Updates |
Admin / General | Agronomy | Grain | Energy |
|
CRM Notes Get additional visibility now that you can see if a note is read/unread. Click into a note to view all details or take further actions if needed. |
✅ | |||
|
Centralized Grain Management A new merchandiser filter will help you see the number of unsigned grain contracts by team member in the Grain tab. |
✅ |
|
||
|
Centralized Grain Management Access insights for Open Contracts and CY Contracted Bushels quicker now they are linked from the Grain Dashboard to the Grain tab. |
✅ |
|
Everything else:
- Send Inbox messages to NOT invited customers and display a warning with a list of customers who will not receive a notification
- Change the time of Notification sending for Job/Delivery Completed
- Financial Dashboard: Add new field "Rate" to the Loans page
- Filter the “Select Salespeople” list in the energy contracts page to only salespeople that have energy contracts associated
- Auto-complete Salesperson Name in TH > Admin > Users
- New filters on the Grower Portal > Products page to show Item categories and Category groups
- Expand Team Hub > Products > All Products filter to show available and out-of-stock products
- Add phone number from Portal access request to New Customer form
- Add multi-select for Client’s Page > Locations Filter
- Add a manual sync option to Plans from AgVantage
- Don’t update partner user's info (name, email, phone) based on the associated client ID
- Price tier syncing from AgVantage