Sales Insight Release Notes, September 2019

Modified on Wed, 18 Sep, 2019 at 11:47 PM

Hi There!


It's football season once again.  Please find this month's Release Notes below:


  • NEW! Multiple Logos: You can now have a different logo for each district rather than one logo for the entire company. 
  • Pipeline Archiving: Framework developed for improved project archiving process.
  • Pipeline Project Search: Revised behavior to return more predictable results.
  • NEW! Pipeline Column Reset: We heard your feedback and separated the column reset from the District/Plant reset.  Click [Reset Filters] to reset District, Plant, Status, and/or Sales Staff selection.  Click [Reset Columns] to reset column selection and order.

  • Customer Merge Enhancement: Added functionality to better support clients with AU integration.
  • Quotation Limit Authorization: Adjustments made for authorization of previously approved quotes.


Feel free to let me know if you have any follow-up questions, I'm happy to help!

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