[vc_row row_type=”row” stretch_row_type=”no”][vc_column][vc_column_text]<\/p>\n
New Features<\/p>\n
[\/vc_column_text][\/vc_column][\/vc_row][vc_row row_type=”row” stretch_row_type=”no”][vc_column][vc_separator][\/vc_column][\/vc_row][vc_row row_type=”row” stretch_row_type=”no”][vc_column width=”2\/3″][vc_column_text]<\/p>\n
For Clients integrated with Scheduling, also added the ability to track changes or history logs when managing a Schedule. This is limited to changes in the following:<\/p>\n
[\/vc_column_text][\/vc_column][vc_column width=”1\/3″][vc_empty_space height=”50px”][vc_single_image image=”3093″ img_size=”300×100″ onclick=”link_image”][\/vc_column][\/vc_row][vc_row row_type=”row” stretch_row_type=”no”][vc_column width=”2\/3″][vc_column_text]<\/p>\n
We also added an ability to set Custom Fields dynamically by indexing them.<\/p>\n
This will be used for Registrants linked with Co-Buyers so that we can pull the information inputted in the Custom Fields in their own Buyer profiles.<\/p>\n
For example, if the Custom Tag is “CT_EMPLOYER”, by default this will reflect the information from the Primary Buyer. <\/strong>In order for your Document Template to reflect the value from the Co-Buer’s profile, add the Custom Tag as “CT_EMPLOYER_1” for the 1st Co-Buyer, then “CT_EMPLOYER_2″ for the 2nd Co-Buyer and so on.[\/vc_column_text][\/vc_column][vc_column width=”1\/3″][vc_empty_space height=”50px”][vc_single_image image=”3097″ img_size=”300×100″ onclick=”link_image”][vc_single_image image=”3095″ img_size=”300×100″ onclick=”link_image”][\/vc_column][\/vc_row][vc_row row_type=”row” stretch_row_type=”no”][vc_column width=”2\/3″][vc_column_text]<\/p>\n For Clients integrated with Scheduling, we now allow selecting multiple communities at a time when reviewing the list of:<\/p>\n [\/vc_column_text][\/vc_column][vc_column width=”1\/3″][vc_empty_space height=”50px”][vc_single_image image=”3089″ img_size=”300×100″ onclick=”link_image”][vc_single_image image=”3090″ img_size=”300×100″ onclick=”link_image”][\/vc_column][\/vc_row][vc_row row_type=”row” stretch_row_type=”no”][vc_column width=”2\/3″][vc_column_text]<\/p>\n We have now added 2 new Document Template tags to indicate the Change Order Number based on the Option change’s Sales Type. This means that if the Option changes are linked to a Finance Sales type only, the Finance counter tag will increment with 1, without<\/strong> incrementing the Counter for Cash Change Order.<\/p>\n If the Option change is linked to a Cash Sales type only, the Cash counter will increment with 1 without<\/strong> incrementing Finance counter as well. However, if it’s both Fiance and Cash sales type, then it increments to 1 for both counters. The New Document Template tags as follows:<\/p>\n CF_CHANGE_ORDER_COUNT_CASH<\/span>\nCF_CHANGE_ORDER_COUNT_FINANCE<\/span><\/p><\/blockquote>\n To see the complete list of Document Template tags, you can visit this link here: https:\/\/ps.pipelinebt.app\/document-template-tags<\/a><\/strong>[\/vc_column_text][\/vc_column][vc_column width=”1\/3″][vc_empty_space height=”100px”][vc_single_image image=”3074″ img_size=”300×100″ onclick=”link_image”][vc_single_image image=”3084″ img_size=”300×100″ onclick=”link_image”][vc_single_image image=”3075″ img_size=”300×100″ onclick=”link_image”][\/vc_column][\/vc_row][vc_row row_type=”row” stretch_row_type=”no”][vc_column width=”2\/3″][vc_column_text]<\/p>\n We also now added 2 new Document Template tags to count the total Options in a Change Order in either Cash Sales type, Finance Sales type, or both. The New Document Template tags as follows:<\/p>\n CF_CASH_OPTIONS_COUNT_CHANGEORDER\nCF_FINANCE_OPTIONS_COUNT_CHANGEORDER<\/span><\/p><\/blockquote>\n [\/vc_column_text][\/vc_column][vc_column width=”1\/3″][vc_empty_space height=”50px”][vc_single_image image=”3079″ img_size=”300×100″ onclick=”link_image”][vc_single_image image=”3078″ img_size=”300×100″ onclick=”link_image”][\/vc_column][\/vc_row][vc_row row_type=”row” stretch_row_type=”no”][vc_column width=”2\/3″][vc_column_text]<\/p>\n We also now added 2 new Document Template tags to count the Previous Total Selling Price for Cash and Finance Options from previous Change Orders. The New Document Template tags as follows:<\/p>\n CF_PREV_TOTAL_SELLING_PRICE_CASH\n<\/span>CF_PREV_TOTAL_SELLING_PRICE_FINANCE <\/span><\/p><\/blockquote>\n [\/vc_column_text][\/vc_column][vc_column width=”1\/3″][vc_empty_space height=”50px”][vc_single_image image=”3083″ img_size=”300×100″ onclick=”link_image”][vc_single_image image=”3081″ img_size=”300×100″ onclick=”link_image”][\/vc_column][\/vc_row][vc_row row_type=”row” stretch_row_type=”no”][vc_column width=”2\/3″][vc_column_text]<\/p>\n We also a new Document Template tags to show the last Total Selling Price when the Contract Status was last set to Contract Complete.