All updates
Improvement
New property: drafts, manager created on the spot and suggested addresses
A property sheet you started is kept as a draft so you can finish it later. The manager and the invoiced client are created from the sheet, and addresses are suggested again as you type.
Creating a property by hand meant filling everything in at once, and leaving the sheet to add a client that did not exist yet.
- Drafts: when you leave a sheet you started, you choose “Keep the draft” or “Delete the draft”. The “View your drafts” button, at the top of the Properties page, lists the sheets you still have to finish: “Finish” resumes your entry, “Delete” removes it. Drafts are shared within your company: a fellow manager can finish yours, from any device.
- Manager: at the bottom of the list, “New client” creates the manager without leaving the sheet. What you typed in the search becomes its company name.
- “Invoiced to”: the cell is now part of the creation, next to the manager. Leave it as it is if the manager receives the invoice; otherwise choose or create another client.
- Address: addresses are suggested again as you type. When you choose one, the postcode and the town are filled in automatically.