2 posts tagged with "Organization"

We’re excited to bring you the April 2025 release! This update introduces our brand-new Quotes app, smarter email communications, and helpful fixes to streamline your everyday workflows. Let’s take a look:

Added

• Introducing the Quotes App:

  • You can now manage quotations directly within the platform through our new Quotes app.
  • Easily draft, submit, and follow up on quotes — all from one place.
  • The system supports multiple quotes per account (if enabled, contact support for more on this feature), offering more flexibility for your teams.

• Quote Automation:

  • We have added automation to send follow-up emails when needed, improving communication and keeping things moving.

Fixed

• Access App:

  • Fixed an issue where previously selected items kept showing up in the transfer list, even after deselection.

• Task Management:

  • Resolved a bug that was preventing tasks from being assigned to all users.

• Organization Management:

  • Fixed an issue where some users were unable to delete an organization.

This release sets the stage for smoother quote handling and removes common workflow blockers — thanks for growing with us!

We’re excited to bring you the March 2025 updates, packed with powerful new features that make managing organizations easier and searching through documents more efficient. Here's what’s new:

Added

• Manage Organizations with Ease:

  • You can now manage entire organizations directly within the Access app!
  • View a list of organizations and see all the details in one place.
  • Create or update organizations, and assign users, admins, assets, systems, and roles — all from a single screen.
  • Organization admins can manage their team: add users, assign roles, and view the organizational structure.

• Smarter Connections Between Organizations and Assets/Systems:

  • When adding or editing an asset or system, you can now link it directly to an organization.
  • Don’t worry — any existing “owner” data will continue to work smoothly with this new setup.

• Search Inside PDFs Instantly:

  • You can now search inside PDF documents directly using our new built-in PDF viewer!
  • Whether you're reviewing a report or a technical document, finding specific text is now quick and easy — just type and search.

We hope these updates help you work more efficiently across your teams and documents. As always, thank you for being part of the journey!