\u00a0<\/b>The New Document Template tags as follows:<\/p>\n CF_TOTAL_CONTRACT_PRICE<\/span><\/p><\/blockquote>\n You can use this tag in different versions of your contracts to call the Total Selling Price value before Change Orders were made.<\/p>\n [\/vc_column_text][\/vc_column][vc_column width=”1\/3″][vc_empty_space height=”50px”][vc_single_image image=”3085″ img_size=”300×100″ onclick=”link_image”][vc_single_image image=”3086″ img_size=”300×100″ onclick=”link_image”][\/vc_column][\/vc_row][vc_row row_type=”row” stretch_row_type=”no”][vc_column width=”2\/3″][vc_column_text]<\/p>\n For Clients integrated with Pipeline Purchasing, we now have a Job flow Client setting to determine whether the Jobs are to be synced from Pipeline Sales to Pipeline Purchasing or vice versa. This setting allows our system to sync in a single direction at a time once Syncing is run either automatically or manually via the Data Sync page. Contact Pipeline Sales Admin to have this configured for your organization through this email: specitup.support@strongtie.com<\/a>.[\/vc_column_text][\/vc_column][vc_column width=”1\/3″][vc_empty_space height=”50px”][vc_single_image image=”3072″ img_size=”300×100″ onclick=”link_image”][\/vc_column][\/vc_row][vc_row row_type=”row” stretch_row_type=”no”][vc_column width=”2\/3″][vc_column_text]<\/p>\n We have updated how we display our Lot History, to include sorting by Modified date. This is to makes sure the recent updates displays on the grid first.[\/vc_column_text][\/vc_column][vc_column width=”1\/3″][vc_empty_space height=”50px”][vc_single_image image=”3071″ img_size=”300×100″ onclick=”link_image”][\/vc_column][\/vc_row][vc_row row_type=”row” stretch_row_type=”no”][vc_column width=”2\/3″][vc_column_text]<\/p>\n For Clients integrated with Scheduling, we now have an ability to filter tasks that are linked with a Vendor that has a generated Purchase Order report. This filter can be toggled on or off when managing Current Schedules.[\/vc_column_text][\/vc_column][vc_column width=”1\/3″][vc_empty_space height=”50px”][vc_single_image image=”3056″ img_size=”300×100″ onclick=”link_image”][\/vc_column][\/vc_row][vc_row row_type=”row” stretch_row_type=”no”][vc_column width=”2\/3″][vc_column_text]<\/p>\n Before the task can be marked as Completed, the checklists are needed to be marked as completed first. For easier reference, we now have added the Checklist button when tasks have assigned checklists against them.<\/p>\n This is reflected in the Schedule Templates page and Current Schedule pages.[\/vc_column_text][\/vc_column][vc_column width=”1\/3″][vc_empty_space height=”50px”][vc_single_image image=”3053″ img_size=”300×100″ onclick=”link_image”][\/vc_column][\/vc_row][vc_row row_type=”row” stretch_row_type=”no”][vc_column width=”2\/3″][vc_column_text]<\/p>\n We now have an ability to filter by Tasks in Calendar view when managing the list of Job Schedules linked to the Community selected.<\/p>\n There are color legends for your reference:<\/p>\n When you hover over the tasks, a tooltip will display to show more information on the Jobs Schedule and the linked Vendor.[\/vc_column_text][\/vc_column][vc_column width=”1\/3″][vc_empty_space height=”50px”][vc_single_image image=”3058″ img_size=”300×100″ onclick=”link_image”][\/vc_column][\/vc_row][vc_row row_type=”row” stretch_row_type=”no”][vc_column width=”2\/3″][vc_column_text]<\/p>\n Company Admins can now have an ability override the Standard PO Report by replacing the Report’s path from where your Custom PO Report is published.<\/p>\n You can override the default Standard PO report in the Schedule Reports<\/strong> tab from our Page Access setting on the User Groups page<\/a><\/strong>.<\/p>\nMultiselect Communities in Scheduling<\/h3>\n
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New Tag for Total Change Orders in either Cash or Finance<\/h3>\n
New Tag for the Total Options in either Cash or Finance in Change Orders<\/h3>\n
New Tag for the Previous Total Selling Price in Cash or Finance in Change Orders<\/h3>\n
New Tag for Total Contract Price for the last Completed Contract<\/h3>\n
April 11, 2023 | Here are the new updates and features applied:<\/em><\/h6>\n
Sync Jobs to Pipeline Purchasing Job Flow<\/h3>\n
Sort Lot History by Recent Modified Date<\/h3>\n
April 3, 2023 | Here are the new updates and features applied:<\/em><\/h6>\n
Filter Tasks with a Linked PO<\/h3>\n
Checklist Button in Schedule pages<\/h3>\n
Able to Filter by Tasks in Calendar View<\/h3>\n
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Able to Override the Standard PO Report<\/h3>\n