Articles
Cancellation Requests (Pipelines) - Site Name Column Renamed To 'Site' (15698) [Enhancement]
On the Cancellation Requests screen, the Site Name column has been renamed to 'Site'. Pathway: Sales > Pipelines > Cancellation Requests ...
Sales Management - Fix Installed for Sales Rep Report (15734)
The problem causing the export failure of the Sales Rep Report in Sales Management has been successfully resolved. Pathway: Sales > Sales Management ...
Rate Update Batch - Export File Updated (15733) [Enhancement]
The Excel Export file has been improved by adding an ID column to address the issue that users encountered when attempting to use the same file format for importing a rate update batch. It's important to note that an error will consistently occur du...
Pipelines - Hyperlink Added to Sales Opportunities if Contact Exists (15784) [Enhancement]
The Pipeline Opportunities Dashboard now includes a new "Contact" column. If a contact is identified on the proposal, the contact's name will display as a hyperlink in the Contact column. When selected, the 'View Contact' screen screen displays wit...
Rate Update Batches - Multi Select Option Added to Filters (15770) [Enhancement]
The multi-selection option has been added to both Add Rate Update Batch screens for the following drop down screen filters: Service Region Line Of Business Account Class Site Class Bill Group Pathway: Sales > Rate Update Batches >...
Rate Update Batch - Site Information Not Displaying After Batch is Posted (15789)
Previously, after a rate update was posted, the Site ID and Site Name did not display when the batch was reopened. This has been resolved. Pathway: Sales > Rate Update Batch ...
Sales (Pipelines) - Improvements Applied To Pipeline Opportunities (15946) [Enhancement]
The following changes have been made to the Pipeline Opportunities screen: The previously displayed checkbox filters have been moved to the top of the screen and are now presented as dropdown selections. The default setting for each is 'All.' ...