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Our Developers are always working on AroFlo to improve its performance for your business. The Nuts & Bolts Update gives you a round-up of recent small but important enhancements.

Field: Compliance Forms Required

We've made it clearer when compliance forms are required prior to starting a task.

Learn more about Required Compliance Forms.

Report Filters

We've added some quote-specific information filters to both the Quotes and Tasks reports.

Quotes report

The following filters have been added:

  • Date Accepted

  • Accepted by
  • Date Expired

  • Quote Acceptance Status

Tasks report

The following filters have been added:

  • Quote Date Accepted
  • Quote Accepted By

  • Quote Date Expired
  • Quote Acceptance Status

Learn more about Reports.

Report Fields

Quotes report

The following fields have been added:

  • Organisation Name

  • Parent Organisation Name

These will come in handy if you have multiple business units and need to know which quote belongs to which business unit.

Learn more about Reports.

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