Notes Field Now Visible in Proposal & Invoice List

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Managing your proposals and invoices just got easier. We've added a visible notes column to the main Proposal and Invoice module view, so you can quickly see any notes attached to each proposal without opening them individually.

What’s new?

  • Improved accessibility: View notes at a glance directly from the list.
  • Faster editing: Double-click note field from the list to make quick changes.