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Pipeline Sales Release Notes

New Features and Important Updates

March 2024 Release

Released March 04, 2024

In our most recent Sales and Scheduling enhancements, we've implemented a significant improvement: Scheduling Task details are now seamlessly integrated into Job Updates on Purchasing. This means that scheduling tasks can now be conveniently viewed within the Jobs > Scheduling Task page. Additionally, this update ensures the accurate display of Notes and Selections from Sales within the Purchasing interface.

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February 2024 Release

Released February 12, 2024

In our latest Sales and Scheduling updates, we've smoothly integrated the Trade logic from the Purchasing module into our Automated Emails to Vendors feature. Additionally, a new user group setting has been introduced, putting the control in the hands of Company Managers to selectively determine which User Groups have the ability to view Prices when accessing PO reports. This feature ensures that only authorized users can access and view Pricing Reports, enhancing security and data control.

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January 2024 Release

Released January 18, 2024

In our latest Sales and Scheduling updates, we've seamlessly integrated Purchasing module Trade logic, introduced direct access to Job Documents from the Scheduling page, and resolved Schedule creation and editing issues. For WMS-integrated clients, we've optimized data transmission for a more enhanced user experience. These updates are geared towards providing our users with a more polished and feature-enriched experience.

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December 2023 Release

Released December 7, 2023

Ongoing enhancements to our Sales and Scheduling pages' operational features have brought about meaningful upgrades. Your request for the inclusion of Lot addresses on the Edit Schedule page has been implemented. Additionally, we've resolved issues regarding Schedule Start dates in the Schedule Creation and Editing processes.

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November 2023 Release

Released November 07, 2023

In our latest updates, we've introduced a feature for Managing Options per Plan across Multiple Lots, and we've now extended this capability to enable the Management of Plans across Multiple Lots, providing greater flexibility and efficiency in your project management. A user-friendly confirmation pop-up now keeps you informed about changes in Plan and Option assignments for your selected Lots. Additionally, the Site Announcement pop-up has been revamped to prioritize the display of the latest news, elevating your user experience. This release also includes bug fixes for Pipeline Sales and Scheduling pages, ensuring platform reliability.

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October 2023 Release

Released October 24, 2023

In our recent updates, we've introduced a new feature for efficient management of Options per Plan across Multiple Lots, enhancing workflow and saving valuable time and effort. In response to client feedback, we've also adjusted the default Sales Type selection for Custom Options, offering improved customization. Additionally, we've enhanced the Pipeline Scheduling Settings page by alphabetically sorting Communities and Phases, improving user experience. This release also includes bug fixes for Pipeline Sales and Scheduling pages, ensuring platform reliability.

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September 2023 Release

Released September 08, 2023

In the recent updates, we've improved our Page Access settings and now allows Default User Groups to be modified. We have also added a new feature that allows user to print Phase Lot Maps and some functional updates made in our Sales and Scheduling pages.

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August 2023 Release

Released August 11, 2023

In the recent updates, we've improved our existing Sales Modules like Copy Configurations, Managing Configurations. BI Reports are also updated based on the feedback from our Clients using our Custom and Default BI reports.

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July 2023 Release

Released July 12, 2023

In the recent updates, we've improved our Business Intelligence Integrated Reports in Pipeline Sales. We also enhanced validation messageas and helpful information when filtering Option Selilng Price pages, and Selection pages.

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June 2023 Release

Released June 15, 2023

In the recent updates, we've improved our Business Intelligence Integrated Reports in Pipeline Sales. We also added new features in Pipeline Sales for easier navigation like the new ability to display linked Registrants in a Compamny.

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May 2023 Release

Released May 9, 2023

We have continued to improve Functional Features in Pipeline Scheduling pages and Pipeline BI. Moreover, we have ventured a better way to display new features and updates in the latest version of Pipeline Sales to serve you better.

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April 2023 Release

Released April 3, 2023

We have continued to improve Functional Features in Pipeline Scheduling pages. We now have added filtering and minimized what tables to show in our Task modals when there are no data.

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March 2023 Release

Released March 2, 2023

We have continued to improve Operational Features in Sales and Scheduling pages. We have continued to match the designs the same user experience in our New Manage Configuration User Interface.

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February 2023 Release

Released February 1, 2023

In this release, we have focused on continuing improving our core functionalities like User Group access while we continue to add Sales Functionalities like Deactivating Company Contacts, enhacnements in Configuration pages, etc.

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January 2023 Release

Released January 4, 2023

January Release comprises more on our Integration enhancement ang features with WMS Estimating and Purchasing. There are Integration updates for those integrated with Pipeline Purchasing and Estimating . Also, additional BI Reports Updates and Changes are deployed for this month.

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December 2022 Release

Released December 6, 2022

December Release comprises on our launching of the new Configuration page Design. Also, there are Integration updates for those integrated with Pipeline Purchasing and Estimating . Also, additional BI Reports Updates and Changes are deployed for this month.

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November 2022 Release

Released November 9, 2022

November Release comprises on additional scheduling permissions in the User Groups page and improvement in Manage Registrant for assigning multiple communities without the need to recreate the Registrant.

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October 2022 Release

Released October 11, 2022

October Release comprises on additional scheduling permissions in the User Groups page and improvement in Manage Registrant for assigning multiple communities without the need to recreate the Registrant.

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September 2022 Release

Released September 1, 2022

September Release comprises on additional scheduling permissions in the User Groups page and improvement in Manage Registrant for assigning multiple communities without the need to recreate the Registrant.

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August 2022 Release

Released August 2, 2022

The August 2022 Release comprises of new features such as New Scheduling settings to improve customization per Community per Division on Buffer settings, working days, etc. Additional feature is an ability to Assign Registrants or Buyers to multiple Communities.

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July 2022 Release

Released July 1, 2022

The July 2022 Release comprises of new features such as Unique Custom Option Code per Client. This is to prevent using duplicate Custom Option Code per Contract which was the design before. More updates also includes Home Buyers as an external user for your organization to manage their assigned Contracts and more.

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June 2022 Release

Released June 2, 2022

The June 2022 Release is about the SSO (Single Sign On) feature now integrated with Pipeline Sales to allow users to use only one set of Credentials when managing Pipeline Sales pages. Additional enhancements includes improving Sales page performance as pagination and filtering are now integrated with our Manage Sales pages.

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