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Proposals – Templates and Constants
Carrying Proposal Start & End Dates to Work Orders
Using Tags as a Trigger Condition
Setting Tags in Action Steps
History Notes Filter and Search
Proposal Additional Delete Options Added
February 2, 2023
The following delete options have been added to Proposals.
Delete a
Work Order
Delete an individual
Change Order
item
Delete an individual
Punch List
item
Delete a
Worksheet History