Sales Insight Release Notes: June 2025

New Features

1. Plant Switching with Mix Preservation 
   • When selecting a different Pricing Plant during quoting on the Concrete tab, all available mixes for the new plant will remain on the quote
   • No more re-selecting all mixes from scratch when changing plant
2. Non-Taxable Quote Creation
   • Create tax-exempt quotes with a simple checkbox selection on the Quote Info tab
   • Perfect for government contracts and other tax-exempt scenarios
3. Quote Visibility Management
   • Declutter your Quotations page by hiding specific quotes using the new "Hide Quote" checkbox on the Quote Info tab
   • Streamline your workflow by displaying only the most relevant quotes 
4. Custom Quote Footers
   • Add personalized footers to your quotes with company information, disclaimers, or special notes
   • Enhance the professional appearance of your customer-facing documents
5. Direct Quote Copying
   • Copy quotes directly from the Quotations page with a single click
   • Eliminates the previous multi-step process of locating a project first 

Improvements/Enhancements

1. Faster Quote Preview Performance
   • Optimized HTML components to significantly reduce load times
   • Provides a more responsive viewing experience
2. Enhanced Numeric Input Controls
   • Improved the Edit Quotations interface to properly handle backspace key actions
   • Users can now completely delete and re-enter numeric values without system interference
3. Streamlined Project Creation
   • Cursor automatically focuses on the Project Name field when opening the Add/Edit Project page
   • Eliminates an unnecessary click for a more efficient workflow
4. Accelerated Forecast Loading
   • Redesigned Month picker to improve Forecast page load speed
   • Delivers quicker access to critical forecasting data
5. Instant Email Status Updates
   • The "Emailed" checkbox on the Quotations page now updates immediately after sending a quote
   • Provides real-time confirmation of successful email delivery
6. Optimized Raw Materials Upload
   • Re-engineered upload process for non-integrated clients
   • Significantly improved upload speeds for raw materials cost data

Bug Fixes

1. Improved Text Field Handling
   • Disclaimer and Terms & Conditions can now be completely deleted on Quote PDFs
   • No longer requires leaving a space character as a workaround
2. Concrete Add-On UOM Display
   • Fixed issue with Units of Measure for Concrete Add-Ons
   • All UOMs now display accurately
3. Mix Cost Synchronization
   • Resolved issue where mix formulation updates weren't refreshing total Mix Cost on the Mix Designs page
   • Cost calculations now update correctly across all interfaces
4. Market Segment Profitability Data Persistence
   • Fixed bug that prevented Market Segment profitability target changes from saving
   • All segment selections now properly persist in the system

Security

1. Enhanced Login Process
   • Username validated before prompting for password to reduce attempts on invalid accounts
   • Lays groundwork for future features like Single Sign-On (SSO)