Hi Everyone,
Hope you are all enjoying the summer and spending more time outdoors. Below are the updates for this month.
- NEW! Automatic Project Status Change: Automatic project status change from Bidding to Pending when the Bid Date or Start Date has passed. Please contact your rep for set up details.
- NEW! Settings Export: Added Customer, Customer Contact, Competitor, and Sales Staff exports, managed through the Roles page.
- Quote Summary: Added 'Sent to AU' as an optional column for additional at-a-glance details.
- Date Format Adjustment: Adjustments made to accommodate US and International date formats. SI now accepts M/D or D/M instead of requiring MM/DD or DD/MM.
- Metric System: Additional support for metric units of measure.
Feel free to let me know if you have any follow-up questions, I'm happy to help!
Peggy
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