• NEW FUNCTIONALITY - Files can now be attached from a local device or Central File Drive when sending an email throughout the Deal system - Quote, Invoice, Payment, Receipt, etc.
  • NEW FUNCTIONALITY - Added custom fields to Tasks. Custom fields can be hidden or customized.
  • NEW FUNCTIONALITY - Ability to auto-save completed DocuSign forms to the associated Deal in Central File Drive.
  • ENHANCEMENT- Added an option on the Lead Form and Contact Form on Custom Websites to ask for text message optin/optout.
  • FIX - VIN data would sometimes result in fields showing up for trailers that isn't applicable.
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