Archiving Departments | Invoices Match Quotes
Archive Departments
Users will now have the ability to archive and unarchive departments within the Sera Admin Portal.
Admin Portal changes:
- Once archived, the department will be hidden from left-hand navigation.
- Department will be hidden from the Schedule Board and removed from the dropdown filter.
- All technicians within the department will be auto-archived.
- All tasks within the department will be auto-archived.
- Departments will be hidden from memberships and no longer selectable when creating a new Membership program.
For more information, see our article on Archiving Departments.
Invoices Match Quotes
Quote Summary and Task Descriptions will now be present on the Invoices generated in Sera!
An Edit Invoice Summary option is now available in Invoice Actions which will allow you to update the Summary that was on the quote, should you need to correct spelling errors, provide further detail, or eliminate duplicate summary messaging if multiple quotes are present on a single invoice.