ProposalPoint March Updates

  • Ryan O'Grady Ryan O'Grady
  • Mar 30, 2018

1. Delete feature in Property Features

We add a delete button in the Property Features. So, users can add, edit, delete the items as they please.

2. Proposal Default Setting

We can set what we will show in EDIT PROPOSAL by using the Proposal Default.
For example, one office has 15 staff. But, there are only 5 whose job is an Agent. Previously, all 15 staff will be shown in the EDIT PROPOSAL. But, when using Proposal Default, we can choose those 5 people to be displayed in the EDIT PROPOSAL.