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August 2023 Release

New Features

August 11, 2023 | Here are the new updates and features applied:

Sage BI Report

For Clients integrated with Pipeline Business Intelligence (BI Reports), we now have an updated version of the Sage BI Report to get the data directly from Pipeline Purchasing. Contact Support at specitup.support@strongtie.com to setup BI in your Pipeline Sales accounts.

Sage BI Report

Option Summary BI Report

For Clients integrated with Pipeline Business Intelligence (BI Reports), we have updated how we display Adjustments in the Options Summary BI Report.

  • Red font color – If the Total Adjustments were deducted from your Total Selling Price
  • Blue font color – If the Total Adjustments were added into your Total Selling Price
Option Summary BI Report
Option Summary BI Report - Positive

Additional Fields in our Web API

We now have added fields in our existing endpoints in our Web API to include the following fields:

  • Plan Selling Price (Calculated)
  • Plan Selling Price (Lump Sum)
Web API

Dynamic Tags for Custom Fields

For Clients integrated with Pipeline Sales, we have updated our Dynamic Tags for Custom Fields impelemented last April with better indexing.

We matched the indexing with our Default Document Template tags for consistency.To see the complete list of Document Template tags, you can visit this link here: https://ps.pipelinebt.app/document-template-tags

Example:
Registrants Assigned in the same Contract		 Example:
Custom Field is EMPLOYER
Registrant/Main Buyer CT_EMPLOYER
or CT_EMPLOYER_1
Co-Buyer 1 CT_EMPLOYER_2
Co-Buyer 2 CT_EMPLOYER_3

Enhancements

  • Registrant Detail BI Report formatting is also updated when Notes are added from the Registrant info. SIU-9680
  • Able to retrieve the Sales Rep and Design Rep tags in both Generate Document and Signing digitally through DocuSign for Spec Home types of Configurations using the Spec Home Registrant contact. SIU-9860
  • Delete icon in Documents tab in Configurations are updated to be center-aligned. SIU-9851
  • For Clients integrated with Pipeline Purchasing, we have fixed syncing issues when triggering Sync Lots, Sync All, and Sync Now manual syncing. SIU-9437
  • For Clients integrated with Pipeline Purchasing, we have adjusted the spacing between manual Sync buttons in the Data Sync page. SIU-8844