Wed, 06/05/2024 Tasks, notes, and assets associated with a quote to sales order to invoice will now be displayed in the Related Assets section. Pro & Express

Tyler MacDonald Updated by Tyler MacDonald

Previously, when a task, note, or asset was added to a quote and then converted to an invoice, it would appear directly under the Assets section, resulting in duplicate entries. To address this issue, we've introduced new sections named Related Assets, Related Tasks, and Related Notes, where these items are now displayed. 

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Fri, 05/31/2024 Quick Tip: What does the yellow color indicate on a job board? Pro & Express

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