specitup.support@strongtie.com.<\/a>[\/vc_column_text][\/vc_column][vc_column width=”1\/3″][vc_empty_space height=”100px”][vc_single_image image=”3186″ 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>\nRegistrant Relationships Syncing for Common Lasso Projects<\/h3>\n
For Clients integrated with Lasso CRM, one of the features is to allow multiple Lasso Projects (Pipeline Sales Communities) being linked to a Registrant synced simultaneously in Pipeline Sales.<\/p>\n
We now only allow adding Relationship setups against a Registrant if the Co-Buyer and the Primary Buyer are both synced to Lasso which belongs to a common Lasso Project (Pipeline Sales Communities).[\/vc_column_text][\/vc_column][vc_column width=”1\/3″][vc_empty_space height=”80px”][vc_single_image image=”3197″ 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
Registrant Relationships Syncing for Common Pipeline Communities<\/h3>\n
For Clients that are using the Pipeline Sales Registrant page, one of the features is to allow multiple Pipeline Sales Communities being linked to a Registrant.<\/p>\n
We now\u00a0validate<\/strong> if the Relationship setups against a Registrant as the Co-does does not belong to a common Pipeline Sales Community. This is to make sure we only allow assigning valid Co-Buyers in the Contracts.[\/vc_column_text][\/vc_column][vc_column width=”1\/3″][vc_empty_space height=”80px”][vc_single_image image=”3195″ 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>\nSave and Exit buttons when Managing Selections<\/h3>\n
To be consistent throughout our Pipeline Sales pages, we now added a Save and Exit button when Managing Selections.<\/p>\n
This allows the Users to stay on Edit Selection page while Saving changes in multiple iterations at at time.<\/p>\n
[\/vc_column_text][\/vc_column][vc_column width=”1\/3″][vc_empty_space height=”50px”][vc_single_image image=”3187″ img_size=”300×100″ onclick=”link_image”][\/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][vc_column_text]<\/p>\n
Enhancements<\/p>\n
[\/vc_column_text][\/vc_column][\/vc_row][vc_row row_type=”row” stretch_row_type=”no”][vc_column][vc_column_text]<\/p>\n
\n- We now have improved assigning of Co-Buyers in a Configuration to only allow Registrants be assigned as Co-Buyer if they have a linked Relationship in a Common Community of the Contract. This is applied\u00a0 for both Lasso and Non-Lasso-enabled Clients to make sure Primary Buyers and Co-Buyers will have access to Configurations linked to them. SIU-9692<\/em><\/li>\n
- For Clients Integrated with Business Intelligence using BI Reports, the Purchase Order (PO) BI Reports have been updated to filter the results better instead of sorting By Optio directly, it’s now filtered by the Building Phase ID once it is in a proper Group of data. The Report is generated automatically when accessed. SIU-9750<\/em><\/li>\n
- PO Report Updates also include sorting by Product Items when its results are not being sorted by Options. SIU-9708<\/em><\/li>\n
- Cancelled POs are no longer displayed in Scheduling. SIU-9722<\/em><\/li>\n
- We now have improved our validation messages when deleting entries in Sales Pages. SIU-9688<\/em><\/li>\n
- In the Selling Price Options page (both in Company and Division levels), we now have added an informative text to filter fewer Options in case you experience Performance Issues. SIU-9779<\/em><\/em><\/li>\n
- Following the Updates last month regarding the Budget BI Report, we now group the result by Building Phase and combine its products. SIU-9765<\/em><\/li>\n
- The Budget Report is now also sorted by Base then Options, by Building Phase Code, and then Products Code. SIU-9765<\/em><\/li>\n
- Enhancements on the Purchas Order PO BI report, the Quantity Column has been adjusted to match the Budget Detail Report. SIU-9786<\/em><\/li>\n
- Enhancement on Managing Selection pages where loaders are now displayed to prevent user from making changes while saving is In-Progress in the background. SIU-9803<\/em><\/li>\n<\/ul>\n
[\/vc_column_text][\/vc_column][\/vc_row]<\/p>\n","protected":false},"excerpt":{"rendered":"[vc_row row_type=”row” stretch_row_type=”no”][vc_column][vc_column_text] New Features [\/vc_column_text][vc_separator][\/vc_column][\/vc_row][vc_row row_type=”row” stretch_row_type=”no”][vc_column width=”2\/3″][vc_column_text] July 31, 2023 | Here are the new updates and features applied: Syncing Master Tasks at Company Level For Clients integrated with Pipeline Scheduling, the Syncing of Master Tasks is now moved to Company Level. As a Company Manager, you can navigate to the\u00a0Admin Settings and […]","protected":false},"author":625,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"template-page-full-width.php","meta":{"_acf_changed":false,"footnotes":""},"class_list":["post-3185","page","type-page","status-publish","hentry"],"acf":[],"_links":{"self":[{"href":"https:\/\/help.strongtietech.com\/pipelinesales\/wp-json\/wp\/v2\/pages\/3185","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.strongtietech.com\/pipelinesales\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/help.strongtietech.com\/pipelinesales\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/help.strongtietech.com\/pipelinesales\/wp-json\/wp\/v2\/users\/625"}],"replies":[{"embeddable":true,"href":"https:\/\/help.strongtietech.com\/pipelinesales\/wp-json\/wp\/v2\/comments?post=3185"}],"version-history":[{"count":0,"href":"https:\/\/help.strongtietech.com\/pipelinesales\/wp-json\/wp\/v2\/pages\/3185\/revisions"}],"wp:attachment":[{"href":"https:\/\/help.strongtietech.com\/pipelinesales\/wp-json\/wp\/v2\/media?parent=3185"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}