DEC 8, 2023 - LINK2FORMS
Added Date fields to Questions and Contacts
- Link2forms now supports date fields in the Contact Fields section and the Questions. These field types will display the short-date format inside the field to guide user input and provide a mini calendar to the right of the field for picking dates.
DEC 8, 2023 - LINK2QUOTES
Link2quotes Team now includes QBO support
- Now, you can convert closed-won quotes into QuickBooks Online transactions with a few clicks. Link2quotes Team will create the transaction in QBO if the customer already exists, make the customer, and then the transaction if they don't exist.
- Supported transactions include Estimates and Invoices.
DEC 7, 2023 - LINK2EVENTS
Link2events Sync
- Events are now synced with activity bi-directionally for date, duration, subject, and location
- Added search feature in the list view
DEC 7, 2023 - LINK2LIST
Feature Enhancements
- Added a download button to save scan log message as text file
- Added search feature in the list view
DEC 6, 2023 - LINK2QUOTES
Link2quotes can now pull default currency, sales tax, and the discount rate from contact
- New field mapping has been added to the Contact Table for Link2quotes. These fields allow contacts to have their default currency, sales tax, and discount rate added to the contacts, and then have those values populated when linked to a quote. Please note that these fields should be created manually in Act!, as they should employ dropdown lists for each. Once created, the field mapping feature can be used to map to these new fields.
- We also added the ability to Lookup products by item number
