Hi There!
Happy 2020! We’re starting the year with time saving enhancements on Quotations. Details below:
Enhanced Quotations
- NEW! Frozen Header
- NEW! Customizable Column Width and Location
- NEW! Customization are session persistent
- NEW! Column specific filtering
- NEW! Additional Optional Columns to Customize your view
- You can still access the previous Quotations page by clicking [Old version] on the bottom right corner
Additional updates:
- Customer Contact: Allow users to update customer contact details from the Edit Quotation page.
- Forecast: For users of the Auto- Shipped Volume Assignment feature, the Forecast page hides ‘Auto’ projects without actual volume for the month specified unless [Show All-Auto] is selected.
- Pipeline: Improved performance and stability.
- NEW! Auto-Archive Projects: Insight can now auto-archive old projects based on your specifications. Contact your Insight Rep for set up details.
Feel free to let me know if you have any follow-up questions, I'm happy to help!
Peggy
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