Hi All,
This week, you’ll find updates that make it easier to connect your quotes with contracts, stay on top of repeating tasks, and keep your customer data accurate — all designed to simplify your daily work in Modaltrans.
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Set Recurring Reminders in Your Calendar!
- The Reminder feature in your Modaltrans Calendar just got an upgrade — you can now create recurring reminder records for ongoing tasks, deadlines, or follow-ups.
- Here’s how it works: How to Create Recurring Reminder Records
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Send Booking Confirmations
- You can now notify your customers about their bookings directly from Modaltrans.
- Just click the three dots on a booking and select "Send Booking Confirmation" — it’s that simple.
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Good News for Zoho Users — sync customer info with one click
- If some of your customer records in Modaltrans are missing details, you can now easily update them using Zoho data!
- Just click "Update Zoho Parameters" on the Companies page, and your records will automatically sync with the latest information from Zoho.
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Link Contracts and Quotations
- You can now select a "Contract No" when creating a quotation (in the fourth step), making it easier to tie quotes to specific agreements from the start.
- Plus, you’ll now see a new "Related Quotations" tab on the Contracts profile page — so you can instantly view which quotations are linked to each contract.
86 Tickets Completed!
This week, 86 tickets have been resolved thanks to your feedback. Your questions, comments, and suggestions are important to us! Please let us know via ticket or live chat.