Results provides more flexibility in how users are notified when an Activity is assigned or reassigned. Administrators...
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Newsletter Article
Complete Job & Schedule Remaining Work
The new Complete Job & Schedule Remainder option allows users to manage Activities after job completion and before all...
View Project & Sales Order Activities Directly in the Calendar
Users can now visualize scheduled Activities with the new Show in Calendar option in the Projects and Sales Orders...
Submit Deposit Payments to QuickBooks Desktop as Sales Receipts
Results now allows submitting Deposit Payments directly to QuickBooks as Sales Receipts. A new Linked SKU/Name field...
Generate T&M Invoices Directly from Sales Orders
Results makes it easier to create Time & Material (T&M) Invoices directly from Sales Orders. With the new...
Who’s Working – See Who’s Working and What They’re Working On
Results introduces a new Who’s Working module that provides managers and users with a centralized view of Active Users...
QuickBooks® Desktop Payments Sync Redesign
The QuickBooks® Desktop Payments Sync process has been redesigned to provide greater flexibility and accuracy when...
New Timesheets Portal for Stand-Alone Timesheet Users
With the dedicated Timesheets Portal for organizations, employees can record and manage timesheets without requiring a...
JotForm Integration with Multi-Form Support
An enhanced JotForm Integration allows organizations to connect up to six separate JotForm forms and automatically...
Documents Tab Now Available on Pricing Records
Easily manage pricing-related documentation with a dedicated Documents tab on any Pricing record. In addition,...
Select & Add Multiple SKUs Across Financial Modules
With Results, users can build financial transactions by selecting and adding multiple SKUs at the same time. Instead...
Enhanced Product & Service Selection in the FSM Portal
The Products & Services tab in the FSM and Team Portal provides users with more flexible options for adding...
Configurable Time Display Format for Timesheets
Timesheet Settings offer greater flexibility by allowing organizations to choose how time is displayed, enabling users...
Maximize & Restore View for Tab Data Managers & Line-Item Grids
The Maximize/Restore option across Tab Data Managers and Financial Line-Item Grids makes it easier to work with large...
Nested Products & Services Grid for Activities
Results has a new nested grid layout within the Activities Data Manager, allowing users to view Products &...
Enhanced QuickBooks Desktop Re-Export for Invoices & Estimates
Results provides greater flexibility when working with QuickBooks Desktop by allowing modified Invoices and Estimates...
Expanded Project & Sales Opportunity User Fields
Results offers greater flexibility for Project and Sales Opportunity customization by expanding the available User...
Built-In AI Assistant Inside Results – Starting with Ask Claude
Results introduces Ask Claude, an integrated AI assistant built directly into the platform, giving staff instant...
Workflow Status Button Added to My Activities Board
Results includes a Workflow Status button directly on Activity cards within the My Activities Board, giving users...
New Visibility Controls Added to Activity Types
Results includes new visibility settings within Activity Type configuration, giving administrators greater control...