integrate Tutorial Friday 3rd May

In this session we will cover;

integrateCRM module

• Quote report by product type. New report created for quotes based on product or service type. Will allow companies to identify opportunities to target specific work type. For example renovation jobs that do not requite new joinery to be manufactured. We have also make adjustments to the order overview report allowing report to be grouped by sales person and breakdown grouped by job number.

integrateCORE module

• Quote Matrix View Upgrade and Changes. The quote matrix allows users to see specification summary for all items on the quote in a simple grid layout. Clients can select the columns that are relevant for them to display. The system automatically compares lines to highlight differences and some details are editable here without having to reopen the item in the drawing board. Recently we have added more selectable and editable columns as well as improved navigation where for larger quotes the new items load as you scroll down.

• Applied Lead. Using the glazing bar designs it is now possible to add pricing for applied lead designs.

• Additional Horizontal or Sliding designs now supported for windows. New designs now supported including triple section where centre is fixed and sides open towards the centre.

integrateFIT module

• Installation Board Dates. Adjusted roll forward button so that when users scrolls down new dates are loaded automatically. Making installation board much easier to navigate. In this session we will show how this works.