Product Release Notes | October 9, 2023

Latest updates include: 

The 'clients' tab got a new look 👀

Now individual reps can take even faster action on bulk customer activities or one-to-many communications. 

	Admin / General	Agronomy	Grain	Energy
ERP: General New buttons on the main energy tab allow customers to request tank service or deliveries even quicker.				✅
CRM Teams will now have better visibility into which customers will actually receive their text messages before hitting send.	✅
ERP: General Get an alert in the Team Hub when a customer has ALL notifications turned off and won’t receive your message or reminder.	✅

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Everything else:

• Agronomy contract names will be displayed in the PDFs and print layout
• The Client eSign button will no longer show in the Team Hub for Energy Contracts that require prepay
• When exporting clients, commas will be used instead of line breaks to separate names in the salesperson column
• The YoY marketing attribution look-back period will use the same timeframe for both years
• Product Management - Internal User Lists are now an option in Forecast requests (Agvance only)
• Product Management - The percentage selection will lock if there is zero sales history and force manual entry of quantity
• Product Management - When submitting forecasts, there is now an option to require teams to complete it for all products
• Product Management - Incomplete forecasts will show at the top of the My Forecasts page
• New messaging for rejected digital finance applications will let customers know to expect email correspondence from Compeer
• All customer communications will use User.ContactPhone if available
• Tronia Invoice sync will use blend analysis description