Sales Insight Release Notes, September 2020

Modified on Wed, 23 Sep, 2020 at 9:52 PM

Hi There, 

 

Can’t believe it’s already the start of pumpkin pie season! Please find this month’s Release Notes below:

 

  • Quote Email Attachment: Based on your feedback, we’ve increased the attachment limit to 20 MB. 
  • NEW! Customer Number on Quote: An option has been added to display the Customer Number next to the Customer Name on the Edit Quote page. You can set this up on the Settings - Edit District page or contact your Rep for additional details.  
  • Enhanced security: Improved redirects to ensure use of the secured ‘https’ site.
  • Re-Approval Process: Closed re-approval loophole that allowed some users to re-approve quotes that exceeded their approval limit. 
  • Send to AU Dispatch: Added character limit to Public Notes to avoid conflict when sending to AU Dispatch. 
  • NEW! Daily Plant Entries: New platform for collecting plant summary data used to augment ticket data in KPI reporting. 

 

Don’t hesitate to reach out if you have any follow-up questions, I'm happy to help!

 

Peggy

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