What's in a name? 🌹
Well, quite a lot if you ask us!
That's why you can now name quotation files upon creation or rename them afterwards. This way you're sure everyone knows what the file is about.
Provinces, districts & departments for addresses 🌍
All address fields in Teamleader got an update!
From now on, you can select the right province, district or department for all Belgian, Dutch, French, Spanish, Portuguese and Italian addresses.
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.