Key updates:
Streamlined customer communications
We’re letting Team Hub users know when growers respond to their texts via in-app notification. These in-app notifications will follow the same logic as current notifications:
- If replied within 24hrs - notification goes to the user who sent the text
- If more than 24hrs - goes to any user tied to the account.
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Generate statements by invoice fiscal month
Agvance partners now have the option to manually run statements based on invoice fiscal month. Using invoice fiscal month ensures we’re pulling all the relevant invoices for a given billing period into a statement.
Super Admins will now have a new admin action (Admin > Overview > Admin Actions) to generate digital statements. Learn more here. Want to set this up? Reach out and let us know!
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Other details
ERP: General | Admin / General | Agronomy | Grain | Energy |
More easily reconcile payment emails with the payment report Going forward, the Admin > Payment > Excel download will include “Record Amount Paid”, allowing partners without POST Payment API to more easily reconcile payment emails with the payment report in the portal. |
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Everything else:
- We’ve enlarged the text box space when drafting a text message in the marketing package
- Outstanding Balances for Compeer loans are now visible in the portal
- Added "Additional Internal Notes" field to Blend Tickets and Delivery Tickets
- Non-users can now unsubscribe from marketing emails and text messages
- Revise Compeer logic to calculate Available Balance more accurately
- Product Management - added Department filter to Positions and Master Forecasts pages
- Product Management - added unit conversion filter to Product Dashboard
- Product Management - show salespeople only their sales history in Individual forecasts [coming soon]