I hope everyone had a wonderful summer and is ready for football season and pumpkin spice lattes! The Sales Insight team is excited to announce our new SI/Command API.
So, what are APIs? Application Programming Interfaces (APIs) allow different software systems to communicate with each other, streamlining software development and reducing manual user input by providing a standardized method for sharing information. With this new API, Sales Insight can now update actuals directly from Command!
Contact us to learn how this can benefit your business!
NEW! Approval Process Update
- We've introduced the ability for approvers to "Reject" a quote and have closed a security loophole in the approval process.
NEW! Email Failure Notifications
- SI users are now notified 3 different ways when an email is undeliverable.
Via Audit Log
Via Internal SI notification
NEW! Access Unlmited Failure Notifications
- Access Unlimited users will now be notified if a quote fails to be sent to dispatch.
- Additionally, failure notices can be found in the Audit Log.
NEW! Customized Fee Column for Quote PDF
- We've introduced an option to add customized fees per CYD within the Mix Table on your Quote PDF.
NEW! Roles Page
- We've updated the Roles page to provide more straightforward controls for product-specific access.
Misc:
- Total Backlog has been removed from the Asphalt and Aggregate Sales Forecast Reports to standardize reporting.
- We’ve updated the AU sync process to populate the Mix Sales Description, Mix Formulation Description, and Mix Formulation Number.
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