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updates:requests-quotes-we-have-added-new-functionalities

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NEW FUNCTIONALITIES

Comments

We have implemented a new option, that will be very helpful in communication between people of sales department. If one person leaves a comment, another person entering 'Requests/Quotes' panel will be able to see it on top of the list of quotes.

It is now possible to view a new column COMMENTS in 'Requests/Quotes' panel (once it's added to the 3-dot filter in top-right corner of the page)

In this column Leon will show all comments added in the quote's edition - unread and read (as on the screenshot below).


Adding a new client/representative

Adding a new client (company or person)

It is now possible to add a new client (a company or a person) straight from REQUESTS/QUOTES panel, as well as adding a client's representative.

When creating a new quote, click a + icon right next to the 'Requested by' field.

Leon will show slightly different windows if a new client is a company and a different one if a new client is a person (see screenshot on the right).

Once a new client has been added it will be stored in Leon for future usage and its profile is also created in the Phonebook


Changes in modifying schedule

1. When changing Block time of the flight, Leon will automatically change Flight time by the same value and will also show a tooltip with a question, whether it should be departure or arrival time should be updated.

2. When changing Flight time of the flight, Leon will change Block time automatically and will keep initial Taxi times.

updates/requests-quotes-we-have-added-new-functionalities.1591348332.txt.gz · Last modified: 2020/06/05 09:12 by bartek