Put customers on inactive ✋
Does your customer struggle to pay your invoices? Did they run out of business, or have you simply stopped working together?
From now on, you can easily deactivate and reactivate customers in Teamleader. You'll also have the possibility to:
- Permanently deactivate all related subscriptions.
- Put all related invoices on hold.
Read everything you need to know about deactivating and reactivating customers on our knowledge base.
Flexibility on your project: move dates and tasks all at once
Working on a project, it's inevitable that a phase might be delayed, subsequently delaying all others.
Well, by changing one phase's deadline you can now choose to shift all dependent phases and tasks with exactly the same amount of days. It makes your project a lot more flexible and saves you a ton of work!
Your deals get the attention they deserve 🙌
With spring in the air, we're about to give your deals a little spring cleaning 🌱 Within a couple of days, you'll be able to:
- Check out all of a customer's deals at once in the new list view.
- Get a comprehensive view on a single deal on its new detail page.
Read everything about these upcoming changes in our blog.
Meet the Project Manager's new Walhalla
Planning projects, assigning tasks, estimating time, managing people... A project manager's job can be a real challenge sometimes. One of our main jobs is to make life easier for you. And so we did!
Meet the new Work Breakdown on Projects. With this new overview you can:
- Dissect your project into different phases first
- Plan tasks and meetings before the project starts
- Assign those tasks later on, so you can check who's available
- Keep an eye on the progress versus your estimation
You'll see the new Work Breakdown appear in the upcoming days. So keep an eye out on your projects! Get to know the ins and outs in our Feature Friday blog or dive deeper into our Knowledge Base.
All your work orders in one overview 🗂️
Desperately searching for a work order through all files of a customer is now officially a thing from the past. By introducing work orders in your browser, we allow you to:
- Have an overview of all work orders created.
- Check out details of a work order on its own page.
Once 'Work orders' is activated in the HR-settings of your profile, you can access the overview via your main navigation.
Your export log within reach 📑
Ever thought, "Shoot, where did I save that export file again?" Yeah, we've all been there. That's why, as of now, Teamleader saves a history of all the exports you made in the past 30 days.
You can access this history via your personal menu, under "Logs". This is the same place you can check your email history. Via the second tab on top of the screen, you can select "Export log".
Want to learn more about this export log? Visit our Knowledge Base.