Pointman 9.5.0 Release Notes

Feature Improvements

  • Updated the Payments report to show the Contact in the second column for easier comparison to Quickbooks.
  • The Override Tax Rate field is now required when the "Override tax rate" box was checked.  

Bug Fixes

  • Lead Sources--Clarified the "Show on" verbiage to clearly tell you what the lead source can be associated with.
  • When doing a Follow Up the Referral Status will default to "Pending" rather than "Would Refer."
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