This improvement lets you edit an item group description directly on the Estimate screen without opening a separate drawer.
What's changing?
Before this improvement, editing an item group description required several steps: click the three-dot menu on the item group, select Edit Item Group, then make changes inside a drawer. This added time and clicks to a common task.
Now you can click directly on the description field or the edit icon next to it to open an inline pop-up and update the description without leaving the Estimate screen. The pop-up supports text formatting including bold, italic, underline, bulleted lists, and numbered lists. Click Save to apply your changes, or Cancel to discard them.
Resources
Who uses this feature
All business types
Administrators, Customer Service Representatives (CSRs), Dispatchers, Accounting
Region availability: All regions
How to Prepare?
Review how your team currently adds and edits item group descriptions on estimates and share the change with them before the 77.2 Ursa release.
Bookmark any knowledge base articles or Academy videos for team training.