Easily Create Customer Tags from BI Reports
Now, directly from a BI report, you can instantly generate a customer tag. This new functionality allows you to effortlessly organize and categorize important insights from your reports, optimizing your ability to manage customer data efficiently.
Seamlessly Share Agronomy Plans (Agvantage Only)
You’ll now be able to bring Agvantage agronomy plans into our portal. This update enables smooth syncing, empowering your sellers to share plans seamlessly with growers and even transition plans directly into orders.
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Admin / General | Agronomy | Grain | Energy |
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ERP: General Download Scale Tickets from the Grower Portal |
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Everything else:
- Sort Pending Users from the Clients Tab
- “State” is now added to the billing address
- Product Management - Forecasting abilities for Partners who are not on the Agvance ERP
- Product Management - Add Product groups to Positions/Forecasts
- Allows clients to manage their notifications preferences for contract payment confirmations under “Billing and Finance” section
- "Recent customers" filter to easily weed out customers who haven’t done business in the last two years
- Send a unique invitation for energy-only customers
- Internal resource folders for specific locations