Release notes: February 11, 2021

February 11, 2021

What’s New

Customized Search Filters

Users now have the ability to save customizable project searches to improve project tracking and managing for future reference and searches.

Customer / Sales Rep Filters added to Dashboard Visualization Charts

On your dashboard, we have added even more customization on the quote data you see. You can now sort by customer and sales representatives filters for increased flexibility in your quote reporting widgets.

Product / Package Filter Option


To guide your product/package searches, we have also added filters on the product and package list to help you find specifically what you are looking for in a shorter amount of time!

Bulk Editing Changes

We have also added the bulk edit feature to allow you to apply multiple changes at once rather than making them individually.

What’s Improved

To help you save even more time, the product searching algorithm has been improved on your Project Tracker account.

What’s Fixed

  • Resolved an issue with price exclusion and inclusion of sections on the quote
  • Resolved an issue with internal number display on quote list page
  • Resolved an issue with linking a new product on an exist product in spec to quote

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