We have several new features available in your account that we think you'll find useful. This month's update includes the new Web Clipper for creating selections and cost catalog items from a URL, improved file attachment visibility controls in QBO sync, and the ability to link due dates directly to your schedule.
🔗 Web Clipper: Build Selections and Cost Catalog Items from a URL
The Web Clipper makes it easy to pull content directly from the web into Ressio. Simply paste a URL from a vendor, and use the clipper to create a new selection or cost catalog item without ever leaving your workflow. It's a faster, simpler way to bring outside information into your projects and keep your cost catalog up to date.
Read more about Selections here and the about the Cost Catalog here.
👁️ File Attachment Visibility Controls for QBO Sync
You now have more control over which file attachments your customers can see when syncing with QuickBooks Online. These visibility controls let you decide exactly which files get shared, keeping your sync organized and tailored to each customer.
Read more here.
📅 Link Selections to Schedule Tasks
You can now tie the due date of a To-do, Selection, or Bill directly to a Schedule Task. Choose an anchor date (Start or End) and a day offset, and the due date is automatically calculated. If the Schedule Task dates change, your linked due dates stay in sync. You will find this in the Advanced settings of each item.
Any questions, reach out to your Customer Success Coach or Manager. Cheers!