Release notes: January 21, 2021

January 21st, 2021

What’s New

At the beginning of every new year, it is important to stay focused and reporting is a great way to get there.  Your ATS Project Tracker dashboard now has charts to customize and visualize your quotation activity. Update your dashboard for different reporting purposes based on the quote counts, line counts, and quote valuations over a period of time.

New Reports in this dashboard include: 

  • Quote level by Manufacturer or Brand
  • Quote level by Product Category 
  • Quote level by inside sales agent

You can customize the date and frequency to your preference to find the exact information you need. Now, you will be able to showcase all the information in an organized and visual manner. Click here to request a demo.

What’s Improved

As you look to get a head start on all your projects for 2021, you will now be able to upload multiple files to increase efficiency. You will no longer have to do it manually one-by-one!

What’s Fixed

  • Resolved an issue where copying discounts to a new customer sometimes deletes discounts from existing customers
  • Resolved an issue where default terms and conditions are not displayed in new quotes created from spec to quote feature
  • Resolved an issue with missing logo on shop drawing downloads in some cases
  • Resolved an issue with shop drawing and quotes not printing project name and address in some cases

Comments are closed.