We have revamped all of our All List so that you can use the + Add New button to add items to a list without leaving the page.

The + Add New button has been added to all of these screens:

  • Account Terms - CRM, Vendor, and Customer Setting

  • Ad Source - CRM, Renewals, Job Details

  • Application Code - Service Task Add Edit, Service Detail Modal, Inventory Details

  • Application Target - Service Task Add Edit, Service Detail Modal, Inventory Details

  • Application Type - Job Site Information, Inventory Details

  • Class - Service Task Add Edit, CRM, Job Details, Purchase Order Edit

  • Customer Type - CRM, Renewals, Customer Settings under Company Settings

  • District - Job Site Information, District Look Up Add Edit Modal, CRM

  • Employee Category - Employee Information

  • Equipment Category - Equipment Information

  • Job Opportunity - Job Details

  • Job Reasons - Job Details

  • Material Category - Material Information

  • Postal Code - District Lookup add edit modal

  • Sales Tax - Edit purchase order, Bill create, CRM, Company Settings

  • Section - Service Task Add Edit, Service Detail

  • Service Category - Service Task Add Edit

  • Plant Conditions - Plant Inventory Add Edit

  • Plant Item - Plant Inventory Add Edit

  • Sales Rep - CRM, Job info

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