Improved Search and Filtering for Proposals and Invoices

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We've made several improvements to the search and filtering system in YaalaGo CRM to make it easier to find and manage proposals and invoices.

What's New?

  • Expanded Pagination Options: You can now view up to 200 records at once, reducing the need to navigate through multiple pages.
  • Flexible Filtering: Multiple filters can be applied at the same time, allowing you to see expired and non-expired proposals or paid and unpaid invoices together.
  • Unrestricted Search: The search function now works independently of filters, so you can find all past proposals without needing to adjust settings manually.
  • Editable Notes Field: We've added a simple text field to the proposal and invoice lists, so you can now add or update internal notes directly from the list view.
  • Quick Edit for Notes: Notes can now be edited inline with a simple double-click, making updates faster and more convenient.

These updates provide more flexibility in managing records and improve overall efficiency when searching for key details.