Sales Insight Release Notes: Aug 2025

Modified on Wed, 6 Aug at 10:11 AM

New Features

Project Matching

  • District Column Added: Users can now quickly identify actuals relevant to their area with the new District column
  • Sticky Column Filters: Column filters now remain active to streamline project assignment workflows
  • Enhanced Multi-Row Selection: Improved user experience for selecting, deselecting, and assigning multiple projects simultaneously


File Upload Experience

  • Upload Error Messaging: Added file size limit tooltip and clear error messaging to help users understand upload failures and resolution steps


Improvements/Enhancements

  • API Security: Upgraded security protocols across all API endpoints
  • Customer Contacts Workflow: Streamlined the process for adding customer contacts without leaving the main Customer page
  • Customer Export Enhancement: Customer Number now included in exported customer lists for complete identifier reference
  • Project Copying: Map coordinates are now preserved when copying projects, eliminating manual location re-entry
  • Edit Quote Requests: The "Enable Editing" email now defaults to the original requestor, with all District users available in the dropdown for notifications
  • Quote Email Automation: Sales representatives are now automatically CC'd on customer quote emails, reducing manual steps


Bug Fixes

  • Asphalt Sales Forecast Report: Resolved PDF generation loading issues by fixing HTML load sequence timing
  • Single Sign-On: Fixed redirect issues for smoother authentication experience
  • Mix Design Search: Enabled search functionality using the Enter key in addition to the search icon
  • Quote Creation: Disabled the "Create" button after initial click to prevent duplicate quote creation

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