The NabuClient blog

What is new in NabuClient

Product updates as they ship, and articles on getting more out of every part of the panel.

Product update

Credit notes, customer statements, subscriptions and price lists

A paid invoice is no longer edited; you issue a credit note against it. Each customer's statement prints with a running balance, repeating invoices get a Subscriptions screen, and each group of customers can have its own price list.

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Product update

See the panel as Windows, macOS, iOS or Material

Pick a skin from your account menu and every panel screen takes that look. Under the Windows and macOS skins, pages open as windows with a taskbar or a dock.

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Product update

One person, all their work — each rep's open leads and tasks on one page

On the Sales reps screen, each person's lead count now opens their own page — the leads in their hands with their pipeline stage, the open tasks assigned to them with project and due date, and a red \"No next follow-up date\" badge beside any lead nobody has promised to call.

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Product update

A lead only moves with a promise of its next call

A lead with no open follow-up date no longer moves to another open column without one. On the pipeline the move asks you for the date there and then; on the customer file the move is refused until a date is set. Won and lost are exempt.

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Missing something?

Tell us what to build next. Most of what is announced here started as somebody’s suggestion.

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