Mass Invoicing in CRM – October’s Release Notes

03.10.2022

We are publishing mass invoicing in the CRM’s new interface during the October’s update.

The function can be used to mass create similar invoices at once, targeting either companies or individuals. The invoices are based on a template sales order.

You can read more about this and other new features and improvements the October’s update (6.10.2022) brings about from our latest release notes.

Other news

General improvements – January and February 2023 updates

30.01.2023

Both January and February updates were themed to create fewer clicks and improved features on general features such as filters,

The Possibilities of Using Email Triggers are Expanding – December’s Release Notes

28.11.2022

With email triggers, automatic emails can be sent to contacts that have been linked with activities or tickets.

Automatic Deletion of Survey’s Answers – November’s Release Notes

31.10.2022

One of the updates is the possibility to schedule an automatic deletion for the answers provided on mass events’ registration forms, in addition to an easier way to delete them manually.