New Features/Enhancement Highlights:
Archive Deleted Invoices
Deleted invoices are now moved to a read-only archive that preserves the full invoice snapshot, including line items, taxes, totals, notes, attachments, and activity history. The archive retains the original invoice number (preventing reuse), records who deleted it and when, which keeps these invoices searchable, exportable, and accessible via filters and API without affecting AR balances or aging.
Projects Overview Improvement
The Projects Overview page now uses a calendar-style project view with switchable 1-, 6-, and 12-month ranges and support for project phases and key dates. You can see an expanded, timeline-aligned view of project phases, add new phases and key dates from dedicated buttons, and work with helpful empty states when project dates are missing.
Checklist Templates
A centralized checklist template system is now available, allowing you to create, save, and manage reusable checklists that can be applied across multiple areas of the application. Templates remain linked to a master version while still supporting local customization, improving process consistency and reducing repetitive setup work.
Permission to Control Quote Item Pricing Edits
A new "Manage quote item pricing" permission has been added under Opportunities to control which users can edit billable status, unit price, margin, and markup on quote items. When users lack this permission, pricing fields become read-only, while they can still adjust how margin and markup are displayed.
