What’s New with Tall Emu

Tall Emu CRM functionality continues to evolve – giving you and your team the best opportunity to achieve maximum
efficiency.

Check out these great new features, which are out now on Tall Emu CRM & available to customers! All
enhancements, updates and brand-new functionality are listed below, or watch the ‘show & tell’ highlights video.

Accounting

For MYOB-linked databases, we added the ability to delete synced Invoices and Payments
from CRM with the addition of a “Delete” button. This works by deleting the record in MYOB, unlinking the
record with CRM and then deleting the CRM record. If the MYOB deletion is not successful (e.g. if there is a
payment applied) you will get an error message and deletion will not proceed.

General UI

An “All” box has been added to Kanban View settings list to allow for quick selection/de-selection of
options in bulk.

The pinning of Activities to record Timelines has been adjusted so that pinned items are
now visible to all Users.

Addition of a button to reveal the last 10 recently viewed records in CRM.

We added the following views:

Added Kanban to Work Orders.
Added Dashboard to Products.
Added Dashboard to Opportunity.
Added Dashboard to Meetings
Added Dashboard to Calendar.
Added Merge Duplicates to Supplier Contacts.

Operations

Added the ability to generate a PDF job sheet (in addition to a service report) from the Preview button
on the Job record toolbar. The PDF will open in a new tab.

Connected purchasing functions to Projects – tabs for Purchases, Supplier
Bills and Requests For Quote are now available for use.

Purchasing

Added “Due Date” field to Supplier Bill. This field is set automatically using the “Created Date” and “Terms”
fields (the same method that is used to calculate an Invoice due date).