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An easier way to change a project's client - Update
You can now reassign a project to another client (and change the 'Primary Client' in the project's 'People' sub-tab) by changing the 'Project Client' in the Project Overview's Project Details.
1. From the Projects Overview sub-tab, click on the Project Details 'Edit' button.
2. Go to the 'Project Client' drop-down, select the new client to reassign the project to, and click Save
Note: There are two instances in which the 'Project Client' dropdown will be 'locked out' for changing - the fix for these are detailed in this RAVE Help article.
Expected new lead close date customisation - Update
Sub Opportunity column added to lost clients report - Update
Sorting functionality added to project files - Update
Allow users to create Checklist Templates - Update
Message Actions Recorded in the Audit Trail - Update
Extra Fields added to the Site/Build CSV Export - Update
The Following fields have been added to the Site/Build / Custom export report
Task assignee missing from the schedule calendar task detail pop-up - Fix
Accounts Notification Settings Tab - Update
Increase the field size for Purchase Order delivery phone number details – Rave Financial Fix
Enforce Signed Contract Validation - Rave Update
Unify information shown when creating an order based on another order - Rave Financial Update
A Bills 'Due Date' default is now set to Net 20 EOM – Rave Financial Update
Allow users to select the Paid Date when marking Bills as paid - Rave Financial Update
Let users select Supplier Credit notes when creating Client Invoices - Rave Financial Update
As always, if you need any support with RaveBuild, we encourage you to reach out to us at support@ravebuild.co.nz or call us at (NZ) 07-210-2228 or (AUS)1800-179-163