🤝 First of all, thank you all for pointing out that the Date Range was too narrow.

With all the feedback from our concerned users, we quickly collaborated with the designers. And here is a fix for the date range that will show all-time quotes.

Your Filters Date Range now spans between 2016 and +1 year from now(to cover the expiration dates that go into the future):

🆕 Some of the biggest pain points you'd expressed was not knowing the last price you presented to the customer. We added a helper feature that will now show the last presented Total Investment.

🆕 Another highly-requested update of the Company Phone in the emails that you send to customers is here! Company Phone format on the Email Template (XXX)-XXX-XXXX

🤲 Last but not least, we also have set up a simple check that will prevent accidental margin input greater than 99.00%: