Changelog

• Export analytics breakdowns data to CSV
• Show won and lost quotes in the list bids view
• Show associated tasks in list and board bids view
• Add snooze options to recurring tasks
• Fix tag removal from a bid

Create repeatable tasks with different complete options

Fixed

• Resolved an issue in the Tasks view where sorting could cause duplicate entries and the "Load More" functionality behaved inconsistently.
• Corrected a bug causing Rich Text inputs to clear their content when a user initiated an edit.
• Ensured that an item's "Stage" status is correctly preserved when moving it from the Inbox to the Bid Board.

Removed

• Removed an unused, non-functional button from the "Offices" setup page to reduce UI clutter.

Manage your office locations in settings. Office addresses will be used to calculate travel time and distance to project locations. Use distances and office addesses in bid views, filters and rules.

Set required stages for specific bid fields in settings.

In rules set dynamic calculated dates to all date fields.

Filter people by all company and project fields.

Fixed

• "user not found" error when new email scraper sync is created