Proposal Management with Better Filtering, Search, and Inline Editing

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We’ve made some key improvements to how you manage proposals in YaalaGo CRM, giving you more control and efficiency when searching, filtering, and updating records.

What’s New?

  • More Flexible Filtering: You can now combine multiple filters to quickly find the right proposals. Need to view both expired and non-expired proposals at the same time? Or track both paid and unpaid ones? Now you can. Plus, a "Show All" option lets you remove all filters instantly.
  • Improved Search: Searching for a customer? The search function now scans customer names, making it easier to locate specific proposals without extra filtering.
  • Inline Editing for Notes: The notes field can now be edited directly from the proposal listing page. Simply click the pencil icon to update details instantly—whether it’s a follow-up reminder or payment agreement. No need to manually save; clicking away will save your changes automatically.
  • Edit from Anywhere: Notes can be updated inline or within the proposal itself, giving you the flexibility to manage updates however you prefer.