Release Note | 10.24.2024

Today we are excited to announce a variety of improvements to the Proposals, Leads, and Invoices pages in SingleOps - all have been designed to help you action your business data more efficiently and accurately.

  1. Communications History on Invoices Page
    We’re now introducing a new feature on the Invoices page that will allow users to access all SingleOps-logged communications with that client in one-click. Previously, the only way to see a comprehensive list of communications with a particular client was to run reports. Now users will be able to access this information faster than ever!
  2. Filtering Improvements on Invoices Page
      • Invoice Type: We are giving users more control over how they filter their invoice page, so we’ve added this new filter field that allows users to organize invoices how users want.
      • Invoice Status Filter: We’re adding the ability to filter by Invoice Status.
  3. Proposal Status Details
    For each proposal status, we have added details under the status to convey a little bit more information for the user to understand what action is needed.
  4. Proposal + Leads Status Filtering
    Users can now filter by statuses on the Proposals and Leads pages.
  5. Update on Email Validation
    Two weeks ago, we made improvements to email validation on the Client Details page. From user feedback, we’ve now added the ability to allow multiple email addresses per client with this upgraded validation.

More information on all of these updates can be found throughout the SingleOps Help Center: Lead Status, Invoices Page, Proposal Status, Clients & Contacts

As always, if you have any feedback on these changes, please feel free to reach out. Have a great week!

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