We have updated the Navigation and menu items for deals to increase efficiency on deal entry and edit.
We have collapsed the deal edit, dates, address, and financial tabs into one page where you can edit and update by expanding the sections.
After submitting a newly created deal, you will land on this page to continue with data entry.
You'll also see the Admin report and history pages have moved to the bottom of the deal menu and the comments are now exclusively on the deal summary page.
Please also note that as of this week profile addresses in Loft will be updating the postal address in Xero rather than the street as Xero references postal address on check printing.
We hope you like the changes!