Feature Improvements
- Updated the Payments report to show the Contact in the second column for easier comparison to Quickbooks.
- The Override Tax Rate field is now required when the "Override tax rate" box was checked.
Bug Fixes
- Lead Sources--Clarified the "Show on" verbiage to clearly tell you what the lead source can be associated with.
- When doing a Follow Up the Referral Status will default to "Pending" rather than "Would Refer."