*Solved: Software update 2024.3.4.1 addressed this issue. All versions on or later than 2024.3.4.1 include these updates.*
Introduction:
We would like to inform our users about a recent software update that has led to an issue with filtering quotes in your quote list. We understand the importance of quote management in your workflow, and we want to assure you that all quote data is still available. The problem only arises when applying filters based on sales rep, contact, or organization.
Issue Description:
The specific issue occurs when attempting to filter quotes by sales rep, contact, or organization. In these cases, only the matches in the most recent 150 quotes are displayed. This unintended behavior may disrupt your ability to efficiently manage and review quotes with these filters on.
Recommended Workaround:
While our team is actively working on resolving this, we understand the urgency of your tasks. As a temporary solution, we recommend changing the duration filter from 'all' to 'last year' when filtering quotes by sales rep, contact, or organization. This workaround ensures that you can access a broader range of quotes and continue your operations smoothly.
Explanation:
The recent software update was a necessary step in enhancing the overall performance and functionality of our software. Unfortunately, it unintentionally introduced this filtering issue. We apologize for any inconvenience this may have caused and want to assure you that our development team is prioritizing the resolution of this matter.
Current Status:
Our development team is actively investigating the issue and working on a fix to address the filtering problem in the quote list. We appreciate your patience and understanding as we strive to provide a prompt and effective solution.
Conclusion:
We understand the importance of a seamless user experience, particularly when it comes to managing quotes. Rest assured that your quote data is secure, and our team is committed to resolving the filtering issue promptly. In the meantime, we appreciate your cooperation in using the recommended workaround and assure you that we are diligently working to restore full functionality to the quote list filtering feature.
Thank you for your understanding and continued support. If you have any further questions or concerns, please feel free to reach out to our support team for assistance.