Hello!
We've been working diligently behind the scenes on infrastructure upgrades to ensure the ongoing reliability of our system. Here are some updates we've implemented this quarter:
Enhanced Search Capability: When copying quotes, the Customer search now scans any part of the name, providing a more versatile and efficient search experience.
Project Entry Form Excel Format: Users can now easily receive both a PDF and Excel export of the Project Entry Form with minimal setup. If you're interested in this feature, please reach out to your Sales Insight Representative for further details.
Enhanced Project Matching Experience: For Access Unlimited clients, we've introduced additional fields (Customer Number, Job ID) to enhance the project matching process, ensuring a more comprehensive and accurate experience.
If you have any follow-up questions or need assistance, feel free to reach out - I'm here to help!
Peggy
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