Catalyst
Board: IH Proposal Builder — proposals sync automatically on Save.
{proposalDate} for the proposal date and {validThrough} for the valid-through date (renders as " through [date]" or blank if not set).| User | Sales | Finance | Operations | Admin | |
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🗄️ Migrates contacts and companies from the legacy settings blob into the new Supabase contacts and companies tables. This runs automatically on first load but you can force a re-run here if needed.
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{date2}, {date3}, {date4} as placeholders for scheduled payment dates.