Sales Insight Release Notes, February 2020

Modified on Thu, 20 Feb, 2020 at 9:06 PM

Hi Again!

 

Below are the updates for this month. 

 

  • NEW! Custom Reporting Platform: SI now has a platform for custom reporting.  If you are interested in developing specific insights for your company, contact your SI Rep to find out more. 
  • Enhanced Quote Audit Log: Added details regarding Expiration Date and Base Price changes. 
  • NEW! Un-Archive Projects:  Role based access now allows those without 'archive' controls to 'un-archive' projects.  If a certain role needs the ability to 'un-archive', contact your SI Admin to update the role access.   


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


Peggy


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