August 31, 2020 Update

Features/Enhancements:

1. Credit users can now view the Job Account # on exports of Credit Reviews and Apps Received Reports.

• To view this feature:

  • Navigate to Reports > Credit Reviews or Apps Received > Select App Type as Job Sheet > Prepare Report

• See images below for additional guidance:

2. Business Unit Leaders (District Sales Managers) can now be notified of application activity for the sales users who report to them.

• To configure this setting:

  • Navigate to Account Settings > Organization > Operations Mgt. > Edit > Sales Rep Notification Scope > Individual-and-Unit Leader

• To assign a Unit Leader:

  • Navigate to Organization > Operations Mgt. > Update Operating Unit > Assign Unit Leader

• See images below for additional guidance:

3. AR users are now able to filter Sales Orders by open and closed status.

• To view this feature:

  • Navigate to AR Mgt. > Customer Search > Sales Orders> Filter by Open or Closed

• See images below for additional guidance: