iPoint version 4.08.16

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iPoint version 4.08.16

The Dashboard is completely redesigned for a more modern look, we changed Team Tasks so much that we felt obligated to rename it to Assignments, the Calendar received an overhaul, Custom Templates are now much more customizable, and much more!

Introducing Assignments

Team Tasks was great, but didn’t you wish you could add a note or an attachment to a task right from a proposal or a PO? From the team that brought you barcode scanning, iPoint is proud to introduce Assignments! Add an assignment to your boss, your coworker, or your minion from anywhere in iPoint and the functionality is the exact same as if you were in the Assignments Module. Check out the video for more information.

 

Increased Calendar Functionality

Project Milestones, loads of new settings, the Calendar has some awesome improvements this go around that you definitely should check out. You can now also select individual people whose calendars you want to see, so you don’t have to create a whole new calendar group just to see a couple of people’s calendars together.  Watch out the video to learn more!

 

New in Proposals and Sales Orders

Lots of great stuff here! We’ve added a picture book so you can sell AV gear to 2 year olds (or customers that really like visuals). You can now add a customized data list so you can require certain questions be answered before the designer is entered, a sales order is archived, etc. We added more space for notes on the client proposal so you can type to your hearts content. Check out the video to see even more cool things we added.

 

Custom Templates

You can now Customize your custom templates to an extreme degree in iPoint.  You are now in control of your contract page, your grand totals section, what’s shown/hidden on your client proposal by default, and your payment schedule with each custom template you make. Check out the video for more information.

 

Other Noteworthy Changes

Dashboard – Updated for a cleaner more modern look.  We’ve also added a message board that Admin users can edit to alert users of any noteworthy messages.

POs & Master Packs – The details button on a PO will now turn Orange if the item is a member of a master pack so you are aware that you can order it in bulk if you want to.

Coming Soon to an iPoint Near You

Your diligent iPoint team has listened to you and we are hard at work to improve the Contacts Module into a full-blown CRM. We have plans to separate current customers from leads and provide pipeline fields so you can better track your needs and estimate potential sales. We also have plans to enhance email features including scheduling reminders, bulk newsletter emails, and more.  Excited? So are we!