- Timeline tool added to Project - LOB - new properties for payment terms - New validation error handler Patch: - fixed a bug in validation messages - fixed a bug in Project form

- Timeline tool added to Project - LOB - new properties for payment terms - New validation error handler

- bug in project form fixed

- Added Priority notes (memos) tool - ILOB - Scorecard tool for bulk context - Attachment tool - support for MP3 and wav files - Added Customer Ranking tool - Magic links

- Products: added support for equivalent mixes - Project can now be restricted to multiple Plants - Customer/Project records with active Tickets cannot be deleted - product pricing support for up to 10 levels - Plant records added to Benchmark subscriptions - Bug fixes and improvements

- Opportunity timeline product plant change tracking - Integrated Lines Of Business - Consolidate fine aggregate and coarse aggregate into aggregate - Bug fixes

Fixed an issue with empty plants in quoting products

- Quote products out of multiple plants - Added new filters in subsription form - Added project end date filter

- Added plant group filters to projects, orders, tickets, and products in Bulk MP - Added support for multi level quote approvals - Added customer form - Added support for record attachments (customers, projects, orders, tickets) in bulk organizations - Added support for running WCR value calculated in transit - Added export to calendar function to meetings, opportunities, orders, and projects

- Fixed an issue where min and max slump in product details was always N/A - Improved colors of home screen ordered graph to better display with dark colors - Updated logic to show 0.00 gallons of added water instead of N/A when a zero value was received from external sources

- Improved sales calendar salesperson filter to only show salesperson employees - Fixed an issue that caused tickets list in product records to be empty - Added plant group filter to project list - Added ability to set default quote sequence to products - Added cost property to meetings

- Add a single day and two-week view to the Sales Calendar Tool. - Added Slump Meter readings for “On_Job” and “Begin Pour” - Added plant group filter to plant designs list

- Added competitor locations to sales>map - Added timeline tool to opportunities with ability to view previous versions of quote PDFs - Added Sales calendar tool

- Added plant group filter to opportunity, quote approval, and quote history list - Added schedule plant filter to orders list

- Added support for benchmark alerts - Added the ability to quote "bundled" products under a single price - Added links to plant groups in plant details - Improved linking of additional contacts from the customer record

- Added functionality that auto populates the manager when sending quotes for approval

- Updated opportunity result actions when editing quotes for a won or lost opportunity. Opportunity result must be reset to allow editing of quotes - Added “x” to search fields to quickly clear search terms - Added "additional products" filter to order and ticket list - Added product timeline tool

Added custom email notes and email preview to quotes. Needs admin panel adjustment to quote config

- Added support to display prices when a product uses product group pricing - Added custom email notes and email preview to quotes. Needs admin panel adjustment to quote config - Increased maximum project estimate to 999,999 CY - Added filter and sort by remaining quantity in estimates tool - Added support for variable pricing on products

- Added drum rotation and water added to Smarthatch data feed - Added dashboard to individual record types (i.e. customer) - Added Dashboard, My dashboard, Customers, Contacts, and Meetings tools to sales module in bulk orgs - Added logic to detect potential duplicate contacts upon entry - Increased allowable values for slump/spread in tests - UI improvements

- Added "My Dashboard" tool for user specific dashboard configuration - Added ability to reorder quoted products - Added void notes to ticket details - Increased text field character limit from 500 to 1500 - Added support for ticket alerts

Bug fixes

Fixed a bug in ProPilot chat agent

• Added ability to create a project from quotes that are won • Added user setting to set default date ranges on lists • Updated login screen • Added ProPilot Agent support • UI improvements

- Updated user list UI - Added per product quantity to quoting workflow - Added customer and product quantity columns to step 5 of quoting - Added "enabled only" toggle to customer scorecard selection