December 27, 2021

1. Adding Transaction History for NCS - UCC Filings

Users can now pull a report with the transaction history of all UCC filings. This report is available to all admin users.

Navigation: Account Settings > UCC Filings Package > Transaction History > Prepare Report

2. Adding Transaction History for Levelset - Lien Tracking

Users can now pull a report that shows the transaction history of all requests sent to Levelset for Lien Tracking.

Navigation: Account Settings > Job Sheet Lien Tracking Package > Prepare Report

3. Displaying Key Customer Metrics Component

Credit Users can now view the Key Customer Metrics under the "Credit Request" tab, for the requests that have the "Customer ERP Account Details" link.

Navigation: ERP Customer A/C > *credit request*