Mover conflict warnings and custom follow-ups
Dispatch flags movers booked on two trucks at once, and you can set a custom follow-up when sending an email.
v1.354.0
New3
Custom follow-up when sending an email. When you send an email, schedule a follow-up for the time you choose. Sales
Re-send Confirmation for agreements. The action menu has a Re-send Confirmation option for sending an updated agreement again. Sales
Collapse truck groups one at a time. Each truck group collapses and expands on its own. Dispatch
Improved3
- ImprovedDispatch
Conflict warning for movers on two trucks#
Dispatch flags a mover who is scheduled on more than one truck at the same time.
Status and filters on the By Sales Rep report. The By Sales Rep report shows each move's status and filters by status and date. Reports
Office Notes at the top of the opportunity. Office Notes sit at the top of the Opportunity page, where you need them while booking or estimating. Sales
Fixed2
Read emails stay read. Emails you have opened stay marked as read when you leave the Inbox and come back. Inbox
Admins skip the mover location question. Admin users are no longer asked the location question meant for movers. Everywhere