Key updates:
Growers now have full control over how they receive their notifications
We’ve updated the notification settings in the Customer Portal, allowing customers full control of what notifications they’d like to receive, and how (email, text, and/or in-app). Learn more here.
[Coming soon]:
- We’re going to pull customer notification settings over so they’re visible (and editable) from the Clients profile page in Sales Hub
- We'll add logic that will trigger a warning message in the Sales Hub when a contract is shared with a customer who does not have “contracts to sign” notifications enabled
Simplified the unsubscribe process for your customers
By adding a link in all marketing text messages that allows customers to unsubscribe, reducing the number of "STOP" replies that come back to your team to manage.
Other details
| ERP: AgVantage | Admin / General | Agronomy | Grain | Energy |
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New grain capabilities for customers Growers can now view grain settlements (via Settlements tab) and deferred contract payments (also via Settlements tab) in the Customer Portal. |
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| ERP: General | Admin / General | Agronomy | Grain | Energy |
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Adding full company name and address to invoices Going forward, partners’ full company name and address will be added to invoices in the platform, as well as invoices downloaded from the platform. |
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New option to view Futures and Cash Bids through Stonehedge Customers of partners on Stonehedge will now have the ability to view futures and cash bids through the Customer Portal. Reach out to us to set this up. |
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More clarity and visibility into who does what On the Clients tab, we’re going to be surfacing the business unit assigned to each respective salesperson who’s assigned to a Partner. |
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More clarity on grain contract emails Rewording of the subject line to make it clear for where partners should route contracts (need to be able to easily identify certain types)
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Everything else:
- Include the tagged users in the Notes download file
- Show the date that the last invite was sent to customers
- Job complete notifications addressed based off of Client name in Portal, rather than User Name
- Show message quantity in Inbox next to folder name on mobile
- Add a "Remaining $" column to the Energy contract download .xls in Customer Portal and Sales Hub
- Show customer ID on AgVantage Invoices
- Hide rows with 0 values from Grain Balances
- Limit Finix Credit Card payments to $10,000
- Hide Agronomy dashboard widgets for Energy only customer experience
- Always show customer phone number in Marketing text message replies
- Update Sales Hub > Order Qty and Price validation to accept decimal values without leading 0
- Update BI package to work with the Oakland ERP
- Add an “Estimated Delivery Date” selector to Sales Hub > Orders when a Sales Order is selected
- Update WorkOrder POST logic for all Tronia Partners
- Update Energy tank delivery method mapping forAgVantage
- [Agris] Locations mapping / performance testing
- [Agris] Customers mapping / performance testing
- Create a Grain Contracts for EACH destination in a Grain Settlement (multiple Grain Contracts from a single Settlement)
- Enable DTN Grain Offer types dynamically based on selected location
- [Merchant] Implement Adjustments in Grain Contracts for Merchant storefronts
- Update POST for Delivery Tickets, Blend Tickets, and SalesOrders in Agvance to write PO number that are added to orders in the portal
- Update Oakland syncs to create custom Booking/Prepay Items