Release 5.129

The revamped Dashboard screen is available for clients who have opted in for feature betas:

• the dashboard is now configurable with a variety of widgets that can be moved around and resized
• dashboard configurations start with a default arrangement based on the user's role, but adjustments made to the dashboard configuration are otherwise unique to individual users

The Transactions: Customers / Vendors screen now includes the ability to create leads for clients who have opted in for feature betas:

• leads are created the same way that customers are: you can enter contact information, assign a price sheet, specify an automatic discount, assign a route, etc.
• leads must be promoted to customers before you can transact retail sales and/or sales orders; customers cannot be demoted to leads