You can now export and import using the same excel file from the existing device management within Service and MPS! (Note: We cannot export/import Service Agreement linkage at this time on the Service page)

When using a $1 Out Lease in NY, CA, and other designated states, a Financial Disclosure form is now required. PREO will now prompt the user to upload this form and provide information on how they can get request support to get it completed.

Video Explanation

Order Processing and Admin users can now use "Internal Chat" to make notes about an order without notifying Sales. An additional tracking feature called Milestone Status can be configured by Regional Admins and used on the Order Management Dashboards. Order Comments now automatically create internal notes and are cleared when the proposal advances to the next stage.

175 - Director Statement View - Director's now have the standard statement view with the option for Regional Admins to enable/disable the "Branch Summary" view

230 - BUG: Big Iron Production - Commission Parameters - Big Iron commission will now calculate as expected if the comp plan is configured to use this option

238 - BUG: Cannot select Document Template - Selecting Document Templates is now working

240 - BUG: Pricebook Accessories Not Showing - Managing Pricebook Accessories and adding items from custom pricebooks is now working