December 2024
A new conversion report, report totals on the events report, and improved account validation.
Highlights
Conversion Report
A new conversion report shows how your events move through the pipeline from enquiry to confirmed booking. This gives you a clear view of conversion rates and helps identify where opportunities are being lost.
Events Report Totals
The events report now displays totals at the bottom of the table. This lets you see aggregate revenue, cost, and profit figures at a glance without needing to export the data.
Account Validation
You can now configure validation rules for contacts and custom attributes on accounts. This ensures that required fields — such as billing addresses or key contact details — are filled in before an account is saved.
Other Improvements
- Show parent resource setting added to quotes