes experience by adding a Recent Quotes section across multiple views. This improvement helps users quickly access and reference their most recent quotes in relevant areas of the application.
What’s new?
The Recent Quotes section is now available under the following views:
Tasks
Items
Customers
Contacts
Locations
Users
This section displays the most recently created or updated quotes associated with each entity, providing users with a streamlined way to find and manage their quotes in relation to the record they are looking at.
The section will display a list of recent quotes relevant to the selected entity.
Clicking a quote will navigate the user directly to the quote details for easy review and action.
Availability
This feature is now live for all web app users. No additional configuration is required.
Feedback and Inquiries:
If you have any questions or encounter any issues, please don't hesitate to contact our support team. We're here to help you make the most of these new workflow improvements!
For the best experience, use the Help and Support option in the Help (?) menu:
