Sales Insight Release Notes, August 2019

Modified on Tue, 6 Aug, 2019 at 3:22 PM

Hello!


Hope you've all had a wonderful summer so far. Please find below our Release Notes for this month:

  • Mix Design Enhancements: Constituents can now be quickly added and updated using keyboard shortcuts. You can also add the mix formulation to multiple plants at creation.    
    • Add constituents using the Tab key
    • Change the Unit Of Measure by pressing the Enter key + Up/Down Arrows 
  • Edit Quote Enhancement: Project Start Date, along with Bid Date, are now displayed in the Quote Information section so you can quickly determine if adjustments are needed to the Acceptance and Quote Expiration Dates. 
  • Customer Diamond Report: Automated daily data refresh for BETA release.
  • NEW! Quote Email Responses: Customers who receive a Quote from SI can now respond to the email. Response emails are routed to the logged-in sender's registered email. 


Enjoy the last days of BBQ season, and let me know if you have any follow-up questions, I'm always happy to help! 

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