Release 6.001

This release adds the ability to create leads using the Transactions: Customers / Vendors screen. It also includes general usability and performance improvements.

Release Date:
Sunday, June 15, 2025

Details

The Transactions: Customers / Vendors screen now includes the ability to create leads:

  • 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