Key updates:
Ditch paper statements and spend less on printing and postage
Your customers now have the option to select paperless statement delivery.
Customers will need to navigate to: Account > Change Statement Delivery > Select “Digital Statement Only” in order to enable paperless statements. Learn more about this new capability.
- Tip for success: Ensure back-end processes are in place to support digital statements on behalf of your customers.
Interested in turning this on? Be sure to reach out to your Partnership Manager to get started.
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BI Enhancements
- Build goals based on how your team operates - partners can now use customer-specific filters when creating goals. Customer-specific filters include:
- Customer business unit
- Contact list
- Custom
- Location
- Tags
- Measure, incentivize, and drive usage of platform communication tools among your team
- We’ve got two new BI Reports that help teams measure usage of in-portal communication tools. The “Sent Text Message” and “Sent Inbox Message” BI reports display both unique and total sends
- More timely insight into goal progress and report tracking - BI Goals and Reports now update 4x/day
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Budget Billing Improvements
- Customers have better insight into their budget billing info - we’re now displaying paid (in addition to unpaid) budget billing invoices (Agvance)
- Setup recurring budget billing payments (Agvance, AgVantage)
- Agvance Note: These payments will post to the relevant budget invoice in Agvance. Any additional funds above the budget invoice balance will go to unapplied cash.
| Other details | Admin / General | Agronomy | Grain | Energy |
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ERP: Cargas Increased connectivity for Energy Teams - Cargas integration Partners who use Cargas to manage their energy business now have the ability to integrate Cargas info into the Team Hub and Customer Portal. Going forward, partners (and customers) can view their CarGas Energy account details. This includes:
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ERP: General We’re adding a deep link from the Admin > Notes page so it’s easier for users to click through to the relevant client profile. Great for any managers who typically review team notes via Admin > Notes and want to more quickly dig into any customer information. |
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Everything else:
- Grain locations now show up in alphabetical order when creating a grain offer from Team Hub > Clients > Grain Offers
- The statements page for Energy-only-budget-billing customers is now hidden (Agvance)
- Display "Active" in the “Available” column for WorkOrders with "Active" (Unpaid) status (Tronia)