Latest updates include:
Send Images via SMS
Sharing pictures with customers just got a whole lot easier! Sales reps and marketing teams now have the ability to attach and send images in their text messages.
Create Bulk Customer Notes
Your team can now quickly log customer notes in bulk to save time tracking general updates across multiple customers.
New Digital Finance Dashboard
Get better visibility to your white-labeled digital finance program with a the new financing dashboard in the Team Hub coming later this week. Quickly access all customer applications, statuses, loan details, and transactions in one spot.
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Admin / General | Agronomy | Grain | Energy |
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ERP: General Updated the cash bids view making it easier to scroll up and down to see prices vs. scrolling right and left. |
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Everything else:
- When exporting clients, commas will be used instead of line breaks to separate names in the salesperson column
- The naming of statements will now use the month of the invoice vs the month the statement was generated
- New categories of notification center for clarification between “Energy Services & Requests" and "Agronomy Jobs & Deliveries"
- Track when customer notifications settings are changed (accessed from the back-end only)
- Sorting clients by pending portal invitation from Team Hub
- Link to view the client/account when creating a Note
- Link to view the client summary from an Inbox message
- Account IDs are new shown in the client’s summary on their profile
- Contract Information is now included on the export Orders Excel file from Team Hub
- Text Messages will show under a Prospect profile
- Implement flag to remove "per acre rates and prices" quote type
- Implement flag to add “Seller Signature to Agronomy” contracts
- Improve UX of managing Internal Resources folders