Happy today! Here’s the latest updates in Axosoft Version 15.0.
Check out our Version History page if you want to know what bugs were squashed in this release.
In this smaller release we focused on updating custom fields for projects, customers, and contacts. If you go to Tools/ Fields/ Field Templates, you’ll notice that we have added a section for Projects, Customers, and Contacts.
Click the respective edit button, and you will be taken to an updated UI with new key pieces of functionality. Adding custom fields to these three areas are now similar to adding custom fields to your items. You can hit “add a custom field” to create custom fields that accept numbers, dropdown menus, and other familiar options.
Users now have the ability to organize by sections. Click the “Add Section” button to create a new section for your field template. Name it appropriately, then drag and drop the custom fields you need for this section. Once you’re all done, press “Save” and close. Keep in mind, the section feature is currently only available for project, customer, or contact field templates.
Take a look at that section we created for our contact field template example:
Lastly, for any Axosoft users who send outbound emails, we have introduced the “Send and Update Workflow Step” button in the bottom right. It does exactly what it sounds like, and it should help streamline your daily routine.
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