Product Release Notes | Dec. 23, 2024

• Congratulate the user when BI Goal has been achieved 
• CRM+ - The Organizer tab now has an export option with date filters for My Notes and Team Notes
• CFA - Balance now shows the previous year loan details
• Users can include Internal Notes to Order Approval emails
• Agvance - Agvance Plans will sync hourly 
• Agvance - Add additional details to the payment description before it is posted to Agvance
• AgVantage - A credit card fee is included when a payment is posted to the ERP
• Agris - "Sales Order" now available as new Order Type