October Update!
Beta Calendar
This new calendar is awesome! Lots of viewing options so every user can fully customize how they see their day, week, month or even year. The Map view is great for scheduling service calls to reduce wasted travel time. Timeline Week is great to get a snapshot and see who have any availablity. You can use the filters, settings and viewing options to really make it your very own! Take a look at how easy it is, click here
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STX Integration (Beta)
If you already use STX, we have great news! You can now integrate iPoint with STX to import your proposals.Navigate to Settings>Integrations, enter your user name and password to connect the systems.
Then, to Proposals>Options>Advanced and you’re ready to import your approved proposals from STX. Yes, it’s that easy! To find out more, check out this link
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Security Enhancements
We know how important security is to our Community Members. We have made several improvements to include the option to use Two Factor Authentication, the ability to use Complex Passwords, you can still require approval for new authorized devices.
To check out the details, click here
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Revamped Autos Module
It was time for a facelift! The Autos module has a whole new look. If you haven’t used it in the past, now is a great time to start tracking all of the service, mileage and other details about your fleet vehicles. There is even a new dashboard that will give you a quick glance at everything you need.
Read to jump in? Great! click here
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Cover Page Editor (Beta)
Your Cover Page creation just got easier! With this simplified version you can quickly and easily create a custom coverpage for your proposals.
To see more, click this link
