Quotes, User Permissions, & More – May 3 Feature Updates
A number of new enhancements have gone live over the past couple of weeks. First, you can now generate a PDF of an order in quote format in addition to the existing invoice format. Access to this enhancement is live on the Outfield web app and will go live on the mobile apps later this month.
Second, we have added a few new user level permissions. When you edit a user on the Outfield web app, you will now see new options for create places, delete places, create contacts, and delete contacts. This enhancement is useful if your workflow involves importing and assigning all your rep accounts before they hit the field so they don't end up adding duplicate accounts by mistake if they don't see the right one in their account list at first.
Here are the highlights of the rest of the enhancements and fixes:
- View upcoming calendar events and add new ones for an account directly from the account scene on the Outfield iOS app
- Added a dropdown to each deal in the list on the account page on the Outfield web app so you can view, edit, and delete with less clicks
- Bug fix for league play filters and team activity filters on the Outfield iOS app